Trump Meets With NATO Chief. What It Means for Defense Stocks. - Barron's

1. U.S. defense sector earnings are expected to improve this year. 2. NATO countries plan increased spending, boosting European defense stocks significantly. 3. Investors are optimistic about U.S. defense due to improved sentiment and fiscal plans. 4. Lockheed Martin faces concerns over F-35 jet sales slowing under Trump administration. 5. Citi analyst maintains a 'Buy' rating across U.S. defense stocks.