AI and Defense Expenditure Drive European Industrials to Lead Earnings Season
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 15 2025
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Source: SeekingAlpha
Earnings Growth in Europe: Europe's industrial sector is projected to lead in earnings this season, with a 4.9% year-over-year increase in third-quarter earnings per share, driven by capital goods firms and rising investments in AI and defense.
Sector Challenges and Future Outlook: Despite positive forecasts, challenges such as weak German factory output and trade tensions may impact performance; however, analysts anticipate continued sector growth into 2025 due to infrastructure spending and easing interest rates.
Analyst Views on VGK
Wall Street analysts forecast VGK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VGK is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 85.810
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Current: 85.810
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
