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Defense Industry 4 December 2025 - 15 December 2025

Rheinmetall Aktie Today (15 December 2025): Share Price Slides on Berlin Peace Talks, Despite Tank Megaproject Approval and Bullish Analyst Targets

Rheinmetall Aktie Today (15 December 2025): Share Price Slides on Berlin Peace Talks, Despite Tank Megaproject Approval and Bullish Analyst Targets

Rheinmetall shares fell 2.8% by early afternoon on Monday, tracking declines across Europe’s defence sector as investors reacted to high-level Ukraine ceasefire talks in Berlin. The drop came despite German regulators approving an expanded Rheinmetall-KNDS tank joint venture. Broader European equities traded higher, but defence stocks slipped on expectations of de-escalation.
Palantir Stock Today (Dec. 15, 2025): DGSI Renewal Adds to Defense Momentum as PLTR Valuation Debate Heats Up

Palantir Stock Today (Dec. 15, 2025): DGSI Renewal Adds to Defense Momentum as PLTR Valuation Debate Heats Up

Palantir shares fell about 2.1% to $183.57 in early Monday trading as investors reassessed high-valuation AI stocks after last week’s tech selloff. The company announced a three-year contract renewal with France’s DGSI intelligence agency, extending a partnership that has lasted nearly a decade. Financial terms were not disclosed.
BAE Systems (LSE: BA.) Stock: Fresh US Navy Wins, Buyback Support, and What Could Move Shares Next Week (Updated 14 Dec 2025)

BAE Systems (LSE: BA.) Stock: Fresh US Navy Wins, Buyback Support, and What Could Move Shares Next Week (Updated 14 Dec 2025)

BAE Systems shares closed at 1,700.50p on Friday, up 0.56% for the week. The company announced a five-year US Navy contract worth up to $1.7 billion for APKWS laser-guidance kits and a $123 million deal to modernize the USS Forrest Sherman. Market cap stood near £49.6bn, with a trailing P/E in the mid-20s and a dividend yield around 2%.
Lockheed Martin (LMT) Stock: This Week’s Rally, Fresh F-35 Headlines, and the Week-Ahead Outlook (Updated 12.12.2025)

Lockheed Martin (LMT) Stock: This Week’s Rally, Fresh F-35 Headlines, and the Week-Ahead Outlook (Updated 12.12.2025)

Lockheed Martin shares closed at $480.25 on Friday, Dec. 12, 2025, capping a nine-session winning streak despite a broader market decline. The stock rose 6.2% over the week. Switzerland announced it will cut its planned F-35 jet purchase to stay within budget, raising questions about future order volumes. Trading volume reached about 1.38 million shares.
Palantir (PLTR) Stock This Week: Navy’s $448M ShipOS Push, Chain Reaction AI Infrastructure Bet, and What to Watch Next Week (Updated Dec. 12, 2025)

Palantir (PLTR) Stock This Week: Navy’s $448M ShipOS Push, Chain Reaction AI Infrastructure Bet, and What to Watch Next Week (Updated Dec. 12, 2025)

Palantir Technologies closed Friday at $183.57, ending the week slightly higher after sharp swings and a midweek rally. The U.S. Navy announced a $448 million deal for Palantir’s ShipOS, aiming to modernize shipbuilding with AI, which drove trading volume and volatility. Submarine planning times reportedly dropped from 160 hours to under 10 minutes using Palantir software.
RTX Stock After Hours (Dec. 12, 2025): Citi’s New “Buy” Call, Fresh Pentagon Export Notices, and What to Watch Before the Next Market Open

RTX Stock After Hours (Dec. 12, 2025): Citi’s New “Buy” Call, Fresh Pentagon Export Notices, and What to Watch Before the Next Market Open

RTX Corporation shares closed up 0.70% at $178.66 on Dec. 12, 2025, then edged to $179.00 after hours. Trading volume reached about 6.35 million shares, with the stock moving in a $2.80 range. Citigroup initiated coverage with a Buy rating and a $211 price target. U.S. defense export notices listed RTX as principal contractor on three items.
Palantir Stock (PLTR) News Today: Navy ShipOS Deal, Lawsuit Escalation, and 2026 Forecasts (Dec. 12, 2025)

Palantir Stock (PLTR) News Today: Navy ShipOS Deal, Lawsuit Escalation, and 2026 Forecasts (Dec. 12, 2025)

Palantir shares traded between $180.21 and $188.50 on Dec. 12, with market cap near $447 billion after a year-to-date gain of about 140%. The company expanded its lawsuit against AI startup Percepta, naming several former employees. Palantir also secured a U.S. Navy “ShipOS” contract worth up to $448 million.
Lockheed Martin Stock (LMT) Outlook: Pentagon Contracts, Golden Dome Updates, and Analyst Price Targets Since Nov. 21, 2025

Lockheed Martin Stock (LMT) Outlook: Pentagon Contracts, Golden Dome Updates, and Analyst Price Targets Since Nov. 21, 2025

Lockheed Martin shares rose 1.9% to $476.84 on Dec. 11, 2025, following a string of U.S. government contract announcements tied to the F-35 and missile defense. The company received a Space Force contract for Golden Dome missile-defense prototypes on Nov. 25. Early-stage hurdles remain for the broader Golden Dome program, but Lockheed is positioned for future awards.
Perpetua Resources (PPTA) Stock: Defense-Backed Gold Miner Rides New Antimony Deal and Institutional Buying

Perpetua Resources (PPTA) Stock: Defense-Backed Gold Miner Rides New Antimony Deal and Institutional Buying

Perpetua Resources shares traded in the high-$20s on Nasdaq December 11, 2025, after a 55% rally over three months driven by federal permits, funding, and a new Idaho National Laboratory partnership. The company’s Stibnite Gold Project holds the only identified U.S. antimony reserve. Market cap stands near $3.2 billion. Trailing EPS remains negative as Perpetua is still pre-production.
Palantir Stock Jumps on $448 Million U.S. Navy AI Deal: What PLTR Investors Should Know Before the December 11 Open

Palantir Stock Jumps on $448 Million U.S. Navy AI Deal: What PLTR Investors Should Know Before the December 11 Open

Palantir shares closed up 3.3% at $187.91 on December 10, 2025, after the company announced a U.S. Navy AI contract worth up to $448 million. Trading volume neared 58 million shares. The stock dipped slightly to $187.46 in after-hours trading. The contract will deploy Palantir’s AI platform across Navy shipyards and suppliers.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
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Stock Market Today

  • Northern Star Resources Shares Fall as CEO Succession Plan Announced
    May 23, 2026, 1:52 AM EDT. Northern Star Resources (ASX:NST) revealed Managing Director Stuart Tonkin will step down in early FY27, starting a CEO succession process. Shares dropped 17.41% over 30 days to A$18.83, down 33.53% in 90 days, contrasting with a 5-year total shareholder return of 86.28%. Analysts value the stock at A$27.38, implying 31.2% undervaluation. The firm's acquisition of the Hemi project and a strong 10-year reserve-backed production profile underpin long-term growth prospects. However, this outlook depends heavily on successful large capital projects and stable gold prices, with risks from cost overruns and commodity volatility. Investors face a trade-off between potential rewards and risks amid the leadership change and recent price weakness.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before 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 stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

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.
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