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Defense Industry 28 February 2026 - 16 March 2026

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

NEW YORK, March 16, 2026, 11:49 a.m. EDT 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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Ondas Stock Price Jumps After Palantir Tie-Up Adds Fuel to Defense Push

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. Here’s why: Ondas wants investors to see it as more than a drone operator with a patchwork of subsidiaries—it’s pushing the defense platform narrative. The company released preliminary 2025 revenue figures this week, topping guidance, and kept its 2026 revenue target steady at $170 million to $180 million. That’s all before factoring in any revenue from deals announced this year.
13 March 2026
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Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

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. This case holds weight for Palantir. Reuters said last week its Maven Smart Systems—software built for intelligence analysis and weapons targeting—uses Anthropic’s Claude AI model. If the government’s blacklist sticks, Palantir could be forced to swap out that model in software linked to over $1 billion in Defense Department and other U.S. national security contracts.
11 March 2026
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BAE Systems Wins 7-Year Danish Army Training Deal as Europe Rearms

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. The clock matters here. Over the past five years, Europe overtook every other region as the top arms importer globally, according to SIPRI data released Monday. Mathew George pointed out that heavier weapons flows to European states fueled a near 10% jump in global arms transfers. Also on Monday, NATO kicked off Arctic exercises with Denmark and 13 other countries, a sign that militaries are under real pressure to boost readiness—and fast.
9 March 2026
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Red Cat Holdings Stock Swings After Pentagon Drone Results Cool Rally Ahead of March 18 Earnings

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. This turnaround is significant: Washington has stepped up buying low-cost, single-use attack drones—these are built to strike and not come back. Just last week, Reuters broke the news that the U.S. deployed a bargain attack drone in Iran, highlighting the rapid pace in the market Red Cat is targeting.
9 March 2026
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Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

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. The Pentagon tagged Anthropic as a “supply-chain risk” on Thursday, which, per Reuters, blocks government contractors from deploying its tech in U.S. military projects. Microsoft’s spokesperson told Reuters that after a legal review, the company determined Anthropic’s offerings “can remain available” via Microsoft platforms for customers outside the Pentagon.
7 March 2026
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BigBear.ai Holdings, Inc. stock rebounds after target cuts, but Army sales slump clouds 2026

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. This shift is key for BigBear.ai, which has been urging investors to buy into its turnaround—lowering debt, boosting cash, plus making two acquisitions aimed at broadening its defense and trade software reach. But here’s the snag: Army-related revenue took a steep drop, leaving BigBear.ai vulnerable to fluctuations in U.S. government budgets.
6 March 2026
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BAE Systems share buyback: company buys more stock as Middle East conflict rattles markets

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. This ordinary-seeming buy shows up in a market that’s been far from ordinary lately. “The merest whiff that a resolution to the conflict is on the cards is helping European stocks rebound,” said Kathleen Brooks, research director at XTB, referencing the shaky mood tied to the Middle East war.
5 March 2026
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Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

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

New York, March 4, 2026, 16:59 EST — After-hours. 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
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General Dynamics stock forecast after Iran strikes: what GD investors watch ahead of Monday’s open

General Dynamics stock forecast after Iran strikes: what GD investors watch ahead of Monday’s open

NEW YORK, Feb 28, 2026, 15:55 EST — Market has closed. General Dynamics could see heightened attention as U.S. markets reopen Monday, following coordinated U.S. and Israeli strikes on Iran that rattled oil prices and stoked concerns of broader conflict. Israel claimed Supreme Leader Ayatollah Ali Khamenei was killed during the assault, though Reuters was unable to independently verify the report.
28 February 2026
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Stock Market Today

  • Analysts Hit Record Bullish Ratings on S&P 500, Raising Bar for Q2 Earnings
    July 2, 2026, 11:16 AM EDT. Nearly 60% of S&P 500 stocks now carry Buy ratings from Wall Street analysts, a record high, according to Creative Planning's Charlie Bilello. Q2 earnings per share are estimated to grow 22% year-over-year, the best pace since 2021. Analysts say this bullish setup leaves little upside for Q2 earnings season. Risks focus on heavy expectations for mega caps like Microsoft and Meta to show strong AI-related revenue, and ongoing cost pressures tied to geopolitics. Markets will watch corporate guidance for hints on consumer demand. Goldman Sachs said solid economic trends and continued AI spending could still fuel results despite the high bar.
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