02.06.2025

Hensoldt Stock: Record High and Optimistic Forecasts

The Hensoldt stock, a leading company in the field of defense electronics, has experienced an impressive price development in recent months. Since the beginning of the year, the value of the stock has increased by about 200 percent, due to various factors.

Current Price Development

  • Record High: The Hensoldt stock recently reached a new all-time high of up to 105.20 euros, representing an increase of over 13 percent.
  • Price Gains: The stock has recorded an increase of around 700 percent since early 2022, from about 12.50 euros to over 90 euros.

Reasons for Price Development

  1. Defense Boom: The global defense boom, particularly due to the Ukraine conflict, has led to increased demand for defense goods, positively affecting companies like Hensoldt.
  2. Quarterly Figures: Hensoldt’s recent quarterly figures showed a revenue growth of 20 percent and an order intake of 701 million euros, which strengthens investor confidence.
  3. Political Developments: The planned establishment of a special fund for the Bundeswehr amounting to 200 billion euros could further increase the demand for defense goods, thereby positively influencing Hensoldt’s price development.

Forecasts and Price Targets

  • JP Morgan: The US bank JP Morgan has raised its price target for Hensoldt, indicating an optimistic assessment of future developments.
  • Dividend Forecast: Hensoldt plans to increase the dividend for the year 2025 to 0.50 euros per share, which represents a positive signal for investors.

Relevance for Private Investors

The positive price development and optimistic forecasts make the Hensoldt stock interesting for private investors. The defense boom and political developments could further increase the demand for defense goods, which might positively influence Hensoldt’s price development. However, investors should consider the risks and uncertainties in the defense sector.