Analysts see 2026 as a period of consolidation for the sector, as excitement over Europe's increased defense budget is replaced by company-specific drivers.
Geopolitics cnbc May 30, 2026
European defense stocks are cooling off after the military spending boom. Here's what's next
Analysts see 2026 as a period of consolidation for the sector, as excitement over Europe's increased defense budget is replaced by company-specific drivers.
