How to Invest in the Biggest European Defense Surge in Decades

According to the Stockholm International Peace Research Institute, military spending around the world is rising rapidly, having reached $2.9 trillion in 2025. Europe has led the way in this growth, with a 14% year-over-year (YOY) increase in military spending from 2024 to 2025.

MarketBeat • Jun 19, 2026

Should You Invest in the Select STOXX Europe Aerospace & Defense ETF (EUAD)?

If you're interested in broad exposure to the Industrials - Aerospace & Defense segment of the equity market, look no further than the Select STOXX Europe Aerospace & Defense ETF (EUAD), a passively managed exchange traded fund launched on October 22, 2024.

Zacks Investment Research • Jun 17, 2026

Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains

The Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD) has snapped back hard after a sluggish start to the year.

24/7 Wall Street • Jun 8, 2026

Europe's Defense IPOs Are Hot, Too. 5 to Watch.

Europe's defense offerings are dwarfed in scale by SpaceX, Anthropic, or OpenAI. They may prove no less important in fate-of-the-world terms, though.

Barrons • Jun 4, 2026

European defense stocks are cooling off after the military spending boom. Here's what's next

Defense stocks in Europe have struggled in 2026 against the broader index. Analysts see 2026 as a period of consolidation in which investors have become more selective on winners.

CNBC • May 30, 2026

EUAD: My Favorite ETF Strategy On Top Of Europe Defense Tailwinds

Select STOXX Europe Aerospace & Defense ETF (EUAD) offers concentrated exposure to European defense firms benefiting from rising geopolitical tensions and increased EU/NATO defense budgets. EUAD's top holdings possess strong economic moats, diversified military-commercial revenue streams, and new growth drivers like counter-drones and satellite communications. Relative and absolute valuation suggest EUAD is 16–18% undervalued, with a Fair Value estimate around $48 versus the current ~$41 price.

Seeking Alpha • May 11, 2026

3 Defense ETFs to Buy as Europe Rearming Cycle Accelerates Into 2026

European governments are pushing defense budgets higher than at any point since the Cold War, and three exchange-traded funds offer distinct ways to ride the spending cycle: the iShares U.S.

24/7 Wall Street • May 6, 2026

Watch These 3 Contract Signals Before EUAD's Next Move

Select STOXX Europe Aerospace & Defense ETF (NASDAQ:EUAD) was the cleanest way to own European defense stocks from a U.S.

24/7 Wall Street • May 2, 2026

European Defense Rearmament Is Reshaping Markets: These 3 ETFs Capture the Shift

European equities have rallied in a way that few investors expected a year ago. Germany's decision to loosen its debt brake, the launch of the EU's ReArm Europe program, and a wave of higher defense budgets across NATO have all shifted expectations about the continent's fiscal direction.

24/7 Wall Street • Apr 24, 2026

U.S. Defense Stock Underperformance: What The Market Is Telling Us

Major U.S. defense stocks failed to outperform during the Iran conflict, tracking the S&P 500's negative performance instead. In this article, I explore several reasons for their apparent failure to serve as a meaningful hedge during wartime.

Seeking Alpha • Apr 8, 2026