Defense Industry 2 March 2026

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

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

Defense Industry·NYSE:RDW·Stock Market

Ondas Inc stock rises after World View acquisition widens defense surveillance reach

Ondas Inc wrapped up its purchase of World View Enterprises on April 1, bringing a high-altitude sensing arm under its roof. The Nasdaq-listed defense and autonomous systems firm saw its stock jump almost 5% Thursday morning, reaching $9.24 after closing at $8.81.

2 April 2026

Defense Industry·NASDAQ:ONDS·NASDAQ:PLTR·Technology

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

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

Artificial Intelligence·Defense Industry·NYSE:PLTR·Technology

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.

23 March 2026

Artificial Intelligence·Defense Industry·NYSE:MS·NYSE:PLTR·Stock Market

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.

23 March 2026

Aerospace·Defense Industry·NASDAQ:RKLB·Stock Market

Kratos Defense & Security Solutions Stock Drops 9% as Wall Street Rout Pulls Shares Back Toward $84 Deal Price

Kratos Defense & Security Solutions wrapped up Friday at $84.62, down 8.79%. The stock started out at $91.45 but tumbled all the way to $83.10 during the session. That move shoved shares back into the mid-$80s, marking one more tough day for Kratos.

22 March 2026

Defense Industry·NASDAQ:KTOS·Stock Market

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.

19 March 2026

Defense Industry·NYSE:PLTR·Stock Market

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

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

Defense Industry·NASDAQ:ONDS·Stock Market

Ondas (ONDS) Stock Price Rises as Rotron Acquisition Closes, 4M Defense Stake Buyout Lands Before Earnings

Shares of Ondas Inc. ticked up roughly 2.2% by midday on the Nasdaq after the company wrapped up its purchase of UK-based Rotron Aerospace. In a separate SEC filing, Ondas also revealed it had acquired the final 30% stake in the parent firm of 4M Defense. The stock last traded at $10.38, having previously hit $10.82 earlier in the session.

16 March 2026

Defense Industry·Earnings Reports·NASDAQ:ONDS·Stock Market

Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

Ondas stock rallied 5.1% Thursday, finishing at $10.33 after news broke of its collaboration with Palantir and World View to develop AI-powered ISR systems across balloons, drones, and ground robots. That advance wrapped a week packed with defense news for the Nasdaq-listed firm.

13 March 2026

Defense Industry·NASDAQ:ONDS·NYSE:PLTR·Stock Market

Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir Technologies traded almost flat by late morning, slipping just 0.06% to $151.05 at 11:22 a.m. EDT. Investors digested a new Reuters report suggesting legal experts believe Anthropic may have solid grounds to challenge its Pentagon blacklisting.

11 March 2026

Artificial Intelligence·Defense Industry·NYSE:PLTR·Stock Market·Technology

BAE Systems Wins 7-Year Danish Army Training Deal as Europe Rearms

BAE Systems announced Monday that its OneArc unit has landed a seven-year contract with the Danish Army to upgrade military training software, deepening the UK defense firm’s footprint in simulation tech. Under the arrangement, the Danish Army gets VBS4, VBS Builder Edition, Blue IG, TerraTools Platinum, plus software support and on-site training. BAE did not share the deal’s value.

9 March 2026

Defense Contracts·Defense Industry·LSE:BA

Red Cat Holdings Stock Swings After Pentagon Drone Results Cool Rally Ahead of March 18 Earnings

Red Cat Holdings shares whipsawed Monday, losing ground after a public Drone Dominance leaderboard named 11 contenders for prototype contracts. SUAS News still counted the company's Teal Drones unit in the mix, but the fresh list cooled a rally that had just sent the stock to its highest point in a year last week. By mid-morning, shares had fallen roughly 4%—opening at $16.08, peaking at $16.78, and then sliding to $14.74. On Friday, they’d tagged $18.78, the stock’s highest mark in the last year.

9 March 2026

Defense Industry·Drones·Earnings Reports·NASDAQ:RCAT·Stock Market

Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir Technologies shares finished the week higher, catching a lift after the U.S. government took aim at a major AI supplier—a move that rattled defense software supply chains. The stock settled at $157.16 on Friday.

7 March 2026

Artificial Intelligence·Defense Industry·NASDAQ:MSFT·NYSE:PLTR·Stock Market·Technology

BigBear.ai Holdings, Inc. stock rebounds after target cuts, but Army sales slump clouds 2026

BigBear.ai Holdings, Inc. climbed roughly 5.5% to $4.04 in premarket trading Friday. The defense-oriented AI software player drew a fresh look from investors after a pair of brokerages trimmed their price targets in response to this week’s earnings.

6 March 2026

Defense Industry·NASDAQ:BBAI·Stock Market

BAE Systems share buyback: company buys more stock as Middle East conflict rattles markets

BAE Systems plc disclosed it repurchased 97,895 shares on March 4, paying a volume-weighted average of 2,237.12 pence per share and intends to cancel the stock. That brings total buybacks under the second leg of its program to 18,325,554 shares at an average price of 1,856.03 pence, according to the company.

5 March 2026

Defense Industry·LSE:BA.·Stock Market

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir Technologies Inc climbed about 4% on Wednesday, with shares last trading at $153.19 after hours, up 4.0%. The price moved between $145.91 and $154.50, putting Palantir’s market cap near $433 billion. The price-to-earnings ratio hovered close to 395 — that’s what investors are paying for every $1 of profit.

4 March 2026

Artificial Intelligence·Defense Industry·NASDAQ:PLTR·Stock Market·Technology

Mobix Labs stock in focus: MOBX steadies premarket after 533% surge on Navy Tomahawk order

Mobix Labs Inc traded at roughly $1.12 in early premarket action Wednesday. The stock had just soared 532.8% to finish Tuesday at $1.12, then climbed again to $1.33 in after-hours moves, price data shows. Market cap stands near $17 million.

4 March 2026

Defense Industry·NASDAQ:MOBX·Stock Market

RTX stock price slips after Iran-strike surge as defense rally cools

Shares of RTX Corporation slipped 2.7% to $206.36 Tuesday afternoon, retracing after earlier climbing as high as $216.16. The stock had ended Monday at $212.16.

3 March 2026

Defense Industry·NYSE:RTX·Stock Market

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir Technologies Inc. shares jumped 5.8% to $145.17 in after-hours trading on Monday, extending the earlier rally that pushed the data-analytics company’s valuation to roughly $433 billion.

2 March 2026

Artificial Intelligence·Defense Industry·NYSE:PLTR·Stock Market

Defense Industry 2 March 2026 - 19 April 2026