Defense Stocks Seen With Further Runway -- Market Talk
Dow Jones03-03 01:06
1206 ET - Stifel analysts see defense stocks continuing to gain as the conflict in the Middle East stretches on. "Defense stocks and valuations are already reflecting escalating geopolitical tensions," the analysts say in a note, adding the "start of a hot war with Iran will boost stocks further." The analysts say the duration and magnitude of the sector's performance will likely vary depending on the length of the hostilities, noting it could be a longer and more violent conflict than those in recent years given the U.S. has secured a large swath of military assets lately.(kelly.cloonan@wsj.com)
(END) Dow Jones Newswires
March 02, 2026 12:06 ET (17:06 GMT)
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