Mar 23, 2026, 10:39 AMseekingalpha.comHNSDF
Hensoldt: Why This Defense Selloff Could Be A Big Mistake
Financial reportsProspectus, capital raise, listing
Hensoldt AG remains a buy with a $139.51 price target, offering 60% upside despite recent stock stagnation and modest estimate downgrades. 2025 revenues grew 9.6% to €2.46B; order intake surged 62% to €4.71B, supporting a robust €8.8B backlog and strong multi-year growth visibility. 2026 guidance specifies 12% revenue growth and 18.5–19% EBITDA margin, with mid-term targets of 15–20% annual revenue growth and improving free cash flow.