Apărare 18 martie 2026 - 21 martie 2026

Rheinmetall Stock Falls Below €1,300 After JPMorgan Downgrade: Why the Defense Rally Is Cracking

Acțiunile Rheinmetall scad sub 1.300 € după retrogradarea JPMorgan: De ce se clatină raliul din sectorul apărării

Rheinmetall shares fell below €1,300 on Friday, hitting lows not seen since April 2025 after JPMorgan downgraded the stock and cut its price target to €1,500. The company reported Q1 sales up 7.7% to €1.94 billion, missing analyst expectations, with operating profit rising to €224 million. Rheinmetall reaffirmed its 2026 outlook but faces concerns over execution and delayed order conversions.
mai 9, 2026
BAE Systems Share Price Falls 2.5% From 52-Week High as FTSE 100 Selloff Hits Defence Stocks

Prețul acțiunilor BAE Systems scade cu 2,5% față de maximul pe 52 de săptămâni, pe fondul vânzărilor masive de pe FTSE 100 care afectează acțiunile din sectorul apărării

BAE Systems shares fell 2.5% to 2,250 pence in London Friday, underperforming the FTSE 100 as defense stocks dropped. The company announced plans to sell its remaining 6.9% stake in Air Astana for about $31 million. UK officials this week placed new missile orders and discussed faster defense deliveries amid rising Gulf tensions. The Bank of England held rates at 3.75% but signaled inflation risks, raising bets on future hikes.
martie 21, 2026
BAE Systems Stock Price Holds Near Record High After New U.S. Air Force Contract

Prețul acțiunilor BAE Systems se menține aproape de nivelul record după noul contract cu Forțele Aeriene ale SUA

BAE Systems shares rose 0.4% to about 2,331 pence Tuesday after announcing new U.S. Air Force contracts, nearing record highs. The company reported a record £83.6 billion order backlog and forecast 2026 sales growth of 7–9%. Sector peers saw mixed moves, with Leonardo up and Rheinmetall down. Honeywell warned of possible revenue delays due to Middle East transport issues.
martie 18, 2026