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Defense Industry 17 November 2025 - 27 November 2025

RTX Shares Approach 52-Week Peak as Missile Demand Sets Cash-Conversion Challenge
BAE Systems share price ticks up as $390m U.S. Army Bradley deal lands

BAE Systems share price ticks up as $390m U.S. Army Bradley deal lands

London, 27 November 2025 — BAE Systems plc edged higher in Thursday trading after a fresh wave of contract news, led by a new U.S. Army order worth more than $390 million for upgraded Bradley A4 fighting vehicles. The deal adds to a busy November that has seen new business from India, Denmark and the U.S. Navy, alongside a deepening push into space-grade semiconductors. GlobalFoundries+3PR Newswire+3PR Newswire+3
Rheinmetall Stock (RHM.DE) on 25 November 2025: Share Price Slump, 2030 Super‑Cycle and What Investors Should Watch Now

Rheinmetall Stock (RHM.DE) on 25 November 2025: Share Price Slump, 2030 Super‑Cycle and What Investors Should Watch Now

After one of the sharpest pullbacks in its multi‑year rally, German defence group Rheinmetall AG enters Tuesday’s session under close watch. The stock is trading almost 20% below its early‑November peak, even as the company reports record order books, confirms strong 2025 guidance and lays out an ultra‑ambitious 2030 roadmap. Investing.com+2Yahoo Finance+2
BigBear.ai (BBAI) Stock Today: Defense AI Darling Rebounds Toward $5.90 as Wall Street Weighs Growth vs. Risk

BigBear.ai (BBAI) Stock Today: Defense AI Darling Rebounds Toward $5.90 as Wall Street Weighs Growth vs. Risk

BigBear.ai is back on the move. As of mid‑afternoon on Monday, November 24, BBAI is trading around $5.90, up roughly 9% on the day, after opening near $5.55 and touching an intraday range of about $5.42 to $5.92. The bounce comes after a stretch of volatile selling pressure that followed the company’s Q3 2025 earnings, a blockbuster generative‑AI acquisition, and a fresh aerospace megaproject announcement.
BBAI Stock Today, November 19, 2025: NSA Contract Buzz, Insider Selling and AI-Defense Hype Collide

BBAI Stock Today, November 19, 2025: NSA Contract Buzz, Insider Selling and AI-Defense Hype Collide

BigBear.ai Holdings continues to trade like one of the market’s most volatile AI names. After jumping more than 7% on Tuesday, November 18, shares cooled on Wednesday, November 19, as investors digested fresh headlines about the company’s National Security Agency work, insider selling, and the ongoing impact of its Ask Sage acquisition and Q3 2025 earnings. TradingView+1
Rheinmetall News Today (19 November 2025): €61m Bundeswehr Contract, New Skyranger Deal for Ukraine, and Fresh Analyst Upgrades

Rheinmetall News Today (19 November 2025): €61m Bundeswehr Contract, New Skyranger Deal for Ukraine, and Fresh Analyst Upgrades

Rheinmetall AG remains at the centre of European defence headlines on Wednesday, 19 November 2025. The German group has secured a new €61 million contract to modernise the Army’s main combat training centre, confirmed the completion of Skynex air‑defence deliveries to Ukraine, approved a fresh Skyranger 35 batch for Kyiv, and drawn a wave of analyst upgrades after setting a bold 2030 revenue target of around €50 billion. MarketScreener+4Rheinmetall+4MarketScreener+4
Rheinmetall Stock on 18 November 2025: 2030 Sales Target, Drone Deals and Analyst Upgrades Fuel Long‑Term Story

Rheinmetall Stock on 18 November 2025: 2030 Sales Target, Drone Deals and Analyst Upgrades Fuel Long‑Term Story

DÜSSELDORF, Germany – Rheinmetall stock spent Tuesday in the spotlight as the German defence champion used its Capital Markets Day to sketch one of the most ambitious growth plans in Europe’s defence sector, while also unveiling fresh moves in drones, supply chains and the US armoured vehicle market.
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#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
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Walt Disney

NYSE: DIS 90 / 100
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American International Group

NYSE: AIG 87 / 100
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