OHB SE Stock 2025: Is a Turnaround Imminent as ESA Pumps €22.3B into Space?

Why OHB SE Could Be Europe’s Next Space Darling

The European Space Agency’s (ESA) historic €22.3 billion budget approval at the CM25 ministerial conference isn’t just a number—it’s rocket fuel for OHB. Germany, contributing over €5 billion as the largest stakeholder, effectively hands OHB a golden ticket for prime contracts. NuWays AG analysts doubled down on their "Buy" rating December 1, noting the 30% budget surge aligns perfectly with OHB’s expertise in Earth observation and launchers. This isn’t short-term hype; it’s multi-year revenue visibility.

Earnings Deep Dive: More Than Just a Satellite Play

November’s 9-month report cut through the noise: €1.24 EPS, €863.5M in revenue (up 21% YoY), and €75.5M EBITDA. But the real story? OHB’s pivot from a niche satellite builder to a geopolitical asset. Projects like IRIS² (Europe’s answer to SpaceX’s Starlink) and defense-linked space tech have recalibrated its valuation. Remember when this stock oscillated between €30–€45? Those days are gone—today’s floor is the old ceiling.

Chart Wars: Bulls and Bears Clash at Critical Support

After peaking at €165.50 in October, OHB shares corrected hard—now trading 31% lower at €113.50. The battleground? The 50-day moving average (€113.61). Holding above €110 could springboard another rally, but a breakdown might trigger sell-offs. Pro tip: Watch trading volume for clues on who’s winning—the space optimists or the profit-takers.

Catalysts to Watch: Launcher Wars and Contract Ink

The "European Launcher Challenge" is OHB’s moonshot. Its stake in Rocket Factory Augsburg (RFA) positions it against ArianeGroup in a €4B race to replace Russian rockets. Any contract wins here could send shares stratospheric. Meanwhile, ESA’s slow bureaucracy remains a headwind—the faster those €22B turn into signed deals, the sooner OHB’s order book bulges.

FAQs: Your OHB SE Cheat Sheet

Is OHB SE stock a buy in 2025?

Analysts like NuWays say yes, citing ESA’s budget surge and OHB’s defense-tech edge. But with shares already up 136%, wait for pullbacks to €105–€110 for better risk/reward.

What’s OHB’s biggest growth driver?

Military space programs and IRIS² constellation contracts—Europe’s spending billions to secure independent access to orbit.

How risky is OHB stock?

High-beta. It’s tied to ESA’s pace of contract awards and faces SpaceX-like private competitors. Diversify if you’re risk-averse.