Rheinmetall AG RHM

EU allies seek to redirect hundreds of billions toward defense, potentially boosting ETFs as Europe moves to address security gaps.

Investing.com -- JPMorgan said in a note Wednesday that investors in European defense are favoring companies with long-duration order books and products that are hard to replace, while marking down those whose technology could be displaced.

Sanctions on Russia are no longer a temporary headline risk; they are now law through the New Graham Act and reach deep into energy, banking and global trade. That shift can hurt some companies and create new demand for others, so sitting on the sidelines may mean missing important moves. This article unpacks that story and profiles 3 US Defense and Energy Security stocks exposed to this changing sanctions regime. The three US Defense and Energy Security stocks in this article are only a...

Trade threats from Washington, a possible EU associate deal for Canada and an ongoing tariff fight are quietly rewriting where factories, defense contracts and tech supply chains might sit over the next decade. That shift could reshape which stocks benefit most from EU–Canada integration and which get left out. This article walks through three stocks exposed to this news, showing where some investors may see upside, risk or both. The stocks covered in this article are only a first pass, and...

In an interview with Euronews, Rheinmetall CEO Armin Papperger says Germany's missile stockpiles remain worryingly low and production must accelerate dramatically, while detailing the company's plans for cruise missiles, humanoid robots and space technology.

Energy price pressures and Middle East risks are contributing to higher borrowing costs and persistent inflation expectations. This type of backdrop often keeps governments focused on security and supply chains, which directs long term attention to companies linked to aircraft, satellites and defense systems. This article discusses three stocks from the aerospace and defense supply chain that many investors monitor when evaluating resilience and contract-driven cash flows. The three stocks...

UGV opportunities are expanding in defense, logistics, surveillance and hazardous missions, driven by AI navigation, sensor fusion, modular platforms and hybrid-electric mobility Unmanned Ground Vehicles (UGV) Market Unmanned Ground Vehicles (UGV) Market Dublin, Sept. 03, 2026 (GLOBE NEWSWIRE) -- The "Unmanned Ground Vehicles (UGV) Market Global Report 2026" has been added to ResearchAndMarkets.com's offering. The global unmanned ground vehicles (UGV) market is projected to expand strongly as go

Germany is really struggling. But Rheinmetall AG (RNMBY) shares are up 20% since being added as an Explorer stock recently, despite China imposing export controls on 14 European companies, including the firm, notes Carl Delfeld, editor of Cabot Explorer.

The European stock markets closed mixed in Monday trading as investors continue to gauge development

Rheinmetall signed a memorandum of understanding with Lockheed last month to jointly produce Army Tactical Missile Systems.

Rheinmetall stock has delivered a very large 5 year return, yet after the recent share price fall and mixed valuation checks, investors are left with a stock that no longer looks clearly cheap or clearly expensive. The share price is up about 14x over 5 years, which puts Rheinmetall in a very different place to where long term holders started. Record profits and a growing defense order book can support higher earnings expectations. At the same time, contract cancellations and execution on...