HENSOLDT

The DAX opens firmer as Jefferies upgrades HENSOLDT from 'Hold' to 'Buy' while leaving the price target unchanged. United Internet and 1&1 issue new shares to swap loan claims, and Amprion, majority-owned by RWE, places green bonds totaling €1.5 billion. Nordex secures further orders totaling 228 megawatts, oil prices rise slightly, and the euro trades at around $1.1215. » More on finanzen.net

After Chancellor Friedrich Merz’s visit to Kyiv, HENSOLDT has come into investor focus: according to Ukrainian statements, a contract on satellite technology was signed, but details remain unclear. Traders see potential order momentum, while Rheinmetall and RENK have not reported new deals linked to the visit. HENSOLDT can point to a long Ukraine history and strong operating metrics: orders received and order backlog rose significantly in 2026, and the revenue forecast for 2026 was confirmed. A decisive factor remains an official confirmation and quantification of the satellite contract. » More on finanzen.net

Hensoldt shares climb more than other defence stocks following positive analyst comments, reaching a three-week high with a 3.8 percent morning gain. Earlier, Bank of America had named Hensoldt as a small‑cap idea and Kepler Cheuvreux issued a buy recommendation. Kepler expects a stronger third quarter, an upward revision of guidance, and short-term drivers from accelerated order intake in the fourth quarter and a capital markets day in November. » More on finanzen.net