Category: Inside Umbrella

Revolution Medicines
Healthcare
USA

Stock: Revolution Medicines

ISIN: US76155X1000

Revolution Medicines is one of the most exciting biotech stocks for 2026. Strong Phase 3 data and a leading RAS
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Aerospace & Defense
Industry
Italy

Stock: Leonardo

ISIN: IT0003856405

Leonardo benefits from the European defense boom through rising defense spending, record orders, and improved profitability.
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Aerospace & Defense
Industry
France

Stock: Dassault Aviation

ISIN: FR0014004L86

Dassault Aviation is one of Europe’s leading aerospace companies. Record orders, strong fundamentals, and rising defense spending support long-term growth.
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Johnson & Johnson
Healthcare
USA

Stock: Johnson & Johnson

ISIN: US4781601046

Thanks to a strong pipeline, robust cash flows and a defensive business model, Johnson & Johnson remains a high-quality healthcare
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Hensoldt AG
Industry / Defense & Security
Germany

Stock: Hensoldt

ISIN: DE000HAG0005

Hensoldt AG is among Europe's leading defense technology companies and benefits from rising defense spending and long-term government programs.
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Palantir
Technology
USA

Stock: Palantir Technologies

ISIN: US69608A1088

Palantir impressed in Q2 2026 with strong growth, record margins, and a technical breakout.
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Micron
Technology
USA

Stock: Micron Technology

ISIN: US5951121038

Micron benefits from AI, HBM, and strong growth. Our analysis highlights fundamentals, valuation, analysts, and technical analysis.
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Eli Lilly
Healthcare
USA

Stock: Eli Lilly and Company

ISIN: US5324571083

Eli Lilly is one of the leading pharmaceutical companies worldwide. Growth drivers include Mounjaro, Zepbound, and a strong pipeline in
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Thales
Defense & Aerospace
France

Stock: Thales

ISIN: FR0000121329

Thales has been moved to the UMBRELLA Watchlist. Following a deterioration of the technical picture, further price development is being
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International Business Machines Corporation (IBM)
Technology, IT Services, and Consulting
USA

Stock: IBM

ISIN: US4592001014

IBM is among the world's leading technology companies and drives digital transformation with enterprise AI, hybrid cloud, and software solutions
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Microsoft
Technology
USA

Stock: Microsoft

ISIN: US5949181045

Microsoft is at the center of the global AI and cloud transformation. The focus of the investment story is whether
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TKMS
Defense & Aerospace
Germany

Stock: TKMS

ISIN: DE000TKMS001

TKMS benefits from Europe's rearmament: Record orders and rising margins meet a demanding valuation.
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