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Defense Articles

A Kratos GE Aerospace jet engine on a mobile cart sits near an unmanned military aircraft on a flight line at sunset.
September 23, 2026 9:35 AM ET

Full Throttle: Kratos and GE Fire Up a Next-Gen Defense Engine

Jeffrey Neal Johnson
NASDAQ:KTOSNYSE:GE
Read Full Throttle: Kratos and GE Fire Up a Next-Gen Defense Engine
Boeing MQ-25 unmanned aircraft parked on a tarmac near a Lockheed Martin missile launcher and naval vessel.
September 23, 2026 7:15 AM ET

Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have

Ryan Hasson
NYSE:LMTNYSE:BA
Read Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have
Office desk with a monitor displaying video, audio, and facial recognition data analysis alongside a lit Veritone logo on the wall.
September 21, 2026 7:45 AM ET

Think Outside the Box With These 3 Companies That Make Unusual Business Models Work

Nathan Reiff
NASDAQ:FLGTNYSE:JOBYNASDAQ:VERI
Read Think Outside the Box With These 3 Companies That Make Unusual Business Models Work
LightPath Technologies logo beside an optical lens, with a cleanroom worker and military jet blurred in the background.
September 15, 2026 6:45 AM ET

LightPath’s Defense Pivot Could Send Shares Higher

Thomas Hughes
NASDAQ:LPTH
Read LightPath’s Defense Pivot Could Send Shares Higher
Three military surveillance drones fly near a mobile radar unit at an airfield during sunset.
September 15, 2026 5:35 AM ET

3 Defense Stocks Riding the High-Energy Laser Boom

Nathan Reiff
NASDAQ:AVAVNASDAQ:KTOSNASDAQ:RCAT
Read 3 Defense Stocks Riding the High-Energy Laser Boom
An F-35 fighter jet sits inside a military aircraft manufacturing or maintenance hangar facility.
September 14, 2026 10:35 AM ET

3 European Defense Stocks Raising Guidance While the Sector Lags

Dan Schmidt
OTCMKTS:THLLYOTCMKTS:SAABYNASDAQ:DRS
Read 3 European Defense Stocks Raising Guidance While the Sector Lags
AST SpaceMobile logo displayed over a rendered satellite orbiting Earth with a network diagram.
September 11, 2026 10:40 AM ET

AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window

Jessica Mitacek
NASDAQ:ASTSNASDAQ:SPCXNYSE:T
Read AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window
A quantum computing chandelier housed in glass enclosure inside a facility, with a military jet visible outside.
September 11, 2026 5:25 AM ET

IBM and Lockheed Martin Turn a Swiss Defense Deal Into a Quantum Computing Bet

Jeffrey Neal Johnson
NYSE:LMTNYSE:IBM
Read IBM and Lockheed Martin Turn a Swiss Defense Deal Into a Quantum Computing Bet
Autonomous military drone with AV-style logo on the nose sitting on a runway, representing AeroVironment and the defense drone industry.
September 10, 2026 12:25 PM ET

AeroVironment's Record Backlog and Earnings Beat Fuel Recovery Case

Thomas Hughes
NASDAQ:AVAV
Read AeroVironment's Record Backlog and Earnings Beat Fuel Recovery Case
Palantir logo over blue trading screen with candlestick charts and red down arrow, signaling stock volatility.
September 10, 2026 6:35 AM ET

Palantir's New U.S. Army Contract Brings It Closer to Owning the Full Battlefield System

Chris Markoch
NASDAQ:PLTR
Read Palantir's New U.S. Army Contract Brings It Closer to Owning the Full Battlefield System
Three-panel composite showing a control room with monitoring screens, solar panels with power lines at sunset, and an illuminated oil refinery.
September 9, 2026 7:10 AM ET

Defense, Solar, and Refining Stocks Split as the Iran Conflict Raises Energy Risk

Nathan Reiff
NASDAQ:SAICNASDAQ:SEDGNYSE:MPC
Read Defense, Solar, and Refining Stocks Split as the Iran Conflict Raises Energy Risk
Modern aircraft hangar with a stealth fighter jet beside a large aircraft fuselage section, aerospace defense setting.
September 7, 2026 12:30 PM ET

3 Under-the-Radar Defense Stocks With Record Backlogs

Dan Schmidt
NYSE:DCONYSE:ATINASDAQ:ATRO
Read 3 Under-the-Radar Defense Stocks With Record Backlogs
Parsons logo centered over a composite image showing a city skyline, satellite, helicopter, and high-speed train.
September 7, 2026 6:40 AM ET

Parsons’ Pullback May Give Defense and Infrastructure Investors a Second Look

Nathan Reiff
NYSE:PSN
Read Parsons’ Pullback May Give Defense and Infrastructure Investors a Second Look
A fighter jet with open engine panels sits on an aircraft carrier deck at sunset, with the ship's superstructure visible in the background.
September 4, 2026 7:45 AM ET

Defense Stocks Are Pulling Back as Their Navy Tailwinds Get Stronger

Jeffrey Neal Johnson
NYSE:RTXNYSE:GE
Read Defense Stocks Are Pulling Back as Their Navy Tailwinds Get Stronger
Close-up of a carbon fiber surface bearing the AV logo and a camera sensor.
September 3, 2026 8:20 AM ET

AeroVironment’s $465 Million Army Laser Win Expands Its Counter-Drone Opportunity

Ryan Hasson
NASDAQ:AVAV
Read AeroVironment’s $465 Million Army Laser Win Expands Its Counter-Drone Opportunity
IonQ logo displayed on a wall beside a gold-plated quantum computing chandelier device in an office setting.
September 3, 2026 7:10 AM ET

Could IonQ Become More Than a Quantum Computing Company?

Nathan Reiff
NYSE:IONQ
Read Could IonQ Become More Than a Quantum Computing Company?
Composite illustration of satellites orbiting Earth connected by data links to a server data center below.
September 2, 2026 7:50 AM ET

The Pentagon’s Grok Rollout Puts These 3 Stocks in Focus

Jeffrey Neal Johnson
NASDAQ:PLTRNASDAQ:SPCXNASDAQ:NVDA
Read The Pentagon’s Grok Rollout Puts These 3 Stocks in Focus
A drone with a camera gimbal flies in a dark room above the Draganfly company logo.
September 1, 2026 7:20 AM ET

Radar Anomaly: Draganfly’s Options Surge Signals Strategy Shift

Jeffrey Neal Johnson
NASDAQ:DPRO
Read Radar Anomaly: Draganfly’s Options Surge Signals Strategy Shift
Boeing logo displayed above a wide-body commercial jet parked on a tarmac at dawn or dusk.
August 28, 2026 10:00 AM ET

Boeing's $131B F-15 Win: Mach 1 Momentum or Just Altitude?

Jeffrey Neal Johnson
NYSE:BA
Read Boeing's $131B F-15 Win: Mach 1 Momentum or Just Altitude?
BWXT logo centered inside a circular industrial reactor or turbine chamber with metallic blue and orange lighting.
August 28, 2026 8:50 AM ET

BWX Technologies’ Army Reactor Win Could Redraw Its Nuclear Growth Story

Jeffrey Neal Johnson
NYSE:BWXT
Read BWX Technologies’ Army Reactor Win Could Redraw Its Nuclear Growth Story
Alcoa logo on a metal plate surrounded by molten and solid metal ore in an industrial setting.
August 26, 2026 12:35 PM ET

Alcoa’s Gallium Project Opens a New Door Beyond Aluminum

Jeffrey Neal Johnson
NYSE:AA
Read Alcoa’s Gallium Project Opens a New Door Beyond Aluminum
Computer monitor displaying the Palantir logo surrounded by data visualization screens showing network maps and charts.
August 26, 2026 9:40 AM ET

Palantir's Kool-Aid Moment: The Math Behind Karp's Forecast

Chris Markoch
NASDAQ:PLTR
Read Palantir's Kool-Aid Moment: The Math Behind Karp's Forecast
Honeywell Aerospace logo with a jet aircraft in flight and a jet engine turbine above cloud cover.
August 26, 2026 8:30 AM ET

HONA: The Spin-Off Story the Market Is Reading Wrong

Chris Markoch
NASDAQ:HONA
Read HONA: The Spin-Off Story the Market Is Reading Wrong
Rocket Lab logo beside a rocket launching from its pad amid smoke and flames against a dark sky.
August 23, 2026 8:25 AM ET

Rocket Lab's Sell-Off Is Fading—Is It Finally Safe to Buy?

Ryan Hasson
NASDAQ:RKLB
Read Rocket Lab's Sell-Off Is Fading—Is It Finally Safe to Buy?
IonQ logo displayed within an illuminated glass chamber surrounded by a futuristic space-themed backdrop.
August 19, 2026 11:55 AM ET

IonQ’s Space Contract Points to a New Frontier for Quantum Investors

Nathan Reiff
NYSE:IONQ
Read IonQ’s Space Contract Points to a New Frontier for Quantum Investors
An AV-branded unmanned helicopter drone sits on rocky desert terrain with mountains at sunset.
August 19, 2026 9:00 AM ET

AeroVironment Hit a Bottom in Q2—Can It Take Flight in Q3?

Thomas Hughes
NASDAQ:AVAV
Read AeroVironment Hit a Bottom in Q2—Can It Take Flight in Q3?
RTX logo displayed against a twilight sky with a military fighter jet flying overhead.
August 18, 2026 8:55 AM ET

RTX Stock Gets a Radar Lock on a $23B Navy Win

Jeffrey Neal Johnson
NYSE:RTXNYSE:LMTNYSE:GD
Read RTX Stock Gets a Radar Lock on a $23B Navy Win
Illustration of a lunar lander on the moon's surface beside the Intuitive Machines logo, with Earth visible in the background.
August 18, 2026 5:25 AM ET

Moonshot to Money: Intuitive Machines Lands $600M Defense Win

Jeffrey Neal Johnson
Read Moonshot to Money: Intuitive Machines Lands $600M Defense Win
Autonomous mobile robots carrying storage bins move through an automated factory production line with illuminated blue accents.
August 17, 2026 7:05 AM ET

3 Robotics Stocks Under $10: Value, Momentum, or Bet?

Chris Markoch
NASDAQ:ONDSNASDAQ:MBLYNASDAQ:PDYN
Read 3 Robotics Stocks Under $10: Value, Momentum, or Bet?
Lockheed Martin logo illuminated on a building exterior at night, with an aircraft nose visible nearby.
August 14, 2026 6:40 AM ET

Is Lockheed Martin Gearing Up to Lead Defense Stocks?

Ryan Hasson
NYSE:LMT
Read Is Lockheed Martin Gearing Up to Lead Defense Stocks?
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