Aerospace and defense

Shares of drone tech company Draganfly Inc. (NASDAQ:DPRO) sold off hard on Wednesday after disappointing fourth-quarter earnings — but the report and guidance still support a speculative Buy case for investors who can handle volatility. DPRO stock is moving. See the chart and price action here....

NASA's pivot from an orbiting lunar gateway station to a $20 billion south-pole Moon base over seven years is a major tailwind for lunar surface contractors, landers, launch providers and in‑space infrastructure plays.  It effectively accelerates demand for cargo, communications, power and...

Ondas Inc. (NASDAQ:ONDS) delivered record quarterly results on Monday, sharply boosting its 2026 outlook and winning an analyst price-target hike on the back of an aggressive M&A-fueled expansion in defense and autonomous systems.​ ONDS stock is moving. See the chart and price action here....

Defense electronics is one of the most attractive areas within aerospace and defense for private equity investments, given recent developments in Iran, Ukraine, Gaza, and other regions. Pitchbook reported that the private equity market saw 27 deals in defense electronics in 2025, up 93% from the...

Swarmer Inc.'s (NASDAQ:SWMR) explosive debut has investors asking whether this new AI-defense play could become the Palantir Technologies (NASDAQ:PLTR) of drone warfare. SWMR stock is moving. See the chart and price action here.  What Swarmer Does Swarmer develops autonomy software that...

In its fourth-quarter (Q4) earnings call Thursday evening, Planet Labs PBC (NYSE:PL) outlined its shift from satellite company to data-intelligence provider.  Investors responded by piling into the defense tech stock, sending it soaring in Friday's early trading.  PL stock is climbing. See the...

Planet Labs PBC (NYSE:PL) shares drove higher in Thursday's extended trading after the company released its fourth-quarter earnings report, beating revenue estimates and issuing a strong outlook. PL stock is moving. Watch the price action here. The Details: Planet Labs reported quarterly...

Anduril Industries is set to launch its massive Arsenal-1 weapons manufacturing plant in Columbus, Ohio. Assembly lines expected to become operational within weeks, founder Palmer Luckey revealed to Axios. The facility, designed for rapid mass production of advanced aerial and maritime drone...

Red Cat Holdings Inc. (NASDAQ:RCAT) shares, after a moment down, are now up in Wednesday's extended trading after the company released a mixed fourth-quarter earnings report. Here’s a look at the key figures from the quarter. RCAT stock is moving. Watch the price action here. The Details:...

Rocket Lab Corp. (NASDAQ:RKLB) is arming itself with up to a $1 billion equity war chest just as it cements its status as a rising defense prime for the Pentagon's new space architecture.  The fresh capital gives the company flexibility to scale production and infrastructure around its...

Firefly Aerospace Inc. (NASDAQ:FLY) shares surged after the company's Alpha rocket successfully delivered a Lockheed Martin Corp. (NYSE:LMT) payload to orbit, putting fresh focus on whether the newly public launch provider is emerging as a high‑beta way to trade defense space spending. FLY stock...

Cathie Wood's ARK Invest is redefining what qualifies as a ‘defense stock,’ arguing that the real modernization opportunity lies in space infrastructure, semiconductors, drones, and AI platforms, rather than traditional defense primes. AMD stock is moving. See the chart and price...

AeroVironment, Inc. (NASDAQ:AVAV) third-quarter results missed analyst expectations, with strong demand for its drone and counter-drone systems offset by funding delays and Space segment headwinds.  On the company's Tuesday evening earnings call, AV executives recognized the miss but struck an...

Defense giants are emerging as relative winners from the Iran war and the oil shock roiling global markets, with investors flocking to the largest U.S. primes as hedges against escalating conflict and inflation risk. LMT stock is moving. See the chart and price action here.  Crude prices surged...

As the Iran war escalates, investors expect U.S. demand for air and missile defense systems to remain high. According to Pitchbook, the current circumstances may inspire private equity firms to pursue defense-related deals. “The most compelling investments may not be the most visible,...