Everything on Defense Sector

Rheinmetall stock surged after Goldman Sachs added it to its European Conviction List, citing the robust European rearmament cycle. Secondary defense names like TKMS and Hensoldt also rallied significantly on sector momentum and analyst upgrades.

Impact: The sustained rearmament trend reinforces defense stocks as a core holding, with leaders and suppliers benefiting from increased government spending and order backlogs.

— from Markets Rally on Iran De-escalation; SpaceX IPO Filing Triggers Sector Surge · Alles auf Aktien – Die täglichen Finanzen-News· Apr 02, 2026