It’s been a busy stretch for European defense stocks — and after this week’s move, I’m watching this space a lot more closely.
During a live session this week, I pulled up several names that are catching my eye — please note, this was all before the latest strikes in the Middle East that occurred late Thursday.
These stocks have been on a strong run thanks to renewed interest in European defense spending. You can see it in the charts — these names have absolutely ripped higher. The way I see it, there could still be opportunity here.
European Defense Names With Momentum
BAE Systems (BAESY) has doubled, and it looks like it still has room to run. It’s one of the names I’m watching very closely now. Airbus (EADSY) also popped up — it is moving nicely, and it’s another one I want to keep an eye on.
Leonardo (DRS) was mentioned as well. That one is not on my watchlist yet, but after seeing how these European defense stocks are acting, I definitely want to dig in more. We talked about this dynamic — when the Trump administration signaled the U.S. would no longer pay for Europe’s wars, Europe had to step up its defense spending. That kicked off this whole move in these stocks, and you can see the results in the charts now.
Building a Broader Watchlist
I asked for a full list of European defense names to be compiled and shared in our group, because I want to go deeper here. I trade U.S. defense stocks like Kratos (KTOS) and RTX (RTX) all the time — but I haven’t been as plugged in to the European names until now. Given what we’re seeing, it’s time to change that.
A lot of these European stocks have been running hard, and while you don’t want to chase too late, I think the decoupling trend between the U.S. and Europe means there is probably more room for upside here over time.
I’ll be watching this space very closely moving forward — and once I get the full list of tickers, I’ll be building out a proper watchlist for new potential trades.
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