Defense Stocks and Their Upswing
The stocks of RENK and HENSOLDT have reached new record values in 2025 due to increased interest in defense stocks, a phenomenon that reflects the current defense boom.
Background and Causes
- Defense Boom: The upswing is particularly driven by geopolitical tensions and the resulting increased demand for defense goods.
- Investor Interest: Investors see lucrative opportunities in defense stocks, which further fuels strong growth in this sector.
Stock Performance
- HENSOLDT: Since the beginning of 2025, the price has risen by approximately 150%, with an all-time high of 87.90 EUR reached on May 27, 2025.
- RENK: RENK has seen an impressive value increase of 300%, highlighting the high demand.
Analyst Opinions
While Jefferies & Company Inc. rated HENSOLDT as “Underperform,” Deutsche Bank recommends the stock as a “Buy.” No specific analyses are available for RENK, but the positive stock developments speak for themselves.
Market Environment
The TecDAX and MDAX indices, which also list defense stocks, show positive developments and reflect general market confidence.
In conclusion, it can be stated that the defense boom and increased investor interest drive the strong performances of RENK and HENSOLDT in 2025. Geopolitical factors are decisively fueling this development.