2026 Q2 - tulosraportti
58 päivää sitten
‧57 min
0,5903 EUR/osake
Viimeisin osinko
0,35%Tuotto/v
Tarjoustasot
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Osto
-
Myynti
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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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 19.3. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
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·3 päivää sittenCan KKR's reduced stake to 20 percent permanently weigh on OHB's upward story at a price target of 358 euros? Berenberg confirms Buy with a 358 euro target, Deutsche Bank sees the order potential underestimated by the market — and yet the stock gives way. KKR's stake reduction provides an explanation. 29 September 2026 Berenberg reaffirmed OHB as a top pick on 29 September and left the price target at 358 euros. Management confirmed another strong order year at the German Corporate Conference. At the same time, Deutsche Bank had raised its price target shortly before from 275 to 300 euros — analyst Sriram Krishnan argues that the market is systematically underestimating the medium-term order potential. Both houses are therefore clearly on the buy side. The fact that the stock nevertheless fell back to around 178 to 180 euros on this day has little to do with the fundamentals. Two factors are weighing: firstly, OHB had gained around 5.8 percent on the previous Friday — today's decline is to a good extent simply a countermovement. Secondly, KKR has reduced its stake to 20 percent. A major shareholder reducing its stake always leaves the market wondering whether further tranches will follow. This selling overhang acts even when no new tranche is announced. This is not a fundamental deterioration. OHB has been back in the TecDAX since 21 September, a cooperation with Saab is planned, and the growth forecasts for 2026 and 2027 are positively unchanged. The nine-month figures follow on 12 November — until then, the market sticks to an EPS estimate of 0.87 euros and high expectations, which in the short term invites caution rather than buying mood. The picture is thus clearly contradictory: analysts with price targets between 300 and 358 euros, stock at 178 euros — and yet sales. Anyone betting on the gap between the price and the consensus price target needs patience and must price in the KKR overhang. https://aktien.live/aktuell/kann-kkrs-reduzierte-beteiligung-auf-20-prozent-ohbs-aufwartsstory-bei-einem-kursziel-von-358-euro-dauerhaft-belasten- ·28.9.Eight out of nine analysts recommend buy: How far does OHB's order momentum carry the share price until November? Berenberg maintains 358 euros as a price target, Deutsche Bank raised to 300 euros — yet the current share price is still around 182 euros. How much of the order boom is already priced in? Eight out of nine analytical houses currently recommend OHB as a buy, the consensus is around 280 euros — and yet the stock is still trading significantly below that. This is either an invitation or a warning sign, depending on how one assesses the credibility of consensus estimates in the defense and aerospace sector. The concrete trigger for today's rise to around 181.80 euros was a combination of two analyst signals. Berenberg reaffirmed the buy recommendation with an unchanged price target of 358 euros at the German Corporate Conference and referred to statements by OHB management, which confirmed another strong order year. Deutsche Bank followed suit shortly before: Analyst Sriram Krishnan raised the price target from 275 to 300 euros after an investor roadshow and argues that the market is systematically underestimating OHB's medium-term order potential. The movement is thus clearly company-specific, not a sector drift. Rheinmetall or other defense stocks provided no comparable impulse today. OHB benefits from ongoing demand for satellite systems and government-funded space projects — a structural trend reflected in the order books, but not yet fully in the share price. Also relevant is the look at November 12: That is when OHB presents quarterly figures. The EPS estimate of 0.87 euros is moderate, but the actual question is whether management will back up the order dynamics with concrete figures. Anyone buying today is essentially betting that the earnings season will confirm the analyst thesis — and not that the share price will run to 280 euros on its own by then. Oddo BHF recently initiated coverage with Outperform, which further increases the breadth of the positive assessment. Critical remains: KKR recently placed OHB shares at a discount — a counterweight to the bullish analyst front that one should not ignore. OHB's order trend is convincing — eight out of nine analysts see it similarly, the consensus is around 280 euros. Berenberg even sticks to 358 euros, Deutsche Bank raised its target to 300 euros. Nevertheless, the share price remains far behind at around 182 euros. KKR's recent share placement at a discount dampens the optimism: Major shareholders are apparently not betting on a rapid catch-up. https://aktien.live/aktuell/acht-von-neun-analysten-empfehlen-kauf-wie-weit-tragt-ohbs-auftragsmomentum-den-kurs-bis-november
- ·25.9.HAMBURG (dpa-AFX Analyser) - Private bank Berenberg has maintained its rating for OHB with a price target of 358 Euro at "Buy". An economic recovery in Germany is currently overshadowing the basic political noise in Germany, Chris Armstrong wrote on Thursday in his strategy report. From a cyclical perspective, there are positive signs thanks to fiscal policy impulses and rising exports. A more optimistic assessment of German equities is therefore justified. As beneficiaries of state spending policy, Rheinmetall, Renk and OHB are his "Top Picks" in the aerospace and defense segment./tih/ag https://www.wallstreet-online.de/nachricht/21432597-berenberg-stuft-ohb-se-buyFrom boerse.de Two recent analyses from financial houses provide tailwinds. Following an investor presentation round, Sriram Krishnan from Deutsche Bank Research raised his price target from 275 euros to 300 euros and maintained his buy recommendation. Krishnan emphasizes that the market systematically underestimates OHB's medium-term order potential as well as the company's operational growth momentum. Therefore, the recent weakness in the share price presents an opportunity to buy back into the stock. Chris Armstrong from the analysis firm Berenberg likewise maintained his view and maintains a price target of 358 euros. For Armstrong, OHB belongs among the preferred stocks within the aerospace and defense sector, alongside Rheinmetall and Renk. This assessment is supported by significant government investments and increasing demand in export markets. New alliances for future challenges Additional strategic potential is emerging as a result of considerations in the security sector. OHB is exploring opportunities for cooperation with the Swedish defense group Saab regarding space-based defense technologies. Although no agreement has yet been concluded on a concrete project, the very fact that these discussions are taking place underlines the changed conditions for the Bremen-based company. The combination of government programs and potential partnerships with established defense suppliers is helping to change the perception of the company. Those who evaluate the aerospace sector's prospects solely on the basis of past price drops risk missing a fundamental revaluation that is currently taking place.
- ·22.9.OHB SE: Admission to TecDAX – Project pipeline of 20 billion Euro Published on 22.09.2026, 10:03 (investing.com) OHB SE has been admitted to the TecDAX effective September 21, 2026, replacing CANCOM SE, according to a company announcement published today by the Bremen-based aerospace and defense group. The decision was made by index provider STOXX as part of its regular index review on September 3, 2026. The TecDAX comprises the 30 largest and most liquid German technology companies. CEO Marco Fuchs emphasized that the admission to the TecDAX represents another significant recognition of the company's development, following its admission to the SDAX in the previous month. It also ensures greater visibility among national and international investors. According to OHB, it has a project pipeline of approximately 20 billion Euro. The company sees itself well-positioned in a dynamic growth environment driven by geopolitical shifts, growing defense budgets, and the European focus on technological sovereignty. For the current fiscal year 2026, the group expects a consolidated total performance of approximately 1,400 million Euro with an adjusted EBITDA margin (earnings before interest, taxes, depreciation, and amortization) between 10.5 and 11.0 percent. In the medium term, OHB aims for a total performance of more than 4.0 billion Euro and an adjusted EBITDA margin of approximately 13 percent.
- ·4.9.OHB wants to build new satellite platforms in Bremen – and grow here The space company has received a billion-euro order. Now it is clear: The satellite platforms for the EU project are to be built in Bremen and bring new jobs. The Bremen-based company is to build 18 satellite platforms, i.e., technical satellite basic structures, for the EU project IRIS². IRIS stands for "Infrastructure for Resilience, Interconnectivity and Security by Satellite". The satellite network is intended to enable secure communication and broadband supply for Europeans in the future. The first satellite launches are planned for 2029. First services are to follow shortly thereafter. For the production of this project, OHB relies on the Bremen site. The group has currently advertised more than 120 positions for Bremen alone on its application portal. "Expertise that we have gained in Bremen with MEO will also be incorporated," says board member Sabine von der Recke. The construction of the first-generation Galileo satellites, which also orbit the Earth in a medium Earth orbit – like the planned IRIS² MEO satellites – has particularly contributed to this experience. The construction of such satellites for medium Earth orbit at the Bremen site has been one of the group's most important revenue generators in recent years. For example, OHB manufactured a total of 34 satellites for the European navigation system Galileo in Bremen between 2011 and 2024. In series production, two satellites could sometimes be completed within three months. Compared to the well over 700 kilogram Galileo satellites, however, the planned IRIS² satellites are significantly heavier at around 2,600 kilograms. Whether OHB can use existing production areas for this, such as previous capacities from Galileo production, the group has so far left open. Start-up and Airbus build small satellites for IRIS² Incidentally, OHB's direct client is not the European Commission, but the Luxembourgish satellite operator SES. SES, in turn, is responsible within the "SpaceRISE" consortium commissioned by the EU for the provision of the 18 larger IRIS² satellites, which are to supplement a constellation of 330 smaller satellites. According to information from "Handelsblatt", the majority of these smaller LEO satellites – up to 264 units – are to be built by the Belgian space start-up Aerospacelab, founded only in 2018, and the remaining 66 militarily usable satellites by Airbus. The share for the aerospace group, which was long considered the favorite for the lion's share and also operates a space site in Bremen, is thus relatively small. Location question for OHB's LEO satellite factory remains open However, OHB is still taking its time with the decision on the much-discussed location plans for a factory that could serve for the series production of LEO satellites for the Bundeswehr. Although Bremen Economic Development had already expected a decision by mid-August. And reports in the media about potential locations such as Bremen, but also Saxony, have repeatedly led to speculation about a presumed preliminary decision. However, a decision has not yet been made, OHB emphasizes. "We will announce it when the decision is ripe," says board member von der Recke. https://www.butenunbinnen.de/nachrichten/ohb-iris-fertigung-satelliten-bremen-raumfahrt-100.html
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Dataa ei löytynyt
2026 Q2 - tulosraportti
58 päivää sitten
‧57 min
0,5903 EUR/osake
Viimeisin osinko
0,35%Tuotto/v
Uutiset
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.
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Kirjaudu
- ·3 päivää sittenCan KKR's reduced stake to 20 percent permanently weigh on OHB's upward story at a price target of 358 euros? Berenberg confirms Buy with a 358 euro target, Deutsche Bank sees the order potential underestimated by the market — and yet the stock gives way. KKR's stake reduction provides an explanation. 29 September 2026 Berenberg reaffirmed OHB as a top pick on 29 September and left the price target at 358 euros. Management confirmed another strong order year at the German Corporate Conference. At the same time, Deutsche Bank had raised its price target shortly before from 275 to 300 euros — analyst Sriram Krishnan argues that the market is systematically underestimating the medium-term order potential. Both houses are therefore clearly on the buy side. The fact that the stock nevertheless fell back to around 178 to 180 euros on this day has little to do with the fundamentals. Two factors are weighing: firstly, OHB had gained around 5.8 percent on the previous Friday — today's decline is to a good extent simply a countermovement. Secondly, KKR has reduced its stake to 20 percent. A major shareholder reducing its stake always leaves the market wondering whether further tranches will follow. This selling overhang acts even when no new tranche is announced. This is not a fundamental deterioration. OHB has been back in the TecDAX since 21 September, a cooperation with Saab is planned, and the growth forecasts for 2026 and 2027 are positively unchanged. The nine-month figures follow on 12 November — until then, the market sticks to an EPS estimate of 0.87 euros and high expectations, which in the short term invites caution rather than buying mood. The picture is thus clearly contradictory: analysts with price targets between 300 and 358 euros, stock at 178 euros — and yet sales. Anyone betting on the gap between the price and the consensus price target needs patience and must price in the KKR overhang. https://aktien.live/aktuell/kann-kkrs-reduzierte-beteiligung-auf-20-prozent-ohbs-aufwartsstory-bei-einem-kursziel-von-358-euro-dauerhaft-belasten
- ·28.9.Eight out of nine analysts recommend buy: How far does OHB's order momentum carry the share price until November? Berenberg maintains 358 euros as a price target, Deutsche Bank raised to 300 euros — yet the current share price is still around 182 euros. How much of the order boom is already priced in? Eight out of nine analytical houses currently recommend OHB as a buy, the consensus is around 280 euros — and yet the stock is still trading significantly below that. This is either an invitation or a warning sign, depending on how one assesses the credibility of consensus estimates in the defense and aerospace sector. The concrete trigger for today's rise to around 181.80 euros was a combination of two analyst signals. Berenberg reaffirmed the buy recommendation with an unchanged price target of 358 euros at the German Corporate Conference and referred to statements by OHB management, which confirmed another strong order year. Deutsche Bank followed suit shortly before: Analyst Sriram Krishnan raised the price target from 275 to 300 euros after an investor roadshow and argues that the market is systematically underestimating OHB's medium-term order potential. The movement is thus clearly company-specific, not a sector drift. Rheinmetall or other defense stocks provided no comparable impulse today. OHB benefits from ongoing demand for satellite systems and government-funded space projects — a structural trend reflected in the order books, but not yet fully in the share price. Also relevant is the look at November 12: That is when OHB presents quarterly figures. The EPS estimate of 0.87 euros is moderate, but the actual question is whether management will back up the order dynamics with concrete figures. Anyone buying today is essentially betting that the earnings season will confirm the analyst thesis — and not that the share price will run to 280 euros on its own by then. Oddo BHF recently initiated coverage with Outperform, which further increases the breadth of the positive assessment. Critical remains: KKR recently placed OHB shares at a discount — a counterweight to the bullish analyst front that one should not ignore. OHB's order trend is convincing — eight out of nine analysts see it similarly, the consensus is around 280 euros. Berenberg even sticks to 358 euros, Deutsche Bank raised its target to 300 euros. Nevertheless, the share price remains far behind at around 182 euros. KKR's recent share placement at a discount dampens the optimism: Major shareholders are apparently not betting on a rapid catch-up. https://aktien.live/aktuell/acht-von-neun-analysten-empfehlen-kauf-wie-weit-tragt-ohbs-auftragsmomentum-den-kurs-bis-november
- ·25.9.HAMBURG (dpa-AFX Analyser) - Private bank Berenberg has maintained its rating for OHB with a price target of 358 Euro at "Buy". An economic recovery in Germany is currently overshadowing the basic political noise in Germany, Chris Armstrong wrote on Thursday in his strategy report. From a cyclical perspective, there are positive signs thanks to fiscal policy impulses and rising exports. A more optimistic assessment of German equities is therefore justified. As beneficiaries of state spending policy, Rheinmetall, Renk and OHB are his "Top Picks" in the aerospace and defense segment./tih/ag https://www.wallstreet-online.de/nachricht/21432597-berenberg-stuft-ohb-se-buyFrom boerse.de Two recent analyses from financial houses provide tailwinds. Following an investor presentation round, Sriram Krishnan from Deutsche Bank Research raised his price target from 275 euros to 300 euros and maintained his buy recommendation. Krishnan emphasizes that the market systematically underestimates OHB's medium-term order potential as well as the company's operational growth momentum. Therefore, the recent weakness in the share price presents an opportunity to buy back into the stock. Chris Armstrong from the analysis firm Berenberg likewise maintained his view and maintains a price target of 358 euros. For Armstrong, OHB belongs among the preferred stocks within the aerospace and defense sector, alongside Rheinmetall and Renk. This assessment is supported by significant government investments and increasing demand in export markets. New alliances for future challenges Additional strategic potential is emerging as a result of considerations in the security sector. OHB is exploring opportunities for cooperation with the Swedish defense group Saab regarding space-based defense technologies. Although no agreement has yet been concluded on a concrete project, the very fact that these discussions are taking place underlines the changed conditions for the Bremen-based company. The combination of government programs and potential partnerships with established defense suppliers is helping to change the perception of the company. Those who evaluate the aerospace sector's prospects solely on the basis of past price drops risk missing a fundamental revaluation that is currently taking place.
- ·22.9.OHB SE: Admission to TecDAX – Project pipeline of 20 billion Euro Published on 22.09.2026, 10:03 (investing.com) OHB SE has been admitted to the TecDAX effective September 21, 2026, replacing CANCOM SE, according to a company announcement published today by the Bremen-based aerospace and defense group. The decision was made by index provider STOXX as part of its regular index review on September 3, 2026. The TecDAX comprises the 30 largest and most liquid German technology companies. CEO Marco Fuchs emphasized that the admission to the TecDAX represents another significant recognition of the company's development, following its admission to the SDAX in the previous month. It also ensures greater visibility among national and international investors. According to OHB, it has a project pipeline of approximately 20 billion Euro. The company sees itself well-positioned in a dynamic growth environment driven by geopolitical shifts, growing defense budgets, and the European focus on technological sovereignty. For the current fiscal year 2026, the group expects a consolidated total performance of approximately 1,400 million Euro with an adjusted EBITDA margin (earnings before interest, taxes, depreciation, and amortization) between 10.5 and 11.0 percent. In the medium term, OHB aims for a total performance of more than 4.0 billion Euro and an adjusted EBITDA margin of approximately 13 percent.
- ·4.9.OHB wants to build new satellite platforms in Bremen – and grow here The space company has received a billion-euro order. Now it is clear: The satellite platforms for the EU project are to be built in Bremen and bring new jobs. The Bremen-based company is to build 18 satellite platforms, i.e., technical satellite basic structures, for the EU project IRIS². IRIS stands for "Infrastructure for Resilience, Interconnectivity and Security by Satellite". The satellite network is intended to enable secure communication and broadband supply for Europeans in the future. The first satellite launches are planned for 2029. First services are to follow shortly thereafter. For the production of this project, OHB relies on the Bremen site. The group has currently advertised more than 120 positions for Bremen alone on its application portal. "Expertise that we have gained in Bremen with MEO will also be incorporated," says board member Sabine von der Recke. The construction of the first-generation Galileo satellites, which also orbit the Earth in a medium Earth orbit – like the planned IRIS² MEO satellites – has particularly contributed to this experience. The construction of such satellites for medium Earth orbit at the Bremen site has been one of the group's most important revenue generators in recent years. For example, OHB manufactured a total of 34 satellites for the European navigation system Galileo in Bremen between 2011 and 2024. In series production, two satellites could sometimes be completed within three months. Compared to the well over 700 kilogram Galileo satellites, however, the planned IRIS² satellites are significantly heavier at around 2,600 kilograms. Whether OHB can use existing production areas for this, such as previous capacities from Galileo production, the group has so far left open. Start-up and Airbus build small satellites for IRIS² Incidentally, OHB's direct client is not the European Commission, but the Luxembourgish satellite operator SES. SES, in turn, is responsible within the "SpaceRISE" consortium commissioned by the EU for the provision of the 18 larger IRIS² satellites, which are to supplement a constellation of 330 smaller satellites. According to information from "Handelsblatt", the majority of these smaller LEO satellites – up to 264 units – are to be built by the Belgian space start-up Aerospacelab, founded only in 2018, and the remaining 66 militarily usable satellites by Airbus. The share for the aerospace group, which was long considered the favorite for the lion's share and also operates a space site in Bremen, is thus relatively small. Location question for OHB's LEO satellite factory remains open However, OHB is still taking its time with the decision on the much-discussed location plans for a factory that could serve for the series production of LEO satellites for the Bundeswehr. Although Bremen Economic Development had already expected a decision by mid-August. And reports in the media about potential locations such as Bremen, but also Saxony, have repeatedly led to speculation about a presumed preliminary decision. However, a decision has not yet been made, OHB emphasizes. "We will announce it when the decision is ripe," says board member von der Recke. https://www.butenunbinnen.de/nachrichten/ohb-iris-fertigung-satelliten-bremen-raumfahrt-100.html
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
Määrä
Osto
-
Myynti
Määrä
-
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 19.3. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
58 päivää sitten
‧57 min
Uutiset
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 19.3. | ||
2025 Q3 - tulosraportti 13.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,5903 EUR/osake
Viimeisin osinko
0,35%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenCan KKR's reduced stake to 20 percent permanently weigh on OHB's upward story at a price target of 358 euros? Berenberg confirms Buy with a 358 euro target, Deutsche Bank sees the order potential underestimated by the market — and yet the stock gives way. KKR's stake reduction provides an explanation. 29 September 2026 Berenberg reaffirmed OHB as a top pick on 29 September and left the price target at 358 euros. Management confirmed another strong order year at the German Corporate Conference. At the same time, Deutsche Bank had raised its price target shortly before from 275 to 300 euros — analyst Sriram Krishnan argues that the market is systematically underestimating the medium-term order potential. Both houses are therefore clearly on the buy side. The fact that the stock nevertheless fell back to around 178 to 180 euros on this day has little to do with the fundamentals. Two factors are weighing: firstly, OHB had gained around 5.8 percent on the previous Friday — today's decline is to a good extent simply a countermovement. Secondly, KKR has reduced its stake to 20 percent. A major shareholder reducing its stake always leaves the market wondering whether further tranches will follow. This selling overhang acts even when no new tranche is announced. This is not a fundamental deterioration. OHB has been back in the TecDAX since 21 September, a cooperation with Saab is planned, and the growth forecasts for 2026 and 2027 are positively unchanged. The nine-month figures follow on 12 November — until then, the market sticks to an EPS estimate of 0.87 euros and high expectations, which in the short term invites caution rather than buying mood. The picture is thus clearly contradictory: analysts with price targets between 300 and 358 euros, stock at 178 euros — and yet sales. Anyone betting on the gap between the price and the consensus price target needs patience and must price in the KKR overhang. https://aktien.live/aktuell/kann-kkrs-reduzierte-beteiligung-auf-20-prozent-ohbs-aufwartsstory-bei-einem-kursziel-von-358-euro-dauerhaft-belasten
- ·28.9.Eight out of nine analysts recommend buy: How far does OHB's order momentum carry the share price until November? Berenberg maintains 358 euros as a price target, Deutsche Bank raised to 300 euros — yet the current share price is still around 182 euros. How much of the order boom is already priced in? Eight out of nine analytical houses currently recommend OHB as a buy, the consensus is around 280 euros — and yet the stock is still trading significantly below that. This is either an invitation or a warning sign, depending on how one assesses the credibility of consensus estimates in the defense and aerospace sector. The concrete trigger for today's rise to around 181.80 euros was a combination of two analyst signals. Berenberg reaffirmed the buy recommendation with an unchanged price target of 358 euros at the German Corporate Conference and referred to statements by OHB management, which confirmed another strong order year. Deutsche Bank followed suit shortly before: Analyst Sriram Krishnan raised the price target from 275 to 300 euros after an investor roadshow and argues that the market is systematically underestimating OHB's medium-term order potential. The movement is thus clearly company-specific, not a sector drift. Rheinmetall or other defense stocks provided no comparable impulse today. OHB benefits from ongoing demand for satellite systems and government-funded space projects — a structural trend reflected in the order books, but not yet fully in the share price. Also relevant is the look at November 12: That is when OHB presents quarterly figures. The EPS estimate of 0.87 euros is moderate, but the actual question is whether management will back up the order dynamics with concrete figures. Anyone buying today is essentially betting that the earnings season will confirm the analyst thesis — and not that the share price will run to 280 euros on its own by then. Oddo BHF recently initiated coverage with Outperform, which further increases the breadth of the positive assessment. Critical remains: KKR recently placed OHB shares at a discount — a counterweight to the bullish analyst front that one should not ignore. OHB's order trend is convincing — eight out of nine analysts see it similarly, the consensus is around 280 euros. Berenberg even sticks to 358 euros, Deutsche Bank raised its target to 300 euros. Nevertheless, the share price remains far behind at around 182 euros. KKR's recent share placement at a discount dampens the optimism: Major shareholders are apparently not betting on a rapid catch-up. https://aktien.live/aktuell/acht-von-neun-analysten-empfehlen-kauf-wie-weit-tragt-ohbs-auftragsmomentum-den-kurs-bis-november
- ·25.9.HAMBURG (dpa-AFX Analyser) - Private bank Berenberg has maintained its rating for OHB with a price target of 358 Euro at "Buy". An economic recovery in Germany is currently overshadowing the basic political noise in Germany, Chris Armstrong wrote on Thursday in his strategy report. From a cyclical perspective, there are positive signs thanks to fiscal policy impulses and rising exports. A more optimistic assessment of German equities is therefore justified. As beneficiaries of state spending policy, Rheinmetall, Renk and OHB are his "Top Picks" in the aerospace and defense segment./tih/ag https://www.wallstreet-online.de/nachricht/21432597-berenberg-stuft-ohb-se-buyFrom boerse.de Two recent analyses from financial houses provide tailwinds. Following an investor presentation round, Sriram Krishnan from Deutsche Bank Research raised his price target from 275 euros to 300 euros and maintained his buy recommendation. Krishnan emphasizes that the market systematically underestimates OHB's medium-term order potential as well as the company's operational growth momentum. Therefore, the recent weakness in the share price presents an opportunity to buy back into the stock. Chris Armstrong from the analysis firm Berenberg likewise maintained his view and maintains a price target of 358 euros. For Armstrong, OHB belongs among the preferred stocks within the aerospace and defense sector, alongside Rheinmetall and Renk. This assessment is supported by significant government investments and increasing demand in export markets. New alliances for future challenges Additional strategic potential is emerging as a result of considerations in the security sector. OHB is exploring opportunities for cooperation with the Swedish defense group Saab regarding space-based defense technologies. Although no agreement has yet been concluded on a concrete project, the very fact that these discussions are taking place underlines the changed conditions for the Bremen-based company. The combination of government programs and potential partnerships with established defense suppliers is helping to change the perception of the company. Those who evaluate the aerospace sector's prospects solely on the basis of past price drops risk missing a fundamental revaluation that is currently taking place.
- ·22.9.OHB SE: Admission to TecDAX – Project pipeline of 20 billion Euro Published on 22.09.2026, 10:03 (investing.com) OHB SE has been admitted to the TecDAX effective September 21, 2026, replacing CANCOM SE, according to a company announcement published today by the Bremen-based aerospace and defense group. The decision was made by index provider STOXX as part of its regular index review on September 3, 2026. The TecDAX comprises the 30 largest and most liquid German technology companies. CEO Marco Fuchs emphasized that the admission to the TecDAX represents another significant recognition of the company's development, following its admission to the SDAX in the previous month. It also ensures greater visibility among national and international investors. According to OHB, it has a project pipeline of approximately 20 billion Euro. The company sees itself well-positioned in a dynamic growth environment driven by geopolitical shifts, growing defense budgets, and the European focus on technological sovereignty. For the current fiscal year 2026, the group expects a consolidated total performance of approximately 1,400 million Euro with an adjusted EBITDA margin (earnings before interest, taxes, depreciation, and amortization) between 10.5 and 11.0 percent. In the medium term, OHB aims for a total performance of more than 4.0 billion Euro and an adjusted EBITDA margin of approximately 13 percent.
- ·4.9.OHB wants to build new satellite platforms in Bremen – and grow here The space company has received a billion-euro order. Now it is clear: The satellite platforms for the EU project are to be built in Bremen and bring new jobs. The Bremen-based company is to build 18 satellite platforms, i.e., technical satellite basic structures, for the EU project IRIS². IRIS stands for "Infrastructure for Resilience, Interconnectivity and Security by Satellite". The satellite network is intended to enable secure communication and broadband supply for Europeans in the future. The first satellite launches are planned for 2029. First services are to follow shortly thereafter. For the production of this project, OHB relies on the Bremen site. The group has currently advertised more than 120 positions for Bremen alone on its application portal. "Expertise that we have gained in Bremen with MEO will also be incorporated," says board member Sabine von der Recke. The construction of the first-generation Galileo satellites, which also orbit the Earth in a medium Earth orbit – like the planned IRIS² MEO satellites – has particularly contributed to this experience. The construction of such satellites for medium Earth orbit at the Bremen site has been one of the group's most important revenue generators in recent years. For example, OHB manufactured a total of 34 satellites for the European navigation system Galileo in Bremen between 2011 and 2024. In series production, two satellites could sometimes be completed within three months. Compared to the well over 700 kilogram Galileo satellites, however, the planned IRIS² satellites are significantly heavier at around 2,600 kilograms. Whether OHB can use existing production areas for this, such as previous capacities from Galileo production, the group has so far left open. Start-up and Airbus build small satellites for IRIS² Incidentally, OHB's direct client is not the European Commission, but the Luxembourgish satellite operator SES. SES, in turn, is responsible within the "SpaceRISE" consortium commissioned by the EU for the provision of the 18 larger IRIS² satellites, which are to supplement a constellation of 330 smaller satellites. According to information from "Handelsblatt", the majority of these smaller LEO satellites – up to 264 units – are to be built by the Belgian space start-up Aerospacelab, founded only in 2018, and the remaining 66 militarily usable satellites by Airbus. The share for the aerospace group, which was long considered the favorite for the lion's share and also operates a space site in Bremen, is thus relatively small. Location question for OHB's LEO satellite factory remains open However, OHB is still taking its time with the decision on the much-discussed location plans for a factory that could serve for the series production of LEO satellites for the Bundeswehr. Although Bremen Economic Development had already expected a decision by mid-August. And reports in the media about potential locations such as Bremen, but also Saxony, have repeatedly led to speculation about a presumed preliminary decision. However, a decision has not yet been made, OHB emphasizes. "We will announce it when the decision is ripe," says board member von der Recke. https://www.butenunbinnen.de/nachrichten/ohb-iris-fertigung-satelliten-bremen-raumfahrt-100.html
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