NEW YORK (dpa-AFX Broker) - US analysis firm Bernstein Research has raised its price target for Rheinmetall from 2,000 to 2,050 euros and maintained its "Outperform" rating. Adrien Rabier sees a good opportunity following the recent share price drop. Although the defense group's shares suffered due to sector rotation and a slightly disappointing business update shortly before the release of the 2025 figures, Rabier wrote on Monday evening that the company's outlook remains unchanged. The DAX-listed group is expected to continue benefiting in the coming years from strong ammunition demand, which exceeds supply. In addition, Rheinmetall is rapidly adapting its business portfolio and should be in a league of its own by 2030./mis/rob/ag
Original report published: 09.02.2026 / 20:02 / UTC
First distribution of original report: 10.02.2026 / 06:00 / UTC
Rheinmetall AG specializes in the design, manufacture and marketing of equipment, components and solutions for the military and civilian industries. Net sales break down by family of products as follows:
- vehicle systems (38.7%): multi-purpose wheeled and tracked vehicles (tactical military vehicles, support vehicles, logistics vehicles and special vehicles);
- weapon and ammunition systems (26%): automatic cannons for land, air and sea vehicles, smooth-bore weapons, artillery systems, smart projectiles, high-energy lasers, etc.;
- sensors, actuators and power systems (20.8%): actuators, exhaust gas recirculation systems, throttle valves, exhaust gas dampers for electric motors, solenoid valves, pumps, etc. used in thermal and fluid management applications in the mobility and industrial sectors;
- electronic solutions (13.5%): sensors and networking systems, cyberspace protection solutions, air defense systems, radar systems, technical documentation solutions, integrated electronic systems, drones and automated ground robots, training and simulation solutions;
- other (1%).
Net sales are distributed geographically as follows: Germany (30.4%), Europe (46.6%), Asia and Middle East (9.6%), Americas (7.6%) and other (5.8%).
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