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Defense Industry 2 December 2025 - 10 December 2025

AeroVironment (AVAV) Stock Slides After Record Q2 Revenue: Earnings Miss, Guidance Cut and New Army Contracts Explained

AeroVironment (AVAV) Stock Slides After Record Q2 Revenue: Earnings Miss, Guidance Cut and New Army Contracts Explained

AeroVironment shares fell 11–12% to around $248 Wednesday after the company posted record Q2 revenue of $472.5 million but swung to a $17.1 million net loss and cut its profit outlook. The stock remains up over 80% year to date but trades well below its October high of $418. AeroVironment recently won an $874 million U.S. Army contract and reported a growing backlog.
10 December 2025
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AeroVironment (AVAV) Stock on December 10, 2025: Record Q2 Revenue, $874M Army Deal and Fresh Wall Street Targets

AeroVironment (AVAV) Stock on December 10, 2025: Record Q2 Revenue, $874M Army Deal and Fresh Wall Street Targets

AeroVironment reported record fiscal Q2 2026 revenue of $472.5 million, up 151% year-over-year, driven by the BlueHalo acquisition. Despite the surge, the company posted a GAAP net loss of $17.1 million. Shares closed at $281.42 on December 9, down sharply from the October high but still up over 80% in 2025. The firm also secured an $874 million U.S. Army contract.
10 December 2025
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AeroVironment (AVAV) Stock: $874M Army Deal, Q2 Earnings, and 2026 Price Targets on December 9, 2025

AeroVironment (AVAV) Stock: $874M Army Deal, Q2 Earnings, and 2026 Price Targets on December 9, 2025

AeroVironment shares traded near $282 on December 9, 2025, up over 80% in a year but still 32% below the $417.86 high. The company secured an $874 million U.S. Army contract for drone and counter-drone systems. Market cap stands at about $14 billion, with trailing 12-month revenue of $1.09 billion and a net loss of $45 million. Forward P/E is around 66.
9 December 2025
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Rheinmetall AG Stock on December 9, 2025: German Mega‑Orders, Record Backlog and What Analysts Expect Next

Rheinmetall AG Stock on December 9, 2025: German Mega‑Orders, Record Backlog and What Analysts Expect Next

Rheinmetall shares rose up to 4% on December 9 as Germany’s Bundestag prepared to approve €52 billion in new defense procurement, including major contracts for Puma vehicles and ammunition. The stock traded near €1,645, up 10% over five sessions and 160% year-to-date. Analysts estimate the Puma deal alone could bring Rheinmetall €2 billion. A separate tank ammunition order worth several hundred million euros was announced December 8.
9 December 2025
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Scale AI in December 2025: Pentagon Setback, Meta Superintelligence Bet and IPO Watch

Scale AI in December 2025: Pentagon Setback, Meta Superintelligence Bet and IPO Watch

Enabled Intelligence, a US startup with a majority-autistic workforce, won a $708 million Pentagon contract for geospatial AI data labeling on December 6, beating Scale AI. The loss follows reports of investor revaluations, customer departures, and updated pre-IPO valuations for Scale AI. Founder Alexandr Wang has reemerged in the media after a $14 billion deal with Meta. Competitors are raising new funding rounds amid the shift.
7 December 2025
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Northrop Grumman (NOC) Stock: Latest News, Price Targets and Investment Outlook as of December 7, 2025

Northrop Grumman (NOC) Stock: Latest News, Price Targets and Investment Outlook as of December 7, 2025

Northrop Grumman closed at $548.97 on December 5, down 0.7% for the day but up about 15% over the past year. Technical models from Intellectia and StockTradersDaily flag weak near-term sentiment and downside risk, despite solid long-term fundamentals. Recent earnings showed EPS of $7.67 and 4.3% revenue growth year-over-year. The company declared a quarterly dividend of $2.31 per share in November.
7 December 2025
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Lockheed Martin Stock (LMT) on December 6, 2025: New F‑35 Contracts, Hypersonic Push and 2026 Forecasts Explained

Lockheed Martin Stock (LMT) on December 6, 2025: New F‑35 Contracts, Hypersonic Push and 2026 Forecasts Explained

Lockheed Martin shares traded near $452 on December 6, up 0.9% for the day but still negative year-to-date. The company secured a $1.14 billion Navy contract for F-35 components and reported a record $179 billion backlog. Lockheed also raised its annual dividend to $13.80 per share, yielding about 3%. Argentina took delivery of its first six F-16s from a 25-jet order.
7 December 2025
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Parsons Corporation (PSN) Stock Plunges After FAA Contract Loss – But New $3.5 Billion Defense Wins Keep the Long‑Term Story Alive (December 5, 2025)

Parsons Corporation (PSN) Stock Plunges After FAA Contract Loss – But New $3.5 Billion Defense Wins Keep the Long‑Term Story Alive (December 5, 2025)

Parsons shares plunged about 20% on December 5, 2025, after the FAA awarded the $30 billion Brand New Air Traffic Control System contract to rival Peraton. Trading volume topped 11 million shares, with prices hitting an intraday low near $62. Parsons had announced new defense and infrastructure contracts the same day, including a $3.5 billion DTRA award.
5 December 2025
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RTX Stock Today: F‑35 Engine Deal, Canada Weapons Sale and AWS Space Alliance Power 2026 Outlook

RTX Stock Today: F‑35 Engine Deal, Canada Weapons Sale and AWS Space Alliance Power 2026 Outlook

RTX Corporation shares traded near $170 on Friday, down 0.7%, after a surge driven by major new defense and space contracts, including a $1.6 billion F-35 engine deal and a $1.25 billion Iron Dome order. The stock is up about 48% over the past year, with a market cap near $230 billion and institutional ownership at 86.5%.
5 December 2025
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RTX Stock Forecast for December 2025: New Billion‑Dollar Defense Deals, AWS Tie‑Up and Analyst Upgrades Explained

RTX Stock Forecast for December 2025: New Billion‑Dollar Defense Deals, AWS Tie‑Up and Analyst Upgrades Explained

RTX shares closed at $171.4 on December 4, up 1.5%, after its Pratt & Whitney unit secured a $1.6 billion F-35 engine sustainment contract from the U.S. Department of Defense. The stock is up about 42% over the past year, outperforming the S&P 500. RTX’s market cap stands above $230 billion, with recent gains fueled by new contracts and a cloud partnership with AWS.
4 December 2025
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SAIC Stock Soars 16% After Q3 2026 Earnings Beat and Pentagon Contract Win: Is the Rally Just Getting Started?

SAIC Stock Soars 16% After Q3 2026 Earnings Beat and Pentagon Contract Win: Is the Rally Just Getting Started?

SAIC shares jumped 16% to around $101–102 on December 4 after fiscal Q3 2026 results beat expectations and the company raised full-year guidance. Revenue fell 5–6% to $1.87 billion, but adjusted EPS of $2.58 topped analyst forecasts. Free cash flow surged to $135 million from $9 million a year ago. Trading volume spiked, though Wall Street’s consensus rating remains “Hold.”
4 December 2025
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BigBear.ai (BBAI) Stock Jumps on Defense‑AI Hype: Latest Price, Forecast and Dilution Risks as of December 4, 2025

BigBear.ai (BBAI) Stock Jumps on Defense‑AI Hype: Latest Price, Forecast and Dilution Risks as of December 4, 2025

BigBear.ai shares closed at $6.88 on December 4, up 12–13% for the day and near multi-month highs, following momentum from the Ask Sage acquisition and new international contracts. Q3 2025 revenue fell 20% year-over-year to $33.1 million, while net income turned positive due to a $26.1 million non-cash gain. The company’s market cap stands near $2.7 billion. Investors face concerns over falling sales, losses, and a plan to double authorized shares.
4 December 2025
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IonQ, Inc. (IONQ) Stock Jumps on Quantum-AI and Defense Deals: December 4, 2025 Outlook

IonQ, Inc. (IONQ) Stock Jumps on Quantum-AI and Defense Deals: December 4, 2025 Outlook

IonQ shares surged about 11% to $54.20 midday December 4 after headlines linked the company to biotech deals, defense drones, and new institutional investment. Fresh filings show Norges Bank has taken a 1% stake. The stock has swung between $17.88 and $84.64 over the past year and is up roughly 200–300% since early 2024. IonQ recently announced a quantum-AI therapeutics partnership with CCRM.
4 December 2025
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Archer Aviation (ACHR) Stock Today: Miami Air Taxi Network, Defense Deals and New Ratings – What December 4, 2025 Means for Investors

Archer Aviation (ACHR) Stock Today: Miami Air Taxi Network, Defense Deals and New Ratings – What December 4, 2025 Means for Investors

Archer Aviation traded around $8.40 per share on December 4, 2025, with a market cap near $6.2 billion and a 52-week range of $5.48 to $14.62. The company announced plans for a Miami air-taxi network using its Midnight eVTOL aircraft, linking major airports and city hubs. Trading volume exceeded 11 million shares by mid-morning, with short interest at 14% and institutional ownership at 51%.
4 December 2025
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Palantir Technologies (PLTR) Stock on December 3, 2025: Price, Q3 Earnings Blowout, Army Mega‑Deal and 2026 Forecast

Palantir Technologies (PLTR) Stock on December 3, 2025: Price, Q3 Earnings Blowout, Army Mega‑Deal and 2026 Forecast

Palantir shares traded around $173 midday December 3, up 1.5%, near the top of a 52-week range. Q3 2025 revenue hit $1.18 billion, up 63% year-over-year, with net income at $476 million and a record 51% adjusted operating margin. The stock has gained over 1,000% since late 2023, but carries a trailing P/E near 400. Bulls and short sellers remain sharply divided.
3 December 2025
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Ondas Holdings (ONDS) Stock Jumps on Drone Defense Deals and $425M War Chest – Latest News, Forecast and Analysis (2 December 2025)

Ondas Holdings (ONDS) Stock Jumps on Drone Defense Deals and $425M War Chest – Latest News, Forecast and Analysis (2 December 2025)

Ondas Holdings shares jumped about 10% Tuesday to $8.34 after record Q3 results, a $425 million equity raise, and major drone tech acquisitions. The stock has soared 824% over the past year, with 2025 revenue guidance raised to at least $36 million. Q3 revenue hit $10.1 million, up 582% year-over-year, while net loss narrowed to $7.5 million. Cash on hand totaled $433.4 million at quarter-end.
2 December 2025
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General Dynamics Stock (GD) in December 2025: Earnings Beats, Massive Backlog and a New Legal Challenge

General Dynamics Stock (GD) in December 2025: Earnings Beats, Massive Backlog and a New Legal Challenge

General Dynamics shares closed at $332.38 on December 1, down 2.71% but up 26% year-to-date. The company reported three straight quarters of double-digit earnings growth in 2025 and ended Q2 with a record $88.7 billion backlog. Shares remain about 7.8% below the October 24 high. A new legal issue has emerged as Wall Street interest climbs.
2 December 2025
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