EUAD: Amid Greenland Woes And Oreshnik Ballistic Missile, EU Rearmament Is A Must

The Select STOXX Europe Aerospace & Defense ETF (EUAD) is increasingly attractive amid heightened geopolitical tensions and European rearmament priorities. EUAD's fundamentals and valuation are reasonable, with a 25.94 PE ratio and 2.31 price/sales, supporting a buy rating despite recent price surges. Europe's urgent need to reduce reliance on U.S. security guarantees and counter both Russian and American unpredictability underpins the investment thesis.

Seeking Alpha • Jan 12, 2026

European Defense Stocks Rally. 3 Particularly Bullish Charts.

A German contractor, Italian aerospace name, and British defense company.

Barrons • Jan 9, 2026

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

Zacks Investment Research • Jan 9, 2026

My 3 Top ETFs For The Coming US Defense Spending Supercycle

The US Department of War rules the skies. This aerial military supremacy has enforced the Trump Doctrine that has ended 8 international wars and kept US military casualties at zero.

24/7 Wall Street • Dec 29, 2025

Look to This Hot Europe ETF as the Continent Rearms

Market uncertainty is more than just Fed or domestic policy related; often, geopolitics can have an even bigger impact on the fate of the markets than either of those factors. While not as severe as the impact left on the world by the pandemic, the threat of war also looms.

ETF Trends • Dec 16, 2025

Global Defense ETFs: Mapping the Opportunity

One of the most persistent themes this year has been global defense. Historically, it has been an industry that tends to shine when geopolitics drives the macro narrative.

ETF Trends • Dec 4, 2025

Europe's Economic Comeback: What It Will Take For A Broad Resurgence

Europe's macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter - one centered on pro-growth fiscal policy, energy security, and capital-market reform.

Seeking Alpha • Nov 25, 2025

AI, Robotics, And Drones Have Changed Defense Firms Forever

Defense industry giants like Lockheed (LMT) and Raytheon (RTX) retain top spots, but innovative firms and European players are gaining ground. Boeing (BA) has fallen in defense revenue rankings, while newcomers like GE Aerospace (GE), SpaceX, and Palantir show strong growth potential. To capture defense innovation, I recommend ETFs such as SHLD, EUAD, and WDEF, with SHLD as a top pick for technology-driven exposure.

Seeking Alpha • Nov 3, 2025

EUAD: Europe's Rearmament Isn't Going To Plan

The Select STOXX Europe Aerospace & Defense ETF is a concentrated European defense bet that benefited from the NATO rearmament trade. After a near 80% run from my initial interest in the SHLD ETF, a similar fund, I believe the narrative is priced in. Procurement friction, manpower issues, and an imperfect index converge to make EUAD a "Hold" for me, as I am unsure about Europe's future given recent headlines.

Seeking Alpha • Oct 28, 2025

Disruptive Theme of the Week: Thematics Are Back! Should You Go With the Flow?

Ideally, thematic ETFs capture long-term secular investment themes not fully represented by broad market or sector-based approaches. The best thematic index implementations make use of quantifiable measures such as revenue and market share to identify companies with meaningful exposure to specific themes.

ETF Trends • Oct 21, 2025