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    Will Supplying ESA’s Argonaut Lander LiDAR Shift OHB’s (XTRA:OHB) Strategic Space Infrastructure Narrative?

    Simply Wall St·07/23/2026 10:35:41
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    • MDA Space Ltd. previously reported receiving a Pre-Authorisation to Proceed contract from OHB System AG to supply LEIA LiDAR sensors for the European Space Agency’s Argonaut lunar lander, which will underpin Europe’s first independent lunar landing capability.
    • This collaboration places OHB at the core of Europe’s autonomous lunar ambitions alongside NASA’s Artemis programme, highlighting its role in high-spec, mission-critical space infrastructure.
    • We’ll now assess how OHB’s role in providing Argonaut’s critical landing technology could influence its investment narrative and long-term growth drivers.

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    OHB Investment Narrative Recap

    To own OHB, you need to believe in Europe committing real money to independent space infrastructure and OHB staying central to those programs. The Argonaut LiDAR work reinforces OHB’s positioning in high value exploration missions, but on its own it does not materially change the near term picture, where the key catalyst remains contract momentum such as EPS Sterna, and the main risk is project execution on a growing backlog and capacity build out.

    The EPS Sterna win, with OHB Sweden delivering 20 small satellites for EUMETSAT, is the announcement that best frames this Argonaut news. Together, they underline OHB’s push into recurring institutional space infrastructure, which supports the current growth targets but also raises the stakes on executing multiple complex programs in parallel without cost overruns or schedule slips.

    Yet behind the excitement around lunar landings and Arctic satellites, investors should also be aware of the execution risk that comes from...

    Read the full narrative on OHB (it's free!)

    OHB's narrative projects €2.4 billion revenue and €166.5 million earnings by 2029. This requires 24.0% yearly revenue growth and about a €110 million earnings increase from €56.1 million today.

    Uncover how OHB's forecasts yield a €340.00 fair value, a 37% upside to its current price.

    Exploring Other Perspectives

    XTRA:OHB 1-Year Stock Price Chart
    XTRA:OHB 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span a wide range, from about €53 to €340 per share, showing how far apart individual views can be. You are seeing these opinions meet a business where success still depends heavily on OHB turning a swelling order book into on time, on budget projects that actually deliver the earnings investors are hoping for.

    Explore 5 other fair value estimates on OHB - why the stock might be worth as much as 37% more than the current price!

    Form Your Own Verdict

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    • A great starting point for your OHB research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
    • Our free OHB research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate OHB's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.