Morgan Stanley again adjusts its Fed forecast, now sees 4 cuts in 2026
Investing.com -- Deutsche Bank (ETR:DBKGn) analysts have initiated coverage of AMG Critical Materials with a "buy" rating and a price target of €25. The stock closed at €19.22 in the previous session.
In a note by Michael Kuhn, analysts flag AMG’s dual identity as a producer of strategic raw materials and a manufacturer of specialized industrial equipment.
The company’s Engineering division, which designs and builds vacuum furnace systems, continues to hold a leading position in its global niche.
These systems are considered essential in the production of aerospace and turbine components.
Deutsche Bank points to AMG’s exposure to several key raw materials, notably antimony and vanadium, as a defining factor for the stock’s upside potential.
The report emphasizes the importance of antimony in 2025, driven by tightening market conditions and increased relevance of Western supply chains.
Despite geopolitical pressures continuing to shape global sourcing, analysts contend that AMG is well positioned to benefit from rising demand.
By 2026, analysts expect vanadium to regain prominence. Increasing capacity, price normalization, and industrial policy support in the United States, including steel import protections and "Buy American" provisions, are essential for achieving this expectation.