aerospace
Commented by André Will-Laudien on August 17th, 2026 | 07:50 CEST
New Drones and Space Acrobatics? SpaceX, Power Metallic, Thales and Heidelberger Druck in Flight Mode
The global aerospace and defence industry is currently experiencing an unprecedented technological boom that is completely upending traditional market dynamics. From autonomous systems in the stratosphere to revolutionary launch vehicles in orbit, more and more industries are reaching for the stars. To survive in this fiercely competitive environment, established industry giants and visionary tech pioneers alike must forge new alliances and radically expand their core competencies. A look at current market trends impressively demonstrates that innovation today arises primarily from the synergy between radical high-tech development and high-precision industrial scaling. While NASDAQ newcomer SpaceX is pushing the boundaries of what is possible in space with spectacular feats, specialized players like the European Thales Group are driving the modernization of defence systems with advanced sensor and drone technologies. Heidelberger Druck is also showing surprisingly strong momentum as it successfully adapts its time-honoured precision engineering for the future drone production market. And then there are the indispensable critical metals: Power Metallic aims to join the North American supply chain soon. Exciting!
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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 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 Jens Castner on August 12th, 2026 | 07:30 CEST
Buckle Up for a Short Squeeze: Could Almonty and HelloFresh Follow SpaceX's Rocket Launch?
When short sellers are caught off guard, it can lead to veritable price explosions. Although no supernova was observed at the aerospace company SpaceX last week, it was definitely more than a gentle liftoff: the share price shot up by more than 15% following its quarterly results. Notably high short positions have also recently built up for the tungsten producer Almonty Industries and the meal-kit delivery service HelloFresh. With earnings reports just around the corner for both stocks, these numbers could become the catalyst for an even bigger move.
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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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Commented by Armin Schulz on August 6th, 2026 | 07:20 CEST
RENK Group, Volatus Aerospace, and TKMS: Defence Boom – Three Ways to Capitalize on the Land, Air, and Sea Opportunity
The West is in the midst of a fundamental overhaul of its security architecture. After years of relying on a relatively stable geopolitical environment, governments are now significantly increasing defence budgets to strengthen military readiness and resilience. As a result, companies supporting this structural transformation of the defence industry are benefiting from long-term demand. Modern defence capabilities are no longer defined solely by the number of platforms deployed, but increasingly by the integration of mobility, intelligence, surveillance, and maritime capabilities. Against this backdrop, RENK Group, Volatus Aerospace, and TKMS each offer distinct ways to gain exposure to the ongoing defence investment cycle. Together, they represent differentiated opportunities across the land, air, and maritime domains of modern defence.
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Commented by André Will-Laudien on August 5th, 2026 | 09:05 CEST
Drone Economy 2.0: Wars, Fires, and Delivery! SpaceX, DroneShield, Volatus Aerospace, and Lufthansa in Focus
The next phase of growth in the skies is just taking off! The global drone economy is completely reshaping itself into a multi-billion-dollar megatrend and revolutionizing traditional industries through the convergence of AI, logistics, and defence. While the space company SpaceX, with its Starlink network, provides the indispensable, crisis-proof communications infrastructure for global drone operations, the defence specialist DroneShield is benefiting directly from the rapidly rising military demand for sophisticated counter-UAS systems against asymmetric threats. Canadian company Volatus Aerospace is also making a quantum leap from traditional small drones to highly profitable, government-funded aerial wildfire suppression in North America through a new strategic partnership for the autonomous heavy-lift large aircraft FlyOx 1. Then there were poor earnings figures from Lufthansa yesterday. Despite the negative headlines, compelling buying opportunities may be emerging for investors.
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Commented by Jens Castner on July 30th, 2026 | 10:05 CEST
DRONESHIELD IN TURBULENCE – CLEAR RUNWAY FOR VOLATUS AEROSPACE AND RED CAT HOLDINGS
A crash landing is dragging down the entire drone industry. When DroneShield's stock slipped on Tuesday despite what were actually strong numbers, other stocks in this young, forward-looking sector also came under pressure—even though their businesses have little to do with the Australian company's problems. This is precisely where a massive opportunity could lie for investors—at least if analysts are to be believed. The experts' price targets signal more than 100% upside potential for Volatus Aerospace and Red Cat Holdings.
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Commented by Nico Popp on July 27th, 2026 | 07:15 CEST
The Drone Revolution: Palantir and Lockheed Martin Forced to Innovate—Volatus Aerospace Follows Ukraine's Lead
The days when tanks weighing several metric tons or extremely expensive fighter jets determined victory or defeat on the battlefield are over. As a look at modern warfare shows, it is now primarily the seamless interaction between hardware and software that determines actual success. Those who cannot coordinate algorithms and sensor technology in real time will fall behind. Ukraine is currently demonstrating this impressively, as it now launches more drones for counterattacks against Russia than the aggressor itself. This illustrates that, for NATO, security also means building an agile defence industry that can respond flexibly to requirements. We take a look at three companies in the industry and highlight opportunities.
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