Saab is the single largest beneficiary of European defense rearmament with NATO members targeting 3% of GDP for defense spending. Gripen E orders from multiple NATO and partner countries are accelerating. GlobalEye AEW&C is winning competitive selections against legacy US platforms. Carl-Gustaf and NLAW weapon systems are in record demand. Backlog at multi-decade highs with visibility through 2032.
Thesis reviewed May 29, 2026
Saab AB is headquartered in Sweden, which is currently showing elevated risk signals.
🇸🇪Sweden72NEUTRALView Sweden risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HEI | HEICO Corporation | 90 | +12% | ↓26% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓26% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓26% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓26% | NEUTRAL |
| LMT | Lockheed Martin | 90 | +9% | ↓26% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓26% | ENTRY |
| GD | General Dynamics Corporation | 90 | +15% | ↓26% | ENTRY |
Investors who hold SAAB may also have indirect exposure through these country funds.
Saab order intake hits SEK 80B in 2025, double 2022 levels
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