Today: 7 February 2026
Subscribe
Browse Category

Defense Industry News 13 October 2025 - 30 October 2025

CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

CVU Stock Skyrockets 70% on Missile Contract Win – CPI Aerostructures Surges as Analysts Weigh In

Raytheon Contract Sparks Huge Rally CPI Aerostructures’ stock took off explosively on news of a lucrative missile contract with Raytheon Missiles & Defense. The company announced on October 30 that Raytheon (now part of RTX) has tapped CPI Aero to manufacture structural missile wing assemblies for an undisclosed missile platformglobenewswire.com. The order is single-source and fixed-price – indicating CPI will be the sole supplier of these components – with production slated to begin in 2026globenewswire.com. Investor reaction was immediate and euphoric. CVU shares, which closed at $2.36 the previous day, gapped up sharply at the open and at one point
30 October 2025
··
Palantir Stock Skyrockets on Massive UK AI-Defense Pact – Could PLTR Eclipse Oracle by 2030?

Palantir (PLTR) Stock Skyrockets to Record High on AI and Defense Deals – Bulls vs. Bears Clash

Key Facts: – Price Surge: As of Oct. 29, 2025, PLTR closed around $195investing.com, after hitting an intraday peak near $198. The stock is up roughly 300% in 2025ts2.tech, making it one of the year’s hottest tech winners. – Market Cap: At these levels Palantir’s market value is on the order of $400–425 billionts2.techts2.tech – rivaling or exceeding legacy defense giants (e.g. Lockheed, Northrop)ts2.tech. – Major Deals: 2025 has seen a flurry of big contracts and partnerships. Highlights include a 10-year U.S. Army program (up to $10B) and a UK Ministry of Defence AI pact (~£750M–£1.5B)ts2.tech, a new Boeing defense
29 October 2025
···
US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

UAMY Stock Skyrockets ~1500% on Pentagon Antimony Deal Amid Critical Minerals Boom

UAMY Stock Rollercoaster Ride in Late 2025 United States Antimony’s stock has been on a wild rollercoaster through October. The tiny miner’s shares, which traded below $1 as recently as mid-September, exploded into the double-digits after the Pentagon contract news hitts2.techts2.tech. In the frenzy, UAMY surged to an intraday high of $19.71 on Oct. 14 (an all-time high) before sharp profit-taking set instockanalysis.com. By Oct. 24 the stock closed at $12.01stockanalysis.com, and it continued to swing dramatically. In Monday trading on Oct. 27, UAMY plunged about 20% by midday to ~$9.50stockanalysis.com, reflecting the extreme volatility of this niche critical-minerals play.
27 October 2025
··
Unusual Machines (UMAC) Stock Skyrockets on Pentagon Drone Deals and Trump Jr. Buzz

Unusual Machines (UMAC) Stock Skyrockets on Pentagon Drone Deals and Trump Jr. Buzz

Company Overview: Building the U.S. Drone Supply Chain Unusual Machines, Inc. is a technology firm serving the rapidly growing U.S. drone industry. The company manufactures and sells a range of drone components and small drones through a diversified brand portfolio Sec. Notably, UMAC acquired Fat Shark – a leader in first-person-view drone goggles – and Rotor Riot – a popular drone retail and e-commerce platform – in early 2024, expanding its reach among hobbyist and professional drone pilots Unusualmachines. By focusing on components (rather than building complete drones), Unusual Machines targets a niche as a “non-Chinese based supplier” of parts
27 October 2025
···
BigBear.ai Stock’s 300% Surge Sparks Palantir Comparisons in Defense AI Frenzy

BigBear.ai Stock’s 300% Surge Sparks Palantir Comparisons in Defense AI Frenzy

Latest Stock Performance and Current Price BigBear.ai’s stock has been on a rollercoaster run in 2025. After starting the year as a little-known penny stock, BBAI caught fire amid the AI boom ts2.tech, riding a wave of speculative enthusiasm for defense-related AI plays. Year-to-date the share price has roughly doubled (up ~80–100%), and in the past 12 months it’s up over 300% in total return ts2.tech – making BigBear one of the year’s hottest small-cap AI names. Much of that gain came in a few explosive moves: for instance, on October 13 the stock jumped about 22% in a single
27 October 2025
···
BBAI Stock Skyrockets on Latest AI-Defense Deals – Can the Rally Last?

BBAI Stock Skyrockets on Latest AI-Defense Deals – Can the Rally Last?

Stock Rally and Volatility Insights BigBear.ai (BBAI) shares have been on a tear in 2025, fueled by defense-AI contracts and broader AI enthusiasm. The stock began the year as a sub-$4 penny stock and roughly doubled to ~$8–9 by mid-October ts2.tech. A major catalyst was the Tsecond partnership announcement on Oct. 13, which sent BBAI up ~22% in one day ts2.tech. At that peak the stock briefly touched $9.39 before profit-taking set in ts2.tech. By Oct. 22 it had pulled back into the mid-$7 range, marking a ~20% retracement from its recent high ts2.tech.Traders note BigBear.ai is extremely volatile. Multiple
26 October 2025
··
BigBear.ai Stock Soars 20% on New Defense AI Deal – Is ‘Mini-Palantir’ Rally Here to Stay?

BigBear.ai Stock Soars 20% on New Defense AI Deal – Is ‘Mini-Palantir’ Rally Here to Stay?

Market Performance: A 2025 Rocket Ride BigBear.ai stock has been one of the hottest small-cap tech bets this year. After closing around $6 in late 2024, BBAI has climbed sharply: it surged 22% on Oct. 13 after the Tsecond partnership news (briefly reaching ~$9.39 on Oct. 14) economictimes.indiatimes.com. By Oct. 24 it closed at $7.05 (up 3.98% on the day) stockinvest.us. As of Oct. 25 after-hours trading, the stock was near $7.11 public.com. Overall, 2025 gains are on the order of 80%–100% year-to-date economictimes.indiatimes.com, far outpacing major indexes. Trading volume has spiked with each headline. For example, Oct. 24 saw
25 October 2025
··
General Dynamics Stock Rockets to Record High on Blowout Q3 Results and Defense Windfall

General Dynamics Stock Rockets to Record High on Blowout Q3 Results and Defense Windfall

Blowout Q3 Results and Rising Orders General Dynamics (NYSE: GD) stunned investors on Oct. 24, 2025, with a blowout third-quarter report. The defense and aerospace giant said Q3 revenue was $12.91 billion – about 10.6% higher than a year ago – beating the ~$12.57 billion analysts expectedbenzinga.com. GAAP earnings per share came in at $3.88, well above the $3.69 consensus estimatebenzinga.combenzinga.com. Operating income was $1.3 billion, and margins expanded by 20 basis points to 10.3%. Management highlighted exceptionally strong demand. “Each of our four segments grew earnings and backlog in the quarter, reflecting solid execution coupled with growing demand,” CEO Phebe Novakovic saidbenzinga.com.
24 October 2025
··
BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

Stock run-up: BBAI shares are up roughly 80–100% year-to-date (2025) and over 300% from a year ago ts2.tech. The stock recently spiked on defense-AI deal news (hitting ~$9.39 on Oct 14) but has since cooled, trading around $6.6–$7.2 by Oct 22 ts2.tech fintel.io. – Latest deals: On Oct. 13 BigBear.ai announced a partnership with Tsecond to deploy its ConductorOS AI software on rugged field hardware – an “edge AI” solution for tactical military use ir.bigbear.ai ts2.tech. In September it teamed with SMX for the U.S. Navy’s UNITAS 2025 exercise, and on Oct. 23 rolled out its VeriScan facial-recognition system for
24 October 2025
·
Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

Sources: Official press releases and filings (BusinessWire/NYSE American) provide details of the acquisitions and leadership changes businesswire.com businesswire.com. Financial and stock commentary from TechStock² (ts2.tech) and media outlets add analysis: for example, TechStock² notes the Orbit deal spurred a 30% share jump ts2.tech, while CoinCentral highlights real-contract revenue for Nuburu coincentral.com. Stock market sites confirm the price moves benzinga.com ts2.tech and summarize the company’s historic financials (tiny revenues, large losses) ts2.tech. All sources together paint a picture of a penny-stock rocket fueled by defense-tech hype, yet shadowed by risk.
22 October 2025
·
Lockheed Martin Stock Soars on Earnings Beat – “We’re an arm of the U.S. government,” analyst quips

Lockheed Martin Stock Soars on Earnings Beat – “We’re an arm of the U.S. government,” analyst quips

Robust Q3 Results and Increased Guidance Lockheed Martin’s (NYSE:LMT) Oct. 21 earnings release blew past forecasts, reflecting surging military demand. Revenue rose 8.8% year-over-year to $18.61 billion and net income was $6.95/share seattlepi.com. That beat Wall Street’s $6.33/share estimate and matched analyst forecasts of about $18.56 billion. CEO Jim Taiclet highlighted the “unprecedented demand” for Lockheed products, noting a record $179 billion backlog – over 2½ years of sales news.lockheedmartin.com. In light of the strong quarter, Lockheed raised 2025 guidance. It now expects $22.15–$22.35 EPS (vs prior $21.70–$22.00) and about $74.25–$74.75 billion in revenue reuters.com. Jim Taiclet emphasized the scale of current demand: “Based
21 October 2025
··
TKMS Stock Skyrockets in Debut, Doubling Analyst Forecasts Amid Defense Boom

TKMS Stock Skyrockets in Debut, Doubling Analyst Forecasts Amid Defense Boom

Frankfurt, Oct. 20, 2025 – Shares of Thyssenkrupp Marine Systems (TKMS) – the warship-building arm of Thyssenkrupp – made a splashy entrance on the Frankfurt Stock Exchange today. The newly listed stock surged far above initial expectations as investors clamored for a piece of Europe’s booming defense sectorreuters.comdailysabah.com. Key Facts: TKMS Stock Soars in Market Debut Investors sent TKMS’s share price skyrocketing in its first trading session. The stock launched at €60 per share on Monday morning and quickly surged amid heavy buying interestdailysabah.com. Within hours it nearly doubled, hitting an intraday high of €107, before pulling back to close
20 October 2025
··
BigBear.ai Stock Rockets 22% on New Defense AI Deal – Next Palantir or Passing Hype?

BigBear.ai Stock Rockets 22% on New Defense AI Deal – Next Palantir or Passing Hype?

BigBear.ai’s recent surge reflects both the promise of its cutting-edge tech and the risk of unmet expectations ts2.tech. Its Wall Street story is now “highly volatile,” with stock swings on every news cycle ts2.tech investing.com. Investors will be watching the Nov. 10 earnings closely: if the company can convert these new contracts into growing sales and improved margins, the bullish momentum could continue. If not, analysts warn, the stock (which currently has little earnings power baked in) may give back much of its gains. Sources: Company press releases ir.bigbear.ai ir.bigbear.ai; market reports and stock data investing.com ts2.tech ts2.tech markets.businessinsider.com; expert
20 October 2025
··
Germany’s Submarine Builder TKMS Debuts Amid Defense Boom – Is It the Next Rheinmetall?

Germany’s Submarine Builder TKMS Debuts Amid Defense Boom – Is It the Next Rheinmetall?

TKMS Sets Sail: A New Era for Thyssenkrupp and German Defense When the opening bell rings in Frankfurt on Monday, it will mark a new chapter for Thyssenkrupp Marine Systems – and potentially for Germany’s defense sector. By spinning off and listing its naval shipbuilding arm, Thyssenkrupp is unlocking value from its “crown jewel” business and exposing it to public investorsn-tv.den-tv.de. “With the stock listing we are opening a new chapter,” Thyssenkrupp CEO Miguel López said this week, adding: “We are facilitating growth opportunities and access to the capital market for TKMS, while at the same time creating value for
19 October 2025
BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

Bottom Line: BigBear.ai has captured imaginations as a small-cap AI company riding the defense boom. Its recent multi-million-dollar U.S. government partnerships have triggered large price moves – but also come with big caveats. As one market note put it, BigBear.ai’s story is “highly volatile” ts2.tech. For now, BBAI’s share price reflects both the promise of its cutting-edge tech and the uncertainty of turning that promise into profit citybiz.co ts2.tech. Investors and analysts alike will be watching closely to see if the company can execute on its new edge-AI strategies and sustain growth, or if this surge was a short-lived (albeit
19 October 2025
··
RTX Stock Defies Market Slump as Engine ‘Game-Changer’ and Defense Deals Fuel Rally

RTX Stock Defies Market Slump as Engine ‘Game-Changer’ and Defense Deals Fuel Rally

Key Facts Period Price Change (Approx.) 1 day +0.5% (Oct. 17 vs Oct. 16) 5 days +0.1% (since Oct. 10) 1 month ≈ 0% (since Sept. 17) Table: RTX stock price percentage change over recent periods. Conclusion RTX Corporation (NYSE: RTX) enters late October 2025 with solid momentum: a major engine launch cleared for takeoff, booming demand for its defense systems, and an upcoming earnings report that could affirm its growth trajectory. The stock’s slight rally on Oct. 17 – bucking a broader market downturn – signals that traders are focusing on RTX’s fundamentals and news flow rather than short-term macro
17 October 2025
··
Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin (LMT) Stock Rises on $11B Navy Contract, Dividend Hike & Analyst Upgrades

Stock Performance Today and Recent Trend Lockheed’s stock opened around $504.8 on Oct. 15, 2025 and is roughly flat on the daymarketbeat.com. Over the past week it has seen minor fluctuation but remains in a broad trading range. After falling as low as ~$410 in mid-July (post-Q2 earnings), LMT has rebounded over 20% and is now about 18% below its 52-week highbenzinga.commarketbeat.com. Volume remains healthy and trading above its 50-day/200-day averages, reflecting continued investor interest. Despite some recent volatility, analysts note that LMT has strong governmental support. “Lockheed Martin makes 97% of its revenue from the U.S. government. They are
15 October 2025
·
BigBear.ai Stock Soars Amid AI Boom – What’s Behind BBAI’s Wild 2025 Ride?

BigBear.ai Stock Soars on New Defense Deals – Can BBAI’s Rally Continue?

Stock Surge in October 2025 BigBear.ai’s stock is on a tear heading into mid-October. Shares of the Virginia-based AI contractor spiked 22% on October 13 after the company unveiled a new defense technology partnershipinvestorsobserver.com. That surge lifted BBAI from the mid-$7 range to around $8.80 per share, its biggest one-day jump in over a year. The momentum carried into the next session: on October 14, BigBear closed at $8.91 (+1.14%) with unusually heavy trading volume (172 million shares, nearly double the three-month average)nasdaq.com. As of Wednesday October 15, the stock was holding near $9, more than 100% higher than its
15 October 2025
··
UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

UAMY Stock Skyrockets on $245M Pentagon Deal – Bubble or Buy?

Current Stock Price (as of Oct 13, 2025) UAMY’s stock has surged into double digits. It closed around $15.84 on Oct 13 (up ~32% that day) Investing after opening at $14.69 (Monday) on the heels of the recent funding and contract news Marketbeat Investing. Intra-day it briefly spiked above $16; its 52-week range is roughly $0.50–$16.77 Stockanalysis. Trading volumes have skyrocketed (over 30 million shares on Oct 13 Investing), dwarfing its historical average. With ~128M shares outstanding Stockanalysis, the market capitalization is now on the order of $2.1–2.2 billion Stockanalysis Marketbeat. (For context, just a month earlier its market cap
13 October 2025
··
BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai (BBAI) Stock Rockets 80% in 2025 – Is the Defense-AI Rally Just Beginning?

BigBear.ai is a publicly traded AI firm (NYSE: BBAI) based in McLean, Virginia, specializing in “mission-ready AI” solutions for the U.S. government and critical infrastructure ts2.tech. Founded via a 2021 SPAC merger, it leverages machine learning, sensor fusion and advanced analytics to support defense, intelligence, homeland security and customs operations. Its products (e.g. the Arcas™ computer-vision system and ConductorOS edge-AI platform) deliver real-time insights to military and border-security customers. In short, BigBear.ai positions itself as a niche AI analytics vendor – a smaller counterpart to firms like Palantir ts2.tech – with deep ties to defense agencies. Current Stock Price &
13 October 2025
·
1 … 10 11 12 13

Stock Market Today

AMD stock rebounds 8% after post-earnings slump as payrolls, CPI loom

AMD stock rebounds 8% after post-earnings slump as payrolls, CPI loom

7 February 2026
AMD shares jumped 8.2% to $208.44 Friday, rebounding after a 13% plunge earlier in the week on weak guidance and AI competition fears. The Philadelphia semiconductor index rose 5.7% as chip stocks led a broader market rally. Investors are awaiting next week’s U.S. payrolls and inflation data, which could shift rate expectations for tech.
Netflix stock price ends higher as DOJ widens review of Warner deal — what to watch next week

Netflix stock price ends higher as DOJ widens review of Warner deal — what to watch next week

7 February 2026
Netflix shares rose 1.6% to $82.20 Friday as the Justice Department expanded its antitrust review of the company’s planned $82.7 billion Warner Bros Discovery acquisition. A Wall Street Journal report said investigators are probing possible anti-competitive tactics. Director Reed Hastings reported a transfer of 241,944 shares via a family trust, according to an SEC filing.
Go toTop