European Defense Sectors Could Get 30% Valuation Boost From 3% NATO Spending Target -- Market Talk

Dow Jones

2025/02/13

0928 GMT - European defense stocks could see their valuations boosted by about 30% if the European members of NATO increase their defense spending to 3% of their gross domestic product, Citi's analyst Sam Burgess says. On Wednesday, U.S. Defense Secretary Pete Hegseth doubled down on President Trump's calls for European members of NATO to boost defense spending to 5% of their GDP. "If Russia emerges from a peace deal emboldened, we believe this is likely to make European nations--particularly those closer to Russia--feel less, rather than more, secure," Burgess writes in a research note. "In the end, the paradox of a peace may be that it catalyzes even higher European defense spending." (cristina.gallardo@wsj.com)

(END) Dow Jones Newswires

February 13, 2025 04:28 ET (09:28 GMT)

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On Wednesday, U.S. Defense Secretary Pete Hegseth doubled down on President Trump's calls for European members of NATO to boost defense spending to 5% of their GDP. \"If Russia emerges from a peace deal emboldened, we believe this is likely to make European nations--particularly those closer to Russia--feel less, rather than more, secure,\" Burgess writes in a research note. \"In the end, the paradox of a peace may be that it catalyzes even higher European defense spending.\" ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"NATO":"Themes Transatlantic Defense ETF"},"translate_title":"欧洲国防部门的估值可能会从3%的北约支出目标中获得30%的提升——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NATO":1},"content_text":"0928 GMT - European defense stocks could see their valuations boosted by about 30% if the European members of NATO increase their defense spending to 3% of their gross domestic product, Citi's analyst Sam Burgess says. On Wednesday, U.S. Defense Secretary Pete Hegseth doubled down on President Trump's calls for European members of NATO to boost defense spending to 5% of their GDP. \"If Russia emerges from a peace deal emboldened, we believe this is likely to make European nations--particularly those closer to Russia--feel less, rather than more, secure,\" Burgess writes in a research note. \"In the end, the paradox of a peace may be that it catalyzes even higher European defense spending.\" (cristina.gallardo@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 13, 2025 04:28 ET (09:28 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}