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Defense Contracts News 31 December 2025 - 29 January 2026

Salesforce stock slips after hours as traders parse $5.6B U.S. Army contract

Salesforce stock slips after hours as traders parse $5.6B U.S. Army contract

New York, Jan 28, 2026, 20:12 EST — Market closed. Shares of Salesforce, Inc. (CRM) edged down 0.2% to $228.05 during regular trading on Wednesday, then dipped further by about 1.6% to $224.50 in after-hours. The stock traded between $223.10 and $231.83 on volume near 8.5 million shares. (Investing.com India) The late-day slide shifts focus to a fresh U.S. Army contract vehicle and Salesforce’s bet on its “agentic” AI—software agents that don’t just respond but act—to generate consistent revenue. Keith Kirkpatrick, VP and research director at Futurum, called the deal a “pivotal inflection point” that could intensify competition with Microsoft,
29 January 2026
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Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

Redwire stock slips 6% after $151B SHIELD contract buzz; RDW swings into the close

New York, Jan 28, 2026, 15:50 EST — Regular session Shares of Redwire Corp (RDW) dropped roughly 6% on Wednesday, pulling back from a strong surge fueled by the company landing a spot on a major U.S. missile-defense contract vehicle. The stock was trading down 6.0% at $13.35, after finishing Tuesday at $14.20. Intraday, it fluctuated between $12.87 and $14.87, with volume topping 48 million shares by mid-afternoon. The pullback follows traders’ reaction to the company’s recent win. On Tuesday, Redwire announced it had secured a contract for the Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense, known as
28 January 2026
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Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

Salesforce stock price ticks up as CRM flags $5.6B U.S. Army contract; investors look to earnings

New York, January 26, 2026, 19:54 (EST) — After-hours Salesforce announced that the U.S. Army has handed it a $5.6 billion contract over 10 years, through its Computable Insights subsidiary, aimed at boosting access to its data and cloud tech. The company said the agreement is an indefinite-delivery, indefinite-quantity contract — a typical government setup that limits total spending but doesn’t guarantee orders. Salesforce expects revenue to come in as the Army places those orders. “This new contract … will operationalize Missionforce across the Army,” said Kendall Collins, CEO of Missionforce and Government Cloud. (investor.salesforce.com) Salesforce shares ended Monday’s session
27 January 2026
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Airbus stock price closes higher as French Navy drone deal lands; engine supply still the swing factor

Airbus stock price closes higher as French Navy drone deal lands; engine supply still the swing factor

Paris, Jan 18, 2026, 23:16 CET — Market closed. Airbus shares closed up 1.2% at 217.40 euros on Friday, the last session before the weekend break, leaving the stock near recent highs as investors head into a new week of trading. (Investing.com) The move keeps Airbus up about 10% so far in 2026, a run that has left little room for fresh production stumbles in its core jet business. (Yahoo Finance) That matters now because Airbus is due to publish full-year results on Feb. 19, when it is expected to detail how it plans to translate a packed order book
18 January 2026
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Airbus stock eyes Monday test after French Navy drone order; share price closed higher Friday

Airbus stock eyes Monday test after French Navy drone order; share price closed higher Friday

Paris, Jan 17, 2026, 22:00 CET — Market closed. Airbus (AIR.PA) shares closed Friday 1.19% higher at 217.40 euros, pushing their five-day climb to roughly 1% following new developments in helicopters and defence from the company. (MarketScreener) European markets are closed for the weekend. Investors will next get a snapshot on Monday, as they weigh a French Navy drone contract alongside a helicopter deal in Ghana. Both announcements come from Airbus’ helicopter division, not its main jet operations. Yet they’re significant now, offering clarity in defence and services just as investors focus intently on the commercial production timeline. Airbus announced
17 January 2026
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Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

Oracle stock slides 4% today despite UK Defence cloud pact; KeyBanc flags ORCL as “undervalued”

New York, Jan 14, 2026, 11:05 EST — Regular session underway. Oracle shares dropped roughly 4% on Wednesday, despite the company announcing a new cloud deal with Britain’s Ministry of Defence and a positive analyst note aiming to support the stock. The shares slipped 4.1% to $194.09, following a close of $202.29 on Tuesday. This move is significant because Oracle’s stock has been behaving more like a vote on major cloud investments than just a steady database play. Shares dropped last month after the company missed its quarterly forecasts and warned of much higher spending, raising fresh questions about the
14 January 2026
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GE Aerospace stock drops despite $1.42 billion Navy engine award as earnings loom

GE Aerospace stock drops despite $1.42 billion Navy engine award as earnings loom

New York, January 8, 2026, 20:31 EST — Market closed GE Aerospace shares fell 2.9% to $314.44 on Thursday, after trading as high as $330.06 and as low as $310.42. Separately, a U.S. Navy contract notice showed General Electric Aerospace was awarded a $1.421 billion modification tied to 277 T408-GE-400 turboshaft engines for the Marine Corps’ CH-53K program, with work running through September 2032. U.S. Department of War The decline followed a 1.2% drop on Wednesday, when the stock snapped a three-day winning streak. Shares touched a 52-week high of $332.79 on Tuesday, leaving the name vulnerable to quick profit-taking
9 January 2026
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Rocket Lab stock jumps 9% as RKLB traders weigh insider-sale filing and defense-contract backdrop

Rocket Lab stock jumps 9% as RKLB traders weigh insider-sale filing and defense-contract backdrop

NEW YORK, Jan 3, 2026, 10:45 ET — Market closed Rocket Lab shares jumped 8.9% on Friday, closing at $75.99, as investors continued to trade the space and defense supplier aggressively into the first full trading days of 2026. StockAnalysis The move matters now because Rocket Lab’s rally has been tied to investor focus on U.S. defense-related space spending, while insiders and early holders have begun to outline potential share sales through regulatory filings. SEC With U.S. markets closed on Saturday, traders are looking to Monday for whether Friday’s rebound holds after the stock’s sharp intraday volatility. StockAnalysis Rocket Lab
3 January 2026
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Boeing stock jumps nearly 5% as $2.7B Apache support contract, risk-on trade lift Dow

Boeing stock jumps nearly 5% as $2.7B Apache support contract, risk-on trade lift Dow

NEW YORK, Jan 2, 2026, 5:49 PM ET — After-hours Boeing Co shares rose 4.9% on Friday and were last up the same amount at $227.77 in after-hours trading, lifting a key Dow component on the first trading day of 2026. Reuters The move matters because Boeing (BA.N) is one of the Dow’s most influential names, and a sharp swing in the stock can meaningfully shift the index’s daily point move. Friday’s jump helped the Dow snap a four-session losing streak even as the broader market finished mixed. Reuters It also lands as investors look for early-year signals after a
3 January 2026
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Boeing’s $2.04 billion B-52 engine upgrade contract puts Port San Antonio in the spotlight

Boeing’s $2.04 billion B-52 engine upgrade contract puts Port San Antonio in the spotlight

NEW YORK, January 1, 2026, 19:21 ET Boeing (BA.N) has landed a $2.04 billion U.S. Air Force task order to advance the B-52 Commercial Engine Replacement Program, with work planned at Port San Antonio in Texas alongside sites in Oklahoma City, Seattle and Indianapolis. The work is expected to run through May 31, 2033, and begins with about $35.8 million in fiscal 2026 research-and-testing funding, a Defense Department contract notice showed. KSAT The award matters now because it moves the B-52 re-engining effort into hands-on integration and testing after a major design checkpoint, a step needed to keep the bomber
2 January 2026
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Ondas (ONDS) jumps on $10M defense orders as CEO discloses share sale

Ondas (ONDS) jumps on $10M defense orders as CEO discloses share sale

NEW YORK, January 1, 2026, 19:20 ET — Market closed. Ondas Holdings Inc shares rose sharply in the final U.S. trading session of 2025 after the company said it secured about $10 million in new autonomous systems orders. The Nasdaq-listed stock closed up 8.6% at $9.76 on Wednesday and was last at $9.73 in after-hours trade. StockAnalysis+1 U.S. stocks did not trade on Thursday due to the New Year’s Day holiday, setting up Friday’s session as the first regular trading day of 2026. Intercontinental Exchange+1 The new orders matter because Ondas is pitching its autonomous systems unit as a defense-and-security
2 January 2026
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Boeing stock dips after hours as Pentagon awards $2.7 billion Apache support contract

Boeing stock dips after hours as Pentagon awards $2.7 billion Apache support contract

NEW YORK, December 31, 2025, 5:20 PM ET — After-hours Boeing shares slipped in after-hours trading on Wednesday after a Pentagon contracts notice showed the company won an Army award worth about $2.7 billion tied to Apache helicopter support. Boeing stock was down about 0.6% at $217.12. U.S. Department of War The latest award matters because Boeing is leaning on steadier defense work to balance a still-scrutinized commercial jet business. With markets heading into a holiday break, investors have been quick to latch onto any sign of durable revenue and cash generation going into 2026. U.S. Department of War+1 A
31 December 2025
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Stock Market Today

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

AST SpaceMobile stock bounces late Friday as AT&T plays down Amazon Leo threat and a new 2x short ETF hits tape

7 February 2026
AST SpaceMobile shares jumped 9.1% to $101.79 Friday after a volatile week, with 15.9 million shares traded. AT&T said it will use Amazon Leo’s satellite network to reach business customers outside its terrestrial footprint but stated this will not affect its partnership with AST. A new 2x short ETF tied to ASTS, ticker ASTN, began trading on Cboe. AST’s next “BlueBird 7” satellite launch is set for late February on Blue Origin’s New Glenn.
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