Joby Aviation (NYSE:JOBY) Shares Rise After Defense Demand Shifts eVTOL Sector Valuations
Joby Aviation, Inc. climbed for a second consecutive day, advancing 6.6%. Trading volume had hit 52.4 million shares by early afternoon.
Trump orders on defense underscore MP Materials (NYSE:MP) lag in rare-earth preparedness
NEW YORK, July 21, 2026, 08:12 EDT — New U.S. defense directives from former President Donald Trump have drawn attention to the preparedness gap between MP Materials and other rare-earth suppliers.
Joby Aviation (NYSE:JOBY) shares climb after defense backers highlight detailed progress
Joby gained 3.4% on Monday, while Archer’s market capitalization increased by nearly three times as much. U.S. core trading hours were still underway at the dateline.
Arbe Robotics (NASDAQ:ARBE) shares surge 27% on defense deal, market cap up $23M
Arbe Robotics Ltd. popped 27.0% Tuesday after saying a global defense integrator picked its radar for three projects. That move added about $22.8 million in market value before Arbe named any amount for the deal. Shares finished at 87.4 cents, trading their busiest day in months. The market moved fast to price in a big win.
Lockheed Martin (NYSE:LMT) Drops 4% Even With $847M Laser Win
Lockheed Martin Corporation ended Friday at $523.22, rising 1.0% on the session but still off 4.2% for the week after Tuesday’s close. The stock slid even as the company announced new acquisitions and deals in missiles and lasers. U.S. markets are shut for the weekend; the S&P 500 finished the week 1.2% higher.
nLIGHT Stock Jumps After $627 Million Laser-Weapons Deal; Wall Street Eyes Contract Size
nLIGHT, Inc. jumped Thursday after landing a U.S. Joint Laser Weapon System deal that tops twice what the company expects in 2025 sales. The laser manufacturer has now turned a defense prototype win into its largest near-term test as it moves away from standard industrial products.
Lockheed Martin (NYSE:LMT) Ultra Maritime deal puts high price on undersea growth
Lockheed Martin agreed to buy Ultra Maritime, an undersea warfare and anti-submarine systems supplier, from private equity firm Advent for $3.45 billion, a deal that gives the largest U.S. defense contractor a faster-growing naval asset but does not change its scale overnight. Ultra will join Lockheed’s Rotary and Mission Systems business after closing.
Ondas stock faces test as defense orders top resale shares
Ondas Inc. was active ahead of Monday’s bell, with order flow picking up even as shares showed signs of crowding. The stock was indicated at $7.60 as of 7:00 a.m. ET, a 2.6% gain from the last close. That follows a 6.4% drop to $7.41 on July 2. U.S. index futures traded higher premarket, led by tech, Reuters said.
B-2 tests LRASM as anti-ship missile demand rises
B-2 Spirit, built by Northrop Grumman, launched a Lockheed Martin AGM-158C Long Range Anti-Ship Missile in a Pacific live-fire sinking drill. It's the first time the stealth bomber has been put on the public LRASM platform list. The move may let investors gauge missile demand better than a one-off test. Pacific Air Forces said the B-2 dropped the LRASM north of the Mariana Islands. Air Force images show the missile being loaded at Whiteman Air Force Base on June 22 and fired over the Philippine Sea on June 27.
Kratos (NASDAQ:KTOS) jumps; backlog mix shifts away from drones
Kratos Defense & Security Solutions, Inc. gained 4.6% Tuesday, joining a wider drone-stock rally after AeroVironment, Inc.. But trading was choppy. Shares changed hands at $49.13 on the last quote, under the $50.00 open and over $2 off the session high at $51.45.
Palantir (NASDAQ:PLTR) jumps but Army contract offers no dollar terms, $40B weekly drop hangs over move
Palantir Technologies Inc. was closed Sunday, but Friday’s 5.28% rebound to $112.93 puts the spotlight back on valuation. The market’s question now is whether its defense software can justify a price near 38 times its 2026 revenue target. Shares are still off 12.1% since the June 18 close.
ONDS share count in focus as defense order news moves Ondas stock
Ondas Inc faced a supply overhang while demand played out on Thursday, leaving the defense-drone stock tough to value.
GE Aerospace jumps to 52-week high on reported U.S. plans for Turkey engine sale
GE Aerospace climbed 2.94% to $366.96 in early afternoon trading Wednesday, pulling back a bit after reaching $369.25, the highest print on its quote page in the last 52 weeks. Shares started at $356.84, a touch higher than Tuesday's $356.47 close.
Ondas stock slips with investors watching drone-defense orders and Lockheed tie-up
Ondas Inc was down 6.7% at $7.96 late Wednesday morning on Nasdaq. The drone-defense firm kept releasing order and partnership updates, but shares slipped after opening at $8.48 and touching a low of $7.94. The stock was having one of its busier sessions this month.
Rheinmetall drops, erasing €7 billion, as investors sour on naval push
Rheinmetall AG shares tumbled Wednesday, as investors question more than the loss of a single German warship contract. At issue now is how much of the stock’s premium comes down to Berlin’s willingness to hand Rheinmetall fresh, complex naval projects.
Ondas (NASDAQ:ONDS) Falls After $40M Defense Orders While Traders Watch Share Resale Filing
Ondas Inc. traded lower before the bell Tuesday. The stock slipped 2.47% to $8.67 as of 7:02 a.m. EDT, after finishing Monday at $8.89, down 4.10%. The company disclosed more than $40 million in fresh June orders, but market reaction stayed cautious after a new resale-share filing and weaker action across drone-linked names.
Ondas (NASDAQ:ONDS) slips; new defense orders up against resale share pressure
Ondas Inc. dropped 1.9% to $9.09 Monday afternoon, hit by a resale filing after new defense orders. The stock traded as high as $9.53 earlier. Trading volume topped 44 million shares by 2:46 p.m. EDT, as the filing, tied to old acquisitions, landed the same day as the contract news and weighed on the move.
GM Shares Enter Holiday Week with Eyes on Defense Deal and USMCA
General Motors shares look set to stay under pressure Monday after sliding last week, even as a new defense-manufacturing deal didn’t halt the drop going into the weekend’s close.
MDA Space stock rises as Blue Canyon deal targets U.S. defense market
MDA Space shares rose in Toronto on Friday after the Canadian satellite and robotics company agreed to buy Blue Canyon Technologies from RTX’s Raytheon business for US$620 million in cash, a deal investors treated as a bet on U.S. defense-space demand. The TSX-listed stock was up 4.4% at C$58.08 in delayed afternoon trading.
Lockheed Martin stock falls as defense shares lag broader Wall Street rally
Lockheed Martin shares fell sharply on Thursday, underperforming a rising U.S. market as investors cut exposure to major defense contractors after a Middle East de-escalation cooled part of the conflict trade. The stock was last quoted at $510.76, down 4.1%, after opening higher and then sliding as low as $505.27.