Rheinmetall AG

BAE Systems plc

Saab AB

Leonardo S.p.a.

Thales S.A.

RTX Corporation

AeroVironment, Inc.

Northrop Grumman Corporation

Lockheed Martin Corporation

They have risen for the fifth consecutive day

"Geopolitics isn't going anywhere": defense stocks in Europe hit a high

Two hotbeds of tensions - Venezuela and Greenland - sent the sector's quotations skyrocketing

Europe's defense companies rise for the fourth day in a row. Which stocks to bet on

General Dynamics Corporation

Analysts don't yet understand exactly how the U.S. president can ban private companies from paying dividends

Trump threatened defense companies with a ban on dividends and buybacks. Stocks are down

Hensoldt AG

Mitsubishi Heavy Industries, Ltd.

Investors expect global rearmament to intensify after events in Venezuela 


The era of "hard power": defense stocks in Europe and Asia rise amid US takeover of Maduro

Indra Sistemas, S.A.

On December 16, shares of defense companies in Europe slightly recovered the morning decline. At the opening, the securities were getting cheaper on US President Donald Trump's statement that the truce between Russia and Ukraine is "closer" than ever. Over the past week, the STOXX Europe Aerospace &amp; Defense index <a href="https://stoxx.com/index/sxparo/">fell</a> by 2.8%. However, several investment banks wrote that European defense companies are at the beginning of a long growth cycle that will last at least until 2030.

Defense stocks are falling. Why investment banks do not write them off their accounts

RENK Group AG

Industrial giants Saab, Rheinmetall and Renk were among the leaders of the decline

Ukraine peace talks drive down European defense stocks

Shares of European defense companies fell Dec. 15 amid a new twist in talks on a possible peace deal that could end the war in Ukraine, CNBC <a href="https://www.cnbc.com/2025/12/15/european-defense-stocks-slide-as-zelenskyy-ditches-ukraine-nato-bid.html">reported</a>.

European defense stocks fell after Zelensky's words on NATO abandonment

Red Cat Holdings, Inc.

Perimeter Solutions, Inc.

Climb Global Solutions, Inc.

Guardian Pharmacy Services, Inc.

Astronics Corporation

By the end of this year, interest in small caps is picking up as investors confront an overheated tech sector and increasingly concentrated, outstripping growth by a handful of AI stocks. According to Alyona Nikolaeva, portfolio manager at asset manager Astero Falcon, the more attractive opportunities now lie in small caps, where fundamentals remain stable, and valuations within reason.

With AI valuations stretched, five small caps to look at into the year-end

Babcock International Group PLC

The US President said that the outcome of the talks between the White House representatives and the Ukrainian delegation inspires him with optimism

European defense stocks fall after Trump's words on Ukraine peace deal

Daimler Truck Holding AG

Mercedes-Benz Group AG

The German parliament is preparing to approve €2.9 billion ($3.4 billion) for 11 contracts in military purchases, including drones, rifles and missiles, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-28/germany-set-to-approve-2-9-billion-in-arms-in-defense-surge">reported</a>. Most of the orders will go to German manufacturers.

Germany is preparing a €2.9 billion military procurement. Which stocks will benefit?

Ukraine's U.S. currency-denominated government bonds jumped to their highest level since February amid signs of progress in the peace settlement, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-24/ukraine-bonds-lead-eastern-european-assets-higher-on-peace-talks">reported</a>. Bonds maturing in 2029 rose 3 cents on the dollar and are trading above 72 cents. Bonds maturing in 2035 and other near-term issues were also among the leaders of growth among emerging market debt instruments on Nov. 24.

Ukrainian bonds and Eastern European currencies rise amid peace process

Several large defense companies from Europe have started preparing for IPOs. Shares of the creator of Baby Shark, the most popular video on YouTube, collapsed below its IPO price after soaring in debut trading. Billionaire investor Bill Ackman urged the White House not to pursue the IPOs of Fannie Mae and Freddie Mac. The main IPO market events of the week are in our selection.

Defence Industry