Today: 23 May 2026
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Defense Industry 29 April 2026 - 22 May 2026

Ondas Pauses After $196.6M AI-Defense Deal

Ondas Pauses After $196.6M AI-Defense Deal

Ondas shares rose 0.54% to $9.23 in New York Friday after closing its $196.6 million stock acquisition of Israel’s Omnisys on May 21. The company also filed to register the resale of 2.7 million shares tied to a separate Mistral deal. U.S. markets will close Monday for Memorial Day, leaving one session for investors to react. Ondas’ market value stood at $4.57 billion, well below its 52-week high.
22 May 2026
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Lockheed Rolls Out $9 Billion Missile Plan in Alabama, Eyes U.S. Stockpile Rebuild

Lockheed Rolls Out $9 Billion Missile Plan in Alabama, Eyes U.S. Stockpile Rebuild

Lockheed Martin began construction Thursday on an 87,000-square-foot munitions facility in Troy, Alabama, to expand THAAD interceptor and Next Generation Interceptor production. The project is part of a $9 billion investment to boost missile output amid Pentagon pressure to increase inventories. Lockheed said the new building will nearly double its Troy production space and add jobs over the next three years.
22 May 2026
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Ondas Stock Is Moving Again After a $199 Million AI Defense Deal — What Investors Missed

Ondas Stock Is Moving Again After a $199 Million AI Defense Deal — What Investors Missed

Ondas Inc. shares climbed 3.3% to $9.43 midday Wednesday after the company agreed to acquire Israeli defense software firm Omnisys for $199 million in stock, plus up to $60 million in earn-outs. The deal, expected to close in the second quarter pending approvals, would add Omnisys’ real-time defense resource software to Ondas’ portfolio. Trading volume reached 22 million shares. Peers in the defense sector also saw gains.
20 May 2026
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Ondas Shares Drop Following $199 Million AI Defense Deal, Traders Eye Next Steps

Ondas Shares Drop Following $199 Million AI Defense Deal, Traders Eye Next Steps

Ondas Inc. shares dropped about 10% to $9.555 in midday Nasdaq trading Monday after announcing a $199 million all-stock acquisition of Israeli defense software firm Omnisys and filing for potential resale of over 2.2 million shares tied to a previous deal. Trading volume topped 48 million shares. The Omnisys deal is expected to close in Q2, pending approvals and retention of key staff.
18 May 2026
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Shares of BigBear.ai Slide as Defense AI Hype Wavers

Shares of BigBear.ai Slide as Defense AI Hype Wavers

BigBear.ai shares fell about 5% to $4.16 Friday afternoon after reporting flat first-quarter revenue of $34.4 million and a wider adjusted EBITDA loss of $9.9 million. Backlog rose 14% to $281.9 million, boosted by a $53 million classified contract. The company kept its 2026 revenue forecast at $135 million to $165 million. Gross margin improved to 34.0% from 21.3% a year earlier.
15 May 2026
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United States Antimony Stock Falls After $11.3 Million Loss as Defense Contract Ramp Awaits

United States Antimony Stock Falls After $11.3 Million Loss as Defense Contract Ramp Awaits

United States Antimony posted a first-quarter net loss of $11.3 million, or 8 cents a share, on $6.8 million in revenue, down from a $546,524 profit a year earlier. Shares fell about 4% to $9.57 in late trading. The company completed initial deliveries under a $245 million Defense Logistics Agency contract but did not recognize revenue from it in the quarter. Gross profit dropped to $1.1 million from $2.4 million.
15 May 2026
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Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

Mobix Labs shares jumped 86% Thursday after announcing a non-binding letter of intent to acquire Special Project Delivery LLC, a private U.S. rare earths and critical minerals platform. The move comes as U.S. rules tighten on defense sourcing and Chinese exports of heavy rare earths remain sharply restricted. No purchase price was disclosed, and Mobix said a deal is not assured. SPD specializes in extracting rare earths from U.S. coal ash.
14 May 2026
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Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

Redwire shares jumped about 10% to $12.19 in early Monday trading, with volume topping 30 million shares. Investors bought 46,592 call options, 41% above average, after the company reported record backlog and reaffirmed its 2026 revenue forecast. First-quarter revenue rose 58% to $97 million, but net loss widened to $76.5 million. Backlog reached $498.1 million, including a $1.8 billion Andromeda contract.
11 May 2026
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BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai director Dorothy Hayes sold 15,000 shares for $61,575 on May 8, leaving her with 204,150 shares, according to an SEC filing. The sale came days after the company reported a $281.9 million backlog and reaffirmed 2026 revenue guidance. BigBear.ai posted first-quarter revenue of $34.4 million, down 1% year-over-year. The stock traded near $4.18, down 27% over six months.
11 May 2026
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Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

Everspin Technologies shares jumped 25% to $26.99 after announcing a $40 million U.S. defense subcontract with Amentum Services tied to domestic MRAM chip production. The Chandler, Arizona company reported first-quarter revenue of $14.9 million and a narrowed net loss of $0.3 million. The subcontract runs through late 2028 with milestone payments. Everspin’s market value reached about $624 million.
11 May 2026
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Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

Kratos Defense & Security Solutions selected Odon, Indiana, for a new hypersonic materials test facility, two days after raising its 2026 revenue outlook. The company reported Q1 revenue of $371 million, up 22.6% year-over-year, and bookings of $605.2 million. Kratos shares closed Friday at $57.89. The new site will support Project Helios, focused on testing materials for hypersonic systems.
9 May 2026
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Lockheed Martin Wins $407 Million Aegis Guam Deal as Missile Defense Demand Stays Hot

Lockheed Martin Wins $407 Million Aegis Guam Deal as Missile Defense Demand Stays Hot

Lockheed Martin won a $407.2 million Pentagon contract modification to continue developing Aegis missile-defense capabilities for Guam, bringing total contract value to about $1.94 billion. The work, announced Friday, will run through December 2029 in Moorestown, New Jersey, and Guam. The Pentagon will obligate $76.2 million in research and $2.6 million in procurement funds at award.
9 May 2026
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nLIGHT Stock Jumps as Defense Laser Sales Drive 55% Revenue Surge

nLIGHT Stock Jumps as Defense Laser Sales Drive 55% Revenue Surge

nLIGHT Inc shares jumped 10.3% to $72.98 Friday after reporting a 55.2% surge in Q1 revenue to $80.2 million and a swing to a $645,000 profit, driven by record defense sales. Aerospace and defense accounted for $55.1 million, or nearly 69% of total revenue. The company launched its HADES high-energy laser system for military use. Cash holdings rose to $298.2 million after a February stock offering.
8 May 2026
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Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Technologies shares jumped $3.19 to $21.49 after announcing a $40 million U.S. defense MRAM subcontract with Amentum Services, set to run through November 2028. First-quarter revenue rose to $14.9 million, with MRAM product sales at $14.1 million. The company posted a GAAP net loss of $0.3 million. Second-quarter revenue is forecast at $15.5 million to $16.5 million.
3 May 2026
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RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Corporation was named a principal contractor in two U.S.-approved Middle East arms deals, part of over $8.6 billion in sales to Qatar, Kuwait, Israel, and the UAE. Raytheon RTX also received a $441.6 million Army contract modification for Patriot GEM-T missiles and an $833 million Navy contract for SeaSparrow missiles. RTX raised its sales outlook and dividend, but faces tariff costs and uncertain contract timing. RTX shares closed Friday at $173.99.
2 May 2026
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General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

General Dynamics raised its 2026 profit outlook after first-quarter earnings and revenue topped estimates, sending shares up 10.9% to $347.72. The company reported $1.4 billion in operating earnings and $13.5 billion in revenue, with Marine Systems revenue up 21% on submarine programs. Orders reached $26.6 billion, pushing backlog to $130.8 billion. General Dynamics ended the quarter with $3.7 billion in cash.
29 April 2026
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Stock Market Today

  • Cotton Futures Fall Ahead of Memorial Day Weekend Amid Export Data
    May 22, 2026, 7:47 PM EDT. Cotton futures declined across most contracts on Friday, with July down 319 points for the week and December down 258 points from last Friday. The US dollar index rose slightly to $99.270. Crude oil prices increased by $0.65, closing at $97.00. The market is closed on Monday for Memorial Day. Managed money investors increased their cotton net long positions by 2,475 contracts, totaling 62,045 contracts. USDA reported cotton export commitments at 10.994 million running bales, 1% below last year and slightly behind projections. The Cotlook A Index dropped 75 points to 91.50 cents per pound. ICE certified stocks rose by 3,746 to 213,969 bales. July 2026 cotton closed at 77.42 cents per pound, down 56 points.

Latest articles

IREN Stock’s Nvidia Run Stalls Ahead of Holiday

IREN Stock’s Nvidia Run Stalls Ahead of Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT shares hit new high, but risks ahead could cut momentum

AXT shares hit new high, but risks ahead could cut momentum

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
Baiya Stock Doubles After $1 Million BNB Bet: What Just Happened to BIYA

Baiya Stock Doubles After $1 Million BNB Bet: What Just Happened to BIYA

23 May 2026
Baiya International Group shares surged 110.5% to $1.30 Friday after the company said it invested $1 million in Binance Coin (BNB) and launched a “Binance Plan” following a public vote. Trading volume hit 101.17 million shares, far above average. Baiya also activated four algorithmic trading strategies linked to BNB, with possible share buybacks. The company’s core business remains recruitment in China, with a 2025 net loss of $9.5 million.
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