Hensoldt's steady share price defies minor dip as defence demand holds strong
Defence firm Hensoldt has seen its share price remain steady, though a slight dip occurred in recent weeks. By Thursday afternoon, shares traded at €86.40. The company's growth outlook stays positive as long as the broader defence sector remains strong.
Analysts continue to view the stock favourably, with Deutsche Bank keeping a 'buy' rating and a €101 target.
Hensoldt's revenues are expected to meet or exceed the upper end of its own forecasts. The company's key customer base lies in Europe, where governments are increasingly prioritising self-defence capabilities. This regional focus helps sustain demand for its products.
Despite a recent shift in investor attention away from defence stocks—following eased fears of major global conflicts—Hensoldt's order pipeline remains robust. New or ongoing tensions are unlikely to disrupt this trend, ensuring steady business.
Analyst coverage has been mixed but generally supportive. Deutsche Bank maintains a 'buy' recommendation with a €101 price target. Meanwhile, Morgan Stanley's Ross Law adjusted his outlook in late January 2026, raising the target to €82 with an 'Equal-weight' rating. No Deutsche Bank analyst has publicly predicted a high premium for the stock in recent updates.
Hensoldt's share price has shown resilience, though it faced a minor correction in the latter half of the month. The company's strong order book and European customer base provide stability. With defence budgets likely to stay elevated, its growth trajectory appears secure for now.
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