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Defense Industry 2 March 2026 - 2 April 2026

Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir shares climbed 2.8% to $159.19 in early New York trading Wednesday after Reuters reported the firm is developing software for the Trump administration’s $185 billion Golden Dome missile shield. The stock outperformed the Nasdaq 100 and major defense contractors. No contract for Golden Dome work has been announced. Palantir’s revenue jumped 70% in the fourth quarter to $1.41 billion.
25 March 2026
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Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Technologies shares climbed $6.22 to $156.90 on Monday after the Pentagon moved to formalize its Maven AI system and Wedbush reiterated a bullish outlook. Deputy Defense Secretary Steve Feinberg ordered Maven to become a program of record by fiscal year-end, shifting oversight to the Pentagon’s AI office. Morgan Stanley maintained an equal-weight rating, citing high valuation but noting strong demand and growth in Palantir’s commercial business.
23 March 2026
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Rocket Lab’s $190 Million Hypersonic Contract Swells Backlog as Stock-Sale Plan Keeps Shares in Focus. (Rocket Lab Corporation)

Rocket Lab’s $190 Million Hypersonic Contract Swells Backlog as Stock-Sale Plan Keeps Shares in Focus. (Rocket Lab Corporation)

Rocket Lab shares fell 6.5% premarket Monday after securing a record $190 million U.S. military hypersonic-test contract and announcing a plan to sell up to $1 billion in stock. The company’s backlog rose above $2 billion, boosted by defense orders and a new 20-mission HASTE deal. Rocket Lab launched its 84th Electron flight Friday for Synspective. First-quarter revenue is projected at $185 million to $200 million.
23 March 2026
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Kratos Defense & Security Solutions Stock Drops 9% as Wall Street Rout Pulls Shares Back Toward $84 Deal Price

Kratos Defense & Security Solutions Stock Drops 9% as Wall Street Rout Pulls Shares Back Toward $84 Deal Price

Kratos Defense shares closed at $84.62 Friday, down 8.79%, after hitting a low of $83.10. The drop brings the stock near the $84 price from its February equity sale. Broader markets fell as the U.S.-Israeli conflict with Iran rattled investors. Kratos has not announced new contracts since a March 13 update on its Valkyrie program.
22 March 2026
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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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Stock Market Today

  • Nasdaq's Best and Worst Performing Stocks at Mid-Morning April 10, 2026
    April 11, 2026, 9:14 PM EDT. At about 11:01 a.m. EDT on April 10, 2026, Nasdaq showed sharp contrasts in stock performance. Select market data from ICE Data Services and FactSet reveals the top and bottom performers among Nasdaq-listed stocks, shedding light on sector momentum and investor sentiment. This mid-morning snapshot highlights key movers shaping market direction. The detailed breakdown assists traders and analysts tracking market dynamics closely.

Latest article

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

11 April 2026
Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 9:22 PM EDT Nasdaq's Best and Worst Performing Stocks at Mid-Morning April 10, 2026 April 11, 2026, 9:14 PM EDT. At about 11:01 a.m. EDT on April 10, 2026, Nasdaq showed sharp contrasts in stock performance. Select market data from ICE Data Services and FactSet reveals the top and bottom performers among Nasdaq-listed stocks, shedding light on sector momentum and investor sentiment. This mid-morning snapshot highlights key movers shaping market direction. The detailed breakdown assists traders and analysts tracking market dynamics closely. Tesla Stock Faces Eighth Consecutive Week
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