mwb research sees EUR 62 target for Hensoldt stock

Published on 10/09/2026 at 12:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jefferies upgraded Hensoldt to Buy on October 5, 2026. Hensoldt stock costs EUR 75.49 on October 9, 2026 versus EUR 74.95, plus 0.72 percent.

Key points in brief

mwb research assigned Hensoldt a EUR 62.00 target and a Sell rating on October 8, 2026.
A Ukraine radar memorandum covers further deliveries and the possible use of TRL-4D LR systems with a range above 400 kilometers.
Hensoldt stock was trading at EUR 75.49 at Lang & Schwarz on October 9, 2026 at 12:15 p.m. CEST, plus 0.72 percent versus EUR 74.95.

Bauhaus-Geometrieposter für Hensoldt AG Rüstungssektor mit Radarkreisen und kräftigen Farben — Hensoldt AG im Rüstungssektor als Bauhaus Poster mit Radarkreisen geometrisch, ISIN DE000HAG0005, Illustration mit AI erstellt.

Hensoldt (ISIN DE000HAG0005) was trading at EUR 75.49 at Lang & Schwarz on October 9, 2026 at 12:15 p.m. CEST, up 0.72 percent from EUR 74.95. The latest analyst counterpoint came from mwb research on October 8, 2026, which retained a Sell view and a EUR 62.00 target.

Three signals shape the stock

On October 5, 2026, Hensoldt and Ukraine agreed to examine further radar deliveries and the possible deployment of TRL-4D LR long-range systems. The Defense Post reported a range of more than 400 kilometers for the system.

On October 6, 2026, FinanzNachrichten reported that Goldman Sachs began coverage with a Neutral rating and an EUR 85.00 target. The October 8 assessment from mwb research instead modeled third-quarter revenue of EUR 695.00 million, up 17.00 percent year over year, and adjusted EBITDA of EUR 125.00 million.

What does the radar plan add?

The memorandum expands an existing air-defense relationship, but it does not state quantities, contract value or delivery timing. That distinction matters because a memorandum creates a route to future orders, while the EUR 695.00 million revenue estimate remains an analyst forecast for the third quarter rather than reported company revenue.

Results date and target gap

Hensoldt lists its 9M 2026 quarterly statement for November 5, 2026. Jefferies had upgraded the stock from Hold to Buy on October 5, 2026 and kept its EUR 98.00 target, according to FinanzNachrichten. The spread between the EUR 62.00 mwb target and the EUR 98.00 Jefferies target shows how sharply analyst views differ before the November results.

Hensoldt stock holds above EUR 75

Hensoldt stock was trading at EUR 75.49 at Lang & Schwarz on October 9, 2026 at 12:15 p.m. CEST, plus 0.72 percent versus the Lang & Schwarz prior close of EUR 74.95 on October 8, 2026. The further course of trading is shown by the continuously updated real-time quote of Hensoldt stock.