Today: 22 March 2026
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Defense Industry 2 March 2026 - 19 March 2026

Palantir Stock Price Today: PLTR Slips Even After New Navy ShipOS Push

Palantir Stock Price Today: PLTR Slips Even After New Navy ShipOS Push

Palantir shares fell 1.5% to $152.77 Wednesday after supplier Keel joined its U.S. Navy ShipOS project. The drop came as software stocks slid broadly and after news that OpenAI, not Anthropic, will supply AI models for U.S. defense work, potentially affecting Palantir’s Pentagon contracts. Palantir trades at 395 times trailing earnings. Fourth-quarter revenue rose 70% to $1.41 billion.
19 March 2026
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Ondas Stock Price Holds Gains as ONDS Links New Deal to $140 Million Military Tender

Ondas Stock Price Holds Gains as ONDS Links New Deal to $140 Million Military Tender

Ondas Inc. shares held gains in premarket trading after acquiring INDO Earth Moving Ltd. in a deal linked to a $140 million military contract. Ondas paid $5.66 million in cash and 5.49 million shares, with up to $140 million more in stock earn-outs. The company expects revenue from the contract to start in the second quarter. Tuesday’s trading volume topped 108.5 million shares.
18 March 2026
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Ondas (ONDS) Stock Price Rises as Rotron Acquisition Closes, 4M Defense Stake Buyout Lands Before Earnings

Ondas (ONDS) Stock Price Rises as Rotron Acquisition Closes, 4M Defense Stake Buyout Lands Before Earnings

Ondas Inc. shares rose 2.2% Monday after the company said it completed its acquisition of Britain’s Rotron Aerospace and bought the remaining 30% of the holding company behind 4M Defense. Ondas disclosed a $15.8 million initial order for 4M under an Israeli demining program. The company’s 2026 revenue outlook excludes these acquisitions. Ondas reported a preliminary 2025 net loss of about $53 million.
16 March 2026
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Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

Ondas shares rose 5.1% to $10.33 Thursday after announcing a partnership with Palantir and World View to develop AI-enabled ISR systems using balloons, drones, and ground robots. The company reported pro-forma cash and equivalents above $1.5 billion at year-end, aided by a $1 billion January raise. Ondas also acquired BIRD Aerosystems and disclosed a $15.8 million Israeli demining order this week. Final results are due March 25.
13 March 2026
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Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir shares edged down 0.06% to $151.05 Wednesday as legal experts said Anthropic has a strong case against its Pentagon blacklisting, according to Reuters. Palantir’s Maven software, used in U.S. defense contracts, relies on Anthropic’s Claude AI. If the ban holds, Palantir may need to replace Claude in systems tied to over $1 billion in contracts. Anthropic sued the U.S. government Monday over the ban.
11 March 2026
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BAE Systems Wins 7-Year Danish Army Training Deal as Europe Rearms

BAE Systems Wins 7-Year Danish Army Training Deal as Europe Rearms

BAE Systems said Monday its OneArc unit won a seven-year contract to upgrade Danish Army training software, including VBS4 and on-site support; financial terms were not disclosed. The announcement came as Europe became the world’s top arms importer and NATO launched Arctic drills involving Denmark and 13 other countries. Denmark plans to raise defense spending to 3.2% of GDP in 2025.
9 March 2026
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Red Cat Holdings Stock Swings After Pentagon Drone Results Cool Rally Ahead of March 18 Earnings

Red Cat Holdings Stock Swings After Pentagon Drone Results Cool Rally Ahead of March 18 Earnings

Red Cat Holdings shares fell about 4% Monday after its Teal Drones unit was listed among 11 finalists for Pentagon drone contracts, cooling a rally that sent the stock to a one-year high last week. The company expects to report fourth-quarter revenue of $24–$26.5 million on March 18, up sharply from a year earlier, but warned those figures are unaudited.
9 March 2026
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Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir shares closed at $157.16 Friday after the Pentagon barred contractors from using Anthropic’s AI, raising questions about Palantir’s defense software that relies on Anthropic code. The U.S. General Services Administration also ended its Anthropic contract. Markets fell as oil surged and payrolls dropped. Investors await Wednesday’s U.S. inflation data and Pentagon guidance on the Anthropic ban.
7 March 2026
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BigBear.ai Holdings, Inc. stock rebounds after target cuts, but Army sales slump clouds 2026

BigBear.ai Holdings, Inc. stock rebounds after target cuts, but Army sales slump clouds 2026

BigBear.ai shares rose 5.5% premarket Friday after two brokerages cut price targets following a weak earnings report. Fourth-quarter revenue fell 38% to $27.3 million, with adjusted EBITDA swinging to a $10.3 million loss. The company ended 2025 with $462 million in cash and settled $125 million in debt. U.S. government contracts made up nearly 90% of 2025 revenue.
6 March 2026
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BAE Systems share buyback: company buys more stock as Middle East conflict rattles markets

BAE Systems share buyback: company buys more stock as Middle East conflict rattles markets

BAE Systems bought back 97,895 shares on March 4 at a volume-weighted average price of 2,237.12 pence and plans to cancel them. The company has repurchased 18.3 million shares under its current buyback tranche, part of a three-year, £1.5 billion programme. BAE shares closed up 2.21% at 22.69 pounds, near a 52-week high. The company reported record order backlog and double-digit profit growth in February.
5 March 2026
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Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
4 March 2026
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Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir shares rose 5.8% to $145.17 in after-hours trading Monday, extending gains after U.S. agencies began phasing out Anthropic’s AI tools following a Trump administration order. The move put government tech suppliers in focus as traders also tracked Middle East tensions and awaited U.S. economic data. Palantir’s market value reached about $433 billion.
2 March 2026
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AeroVironment stock slides nearly 19% as Raymond James downgrade puts SCAR contract in spotlight

AeroVironment stock slides nearly 19% as Raymond James downgrade puts SCAR contract in spotlight

AeroVironment shares plunged nearly 19% to $204.50 Monday after Raymond James downgraded the stock, citing uncertainty over the Space Force’s $1.4 billion SCAR satellite-communications program. The broker warned a possible contract re-bid could pressure AeroVironment’s backlog and revenue outlook. Investors await the company’s March 10 earnings for updates on contract status.
2 March 2026
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RTX stock price jumps as defense shares rally on Middle East conflict; what investors watch next

RTX stock price jumps as defense shares rally on Middle East conflict; what investors watch next

RTX shares rose 4.4% to $211.51 Monday, hitting a new intraday high as defense stocks advanced on Middle East conflict concerns. Lockheed Martin and RTX both gained over 3%, while Wall Street’s main indexes fell. Brent crude climbed 9% to $79.50 a barrel, and gold rose 3%. Investors await Friday’s U.S. jobs report.
2 March 2026
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Lockheed Martin stock jumps as Iran conflict jolts markets — what investors watch next

Lockheed Martin stock jumps as Iran conflict jolts markets — what investors watch next

Lockheed Martin shares rose 3% to $674.58 by late morning Monday, outperforming a falling market after U.S. and Israeli strikes killed Iran’s Supreme Leader and triggered retaliatory missile fire. Oil jumped over 8% as some shippers halted traffic through the Strait of Hormuz. RTX and Northrop Grumman each gained about 4%. Investors are watching Iran headlines and Friday’s U.S. jobs report for direction.
2 March 2026
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Ondas stock price jumps 4% in premarket as Middle East conflict sparks rush into drone-defense names

Ondas stock price jumps 4% in premarket as Middle East conflict sparks rush into drone-defense names

Ondas Inc shares rose 4.1% to $10.49 in premarket trading Monday, following U.S. and Israeli strikes on Iran that boosted defense stocks. The company, which sells autonomous drones and counter-drone systems, last announced a $30 million Israeli demining contract and a multi-million dollar European drone order in February. No new company statements were issued early Monday.
2 March 2026
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AeroVironment stock price jumps premarket as Middle East war fuels drone-defense bid

AeroVironment stock price jumps premarket as Middle East war fuels drone-defense bid

AeroVironment shares jumped 12.5% to $283.71 in premarket trading after U.S. and Israeli strikes on Iran spurred a rally in defense stocks. Lockheed Martin and RTX also posted gains as investors shifted into the sector while broader equity futures fell. AeroVironment recently secured a $186 million U.S. Army order for upgraded Switchblade drones. The company reports fiscal Q3 results March 10.
2 March 2026
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RTX stock jumps 6% in premarket as Middle East conflict sends money into defense names

RTX stock jumps 6% in premarket as Middle East conflict sends money into defense names

RTX shares rose 6.6% to $215.80 in premarket trading Monday, outpacing a broader market drop after U.S. and Israeli strikes on Iran rattled investors. Oil prices surged, with Brent crude up as much as 10%, while U.S. stock futures fell more than 1%. Defense stocks gained as traders shifted away from risk assets. Markets await the U.S. ISM manufacturing survey later in the day.
2 March 2026
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Stock Market Today

  • Singapore Stocks End Week Subdued Amid Global Market Uncertainty
    March 21, 2026, 10:25 PM EDT. Singapore's Straits Times Index (STI) closed the week in a tight 3,150-3,200 range, reflecting investor caution during a week marked by mixed global signals. The STI slipped 0.38%, impacted by energy price shocks and cautious U.S. Federal Reserve policy outlooks. Early gains driven by banking giants DBS and OCBC faded as oil prices surged above US$100 a barrel, pressuring property stocks like UOL, which declined over 5%. Geopolitical tensions and inflation concerns triggered further selling before holiday closures. Despite volatility, analysts highlight underlying stability in the market, buoyed by strong domestic banks and steady economic fundamentals. Going forward, investors are expected to remain selective, with the STI anticipated to trade between 3,120 and 3,220, closely watching global economic developments and monetary policy cues.
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