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Defense Industry 18 March 2026 - 11 May 2026

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

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

May 11, 2026, 01:05 MST — Chandler, Arizona. 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
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Kratos Stock Gets a Fresh Hypersonic Catalyst After Q1 Beat and Raised Outlook

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. The timing here is key: Kratos wants to convert that surge in demand for drones, missile systems, and high-speed weapons testing into actual contracts, not just a bounce in its stock. After a multi-state search, the company picked Odon for its new site, which will boost aerothermal testing capacity — essentially, testing how materials withstand intense heat and fast-moving air.
9 May 2026
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Lockheed Martin Wins $407 Million Aegis Guam Deal as Missile Defense Demand Stays Hot

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

BETHESDA, Maryland, May 9, 2026, 17:01 EDT 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
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MP Materials Q1 Earnings Beat: Rare Earth Stock Rises as Pentagon and Apple Bet Faces Big Test

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. The figures are drawing attention because MP isn’t just about mining anymore. Now, investors want to see if the Las Vegas-headquartered firm can actually link its Mountain Pass operation in California with its Fort Worth magnet facility, creating what’s known as a “mine-to-magnet” chain—from digging up ore all the way to finished magnets. On Wednesday, a Motley Fool piece called out MP’s steep stock surge, pointing out the company’s pivot into permanent magnets but flagged ongoing volatility.
7 May 2026
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Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

CHANDLER, Arizona—May 3, 2026, 08:02 MST Everspin Technologies shot higher in the latest U.S. session. The Chandler, Arizona memory-chip company notched stronger first-quarter product sales and announced a $40 million MRAM deal tied to defense—a contract that could boost revenue over the coming 30 months. Shares changed hands at $21.49, a gain of $3.19 from the previous close, with volume reaching roughly 4.7 million shares. Market cap sat near $497 million.
3 May 2026
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RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

ARLINGTON, Virginia, May 2, 2026, 14:08 EDT RTX Corporation landed the role of principal contractor for two U.S.-approved arms deals in the Middle East, bringing the aerospace and defense giant back into the spotlight as the U.S. clears fresh missile defense sales for Qatar and Kuwait. The State Department greenlit over $8.6 billion in total sales to Qatar, Kuwait, Israel, and the United Arab Emirates. RTX and Lockheed Martin both appeared on the Qatar Patriot restock and Kuwait’s integrated battle-command system contracts. Northrop Grumman was also tapped for the Kuwait system, while BAE Systems featured on precision-weapon deals.
2 May 2026
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General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

Shares of General Dynamics Corporation surged 10.9% to $347.72 in New York afternoon action after the company reported stronger-than-expected quarterly profit and revenue, prompting it to lift its 2026 earnings guidance. The defense contractor now projects full-year EPS between $16.45 and $16.55, up from the previous outlook of $16.10 to $16.20. Timing’s key here. Defense-focused investors want more than big order backlogs—they want to see those translate into actual production, real cash, and fatter margins, not just long-range plans. General Dynamics is right in the spotlight: its Electric Boat division cranks out Virginia- and Columbia-class subs. Meanwhile, Reuters noted the Pentagon's fiscal 2027 budget request puts $65 billion toward shipbuilding.
29 April 2026
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KPMG’s $60 Million Pentagon Contract Loss Ends Its U.S. Federal Audit Run

KPMG’s $60 Million Pentagon Contract Loss Ends Its U.S. Federal Audit Run

KPMG will wind down its U.S. federal government audit operation, reassigning over 450 staffers, after the firm lost its roughly $60 million-a-year Pentagon audit contract, the Financial Times said Wednesday. This comes as the Pentagon faces a mandate to straighten out its finances by 2028. So far, not a single year has produced a clean audit—an unmodified opinion where auditors agree the books are in good shape—since comprehensive reviews kicked off in 2018.
29 April 2026
Rheinmetall Stock Rises After €1 Billion Bundeswehr Deal, But Investors Still Want Delivery

Rheinmetall Stock Rises After €1 Billion Bundeswehr Deal, But Investors Still Want Delivery

Rheinmetall shares jumped Monday after the German defence contractor landed a €1.04 billion contract from the Bundeswehr to supply additional IdZ-ES digital infantry systems. The news provided some relief for the stock, which had been battered along with other European defence names last week. Tradegate put the shares at €1,346.80, up 2.09%. Still, they’re off 13.75% so far this year. Order timing is in focus, as investors watch to see if Europe’s big rearmament pledges are translating into signed contracts instead of mere rhetoric. Rheinmetall said it will book the contract in the second quarter of 2026, after Germany's parliament approved €1.3 billion for the project. More call-offs are anticipated.
27 April 2026
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Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Corp now finds itself more entangled in the U.S. contest to develop space-based missile interceptors, as Space Systems Command placed the company on the list of recipients for contracts totaling as much as $3.2 billion under President Donald Trump’s Golden Dome initiative. The planned interceptors are orbital weapons or systems designed to target missiles in flight—whether that’s during the boost, midcourse, or glide stage. Timing is crucial right now for Lockheed. The Bethesda, Maryland contractor is pursuing new missile-defense and space projects, right on the heels of a softer first quarter that has revived doubts about performance on legacy programs—particularly fixed-price deals, with prices locked in before full costs come into view.
26 April 2026
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Redwire Stock Faces Fresh Selling Pressure as Major Holders File New Sales After $20 Million Marine Corps Order

Redwire Stock Faces Fresh Selling Pressure as Major Holders File New Sales After $20 Million Marine Corps Order

NEW YORK, April 19, 2026, 14:36 EDT. Redwire Corp’s top shareholders lined up to unload as many as 2.03 million shares on Friday, filing to sell right after the space and defense contractor announced fresh Marine Corps drone business. The filings put the group’s potential sales at roughly $22.8 million, based on the aggregate market values disclosed.
19 April 2026
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Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

NEW YORK, March 25, 2026, 9:59 AM EDT. Palantir Technologies Inc. picked up roughly 2.8% in early New York trade Wednesday, after Reuters said the company is teaming up with private defense group Anduril to build out software for the Trump administration’s Golden Dome missile shield. Shares touched $159.19 in the morning, moving ahead of the Nasdaq 100.
25 March 2026
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Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Shares of Palantir Technologies climbed $6.22 to $156.90 Monday afternoon, picking up steam as investors responded to the Pentagon’s endorsement of its Maven battlefield AI project and a fresh bullish note from Wedbush. Wedbush’s Dan Ives stuck by his upbeat outlook, which helped drive the stock up roughly 5% earlier in the day, according to a Yahoo Finance report. This push is notable: OpenAI and Anthropic are stepping up efforts in enterprise AI. On Monday, Reuters said both firms are pitching private-equity investors to embed AI tools within their portfolio companies. But last week, The Information suggested Palantir may actually be in a stronger spot to roll out AI agents—software built to handle routine office functions—inside big organizations.
23 March 2026
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Rocket Lab’s $190 Million Hypersonic Contract Swells Backlog as Stock-Sale Plan Keeps Shares in Focus. (Rocket Lab Corporation)

Rocket Lab’s $190 Million Hypersonic Contract Swells Backlog as Stock-Sale Plan Keeps Shares in Focus. (Rocket Lab Corporation)

Rocket Lab stock was pointing lower ahead of Monday’s open, trading around $67.23, off roughly 6.5%. Investors weighed a record $190 million hypersonic-test deal tied to a U.S. military project, alongside a new shelf registration paving the way for sales of up to $1 billion in shares. It all comes down to this for Rocket Lab: a bigger focus on defense, swelling backlog, and ongoing demand for capital as the business scales up. The HASTE block buy stands out as the company’s biggest launch deal to date, bumping total backlog for launch and space systems past $2 billion. For context, Rocket Lab closed 2025 with a record backlog of $1.85 billion.
23 March 2026
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Palantir Stock Price Today: PLTR Slips Even After New Navy ShipOS Push

Palantir Stock Price Today: PLTR Slips Even After New Navy ShipOS Push

Palantir Technologies slipped roughly 1.5% to $152.77 late Wednesday, following news that supplier Keel came aboard the company’s U.S. Navy ShipOS project just a day earlier. Shares changed hands between $151.83 and $156.64. Even so, Palantir is still trading at around 395 times trailing twelve-month earnings. The muted move stands out, given Palantir’s status as a go-to play for investors seeking exposure to military AI and U.S. industrial outlays. Software names with high multiples, though, took a beating on Wednesday. S&P 500 shed 1.36%, Nasdaq dropped 1.46%. The Fed kept rates unchanged, while oil was pushing toward $110 a barrel. For context: Palantir previously rallied almost 7% after its February earnings.
19 March 2026
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Ondas Stock Price Holds Gains as ONDS Links New Deal to $140 Million Military Tender

Ondas Stock Price Holds Gains as ONDS Links New Deal to $140 Million Military Tender

New York — March 18, 2026, 09:14 EDT. Ondas Inc. hovered near its steep Tuesday close in early hours Wednesday, following the company’s acquisition of INDO Earth Moving Ltd.—a move linked to a $140 million military contract. ONDS last traded at $11.29 as of 9:03 a.m. EDT, ticking up just 0.09% from its previous $11.28 finish, after a 7.12% surge the day before.
18 March 2026
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Stock Market Today

  • Haleon CFO Dawn Allen Gets Share Award, Sells Part to Pay Tax
    July 2, 2026, 10:30 AM EDT. Haleon PLC (LSE/NYSE: HLN) said CFO Dawn Allen was given a Performance Share Plan award that vests June 30, 2026. She got 283,193 shares under the 2024 plan, based on targets through December 2025. Allen sold 133,301 shares at £3.52 each in London to cover taxes owed from the vesting. Shares include dividends and are subject to malus and clawback. The company made the disclosure under UK rules and reminded that execs have to hold shares for two years after they vest. Details will be in next year's annual report and 20-F.
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