Europe's defence stocks pull back after gravity-defying rally
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2025
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Source: Reuters
Market Fluctuations: European defence company shares experienced a decline after a significant rise, influenced by expectations of increased defence spending due to the ongoing conflict in Ukraine and U.S. military aid developments.
Sector Performance: The defence sector has seen substantial growth since Russia's invasion of Ukraine, with a notable 7.7% increase on Monday, marking its largest one-day gain since November 2020, although some companies faced profit-taking later in the week.
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.
