2026 Q1 -tulosraportti
52 päivää sitten
‧38 min
0,55 EUR/osake
Viimeisin osinko
0,85%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenGemini, advanced thinking level: ## F126 cancellation hits Hensoldt directly It is absolutely correct that Rheinmetall's decline is related to the German F126 frigates, but the news actually hits Hensoldt at least as hard on an operational level. Hensoldt was designated as the primary supplier of the entire radar and sensor system for this dropped naval project. The contract represented a significant part of the company's expected long-term order pipeline, and the market is now punishing the loss of this immediate revenue visibility. ## Specific circumstances in the company and the market There are three other concrete factors explaining today's sharp fall of over 7%: * **New short positions**: Hedge fund Arrowstreet Capital has just announced a new short position in Hensoldt. This massively increases speculative selling pressure and attracts more short-term players betting on further declines amidst sector uncertainty. * **Technical weakening**: As seen on the 3-year chart, the stock has corrected over the past months, but in mid-June, the price broke below its 100-day moving average. This has triggered automatic sell signals from quantitative models and technical traders, accelerating the decline and pushing the price towards the 52-week low level. * **Insider confidence vs. market panic**: The company's CEO, Oliver Dörre, actually tried to send a strong signal to the market on June 22 by personally buying 2,500 shares on the open market. This is a classic insider purchase, showing faith in the business, but the market's current fear of lost naval orders and a generally weak German macro index has completely overshadowed this initiative. ## The fundamental perspective It is worth noting that Hensoldt's broader fundamentals have not collapsed. As recently as early June, management upgraded expectations for the company's free cash flow for 2026 to approximately 50% of adjusted EBITDA (up from a previous 40%). The order book still stands at a historical 9.8 billion euro after an extremely strong first quarter, where order intake more than doubled. Today's decline is a prompt reaction to the loss of a specific, prestigious project combined with coordinated shorting and technical stop-losses being triggered in droves. This does not change the fact that the overall structural build-up of European defense is still ongoing, but short-term visibility has taken a real hit. It is in moments like these that the market's short-term noise and overreaction truly test long-term patience.
·1 päivä sittenAmen, what's happeningYes, it's actually strange. Yes, the market is spooked after the cancellation of ships at Rheinmetal. And there is a downward trend. But otherwise.. Can interest rate hikes play a role? Business is probably going according to plan?
·20.5.The stock has only risen a good 17% so far this year, while kog has risen 45%. As a producer of advanced defense material, it still has a lot of room to grow, and also pays dividends.
·15.5.Man, how I got burned on this one... GAK 116 - eager to see how long it takes before we get back up there again. (And if we do ..!)
It's good that you admit to having bought it at the highest point. The majority often write about their brilliant buys and sells. I have done similar myself in other companies. I think you must arm yourself with a fair amount of patience if you want your money back and even more if you want to earn a little. There is no doubt about the utility of their technologies in Hensoldt AG, but it is also a very highly priced company. It has been since defense stocks gained momentum. The company rushes up and down together with Rheinmetall (which is also still highly priced), but you must look at the company in isolation. They have some very interesting technological products that can and should be combined with other weapon platforms from other suppliers. Hensoldt has more technology, which can justify a slightly higher valuation, but the current one is super high. I would guess that we need to go a year forward before you have a realistic chance of getting some back. You should keep an eye on how their expansion of production capacity is progressing; that is their bottleneck in my assessment.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
52 päivää sitten
‧38 min
0,55 EUR/osake
Viimeisin osinko
0,85%Tuotto/v
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenGemini, advanced thinking level: ## F126 cancellation hits Hensoldt directly It is absolutely correct that Rheinmetall's decline is related to the German F126 frigates, but the news actually hits Hensoldt at least as hard on an operational level. Hensoldt was designated as the primary supplier of the entire radar and sensor system for this dropped naval project. The contract represented a significant part of the company's expected long-term order pipeline, and the market is now punishing the loss of this immediate revenue visibility. ## Specific circumstances in the company and the market There are three other concrete factors explaining today's sharp fall of over 7%: * **New short positions**: Hedge fund Arrowstreet Capital has just announced a new short position in Hensoldt. This massively increases speculative selling pressure and attracts more short-term players betting on further declines amidst sector uncertainty. * **Technical weakening**: As seen on the 3-year chart, the stock has corrected over the past months, but in mid-June, the price broke below its 100-day moving average. This has triggered automatic sell signals from quantitative models and technical traders, accelerating the decline and pushing the price towards the 52-week low level. * **Insider confidence vs. market panic**: The company's CEO, Oliver Dörre, actually tried to send a strong signal to the market on June 22 by personally buying 2,500 shares on the open market. This is a classic insider purchase, showing faith in the business, but the market's current fear of lost naval orders and a generally weak German macro index has completely overshadowed this initiative. ## The fundamental perspective It is worth noting that Hensoldt's broader fundamentals have not collapsed. As recently as early June, management upgraded expectations for the company's free cash flow for 2026 to approximately 50% of adjusted EBITDA (up from a previous 40%). The order book still stands at a historical 9.8 billion euro after an extremely strong first quarter, where order intake more than doubled. Today's decline is a prompt reaction to the loss of a specific, prestigious project combined with coordinated shorting and technical stop-losses being triggered in droves. This does not change the fact that the overall structural build-up of European defense is still ongoing, but short-term visibility has taken a real hit. It is in moments like these that the market's short-term noise and overreaction truly test long-term patience.
- ·1 päivä sittenAmen, what's happeningYes, it's actually strange. Yes, the market is spooked after the cancellation of ships at Rheinmetal. And there is a downward trend. But otherwise.. Can interest rate hikes play a role? Business is probably going according to plan?
- ·20.5.The stock has only risen a good 17% so far this year, while kog has risen 45%. As a producer of advanced defense material, it still has a lot of room to grow, and also pays dividends.
- ·15.5.Man, how I got burned on this one... GAK 116 - eager to see how long it takes before we get back up there again. (And if we do ..!)It's good that you admit to having bought it at the highest point. The majority often write about their brilliant buys and sells. I have done similar myself in other companies. I think you must arm yourself with a fair amount of patience if you want your money back and even more if you want to earn a little. There is no doubt about the utility of their technologies in Hensoldt AG, but it is also a very highly priced company. It has been since defense stocks gained momentum. The company rushes up and down together with Rheinmetall (which is also still highly priced), but you must look at the company in isolation. They have some very interesting technological products that can and should be combined with other weapon platforms from other suppliers. Hensoldt has more technology, which can justify a slightly higher valuation, but the current one is super high. I would guess that we need to go a year forward before you have a realistic chance of getting some back. You should keep an eye on how their expansion of production capacity is progressing; that is their bottleneck in my assessment.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
52 päivää sitten
‧38 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 31.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 31.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
0,55 EUR/osake
Viimeisin osinko
0,85%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenGemini, advanced thinking level: ## F126 cancellation hits Hensoldt directly It is absolutely correct that Rheinmetall's decline is related to the German F126 frigates, but the news actually hits Hensoldt at least as hard on an operational level. Hensoldt was designated as the primary supplier of the entire radar and sensor system for this dropped naval project. The contract represented a significant part of the company's expected long-term order pipeline, and the market is now punishing the loss of this immediate revenue visibility. ## Specific circumstances in the company and the market There are three other concrete factors explaining today's sharp fall of over 7%: * **New short positions**: Hedge fund Arrowstreet Capital has just announced a new short position in Hensoldt. This massively increases speculative selling pressure and attracts more short-term players betting on further declines amidst sector uncertainty. * **Technical weakening**: As seen on the 3-year chart, the stock has corrected over the past months, but in mid-June, the price broke below its 100-day moving average. This has triggered automatic sell signals from quantitative models and technical traders, accelerating the decline and pushing the price towards the 52-week low level. * **Insider confidence vs. market panic**: The company's CEO, Oliver Dörre, actually tried to send a strong signal to the market on June 22 by personally buying 2,500 shares on the open market. This is a classic insider purchase, showing faith in the business, but the market's current fear of lost naval orders and a generally weak German macro index has completely overshadowed this initiative. ## The fundamental perspective It is worth noting that Hensoldt's broader fundamentals have not collapsed. As recently as early June, management upgraded expectations for the company's free cash flow for 2026 to approximately 50% of adjusted EBITDA (up from a previous 40%). The order book still stands at a historical 9.8 billion euro after an extremely strong first quarter, where order intake more than doubled. Today's decline is a prompt reaction to the loss of a specific, prestigious project combined with coordinated shorting and technical stop-losses being triggered in droves. This does not change the fact that the overall structural build-up of European defense is still ongoing, but short-term visibility has taken a real hit. It is in moments like these that the market's short-term noise and overreaction truly test long-term patience.
- ·1 päivä sittenAmen, what's happeningYes, it's actually strange. Yes, the market is spooked after the cancellation of ships at Rheinmetal. And there is a downward trend. But otherwise.. Can interest rate hikes play a role? Business is probably going according to plan?
- ·20.5.The stock has only risen a good 17% so far this year, while kog has risen 45%. As a producer of advanced defense material, it still has a lot of room to grow, and also pays dividends.
- ·15.5.Man, how I got burned on this one... GAK 116 - eager to see how long it takes before we get back up there again. (And if we do ..!)It's good that you admit to having bought it at the highest point. The majority often write about their brilliant buys and sells. I have done similar myself in other companies. I think you must arm yourself with a fair amount of patience if you want your money back and even more if you want to earn a little. There is no doubt about the utility of their technologies in Hensoldt AG, but it is also a very highly priced company. It has been since defense stocks gained momentum. The company rushes up and down together with Rheinmetall (which is also still highly priced), but you must look at the company in isolation. They have some very interesting technological products that can and should be combined with other weapon platforms from other suppliers. Hensoldt has more technology, which can justify a slightly higher valuation, but the current one is super high. I would guess that we need to go a year forward before you have a realistic chance of getting some back. You should keep an eye on how their expansion of production capacity is progressing; that is their bottleneck in my assessment.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt