Kontron is an Unknown Beneficiary of Increased Defense Spending. Demand for VPX Computing is Expected to Increase!

European defense stocks, such as Rheinmetall, Leonardo, and Hensoldt (i), are soaring these days. There are several reasons for this. While the USA strives for a peace deal for Ukraine, the protection of Europe will most likely be left to NATO partners. The USA is expected to scale back its military support. To deter a renewed Russian attack, Europeans need to significantly increase their defense spending. It is likely that the states will activate the special clause for defense. Stifel analysts assume that NATO will raise its spending target from...