No GlobalEye deal comes as a surprise, as in many cases the selection decision is known/guessed long before, e.g., France. So they are more or less priced in (except, of course, at Inderes).
Ukraine’s future aircraft are not yet priced in, because frozen assets have not yet been unlocked, meaning the main funding is missing. Presumably Canada is also missing (from the pricing), because they are not in a “must-have” situation regarding fighter jets like Ukraine. However, several orders for GlobalEye are expected within a year.
France has possibly linked Sweden’s new warships and airborne surveillance aircraft: