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.

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 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
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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

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

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.
29 April 2026
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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.
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.
26 April 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.
23 March 2026
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Ondas (ONDS) Stock Price Rises as Rotron Acquisition Closes, 4M Defense Stake Buyout Lands Before Earnings

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
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