The assembly in the second half in American stocks this year made it easy to forget some of the assets that excelled at the beginning of the year. The cryptocurrencies returned to their peaks in February after a long period of stillness, and now goods such as gold and silver have also reached record levels.
European stocks spent most of 2025 the superiority of the US shares, although Delta recently narrowed. However, one of the unprofitable European markets is the defense sector. Indeed, as the war in Ukraine approaches the fourth anniversary of its founding, European defense contractors became more intertwined with global trade. Today, we will examine three companies that help defend Ukraine and penetrate its shares.
European defense shares continue to re -assemble them
Russia’s ambitions have exceeded its capabilities in Ukraine, and the February 2022 invasion has now turned into a milling quarrel without end on the horizon. Ukraine even began to make cross -border raids in an attempt to disrupt Russian supply chains. While the war has reached the stage of stagnation more than a series of dramatic battles, the pressure is increasing in some areas (i.e. drones), and the result is vital to NATO countries. Even US President Donald Trump has recently composed him, commenting that Ukraine can restore land with more support.
Before the war, many of the shares of defense and space in Europe were less than their value, and governments had restrictions on how much they could spend on defense. However, the Ukrainian war was a shock to this system, causing their European budgets reassessing. Reducing dependence on the United States has also become a target for European governments, which led to many rear winds in favor of the defense industry.
3 European defense shares to see them with tensions of tensions
The war in Ukraine requires advanced systems, such as integrated air defense systems, so it is possible that large companies that offer modern solutions will gain the most profitable contracts of European governments. These three large shares seem to be one of the largest beneficiaries of renewable defense obligations in Europe, as stock prices have risen to the highest levels ever and the structural acoddes in place for a long time.
Note that all three securities are the US deposit receipts (ADRS), which work differently from the typical stocks. Be sure to understand the contradictions before investing any capital.
Rheinmetall: The main beneficiary of the German debt brake repair
Rheinmetall today
As of 10/3/2025 03:59 pm
- 52 weeks
- 101.31 dollars
▼
468.90 dollars
- Profit
- 0.27 %
- P/E ratio.
- 2,153.52
German defense giant Rheinmetall Ag Otcmkts: rnmby It rose to new levels after repairs at the highest levels of government.
German debt brakes, which limit defense spending, have been reviewed to a certain percentage of GDP, to allow the country to increase the defense budget.
Rheinmetall shares have been trading less than $ 20 before the start of the invasion, but they have now increased more than 2,500 % in the past five years.
And no noise or feeling: the growth of revenue was amazing, and the company published sales of $ 2.7 billion in the last quarter.
Rheinmetall began in 2025 with more equivalent stock gains in the wake of a controversial White House meeting between Presidents Trump and Volodimir Zelinsky.

Inventory has been cooled during the summer, but the evidence now appears to support another outbreak. The stocks got strong support on a simplely simple moving average (SMA), and this new high has never led to an excessive reading at its peak on the RSI.
Saab: The stagnant revenues that were revived by increasing requests
Today
As of 10/3/2025 03:58 pm
- 52 weeks
- 9.68 dollars
▼
$ 31.29
- Profit
- 0.23 %
- P/E ratio.
- 49.83
AB can Otcmkts: saby It may be remembered in the United States in the United States for its brief roaming in the field of car manufacturing, as it sells its huge cars with the flaws on the ground. However, the real strength of its business lies in the defense contract.
Saab sells military aircraft, water boats, missiles, and other advanced systems, which reach more than $ 6 billion of revenues in the past 12 months.
But before the war in Ukraine, Saab’s revenues were stagnant, and the arrow failed to rise alongside its peers as soon as the invasion started.
What caused the SAAB stock to increase is approximately 200 % on an annual basis (YTD)? The growing and rapid profitability book.
After a summary decrease in 2022, revenues rose, with more than 20 % on year (YO) increased every year.

The current expectations have a growth of 26 % in revenue by 26 % on an annual basis, and the company’s revenue in Q2 represents 2.05 billion dollars on an annual basis. Like Rheinmetall, Saab also shows the distinctive features of strong technical technical arrangement, with the support of SMA for 50 days and the bullish work on Macd.
Bae Systems: Technical Evidence that enhances strong basics
BAE systems today
As of 10/3/2025 03:59 pm
- 52 weeks
- $ 56.19
▼
111.96 dollars
- Profit
- 1.94 %
Bae Systems Plc Otcmkts: Pisi It is a British defense and Aerospace space that designs everything from vehicles and ammunition to advanced cyber security solutions.
Bae Systems may be the “safer” play among the three defense shares we have included here today.
Although its growth is not explosive like Rheinmetall’s or Saab’s, the company is huge with a market roof of $ 83 billion and more than $ 28 billion in annual sales.
BAE systems also have a file Record accumulation of ordersWith more than $ 100 billion of contracts on his books (about 80 billion pounds in the local currency), and recently took over a $ 1.2 billion contract With the United States government.

Baesy’s daily chart also shows promising potential. The stock has reached its first highest level since June, and MACD indicates that the upscale collapse may be in business. Like her brothers in this field, stocks have a strong upward momentum, with support in SMA for 50 days. Bae Systems may not provide control gains, but they are fixed revenue farms with deep accumulation and a fixed profit distribution.
Before you think about Rheinmetall, you will want to hear this.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has selected the five shares whose senior analysts are quietly whispered to their customers to buy now before hunting the wider market … Rheinmetall was not in the list.
While Rheinmetall currently has a purchase classification between analysts, analysts from senior exporters believe that these five stocks buy better.
Show the five stocks here
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