Drones
Commented by Fabian Lorenz on October 7th, 2025 | 07:25 CEST
NATO shock boosts DroneShield and Volatus Aerospace! Major order and Buy recommendation for Nordex!
The drone pure plays, DroneShield and Volatus Aerospace, have ended their consolidation with price explosions. In just a few days, both stocks rose by more than 50%. Volatus also shines with a follow-up order from NATO. Before the last order was fully delivered, a repeat order was already placed. In addition, a million-dollar order was also secured in the civilian sector. Drone defense is proving challenging in Germany. Why is that? How does DroneShield score? Nordex is also one of the price winners of the year, recently securing a crucial large order. Analysts recommend buying the stock.
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Commented by André Will-Laudien on October 6th, 2025 | 07:00 CEST
Drone warfare with NATO Europe? DAX soon to reach 25,000 with defense stocks: DroneShield, Volatus Aerospace, thyssenkrupp, and Rheinmetall
Drone warfare in Europe is providing a massive boost to the defense sector, as demand for modern defense and attack systems is rapidly increasing. Companies such as Rheinmetall continue to benefit from public contracts for drone defense systems, including the Skyranger and new laser weapons. DroneShield is positioning itself as a leading provider of drone defense technologies and is currently experiencing an impressive growth phase. Volatus Aerospace is also involved as a service provider offering specialized solutions for drone surveillance and security services. Driven by EU-wide NATO investments in state-of-the-art defense technologies, analysts anticipate cyclical double-digit growth for the entire defense sector well beyond 2030. This historic wave of rearmament is transforming trillions in public debt into dream profits for shareholders, with our grandchildren and great-grandchildren footing the bill. Who are the current winners?
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Commented by Fabian Lorenz on October 3rd, 2025 | 07:10 CEST
Drone wall for Europe! Almonty, DroneShield, and Hensoldt – Defense stocks taking off again!
The past few weeks have shown that Europe has been asleep at the wheel on drone defense. In Denmark, Poland, and Germany, these small aircraft are almost impossible to detect, and when they are, current countermeasures are inefficient and costly. At the EU summit in Copenhagen, Danish Prime Minister Mette Frederiksen warned of the "most serious threat since World War II" and called for urgent investment. Billions must now flow into radar systems, jammers, and interception technologies. This is electrifying defense stocks. Almonty, at the beginning of the value chain, supplies tungsten, a critical material also used in drones and missiles. Hensoldt, with its expertise in detection systems, is investing heavily in new solutions. Can DroneShield justify its billion-dollar valuation?
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Commented by Nico Popp on October 2nd, 2025 | 07:05 CEST
What billions for space mean for drones: Volatus Aerospace, Hensoldt, Airbus
Things are happening in Germany! The federal government recently approved comprehensive investments in space. Experts agree that Germany is on a par with the US when it comes to space research. While partners across the Atlantic usually act faster and on a larger scale, Germany is now set to take a bolder approach: a hefty EUR 35 billion is to be invested in space security. This move positions Germany as a space power, leaving even the French and British in the dust. We take a look at what these investments mean and why the commitment to space should be seen as part of the bigger picture.
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Commented by André Will-Laudien on September 26th, 2025 | 07:25 CEST
Shooting down Russian drones and fighter jets? NATO keeps its focus on Rheinmetall, Almonty and Hensoldt!
On the financial markets, Russian provocations involving jet and drone overflights are primarily perceived as a security risk. Such actions increase political instability and often trigger a flight to safe havens such as gold, government bonds, or the US dollar. At the same time, defense stocks and companies in the security sector tend to benefit, as investors anticipate rising defense spending in Europe and within NATO. For the broader equity market, the increased risk often translates into higher volatility and temporary price setbacks. In the long term, such threat scenarios are factored into risk premiums and valuation models, leading to more selective capital allocation in security-related sectors. Here are a few ideas.
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Commented by Fabian Lorenz on September 23rd, 2025 | 07:20 CEST
NATO under pressure! Almonty target price rises! RENK not a favorite at Goldman Sachs! DroneShield hits milestone!
Russia is testing NATO! Drones and fighter jets are repeatedly being spotted in European airspace, showing that de-escalation is not happening. NATO must continue to strengthen its defenses. This offers opportunities for investors across the entire value chain of the defense industry. In the raw materials sector, Almonty shares are a top pick. Analysts expect the tungsten producer to see an explosion in profits in the coming years and are raising their price target. Could the US government even step in? DroneShield has reached a milestone thanks to follow-up orders from the US Department of Defense. The drone defense specialist sees itself well-positioned for the future. Goldman Sachs has commented on RENK for the first time, but the analysts have other favorites.
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Commented by Armin Schulz on September 22nd, 2025 | 07:25 CEST
How to profit from the arms race: Rheinmetall on the ground and Volatus Aerospace and DroneShield in the air
The global security landscape is undergoing a historic shift. Driven by geopolitical tensions, modern warfare is moving into the digital realm, with drones emerging as a crucial key technology. This paradigm shift is creating a billion-dollar market for defense systems and offering investors exceptional growth opportunities. While defense giant Rheinmetall strengthens the backbone of national defense with conventional technologies, specialists like Volatus Aerospace and DroneShield are positioning themselves at the forefront of this technological revolution.
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Commented by Fabian Lorenz on September 15th, 2025 | 07:05 CEST
NATO without drone defense! Opportunity for Rheinmetall, DroneShield and Volatus Aerospace!
Is a new rally starting for drone stocks? The shooting down and crash of Russian drones in Poland has painfully highlighted NATO's vulnerability in this area. Recent years have shown how unmanned aerial vehicles are revolutionizing warfare. However, NATO appears to have a lot of catching up to do in terms of its drone inventory, detection and defense. Volatus Aerospace—which trains pilots and monitors borders, among other things—and drone defense specialist DroneShield should benefit from this. Both stocks had multiplied in value at the beginning of the summer. After the setback, prices could now rise again. Rheinmetall is also becoming increasingly involved in this area. What does Germany's largest defense contractor have to offer?
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Commented by André Will-Laudien on September 11th, 2025 | 07:00 CEST
In peace and war – Defense stocks poised for the next leap: Volatus Aerospace, thyssenkrupp, DroneShield and Rheinmetall
Europe's defense industry is facing an unprecedented wave of investment. The combination of long-term secure financing, political resolve, and technological modernization is creating an attractive environment for providers of defense systems, sensor, and AI solutions. Analysts expect average growth rates of 5 to 10%, which will see the market expand from around EUR 125 billion to approximately EUR 170 billion by 2030. The key drivers are the EU's massive investment offensives, which aim to mobilize up to EUR 800 billion through the new SAFE financial instrument. This is a historic turning point for rearmament - especially after 25 years of disarmament. The package includes EUR 150 billion in loans for the joint procurement of high-tech systems such as drones, air defense, and artillery. Which stocks stand to benefit from this scenario?
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Commented by Nico Popp on September 5th, 2025 | 07:10 CEST
"Olive-Green Economic Miracle" – Who stands to benefit? Volatus Aerospace, Hensoldt, AeroVironment
Germany's Federal Minister of Economic Affairs, Katherina Reiche, sees great potential for the German economy in military rearmament. An article in Handelsblatt even refers to it as an "olive-green economic miracle." But who will benefit most from the billions in spending over the coming years? In addition to traditional defense companies, smaller niche providers and startups are also raring to go. We explain which stocks will truly benefit from this "olive-green economic miracle."
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