Drones
Commented by André Will-Laudien on August 19th, 2026 | 07:15 CEST
Excitement is Building: SpaceX, Volatus, Airbus and DroneShield are supplying NATO and seeing their profits soar
As of July 31, 2026, the Bundeswehr will grow to approximately 186,700 service members. This means that, as of mid-year, the number of military personnel will fall within the target range for 2026 growth—between 186,000 and 190,000 "troops". At the same time, this marks a new high in approximately 13 years. Furthermore, the transatlantic military alliance is responding to the changed geopolitical security situation by making historic investments in defense and rapidly advancing the modernization of its armed forces. At the heart of this strategic realignment is a profound technological transformation that merges traditional defense equipment with state-of-the-art aerospace technology. In addition to SpaceX, Airbus and DroneShield, the Canadian technology company Volatus Aerospace is also experiencing rapidly rising demand for its sophisticated drone systems for tactical reconnaissance along external borders. The synergy between agile tech pioneers and established defense giants is creating a highly efficient ecosystem for defending the Western Hemisphere. For investors, this booming sector offers a rare combination of defensive stability and exponential growth potential. We take a closer look.
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Commented by Armin Schulz on August 18th, 2026 | 08:30 CEST
Ticking Time Bomb in the Skies: Rheinmetall, Volatus Aerospace and DroneShield Stand to Benefit from Rising Security Threats
The incident at Leipzig Airport in early August, where fortunately a drone carrying Semtex explosives could not be detonated, demonstrates just how vulnerable the security infrastructure is—not only in Germany. Although intruders can often be detected, active intervention is sometimes difficult. This emerging threat is driving the multi-billion-dollar market for drone defence technologies. However, operators are facing regulatory grey areas, even as demand soars. So today we are taking a closer look at defence giant Rheinmetall, drone specialist Volatus Aerospace, and counter-drone specialist DroneShield.
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Commented by Jens Castner on August 18th, 2026 | 07:15 CEST
HPQ Silicon, Wacker Chemie, Cabot: Three Stocks, One Material — and a Billion-Dollar Market Few Investors Know
It is found in toothpaste, car tires and even the paint coating on kitchen cabinets, yet few investors have ever heard of it. Fumed silica (pyrogenic silica) is an inconspicuous white powder that has quietly supported entire industries for decades, from cosmetics and adhesives to food production. This multi-billion-dollar niche market is divided among a few established players, including Germany's Wacker Chemie and its US counterpart Cabot—two names that stand for solidity and scale on the stock market. Now, a small Canadian challenger is looking to enter the market: HPQ Silicon aims to break into the sector with a new, more cost-effective production process while also having a second, at least equally exciting technology up its sleeve.
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Commented by Fabian Lorenz on August 17th, 2026 | 07:40 CEST
TKMS Keeps Soaring! When Will DroneShield and Volatus Aerospace Take Off Again?
Nearly 50% gains in just a few weeks. TKMS is currently riding a wave of success, and analysts believe the stock has further upside potential. The company is a prime example of the comeback staged by traditional defence stocks in recent weeks. By contrast, many drone stocks continue to struggle. It seems like a strange disconnect, since few would dispute that drones and counter-drone systems are playing an increasingly important role, not only in current conflict zones. Accordingly, the investment needs of armed forces and security agencies are likely to remain substantial in the coming years. So when will companies such as Volatus Aerospace and DroneShield take off again?
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Commented by Jens Castner on August 14th, 2026 | 09:30 CEST
Apple, Volatus Aerospace and innoscripta: One Giant and Two Rising Stars with Multiplier Potential
Is a company valued on the stock market for what it produces—or for what investors want to see in it? At Apple, the high-margin services business is fueling heated debates over whether the core of its success story actually lies more in software or hardware. Volatus Aerospace, originally a Canadian drone service provider, is on the verge of exactly this leap: moving away from low-margin flight operations toward a software and AI platform for drone countermeasures and defence technology. And innoscripta demonstrates the growth rates possible in the software industry. A look at three very different companies and the question of where the biggest valuation gap between business model and share price lies.
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Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST
Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus
All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.
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Commented by Fabian Lorenz on August 13th, 2026 | 07:55 CEST
Plug Power Shows Light and Shadow! Siemens Energy Back Above EUR 200? Drone Potential at HPQ Silicon!
The US is under increasing pressure when it comes to military drones. China and Iran are ruthlessly exposing the US's need to catch up. Washington is pushing to build its own supply chains. HPQ Silicon could benefit from this. Several potential customers in the drone and defence sectors are already testing the company's advanced battery technology. The stock hasn't yet drawn much attention. Siemens Energy is a long-term performer in the AI boom. The company once again delivered strong results last quarter. Analysts believe the stock could break through the EUR 200 mark. There are also positive signs in Plug Power's quarterly report. But the big question remains: how will liquidity be secured until the company turns a profit?
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Commented by Tarik Dede on August 13th, 2026 | 07:15 CEST
Aviation Stocks in Focus: Airbus, Volatus Aerospace and Lufthansa
High jet fuel prices, airspace closures due to war or wildfires, and geopolitical factors are making life difficult for companies across the entire aviation sector. Despite these circumstances, however, the markets for drones and civil aviation continue to grow. On the one hand, people want to continue traveling and flying. On the other hand, markets are opening up for both new and established companies with the emergence of redefined flying objects. That is why we are taking a look today at the stocks of Airbus, Volatus Aerospace, and Lufthansa.
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Commented by Matthias Schomber on August 12th, 2026 | 07:25 CEST
Dividend Yield or Growth Potential? The Opportunities Offered by Bayer, BASF, and Volatus Aerospace
The war in Ukraine remains a source of uncertainty that continues to weigh on global markets. Russia and Ukraine are continuing their attacks on infrastructure and industrial facilities, while diplomatic solutions are still nowhere in sight. For investors, this means that energy prices, commodity markets, and security-related sectors remain vulnerable to sudden news developments. In particular, defence and aerospace stocks, as well as companies focused on autonomous and security-related technologies, including drones, stand to benefit from rising defence budgets and the growing need for technological independence. Investors entering the market at this time should therefore consider this underlying geopolitical tension as a permanent factor in their risk assessment. Against this backdrop, we take a closer look at Bayer, BASF, and Volatus today.
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Commented by Nico Popp on August 11th, 2026 | 07:25 CEST
Germany in the Crosshairs: Regulations Slow Down Hensoldt and DroneShield – Is Volatus Aerospace Heading for a Boom in Orders?
A threat is increasingly looming over industrial facilities in Germany, keeping European security authorities on edge: drones. While unmanned aerial vehicles could still be dismissed as harmless toys just a few years ago, the targeted surveillance of critical infrastructure using professional drones paints a completely different picture today. In 2023 alone, authorities recorded at least 446 drone sightings over German military sites, while the number of incidents involving critical infrastructure rose to well over 1,000 by the end of 2025, according to the Federal Criminal Police Office. When unmanned systems spy on Bundeswehr facilities unnoticed or collect precise data on gas pipelines, caution is warranted—and this was true even before the incident involving a drone loaded with explosives at Leipzig Airport. We explore potential solutions and highlight exciting companies.
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