Rheinmetall

US President Donald Trump sees growing willingness in Moscow and Kyiv to end the war in Ukraine; US‑mediated talks led by Steve Witkoff and Jared Kushner are expected to follow. A lasting peace could dampen the demand narrative for Rheinmetall and other defense stocks in the short term. However, long‑term procurement programs and the need for modern equipment remain high given the changed security landscape. The stock is already under pressure after Rheinmetall recently cut its forecast, so progress in the negotiations remains a source of uncertainty for investors. » More on deraktionaer.de

After a profit forecast cut that sent Rheinmetall’s share price down about 16 percent last week, the stock fell a further roughly two percent this morning to a new yearly low. Rheinmetall CEO Armin Papperger took advantage of the drop and purchased a total of 834 shares in several transactions at an average price of €858.95 (total value €702,780). The purchase signals management’s confidence in a recovery of the share price. » More on deraktionaer.de

Rheinmetall is under renewed pressure after a forecast cut and a sharp share price decline, ranking among the weakest DAX stocks of the day. Numerous institutions have reduced price targets and downgraded ratings, including Bernstein (1,200→1,000 euros, Outperform→Market-Perform), Oddo BHF (1,670→1,200, Outperform→Neutral), UBS (1,360→1,100) and DZ Bank (1,705→1,205). Analysts cite increased execution risks, loss of confidence and a lack of short-term share-price catalysts as reasons; the capital markets day on November 27 is the next key date. » More on deraktionaer.de

Rheinmetall again lowered its annual targets, after which the stock fell 16 percent in the Dax to its lowest level since February 2025. The price decline also weighed on related stocks such as Renk. Overall, the Dax turned negative after an intraday record, helped by turmoil in US markets and weaker technology stocks. » More on deraktionaer.de

Rheinmetall is cutting its 2026 revenue and profit targets because of delays in the central tank project “Arminius.” The group now expects about €13.2 billion in revenue and an operating margin of roughly 18.5 percent, after the order is likely to be placed only in 2027. In the third quarter sales rose 32 percent to €3.15 billion, but missed analysts’ expectations and triggered a sharp share-price drop. » More on faz.net