These stocks continue to rise: Almonty Industries, RENK, and Steyr Motors. Do not miss out!

Almonty Industries – The perfect mix for further price increases!

Almonty Industries is a perfect investment story. Hardly any other stock combines so many factors that point to massive and sustained growth, which should translate into well above-average returns for investors.
The special constellation is a combination of unique selling points and global demand trends that are being massively reinforced by geopolitical factors.

Almonty is responsible for the largest tungsten operations in the world outside China. This gives the US-based company geopolitical weight. The US government recently announced plans to establish a strategic reserve for rare earths and other critical raw materials to support the national technology industry. This reflects the new reality in the raw materials sector. Governments and states are establishing themselves as an increasingly important investor group. They are prepared to pay high and strategically motivated prices for security of supply.

Due to its unique properties, tungsten is an essential raw material for several industries, especially the defense sector. Prices have skyrocketed in recent months. Based on higher price levels, several analysts recently raised their price targets for Almonty shares significantly. However, the geopolitical factor and strategic premium are not (yet) priced in.

With tungsten production ramping up in South Korea, the prospect of production starting in the US in the second half of the year, and existing production in Portugal, the company will serve 40% of non-Chinese demand worldwide in the future. Analysts at Sphene Capital expect this to generate revenue of around CAD 200 million in the current year, which is expected to more than double to CAD 530 million in the following year. Profits are expected to grow disproportionately: from CAD 68 million in 2026 to CAD 263 million in 2027, which would correspond to a net margin of around 50%. From 2028 onwards, experts anticipate revenue of around CAD 1 billion. The net margin is then expected to increase again, reaching an incredible level of around 60%!

In recent days, the share price has consolidated briefly at a high level. This is a good opportunity for investors to buy in or expand existing positions. Several analyst firms have recently raised their price targets. However, the experts are primarily focusing on the higher price level. Strategic prices or premiums based on the unique selling point of Almonty's activities have not had any (significant) impact so far. Further price increases are on the cards.

Those who would like to learn more about the prospects for Almonty Industries first-hand should register for the virtual International Investment Forum (ii-forum.com) on February 25, 2026. CEO Lewis Black will be presenting LIVE.

RENK – Analysts expect strong upturn in order intake in the short term

Defense stocks have become increasingly volatile in recent months. Over the past year, companies across the sector reached all-time highs across the board. This reflected the massive increase in defense budgets and also included a good deal of premature praise. From its high of EUR 90 in the fall, the RENK share price recently corrected to around EUR 50 and is currently trading at around EUR 58. This values the company at approximately EUR 5.8 billion.

This translates into revenue multiples of 4.3 (2025) and 3.8 (2026), with the ratio falling to 3.2 for 2027. Analysts rate the stock as a "Buy" with a price target of EUR 68.50. Most recently, Bank of America experts raised their price target to EUR 75. Analysts are forecasting a sharp rise in order intake in the short term. At the beginning of the year, the group announced that it had received an order from the US Army with a potential total value of up to USD 75.5 million over the next five years. RENK also recently announced further investments in the US state.

Steyr Motors – Will revenue nearly double in 2026?

The Austrian company is among the world's leading manufacturers of customized engines for mission-critical applications in both the military and defense sectors. Although the company is not a pure-play defense stock, its shares have attracted considerable attention in the past due to its defense-related business. The high projected growth rates, which are well above the industry average, coupled with a comparatively low company valuation, give the stock considerable upside potential.

At the beginning of the month, the company presented its figures for the past fiscal year and an outlook for 2026. Revenues and EBIT were in line with the previously reduced guidance. Revenue of EUR 48.5 million (+16.5%) and adjusted EBIT of EUR 7.0 million were achieved, corresponding to a margin of 14.5%. For the current fiscal year, Steyr is forecasting an increase in revenue to between EUR 75 and 95 million with an EBIT margin of at least 15%. This is supported by an order backlog of over EUR 300 million through 2030.

In recent months, the company has expanded its business internationally. In the current year, smaller acquisitions with a strategic fit also appear realistic. According to the company, some of these are already at an advanced stage of discussion. The company is currently valued at EUR 230 million with a share price of EUR 44.6. The average price target of analysts is EUR 66, which signals upside potential of just under 50%. The upcoming EUR 48 mark is an important technical hurdle.

There is no way around Almonty Industries' stock. Its market position as the world's largest tungsten producer outside China is simply too strong, and its activities are too important on a geopolitical level. Analysts recently raised their price targets once again. The current price consolidation is therefore welcome. Analysts give RENK and Steyr Motors the thumbs up. Order intake and company valuation are convincing in both cases.