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Defense Industry 30 January 2026 - 4 February 2026

RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX Corp shares fell about 3% to $197.33 Wednesday after announcing a seven-year Pentagon deal to sharply boost missile production. The drop followed four days of gains and came amid heavy trading. Vietjet Air ordered Pratt & Whitney engines for 44 more Airbus jets, with deliveries starting in July. RTX also committed over $139 million to expand manufacturing and maintenance in Singapore.
4 February 2026
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Lockheed Martin stock price slips on DZ Bank downgrade despite fresh Taiwan deal and Fujitsu pact

Lockheed Martin stock price slips on DZ Bank downgrade despite fresh Taiwan deal and Fujitsu pact

Lockheed Martin shares fell 1.1% to $628.94 Tuesday after DZ Bank downgraded the stock, bucking gains in other major defense names. The move followed Lockheed’s announcement of a $328.5 million U.S. contract for sensor systems to Taiwan and a new radar delivery to the Army. DZ Bank raised its price target to $665. Investors await Lockheed’s Q1 earnings on April 21.
3 February 2026
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Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir shares rose 6.4% to $157.27 Tuesday after reporting a 66% jump in U.S. government revenue for the fourth quarter, reaching $570 million. Total sales hit $1.41 billion, beating forecasts, as the company raised its 2026 outlook. The gains came as the Nasdaq and S&P 500 fell on broader tech weakness. Investors now await Alphabet and Amazon earnings later this week.
3 February 2026
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Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas shares rose 2.7% to $10.64 premarket Tuesday after Airobotics, its subsidiary, won a new defense contract in the Asia-Pacific region. The company also announced a deal to acquire UK-based Rotron Aero, which makes advanced unmanned aerial systems. Ondas plans phased deliveries for the new contract starting this year. Financial terms were not disclosed.
3 February 2026
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BAE Systems share price rebounds on buyback update as strike risk hangs over factories

BAE Systems share price rebounds on buyback update as strike risk hangs over factories

BAE Systems shares rose 1.17% to 1,944.5 pence in early London trading after the company announced new buybacks, repurchasing 110,861 shares on Feb. 2. Workers at Warton and Samlesbury began strikes over pay on Feb. 2, set to last through at least Feb. 20. The company says production lines remain operational. Investors await updates on negotiations and full-year results due Feb. 18.
3 February 2026
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RTX stock price hovers near $201 after BofA boosts target; Raytheon posts fresh defense updates

RTX stock price hovers near $201 after BofA boosts target; Raytheon posts fresh defense updates

RTX shares edged up 0.1% to $201.09 in after-hours trading Monday after Raytheon announced new DARPA contracts and a successful U.S. Army missile test. BofA Securities raised its price target to $230, citing strong demand. Supply-chain issues continue to affect aerospace deliveries and repairs. Investors remain alert to possible U.S. policy changes on defense contractor payouts.
2 February 2026
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Lockheed Martin stock price today: LMT edges higher after Taiwan contract and Fujitsu tech pact

Lockheed Martin stock price today: LMT edges higher after Taiwan contract and Fujitsu tech pact

Lockheed Martin shares rose 0.5% to $637.50 Monday after announcing a $328.5 million U.S. contract to supply IRST21 Legion-ES sensors to Taiwan’s Air Force. The company also delivered its first Sentinel A4 radar to the U.S. Army and signed a tech partnership with Fujitsu. Broader defense stocks were mixed as investors weighed Washington’s push for faster weapons production.
2 February 2026
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L3Harris stock slips despite Navy Red Wolf win — what to watch in space and defense shares this week

L3Harris stock slips despite Navy Red Wolf win — what to watch in space and defense shares this week

L3Harris shares fell 3.7% to $342.85 Friday, underperforming defense peers after missing quarterly revenue estimates. The company announced a U.S. Navy contract for its Red Wolf long-range missile, but withheld financial details. Trading volume spiked above the 50-day average. Markets reopen Monday as investors watch contract flow and budget signals.
1 February 2026
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L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris shares fell 3.7% after announcing a U.S. Navy contract for Marine Corps precision-strike vehicles. Lockheed Martin rose 1.88% as it detailed plans to boost missile production and projected $6.5–$6.8 billion in 2026 free cash flow. Redwire dropped to $11.75 following insider sales. Markets closed Friday with defense and space stocks mixed.
31 January 2026
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Oracle stock price drops again as AI fears weigh; Air Force cloud order lands

Oracle stock price drops again as AI fears weigh; Air Force cloud order lands

Oracle shares fell 2.6% to $164.58 Friday, extending losses in software stocks despite the company winning an $88.1 million U.S. Air Force cloud contract. Investors remain cautious as concerns grow over AI-driven disruption and rising capital spending. The stock showed little movement after hours. Oracle’s next earnings report is set for March 9.
30 January 2026
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TTM Technologies stock price rises as $200 million Raytheon contract keeps buyers interested

TTM Technologies stock price rises as $200 million Raytheon contract keeps buyers interested

TTM Technologies shares rose 2.6% to $98.98 Friday after landing a supply contract with Raytheon worth up to $200 million over three years. The deal covers hardware for Raytheon’s air and missile defense radar program. TTM will join the S&P MidCap 400, replacing Civitas Resources, which could spur index-driven buying. Jabil and Sanmina shares fell, while Plexus edged higher.
30 January 2026
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RTX stock price holds near $200 after $1B Army radar contract — what traders are watching next

RTX stock price holds near $200 after $1B Army radar contract — what traders are watching next

RTX shares rose 0.3% to $200.50 after the U.S. Army awarded Raytheon a $1.025 billion LTAMDS contract modification, with work set in Andover through March 2030. Raytheon also landed a $197 million U.S. Air Force order for reconnaissance pods for Poland. Defense stocks traded mixed; Lockheed Martin gained 1.6%, while Northrop Grumman fell 0.8%. RTX’s earnings report is expected in late April.
30 January 2026
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Lockheed Martin stock price climbs again as THAAD ramp and 2026 outlook stay in focus

Lockheed Martin stock price climbs again as THAAD ramp and 2026 outlook stay in focus

Lockheed Martin shares rose 1.2% to $629.97 midday Friday after forecasting 2026 earnings of $29.35–$30.25 per share and sales up to $80 billion. The company signed a new deal with the U.S. Department of War to boost THAAD interceptor production to 400 units annually. Lockheed reported a record $194 billion backlog. Thursday’s stock surge hit a 52-week high.
30 January 2026
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Ondas Inc (ONDS) stock slips as Singapore Airshow defense rollout comes into focus

Ondas Inc (ONDS) stock slips as Singapore Airshow defense rollout comes into focus

Ondas shares fell about 8% to $11.27 Friday after the company announced a new defense and security product launch for next week’s Singapore Airshow. The drop follows a recent $1 billion stock-and-warrant financing and comes as investors seek evidence of new orders. Ondas also said its Optimus drone was added to the Defense Department’s Blue UAS cleared list, enabling faster federal procurement.
30 January 2026
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