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Defense Industry News 12 January 2026 - 16 January 2026

BAE Systems share price rises after buyback update as U.S. Navy, Marine Corps contracts roll in

BAE Systems share price rises after buyback update as U.S. Navy, Marine Corps contracts roll in

London, Jan 16, 2026, 08:42 GMT — Regular session BAE Systems (BA.) shares jumped 1.9% to 2,080 pence in early London trading on Friday, following the defence firm’s announcement of a fresh batch of share buybacks as part of its ongoing repurchase scheme. The price is delayed by 15 minutes. (London South East) This update is crucial now since buybacks help prop up per-share metrics and show confidence in cash flow amid politically charged defence budgets and procurement schedules. For BAE, consistent contract wins from the US offer one of the clearest demand signals, with investors often trading the stock
16 January 2026
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Lockheed Martin stock today: UBS lifts target to $580 as defense investors shift focus to budgets and earnings

Lockheed Martin stock today: UBS lifts target to $580 as defense investors shift focus to budgets and earnings

New York, January 15, 2026, 13:08 ET — Regular session underway. Lockheed Martin (LMT) shares edged up roughly 0.1% to $573.37 Thursday. UBS lifted its price target on the defense giant to $580 from $513 but maintained a Neutral rating. (GuruFocus) UBS analyst Gavin Parsons noted in a research brief that defense stocks might move less on upcoming quarterly results and more on policy developments. “Defense and Government IT performance may hinge more on budget and geopolitical narratives than near-term earnings catalysts,” he said. (TipRanks) The Pentagon is diving further into the industrial base this week, committing $1 billion to
15 January 2026
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BAE Systems stock: what to watch before London opens after Deutsche Bank downgrade, $184 mln Marine Corps order

BAE Systems stock: what to watch before London opens after Deutsche Bank downgrade, $184 mln Marine Corps order

London, Jan 15, 2026, 07:13 GMT — Premarket update. BAE Systems (BAES.L) shares are under the spotlight ahead of Thursday’s London open after a broker downgrade hit a stock that has already surged this year. On Wednesday, the shares slipped 1.64%, closing at 2,038 pence. https://www.marketwatch.com/data-news/bae-systems-slides-wednesday-underperforms-market-84f75b65-70572457ab3b Timing is crucial here. Defence stocks have become a crowded trade across Europe, and any pullback can quickly snowball as fund managers question what’s already baked into prices. That trend remains intact. Europe’s aerospace and defence index has gained roughly 55% over the last year. Meanwhile, defence budgets among EU countries rose to 343
15 January 2026
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DroneShield shares jump after LAND 156 panel nod — what ASX:DRO investors watch next

DroneShield shares jump after LAND 156 panel nod — what ASX:DRO investors watch next

Sydney, Jan 15, 2026, 17:59 AEDT — After-hours Shares of DroneShield Ltd climbed on Thursday after the ASX-listed counter-drone equipment maker announced it had been selected for the Australian Defence Force’s LAND 156 Line of Effort 3 (LoE 3) panel. The stock finished 2.77% higher at A$4.08, up from A$3.97 at the previous close, with the news coming at 4:37 p.m. local time. DroneShield is set to release its annual and preliminary results on Feb. 24, per its corporate calendar. (Intelligent Investor) The timing is crucial since the update came after the cash session closed, forcing traders to gear up
15 January 2026
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Lockheed Martin stock jumps after hypersonic missile engine test with GE, Stinger-replacement flight milestone

Lockheed Martin stock jumps after hypersonic missile engine test with GE, Stinger-replacement flight milestone

NEW YORK, Jan 14, 2026, 19:15 ET — After-hours Lockheed Martin shares jumped 2.6% in after-hours trading Wednesday following news that the defense giant and GE Aerospace wrapped up engine tests for a new ramjet designed for hypersonic missiles. Northrop Grumman climbed 4.4%, RTX edged up 2.4%, and General Dynamics gained 0.7%. GE Aerospace, however, slipped 2.5%. This update is crucial as investors seek clear signs that U.S. weapons makers are accelerating progress on next-gen missile technology and expanding the supply chains needed to support it. Hypersonic programs come with high costs and complexity, but any breakthrough news can quickly
15 January 2026
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Lockheed Martin stock rises after missile flight test as Pentagon motor deal keeps defense names in focus

Lockheed Martin stock rises after missile flight test as Pentagon motor deal keeps defense names in focus

New York, January 14, 2026, 15:33 EST — Regular session Lockheed Martin (LMT) shares climbed roughly 2.3% Wednesday, closing at $571.40, while the SPDR S&P 500 ETF (SPY) dipped around 0.8%. The stock fluctuated between $553.74 and $578 during the session. Investors are zeroing in on clear evidence that major defense contractors can convert demand into actual output, particularly in missiles and air defense. This focus has been fueling the sector’s gains, even when the broader market wobbles. On Tuesday, the Pentagon announced a $1 billion investment in L3Harris Technologies’ expanding rocket-motor division, aiming to lock down a reliable supply
14 January 2026
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L3Harris stock edges up as Pentagon puts $1 billion into missile unit spinoff plan

L3Harris stock edges up as Pentagon puts $1 billion into missile unit spinoff plan

New York, Jan 14, 2026, 13:08 ET — Regular session L3Harris Technologies shares climbed Wednesday after the defense contractor announced the Pentagon would pump $1 billion into its Missile Solutions unit. The funding comes ahead of a planned IPO in the second half of 2026. The investment will take the form of a convertible preferred security that automatically converts into common stock after the IPO, with L3Harris retaining control. (L3Harris® Fast. Forward.) The deal is significant because it places the government directly in the capital structure of a key munitions supplier — an unusual move for the Pentagon — as
14 January 2026
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BAE Systems stock: Deutsche Bank downgrade puts shipbuilding margins back in focus

BAE Systems stock: Deutsche Bank downgrade puts shipbuilding margins back in focus

London, Jan 14, 2026, 08:18 GMT — Regular session BAE Systems (BAES.L) shares edged up slightly in early London trading Wednesday, finding some footing after Deutsche Bank downgraded the stock, citing challenges in the Maritime division. By 0802 GMT, the stock was 0.34% higher at 2,079 pence, following a close of 2,072 pence. Over the past year, the shares have reached a peak of 2,119 pence. (shareprices.com) This broker call hits home as BAE has regained its momentum stock status, and its valuation reflects that. Now, even a slight slip in margins could inflict more harm than any major contract
14 January 2026
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L3Harris stock in focus after Pentagon’s $1B missile-unit deal tees up 2026 IPO

L3Harris stock in focus after Pentagon’s $1B missile-unit deal tees up 2026 IPO

New York, Jan 13, 2026, 20:08 EST — Market closed. L3Harris Technologies, Inc. announced the Pentagon will invest $1 billion in its Missile Solutions unit, paving the way for that segment to spin off as a separate publicly traded company. An IPO is planned for the second half of 2026. On Tuesday, L3Harris shares edged up about 0.2%, closing at $341.24. (U.S. Department of War) This shift matters because it brings the government nearer to the production line. Rather than depending solely on contracts, the Pentagon aims to secure the supply of solid rocket motors — a critical bottleneck in
14 January 2026
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Lockheed Martin stock nears a fresh high after Jefferies target hike as earnings loom

Lockheed Martin stock nears a fresh high after Jefferies target hike as earnings loom

New York, Jan 13, 2026, 13:55 ET — Regular session Shares of Lockheed Martin Corp climbed roughly 1% on Tuesday, reaching $556.55 in afternoon trading and earlier hitting a high of $564.00. Jefferies raised its price target to $540 from $500 but maintained a “Hold” rating, cautioning that 2026 revenue and EPS guidance may “slightly disappoint.” (TipRanks) Timing is crucial. Defense stocks are moving based on policy signals and whether major contractors can boost production without sacrificing margins. Investors have been swift to punish any setbacks or delays. Washington is ramping up efforts on the supply chain front. The Pentagon
13 January 2026
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L3Harris (LHX) stock jumps premarket on Pentagon’s $1 billion Missile Solutions IPO plan

L3Harris (LHX) stock jumps premarket on Pentagon’s $1 billion Missile Solutions IPO plan

NEW YORK, Jan 13, 2026, 08:02 EST — Premarket L3Harris Technologies (LHX) shares surged roughly 10% to $376.04 in premarket trading Tuesday following the announcement of its plan to spin off the Missile Solutions unit, supported by a $1 billion U.S. government investment. The defense contractor said it aims for an initial public offering, or IPO, in the latter half of 2026. The Pentagon announced funding to boost U.S. solid rocket motor capacity — the engines powering missiles post-launch. It labeled this the first-ever “direct-to-supplier” partnership of its kind, with plans for multi-year procurement deals, contingent on congressional approval and
13 January 2026
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Lockheed Martin stock today: LMT edges up as defense names catch a safety bid

Lockheed Martin stock today: LMT edges up as defense names catch a safety bid

New York, Jan 12, 2026, 13:40 EST — Regular session Lockheed Martin Corp shares climbed $2.70, roughly 0.5%, to $545.62 on Monday, tracking gains across major defense contractors as broader markets showed volatility. RTX advanced around 1.6%, Northrop Grumman added 1.5%, and General Dynamics rose 1.3%. Investors are shifting toward defense, searching for a “safe-haven” as uncertainty builds ahead of Tuesday’s CPI inflation report. U.S. stocks turned volatile after the Trump administration threatened to indict Federal Reserve Chair Jerome Powell, while President Trump’s call for a one-year cap on credit card interest rates dragged down financial shares, Reuters noted. “We
12 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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