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Defense Industry 21 October 2025 - 16 November 2025

Weapons Makers ‘Conned’ the U.S. Army: Dan Driscoll Targets $47,000 Black Hawk Button and Unveils Historic Acquisition Shake‑Up

Weapons Makers ‘Conned’ the U.S. Army: Dan Driscoll Targets $47,000 Black Hawk Button and Unveils Historic Acquisition Shake‑Up

U.S. Army Secretary Dan Driscoll accused major defense contractors of “conning” the Pentagon and taxpayers, citing a $15 Black Hawk helicopter knob that costs the Army $47,000 to replace due to manufacturer restrictions. Driscoll said the Army spends $188,000 a month replacing the part, calling it a symbol of broken acquisition practices.
16 November 2025
Palantir (PLTR) Jumps as Burry–Karp Spat Heats Up: Fresh Q3 Numbers, Lofty Valuation, and the Bull‑vs‑Bear Case — Nov. 10, 2025

Palantir (PLTR) Stock Today: Closes at $174.05 on Nov. 14, 2025 as Analyst Caution Meets U.K. Defense Push

Palantir shares closed up 1.1% at $174.05 Friday, rebounding from an intraday low of $164.58 on heavy volume. After hours, the stock slipped to about $171.88 by 8 p.m. ET. Freedom Capital Markets raised its price target to $170 but kept a Sell rating, citing valuation concerns. New reports highlighted Palantir’s progress toward a five-year, £750 million U.K. defense deal.
14 November 2025
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Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

Rheinmetall AG shares fell about 4% to €1,670–1,680 in Xetra trading by midday Friday, extending a recent slide and marking one of the DAX’s steepest losses. The drop follows reports that Germany’s defence ministry is reconsidering the €9.8 billion F126 frigate contract, raising uncertainty over Rheinmetall’s role. The stock remains up over 200% year-on-year.
14 November 2025
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Germany’s Submarine Builder TKMS Debuts Amid Defense Boom – Is It the Next Rheinmetall?

TKMS Stock Jumps 4% on Nov 10, 2025: Why Thyssenkrupp Marine Systems Is Rebounding After a Volatile Post‑IPO Start

Thyssenkrupp Marine Systems shares rose about 4% to €73.95 by late morning Monday in Frankfurt, recovering some ground after a roughly 14% drop last week. The stock remains volatile following its October 20 debut, which saw an initial close near €81 and a €5 billion valuation. The company’s first post-listing update is due December 8.
10 November 2025
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Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin Targets Up to 200 F‑35 Deliveries in 2025 as Backlog Hits $179B — What’s New on November 10, 2025

Lockheed Martin aims to deliver up to 200 F-35 jets in 2025, with management and trade reports citing a likely range of 175–190. The company reported 143 deliveries through Q3 and holds a record $179 billion backlog. Lockheed raised its 2025 earnings forecast to $22.15–$22.35 per share and sales outlook to $74.25–$74.75 billion.
10 November 2025
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Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir Stock Skyrockets 150% – Inside the AI Defense Giant’s Epic 2025 Rally

Palantir Technologies’ shares have surged over 150% in 2025, hitting an all-time high near $207 before a post-earnings dip to the upper-$180s. Q3 revenue soared 63% to $1.18 billion, with U.S. commercial sales more than doubling. The company posted $0.18 GAAP EPS and $540 million in free cash flow. Michael Burry disclosed a large bearish bet, while Jim Cramer raised his price target to $200.
5 November 2025
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BigBear.ai (BBAI) Stock’s Wild Ride: Palantir Shock, Defense AI Deals & 2025 Outlook

BigBear.ai (BBAI) Stock’s Wild Ride: Palantir Shock, Defense AI Deals & 2025 Outlook

BigBear.ai shares fell nearly 9% on Nov 3 and slid another 3% by midday Nov 4, trading near $6, amid a broad AI sector pullback. The stock remains up 37% year-to-date and 285% over 12 months. BigBear.ai reports Q3 earnings Nov 10, with analysts expecting a $0.07 per-share loss. Recent deals include a defense AI partnership with Tsecond and biometric deployments at Chicago O’Hare.
4 November 2025
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BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai shares surged over 300% in the past year, recently retreating to the $7 range after hitting $9.39 in October. Q2 2025 revenue fell 18% to $32.5 million, with a $228.6 million net loss and lowered sales guidance. Recent defense contracts and airport deployments drove a 22% one-day stock jump. Analyst targets average $6, with ratings split and concerns over high valuation.
2 November 2025
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US Antimony (UAMY) Stock Skyrockets on $245M Defense Deal – Is It Too Good to Be True?

U.S. Antimony (UAMY) Stock Rockets 1500% on $245M Pentagon Deal – Bubble or Buy?

U.S. Antimony won a five-year Pentagon contract worth up to $245 million to supply antimony ingots. Shares surged to $19.71 in October 2025 before falling to around $8.40–$9.00 amid heavy trading. The company raised $51 million in stock offerings and reported $64 million cash on hand. UAMY operates the only two antimony smelters in North America and expects 2025 revenue of about $50 million.
31 October 2025
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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

CPI Aerostructures shares surged up to 75% intraday on Oct. 30 after announcing a major missile wing contract with Raytheon. The stock traded around $3.50–$3.70 by late morning, reversing from 52-week lows earlier in the week. The new order expands CPI’s presence in missile systems, with deliveries starting in 2026. Financial terms were not disclosed.
30 October 2025
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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

Palantir closed near $195 on Oct. 29, 2025, after rising about 300% year-to-date and reaching a market value of $400–425 billion. Major 2025 deals include a 10-year U.S. Army contract worth up to $10 billion and a UK Ministry of Defence AI pact. Q2 revenue hit $1.004 billion, up 48% year-over-year. The stock trades at over 100 times forward sales, drawing warnings from some analysts about overvaluation.
29 October 2025
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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

United States Antimony Corp shares soared over 1,400% year-to-date after securing a $245 million Pentagon contract in September, peaking at $19.71 before retreating to around $10–12 amid heavy volatility. The company raised $51 million in October to expand operations and secured permits for new Alaska mining. Antimony prices have surged 70% this year following China’s export ban. Analysts warn UAMY’s valuation far exceeds fundamentals.
27 October 2025
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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

Unusual Machines (NYSE: UMAC) stock jumped 15% after landing a $12.8 million U.S. Army drone parts contract, closing at $12.84 on Oct. 24 and rising further in pre-market trading. The company also secured a deal to supply 3,500 drone motors to the Army’s 101st Airborne and expects a follow-on order of 20,000 parts next year. UMAC’s market cap stands near $425 million.
27 October 2025
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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

BigBear.ai shares surged over 300% in the past year, hitting multi-year highs after an October defense AI deal, but now trade near $7.05 amid sharp volatility. Q2 revenue dropped 18% to $32.5 million, with a $228.6 million net loss and lowered 2025 sales guidance. Analysts remain cautious, with most price targets below current levels. The company holds $390 million in cash and a $380 million contract backlog.
27 October 2025
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BBAI Stock Skyrockets on Latest AI-Defense Deals – Can the Rally Last?

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

BigBear.ai (BBAI) closed at $7.05 on Oct. 24, up 4%, and traded near $7.11 after hours Oct. 25. Shares have surged 80–100% year-to-date, driven by defense AI deals and heavy trading, including a 22% jump on Oct. 13 after a Tsecond partnership. Q2 revenue fell 18% to $32.5M, with a net loss of $228.6M. The company ended Q2 with $390.8M in cash and a $380M contract backlog.
26 October 2025
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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?

BigBear.ai shares closed at $7.05 on Oct. 24, up 4%, and traded at $7.11 after-hours Oct. 25, marking an 80–100% rally year-to-date. The company announced new defense AI contracts in October, but Q2 revenue fell 18% to $32.5 million with a $228.6 million net loss. Management cut 2025 revenue guidance to $125–140 million. Wall Street remains split, with a consensus “Hold” and targets near current prices.
25 October 2025
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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

General Dynamics reported Q3 2025 revenue of $12.91 billion, up 10.6% year-over-year, and EPS of $3.88, beating forecasts. Gulfstream jet deliveries rose to 39 from 28, driving a 30% jump in aerospace revenue. The company ended the quarter with a $167.7 billion backlog and won major new defense contracts. GD shares climbed to around $353 after hours, up 27% year-to-date.
24 October 2025
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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)

BBAI shares surged over 300% in the past year, peaking at $9.39 on Oct. 14 after a defense-AI partnership, before dropping to around $7 by Oct. 22. The company announced new military and government AI deals in October. Q2 2025 revenue fell 18% to $32.5 million, with a net loss of $228.6 million. Most analysts rate BBAI a “Hold,” with an average 12-month target below the current price.
24 October 2025
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Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

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

Nuburu shares tripled to $0.36 by mid-day Oct 22, following a joint venture announcement with Maddox Defense targeting military and commercial drones. The company recently agreed to buy Italy’s Orbit S.r.l. for $12.5 million and secured a $6.6 million order via a new JV with Tekne. Despite recent deals and a $12 million capital raise, Nuburu remains unprofitable, with Q2 revenue at $49,000 and a $12.2 million net loss.
22 October 2025
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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

Lockheed Martin reported Q3 sales of $18.61 billion and earnings of $6.95 per share, beating analyst estimates. The company raised its 2025 profit outlook and reported a record $179 billion backlog, including major new contracts for F-35 jets, CH-53K helicopters, and Patriot missiles. Shares rose about 2.6% in premarket trading to $518.97.
21 October 2025
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Stock Market Today

  • Chevron's Q1 Oil Production Rises 15% but Earnings Fall on Timing and Regional Issues
    May 2, 2026, 3:50 PM EDT. Chevron's first-quarter production surged 15% to nearly 3.9 million barrels of oil equivalent per day, driven by acquisitions and U.S. growth. However, adjusted earnings declined to $2.8 billion from $3.8 billion a year ago despite higher Brent oil prices averaging $81 per barrel. Profit setbacks stemmed from production dips in the Middle East and Kazakhstan downtime, coupled with a $2.9 billion unfavorable timing impact from financial derivative recognition mismatches. Underlying operations remained strong with U.S. refining at record throughput and ongoing cost-saving measures. Chevron also advanced long-term growth through Venezuela expansion, Texas gas power deals, and new projects in Israel and Equatorial Guinea.

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NextEra Energy Strikes 3,000 MW Arizona Solar Deal as Power Demand Boom Builds

2 May 2026
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BlackBerry Limited’s Hidden QNX Comeback Is Running Inside 275 Million Cars

BlackBerry Limited’s Hidden QNX Comeback Is Running Inside 275 Million Cars

2 May 2026
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