Barclays analyst Afonso Osorio upgraded Rheinmetall AG to Buy from Neutral.

The bank maintained a price target of €2035 for the defense contractor.

An upcoming meeting with the CFO and Head of IR serves as a catalyst to address execution concerns following a first-quarter miss.

Barclays confirmed the structural investment case for the company remains intact.

Rheinmetall is reportedly considering a €500 million senior unsecured notes offering.

The potential sale, cited by unnamed sources, would support ongoing operations and growth.