Jefferies adds Hensoldt to top picks. Hensoldt stock falls 1.20 percent

Published on 10/27/2026 at 10:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Hensoldt enters Jefferies' top picks on October 22, 2026. Hensoldt stock costs EUR 85.38 on October 27, 2026, 1.20 percent below the Xetra close.

Analyst selection and reporting dates

On October 22, 2026, Jefferies added Hensoldt to its Mid Cap Top Picks.
First-half 2026 revenue reached EUR 1,167 million, up 23.60 percent year over year.
Hensoldt stock trades at EUR 85.38 at 10:31 a.m. CET at Lang & Schwarz on October 27, 2026, 1.20 percent below the Xetra close of October 26, 2026.
The next reporting date is November 5, 2026, followed by the capital markets day on November 10, 2026.

Hensoldt, DE000HAG0005, Illustration mit AI erstellt.

Hensoldt (ISIN DE000HAG0005) trades at EUR 85.38 at Lang & Schwarz on October 27, 2026 at 10:31 a.m. CET, down 1.20 percent versus the Xetra close of October 26, 2026 at EUR 86.42. On October 22, 2026, Boerse Express reported that Jefferies had added Hensoldt to its Mid Cap Top Picks.

Three events frame the stock

On December 18, 2025, OCCAR awarded a consortium including HENSOLDT Optronics a night-vision order covering 104,000 devices, according to Boerse Express. On October 16, 2026, Deutsche Bank kept a EUR 105.00 target, as reported by Markets Insider. On October 22, 2026, Jefferies joined the latest analyst event by selecting Hensoldt for its preferred mid-cap list.

What does the next report mean for margins?

The September quarter will be judged against a strong first-half base. Hensoldt reported EUR 671 million of revenue and EUR 8 million of net profit for the second quarter of 2026, compared with EUR 550 million of revenue and a EUR 12 million GAAP net loss in the second quarter of 2025, according to Markets Insider. That comparison puts operational execution ahead of the quarterly headline: analysts are watching whether sensor production supports margin improvement, while the company has yet to present the third-quarter figures.

The EUR 105.00 Deutsche Bank target provides a dated valuation reference, but it is an analyst view rather than company guidance. Jefferies' selection adds a second positive signal, while the upcoming release will supply the harder test through reported revenue, profit and outlook figures.

Reporting dates set the next tests

Hensoldt's investor-relations calendar lists the 9M 2026 quarterly statement for November 5, 2026 and the 2026 capital markets day for November 10, 2026. The first date should clarify the September-quarter trajectory; the second is scheduled to deepen the market's view of the company's medium-term defense-electronics strategy, according to Hensoldt.

Stock price and valuation

Hensoldt stock was trading at EUR 85.38 at Lang & Schwarz on October 27, 2026 at 10:31 a.m. CET, 1.20 percent below the Xetra close of October 26, 2026 at EUR 86.42. The euro quote remains within the 52-week range of EUR 63.18 to EUR 99.70, while the market capitalization is EUR 9.9 billion as of the same quote.

The further course of trading is shown by the continuously updated real-time quote of Hensoldt stock.