Védelmi ipar 16 március 2026

Rheinmetall Stock Falls Below €1,300 After JPMorgan Downgrade: Why the Defense Rally Is Cracking
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A Rheinmetall részvényei 1 300 euró alá estek a JPMorgan leminősítése után: Miért törik meg a védelmi szektor ralija?

Rheinmetall shares fell below €1,300 on Friday after JPMorgan downgraded the stock, deepening losses that began Thursday. The company missed analyst revenue expectations for Q1 despite a 7.7% increase to €1.94 billion. JPMorgan cut its price target to €1,500, citing execution concerns. Rheinmetall’s free cash flow dropped by €527 million, ending at minus €285 million.
május 8, 2026
BAE Systems Stock Price Nears 52-Week High as Defence Rally Defies FTSE Selloff
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A BAE Systems részvényárfolyama közel 52 hetes csúcson, miközben a védelmi szektor emelkedése szembemegy az FTSE esésével

BAE Systems shares rose 0.3% to 2,306 pence in late London trading Friday, extending Thursday’s 3.14% jump to a 52-week high. The FTSE 100 fell 0.3% as most sectors declined. BAE reported closing a key design review for a $1.2 billion U.S. Space Force satellite project. Oil prices stayed above $100 a barrel amid shipping disruptions in the Persian Gulf.
március 16, 2026