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Defense Industry 7 May 2026 - 28 May 2026

Unusual Machines Stock Surges Premarket as Pentagon Drone Funding Report Puts UMAC Back in Focus

Unusual Machines shares jumped in early premarket trade Thursday, after a report that the Trump administration is discussing funding deals for U.S. drone makers put the small-cap drone-parts supplier back in the center of a fast-moving defense trade.

28 May 2026

Defense Industry·Drone Technology·NASDAQ:UMAC·Stock Market

GE’s Air Force Engine Win Draws Attention to Drone Push

GE Aerospace picked up a U.S. Air Force contract for its GE426 engine, pushing the company deeper into the fight to supply engines for autonomous combat planes expected to operate alongside crewed aircraft. The deal funds a preliminary design review, which is an early technical step before moving to pricier prototyping and trials, part of the Air Force’s medium-thrust Autonomous Collaborative Platform program.

26 May 2026

Aerospace·Defense Industry·Drones·NASDAQ:KTOS·NYSE:GE·NYSE:HON

Lockheed Martin Rises Going Into Holiday on Missile Plans

Lockheed Martin shares climbed 2.0% Friday to close at $533.24, pushing the stock about 3.3% higher from where it stood on May 15 ahead of the Memorial Day break. The defense company managed a stronger finish after a volatile week, as investors balanced worries over earnings with shifting missile demand.

23 May 2026

Aerospace·Defense Industry·NYSE:LMT·Stock Market

Ondas Pauses After $196.6M AI-Defense Deal

Ondas Inc. shares didn’t move Friday after the company wrapped up its $196.6 million all-stock purchase of Israel’s Omnisys. Traders also noted a fresh resale filing linked to a recent Mistral deal.

22 May 2026

Artificial Intelligence·Defense Industry·NASDAQ:ONDS·Stock Market

Lockheed Rolls Out $9 Billion Missile Plan in Alabama, Eyes U.S. Stockpile Rebuild

Lockheed Martin started construction Thursday on a new munitions plant in Alabama, moving ahead with part of its $9 billion plan to ramp up production as demand grows in Washington for more air-defense missiles for the U.S. and partners.

22 May 2026

Defense Industry·NYSE:LMT

Ondas Shares Slip After $196.6M AI Defense Contract

Ondas Inc. stock slipped Thursday after the company wrapped up its $196.6 million all-stock deal to buy Omnisys Ltd. of Israel. The company aims to expand in AI battlefield software with the move. Shares last traded at $9.035, off 32.5 cents, or roughly 3.5%. Volume was around 24.4 million shares.

21 May 2026

Defense Industry·NASDAQ:ONDS·Stock Market

Redwire draws attention after latest Army and NATO drone contracts

Redwire Corporation shares were up Wednesday after the company picked up two new drone contracts. The stock gained after Redwire announced a $15 million follow-on order from the U.S. Army before the bell, following news of a bigger NATO deal a day earlier.

20 May 2026

Defense Industry·Drone Technology·NASDAQ:RDW·Stock Market

Ondas Stock Is Moving Again After a $199 Million AI Defense Deal — What Investors Missed

Ondas Inc. shares rose in midday trading on Wednesday as investors weighed the company’s planned purchase of Israeli defense software firm Omnisys against a stock that has already had a sharp defense-drone run. The shares recently traded up 3.3% at $9.43, after touching $9.47, with about 22.0 million shares changing hands.

20 May 2026

Artificial Intelligence·Defense Industry·NASDAQ:ONDS

Ondas Shares Drop Following $199 Million AI Defense Deal, Traders Eye Next Steps

Ondas Inc. shares dropped roughly 10% in midday Nasdaq trade Monday, pulling back from last week’s gains as the company announced an all-stock deal to buy Israeli defense software firm Omnisys and filed for a resale of shares. The stock was last at $9.555, off an intraday low of $9.53, with volume topping 48 million.

18 May 2026

Defense Industry·NASDAQ:ONDS·Stock Market

Shares of BigBear.ai Slide as Defense AI Hype Wavers

BigBear.ai Holdings Inc. slid roughly 5% Friday afternoon, with shares sitting at $4.16 by 3:00 p.m. EDT as the market remained open. Investors took a hard look at the defense-AI firm’s expanding backlog, but stagnant revenue and another loss for the quarter kept pressure on the stock.

15 May 2026

Artificial Intelligence·Defense Industry·NASDAQ:BBAI·Stock Market

United States Antimony Stock Falls After $11.3 Million Loss as Defense Contract Ramp Awaits

United States Antimony Corporation posted a first-quarter loss Thursday, hit by rising costs and stock-based compensation. Despite the setback, the miner and processor highlighted fresh U.S. defense-related contracts and stood by its gross revenue projection for 2026.

15 May 2026

AMEX:UAMY·Defense Industry·Stock Market·US Economy

Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

Mobix Labs shares surged, climbing almost 100% during regular U.S. trading on Thursday after word came down about a non-binding letter of intent to acquire Special Project Delivery LLC. That’s a private American platform with a focus on rare earths, critical minerals, and energy storage. Mobix said the planned deal would push its defense and aerospace supply business deeper into the supply chain, reaching into the raw materials side of weapons, aircraft, and AI infrastructure.

14 May 2026

Defense Industry·NASDAQ:MOBX·Stock Market

BigBear.ai Stock Rallies Again as Defense-AI Backlog Puts Turnaround in Play

BigBear.ai Holdings caught a bid Wednesday, shares jumping as much as 3.1% to $4.32 by 2:46 p.m. EDT. More than 30 million shares changed hands as the defense AI firm continued to claw back from early-year losses, drawing fresh investor attention.

13 May 2026

Artificial Intelligence·Defense Industry·NASDAQ:BBAI

Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

Redwire Corporation shares jumped Monday, with investors moving back into the space-and-defense tech supplier after last week’s earnings pointed to a record-high backlog, improved margins, and a wave of new military contracts.

11 May 2026

Aerospace·Defense Industry·NYSE:RDW·Stock Market

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

Director Dorothy D. Hayes unloaded 15,000 BigBear.ai Holdings shares on May 8, pocketing $61,575 just after the defense AI firm disclosed a bigger backlog but left its yearly sales forecast unchanged. According to a Form 4, Hayes got $4.105 per share and kept 204,150 shares following the sale.

11 May 2026

Artificial Intelligence·Defense Industry·NASDAQ:BBAI·Stock Market

Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

On Monday, Everspin Technologies drew investor interest, with shares quoted at $26.99, up 25.48%. The memory-chip company, based in Chandler, Arizona, landed in the spotlight after reporting a slimmer first-quarter loss and landing a U.S. defense subcontract worth $40 million. That quote put Everspin’s market value around $624 million.

11 May 2026

Defense Industry·NASDAQ:MRAM·Stock Market·Technology

Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

Kratos Defense & Security Solutions picked Odon, Indiana, for its latest hypersonic materials test facility, just two days after the defense firm bumped up its 2026 revenue guidance. The new site is set to host Project Helios—a mid-tier coupled arc jet and laser operation focused on testing materials for hypersonic systems, those vehicles built to travel at speeds topping Mach 5.

9 May 2026

Defense Industry·Earnings Reports·NASDAQ:KTOS

Lockheed Martin Wins $407 Million Aegis Guam Deal as Missile Defense Demand Stays Hot

Lockheed Martin picked up a $407.2 million contract modification from the Pentagon, extending its work on Aegis missile-defense systems for Guam. With this new award, the total value of the Aegis Ballistic Missile Defense project now reaches roughly $1.94 billion. The Missile Defense Agency detailed the contract in its Friday notice, noting the award date as May 7.

9 May 2026

Defense Industry·NYSE:LMT

nLIGHT Stock Jumps as Defense Laser Sales Drive 55% Revenue Surge

nLIGHT Inc surged 10.3% to $72.98 in late-morning trade Friday, pulling back from a session high of $86.85. The laser manufacturer posted a 55.2% jump in first-quarter revenue and turned a modest profit, with record defense product sales driving the gains.

8 May 2026

Defense Industry·NASDAQ:LASR·Stock Market·Technology

MP Materials Q1 Earnings Beat: Rare Earth Stock Rises as Pentagon and Apple Bet Faces Big Test

MP Materials turned in first-quarter numbers on Thursday that topped forecasts, as revenue surged 49% to $90.6 million. Adjusted diluted earnings landed at 3 cents a share. The rare-earths producer moved more neodymium-praseodymium—or NdPr—the key magnet ingredient. CEO James Litinsky pointed to “record NdPr production and sales,” noting progress at the Independence and 10X sites.

7 May 2026

Defense Industry·NYSE:MP

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Defense Industry 7 May 2026 - 28 May 2026

Unusual Machines Stock Surges Premarket as Pentagon Drone Funding Report Puts UMAC Back in Focus

GE’s Air Force Engine Win Draws Attention to Drone Push

Lockheed Martin Rises Going Into Holiday on Missile Plans

Ondas Pauses After $196.6M AI-Defense Deal

Lockheed Rolls Out $9 Billion Missile Plan in Alabama, Eyes U.S. Stockpile Rebuild

Ondas Shares Slip After $196.6M AI Defense Contract

Redwire draws attention after latest Army and NATO drone contracts

Ondas Stock Is Moving Again After a $199 Million AI Defense Deal — What Investors Missed

Ondas Shares Drop Following $199 Million AI Defense Deal, Traders Eye Next Steps

Shares of BigBear.ai Slide as Defense AI Hype Wavers

United States Antimony Stock Falls After $11.3 Million Loss as Defense Contract Ramp Awaits

Mobix Labs Stock Jumps After Rare-Earth Deal Puts Defense Supplier in China Supply-Chain Fight

BigBear.ai Stock Rallies Again as Defense-AI Backlog Puts Turnaround in Play

Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

Lockheed Martin Wins $407 Million Aegis Guam Deal as Missile Defense Demand Stays Hot

nLIGHT Stock Jumps as Defense Laser Sales Drive 55% Revenue Surge

MP Materials Q1 Earnings Beat: Rare Earth Stock Rises as Pentagon and Apple Bet Faces Big Test

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