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Defence Industry News 5 December 2025 - 6 January 2026

Babcock (BAB.L) stock nears 52-week high on $42m Australia defence contract extension, buyback

Babcock (BAB.L) stock nears 52-week high on $42m Australia defence contract extension, buyback

London, January 6, 2026, 10:50 GMT — Regular session Shares of Babcock International Group (BAB.L) rose about 2.2% to 1,376.7 pence by 10:42 GMT, edging toward the day’s high around 1,379p. The defence and engineering contractor stayed in focus after it announced an Australian defence contract extension and disclosed further share buybacks. Babcock has been riding a broader bid for UK defence names. The FTSE 100 closed above 10,000 for the first time on Monday and aerospace and defence stocks rose 3.8%, with Babcock and BAE Systems up more than 5% each, Reuters reported (source). The latest catalyst came from
6 January 2026
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BAE Systems stock jumps 5.5% as defence rally lifts FTSE heavyweight — what to watch next

BAE Systems stock jumps 5.5% as defence rally lifts FTSE heavyweight — what to watch next

London, Jan 6, 2026, 07:58 GMT — Premarket BAE Systems (BAES.L) shares closed up 5.53% on Monday at 1,851 pence (£18.51), putting the UK defence group in focus ahead of Tuesday’s London open. The stock traded between 1,796 and 1,851 pence on about 8.6 million shares and remains below its 52-week high of 2,071 pence, data showed. Investing.com The move matters because defence names helped push the FTSE 100 through 10,000 for the first time on Monday after the U.S. capture of Venezuelan President Nicolas Maduro reignited geopolitical risk. BAE rose more than 5% alongside peers including Babcock and Chemring,
6 January 2026
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Rheinmetall stock jumps 7% on Bundeswehr ammo order as Venezuela headlines lift defence shares

Rheinmetall stock jumps 7% on Bundeswehr ammo order as Venezuela headlines lift defence shares

FRANKFURT, Jan 5, 2026, 05:36 ET — Premarket Rheinmetall AG shares (RHMG.DE) were up about 7% in early Frankfurt trading on Monday, with the stock last indicated around 1,712 euros. That followed a Friday close near 1,602 euros. MarketScreener The move tracked a sharp bid for European defence names after U.S. military action in Venezuela over the weekend, which pushed the sector index to its highest since late October. Jefferies analysts said the Venezuela strike could shift Washington’s focus to other geopolitical flashpoints and keep pressure on governments to raise defence budgets faster. Reuters Rheinmetall also flagged fresh domestic demand.
5 January 2026
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Rolls-Royce stock rises in London as defence shares lead the first trading day of 2026

Rolls-Royce stock rises in London as defence shares lead the first trading day of 2026

LONDON, Jan 2, 2026, 06:33 ET — Premarket Rolls-Royce Holdings shares climbed 2.6% to 1,180 pence, according to Davy data, extending a strong start to 2026 for London-listed defence and aerospace names. The stock traded as high as 1,194 pence and as low as 1,155.78 pence. Davy Group The rally matters because it has reset the tone for UK equities after a strong 2025, with money flowing into large, globally exposed blue-chips rather than domestic UK cyclicals. For Rolls-Royce, the early bid underscores how quickly sentiment can swing back to cash-generative industrials when risk appetite improves. London’s FTSE 100 crossed
2 January 2026
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Rolls-Royce Holdings Stock (RR.L) Forecast & News: £200m Buyback, Defence Momentum and the 2026 Outlook

Rolls-Royce Holdings Stock (RR.L) Forecast & News: £200m Buyback, Defence Momentum and the 2026 Outlook

December 21, 2025 — Rolls-Royce Holdings plc shares (LSE: RR., ADR: RYCEY) are ending 2025 with momentum again, helped by a fresh capital return plan and a steady drip of operational and contract updates across Civil Aerospace, Defence and Power Systems. The stock closed at £11.70 (1,170p) on Friday, December 19, leaving it just a touch below its 52‑week high of £11.96 (set on September 29). MarketWatch+1 But the bigger story for investors isn’t “one more good week.” It’s whether Rolls‑Royce can convert its turnaround into something rarer: a durable, cash‑generating industrial compounder — while the market is already pricing
21 December 2025
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Australia Stock Market Today (18 December 2025): ASX 200 slips as tech and uranium sink, Austal lands $1.03bn defence contract

Australia Stock Market Today (18 December 2025): ASX 200 slips as tech and uranium sink, Austal lands $1.03bn defence contract

SYDNEY, Thursday 18 December 2025 — Australian shares drifted lower for a fourth straight session as global “AI valuation” jitters again hit technology names, while a sharp sell-off in uranium stocks dragged on broader sentiment. The S&P/ASX 200 (ASX 200) spent most of the day in mild retreat — down about 0.1% to 0.3% — before stabilising into the afternoon. Even with the pullback, local losses were modest relative to the overnight slide on Wall Street, where tech weakness again dominated. Analysts point out Australia’s market structure — heavy in banks and miners, light in mega-cap tech — continues to
18 December 2025
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Rolls-Royce (RR.L) Stock Update 17 December 2025: £200m Buyback, Defence Engine Tests, SMR Momentum and the Latest Analyst Forecasts

Rolls-Royce (RR.L) Stock Update 17 December 2025: £200m Buyback, Defence Engine Tests, SMR Momentum and the Latest Analyst Forecasts

LONDON — 17 December 2025 — Rolls-Royce Holdings plc stock (LSE: RR., often referenced as RR.L) is closing out 2025 with a familiar theme: cash generation plus operational execution, now reinforced by another shareholder-return move and a steady stream of programme milestones across civil aerospace, defence and power systems. As of the market close on 17 December 2025, Hargreaves Lansdown showed Rolls-Royce shares around 1,107p (sell) / 1,108.5p (buy), up 10p (+0.91%) on the day, with a 52-week high near 1,195p and a 52-week low near 557p. The same page indicated a market capitalisation of about £91.9bn. Hargreaves Lansdown Below
17 December 2025
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EU Stock Markets Today (16.12.2025): STOXX 600 Holds Steady as Banks Rise, Defence Stocks Slide Ahead of Key U.S. Jobs Data

EU Stock Markets Today (16.12.2025): STOXX 600 Holds Steady as Banks Rise, Defence Stocks Slide Ahead of Key U.S. Jobs Data

European stock markets were largely subdued on Tuesday, December 16, 2025, as investors kept risk-taking in check ahead of a pivotal U.S. employment report and a packed week of central-bank decisions. Beneath the calm headline moves, sector rotation was pronounced: European bank and healthcare shares advanced, while defence and technology stocks dropped sharply—dragged lower by shifting geopolitics and persistent valuation concerns in mega-cap tech. Reuters+1 The tone across EU markets today is best described as “wait-and-see.” Traders are bracing for a combined October-and-November U.S. jobs report—delayed by a prolonged U.S. government shutdown—while also positioning for the European Central Bank’s meeting
16 December 2025
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BAE Systems Share Price Today: Outlook, Forecast and Key Drivers After the 2025 Defence Boom

BAE Systems Share Price Today: Outlook, Forecast and Key Drivers After the 2025 Defence Boom

BAE Systems plc (LON: BA) has been one of the standout winners of the post‑2022 defence spending cycle. On 10 December 2025, the FTSE 100 defence group is trading around the 1,700p level, down from record highs reached in October but still showing powerful multi‑year gains and a full order book backed by rising NATO budgets.Investing.com+1 Investors now face the obvious question: after a huge rerating and a flurry of new contracts, is there still meaningful upside in BAE Systems’ share price, or has most of the good news been priced in? Where the BAE Systems share price stands on
10 December 2025
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BAE Systems (LON: BA, BAESY) Stock on 8 December 2025: Share Price, Defence Contracts and 2026 Forecast

BAE Systems (LON: BA, BAESY) Stock on 8 December 2025: Share Price, Defence Contracts and 2026 Forecast

All data and prices are as of 8 December 2025 unless stated otherwise. This article is for information only and is not investment advice. Snapshot: Where BAE Systems stock stands today BAE Systems plc is one of the world’s largest defence and aerospace groups, with operations spanning combat aircraft, armoured vehicles, warships, submarines, electronics and cyber-security. As of 8 December 2025: On the US over‑the‑counter market, the American Depositary Receipts: In short: BAE is no longer at euphoric highs, but still trades at a premium valuation after a huge multi‑year run, with the market now weighing rich fundamentals against high
8 December 2025
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BAE Systems (LON: BA) Stock on 5 December 2025: Share Price, New Contracts, Cyber Push and 2026 Forecast

BAE Systems (LON: BA) Stock on 5 December 2025: Share Price, New Contracts, Cyber Push and 2026 Forecast

BAE Systems plc, Europe’s largest pure‑play defence contractor, goes into 5 December 2025 with a share price that has cooled from record highs but a pipeline of contracts and projects that keeps the long‑term story very much alive. As of today, BAE Systems shares trade at 1,686.50p on the London Stock Exchange, within a 52‑week range of 1,127.50p to 2,071.00p, giving the group a market capitalisation of roughly £50 billion and a dividend yield around 2%. Investing.com+1 Defence stocks have recently come under pressure amid market chatter about a “peace dividend” if the war in Ukraine moves towards a negotiated
5 December 2025
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Hindustan Aeronautics (HAL) Share Price Today: Tejas Crash Fallout, Record Order Book and Street Targets as of 5 December 2025

Hindustan Aeronautics (HAL) Share Price Today: Tejas Crash Fallout, Record Order Book and Street Targets as of 5 December 2025

Hindustan Aeronautics Limited (HAL) remains one of the most closely watched defence PSU stocks in India – and for good reason. As of 10:30 AM IST on 5 December 2025, HAL shares were trading around ₹4,462 on the NSE, down about 0.8% intraday, giving the company a market capitalisation close to ₹2.98 lakh crore. The Economic Times Despite recent volatility after the Tejas fighter jet crash at the Dubai Air Show, the stock is still sitting on massive multi‑year gains: roughly flat over one year, but up over 220% in three years and nearly 10x in five years, making it
5 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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