Chloe Lemaire, an analyst from Jefferies, maintained the Buy rating on Rheinmetall. The associated price target remains the same with €2,250.00.
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Chloe Lemaire’s rating is based on several compelling factors that indicate a positive outlook for Rheinmetall. The company is expected to benefit from increased clarity on Germany’s 2026 budget, which is anticipated to include significant ammunition orders, surpassing initial expectations. This positions Rheinmetall well for strong order flows starting in the fourth quarter of 2025, with a substantial portion projected for the first half of 2026.
Additionally, Rheinmetall’s strategic focus on efficiency improvements in its Weapons & Ammunition division is expected to enhance margins. The company’s naval ambitions, which could yield mid-teen margins through synergies, further bolster its growth potential. Moreover, the upcoming Capital Markets Day on November 18 is anticipated to provide more insights into Rheinmetall’s long-term revenue goals, with management targeting significant growth through both organic means and mergers and acquisitions.
In another report released on September 4, Kepler Capital also maintained a Buy rating on the stock with a €2,091.00 price target.
Based on the recent corporate insider activity of 24 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of 0NI1 in relation to earlier this year.