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Europe’s Faltering Defense Stocks Rally Is Tipped to Reignite

Bloomberg Markets Tuesday 11 August 2026, 08:47 UTC By Jonas Ekblom 1 min read
Key Points

Europe’s Faltering Defense Stocks Rally Is Tipped to Reignite European defense stocks are set to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage, according to analysts at Barclays and RBC Capital Markets. RBC analysts led by Colin Moody on Tuesday initiated coverage on a slew of companies in the industry, with Rheinmetall AG, Thales SA and Leonardo SpA all rated outperform. CSG NV, BAE Systems PLC and Saab AB were given sector perform...

Europe’s Faltering Defense Stocks Rally Is Tipped to Reignite European defense stocks are set to deliver continued strong growth in the coming years as the region’s rearmament cycle enters a new stage, according to analysts at Barclays and RBC Capital Markets. RBC analysts led by Colin Moody on Tuesday initiated coverage on a slew of companies in the industry, with Rheinmetall AG, Thales SA and Leonardo SpA all rated outperform. CSG NV, BAE Systems PLC and Saab AB were given sector perform ratings.
Europe (LOCATION) European (ORG) Barclays (ORG) RBC Capital Markets (ORG) RBC (ORG) Colin Moody (PERSON) Rheinmetall AG (ORG) Thales SA (ORG) Leonardo SpA (ORG) CSG NV (ORG) BAE Systems PLC (ORG) Saab AB (ORG)
Originally published by Bloomberg Markets Read original →

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