OHB Retreats as Berenberg and Jefferies Both Keep Buy Calls
Published on 10/30/2026 at 17:50 | Editorial boerse-global.de
OHB SE shares came under heavy selling pressure on Thursday, dropping as much as 9.9% in a weak session for European aerospace and defence names. Media reports linked the slide to profit-taking following a strong run in the stock, with no company-specific trigger identified. Airbus, Leonardo and Thales were also said to have faced selling pressure.
The retreat comes even as two brokers reiterated their bullish stances. Berenberg confirmed its buy recommendation on Tuesday with a price target of 358 euros, while Jefferies followed on Wednesday by maintaining its buy rating and a 280-euro target.
Jefferies Sees H1 Momentum Carrying Through
Jefferies analyst Chloe Lemarie expects the positive trends from the first half to have continued, pointing to a solid margin trajectory and arguing that OHB is on track to meet its annual targets. Her comments are expectations ahead of the next set of results rather than reported figures.
Should investors sell immediately? Or is it worth buying OHB SE?
Those numbers land on 12 November, when OHB publishes its quarterly financial report for the third quarter of 2026.
MediaMobil Stake and Completed Test Rig
On the corporate side, OHB agreed a strategic partnership with MediaMobil Communication on Monday. Under the deal, OHB will acquire 25% of MediaMobil's shares through a capital increase. The company did not disclose a purchase price in its announcement.
Separately, OHB Digital Connect reported on 22 October the successful completion of the EU-funded Eu-BEST project, which covered the construction and final acceptance of a modular test stand for rocket engine and stage testing. The EU contributed 4.96 million euros to the project, according to OHB, and the milestone included commissioning and final sign-off of the facility.
In a further filing on 23 October, OHB disclosed the allocation of treasury shares as a compensation component to its three management board members — Daniela Schmidt, Tim Tecklenburg and Markus Moeller — with a transaction date of 20 October.
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