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The overall magnitude and length of the effect on the stock market of the U.S. war with Iran will depend on how investors and traders view the potential longevity and severity of the military action. Select oil, gold and silver, and defense stocks are likely to get a boost, at least in the short term, from the war with Iran.
More money for military spending likely will mean more political interference and bad news for margins.
Rheinmetall remains a long-term buy, driven by Germany's rapid rearmament and dominant domestic defense position. RNMBY expects 30% sales CAGR and 45% backlog CAGR for 2025, supported by record Q3 2025 growth and Germany's escalating military budget. Despite a high TTM P/E and elevated debt, RNMBY's sector-leading revenue, EPS, and margin growth justify its premium valuation.
Shares of Rheinmetall AG Unsponsored ADR (OTCMKTS:RNMBY - Get Free Report) have been given a consensus rating of "Buy" by the eight brokerages that are currently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, five have given a buy rating and two have assigned a strong
Rheinmetall has received the green light from the Italian government to start production at a plant on the island of Sardinia, the German defence company said late on Tuesday.
Global military spending is on the rise and expected to keep growing through the end of the decade at least. Rheinmetall is well-positioned to profit from German and broader European rearmament and it is already seeing growth from Germany's ballooning military budget.
America and Germany are boosting their defense spending considerably. Lockheed Martin already saw good sales growth in 2025, and with the new $1.5 trillion budget its 2026 growth should be even better.
Rheinmetall AG reaffirmed 2025 guidance, targeting 30-35% sales growth and 18.5%-19% operating margins post-civil business deconsolidation. 2026 operational revenues are guided at €15-16 billion, but reported revenues will be ~12% lower, surprising analysts and pressuring the stock. Sales and EBITDA estimates for 2025-2027 have been trimmed by 15% and 11%, respectively, yet free cash flow estimates improved by 55%.
Shares fell as investors digested a first look at the German arms maker's forecasts for this year, which came below market expectations.
A year into the second Trump administration, the talk of the market has been tariffs, tariffs, and more tariffs. Threats to increase the tariffs on Canada and Mexico, new tariffs on Europe and Asia, and even worldwide ‘reciprocal' tariffs have sent markets into a tailspin multiple times.
Rheinmetall share price has lost momentum in the past few months as the rally that happened a few months ago faded. RHM stock was trading at €1,830, down from its all-time high of €2,000.
Rheinmetall is in talks with German satellite maker OHB about a satellite project for the German armed forces, a source familiar with the talks told Reuters on Monday.
Shares of Rheinmetall AG Unsponsored ADR (OTCMKTS:RNMBY - Get Free Report) have earned a consensus rating of "Buy" from the seven brokerages that are currently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a hold recommendation, four have assigned a buy recommendation and two have given a strong buy
German arms maker Rheinmetall is considering further acquisitions in the naval sector after agreeing in September to buy the warship division of German shipbuilder Luerssen for 1.35 billion euros ($1.57 billion), CEO Armin Papperger said.
The deal will make Rheinmetall the first defense equipment manufacturer to adopt decarbonized steel in its production, SSAB said.
German arms maker Rheinmetall expects a potential international order intake of 80 billion euros ($93.54 billion) this year, CEO Armin Papperger said on Thursday.
Rheinmetall share price continued rising on Monday, reaching €1,960, its highest point since October, and a few points below the all-time high of €2,010. It has jumped by nearly 40% from its lowest point in December, bringing its market cap to over €90 bilion.
Axon Enterprise (NASDAQ: AXON - Get Free Report) and Rheinmetall (OTCMKTS:RNMBY - Get Free Report) are both aerospace companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, institutional ownership, profitability, dividends, risk and analyst recommendations. Analyst Ratings This is a breakdown of current ratings
American defense stocks like Leonardo DRS are growing but they have nothing on the European defense industry, especially this German giant.
Shares of Rheinmetall AG Unsponsored ADR (OTCMKTS:RNMBY - Get Free Report) have been assigned an average recommendation of "Buy" from the seven analysts that are covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a hold recommendation, four have assigned a buy recommendation and two have issued a strong buy