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2025-07-29 14:27:33
[Morningstar: The EU-US trade agreement is not bad for European defense companies] Morningstar stock analyst Loredana Muharremi said that the EU-US trade agreement is not bad for European defense companies, but it confirms that the United States will continue to play an important role in the European defense ecosystem in the future. This trend would have happened because Europe still has some capability shortcomings in areas such as missiles and has an urgent need for ready-made equipment. In the medium term, if Europe can gradually make up for these capability gaps, the proportion of equipment purchased from the United States should gradually decline. European military stocks have now entered a stable period because the previously expected growth has been largely reflected in the stock price. Whether stock prices can rise further in the future will depend on the specific allocation of additional defense spending and how high-deficit countries implement their spending plans.
