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Defense Industry 14 January 2026 - 24 January 2026

Space and defense stocks face earnings week after Karman outlook bump, AST launch plan

Space and defense stocks face earnings week after Karman outlook bump, AST launch plan

The iShares U.S. Aerospace & Defense ETF fell 0.3% to $235.07 Friday as sector stocks closed mixed ahead of major earnings. Karman Holdings dropped 3% after raising its outlook and announcing a $220 million acquisition. AST SpaceMobile slipped 2.4% after setting a late-February satellite launch. L3Harris edged down 0.3% but raised its dividend to $1.25 per share.
24 January 2026
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Kratos Defense stock tumbles after Piper Sandler goes neutral — what KTOS investors watch next week

Kratos Defense stock tumbles after Piper Sandler goes neutral — what KTOS investors watch next week

Kratos Defense shares fell 3% Friday to $110.39, extending a 15.6% slide since January 16. Piper Sandler initiated coverage with a Neutral rating and a $99 target, citing stretched valuation. ARK Invest sold more shares this week. The stock’s earlier surge followed a key drone partnership win with Northrop Grumman for the Marine Corps.
24 January 2026
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Record defence IPO: Czech arms group CSG jumps as much as 32% in Amsterdam debut

Record defence IPO: Czech arms group CSG jumps as much as 32% in Amsterdam debut

Czechoslovak Group (CSG) shares jumped as much as 32% in their Amsterdam debut after pricing at 25 euros, following a record 3.3 billion euro IPO. The offering valued CSG at 25 billion euros and could reach 3.8 billion euros if the over-allotment is used. By 0812 GMT, shares traded at 30.235 euros, up 20.9%. BlackRock, Artisan Partners, and Al-Rayyan Holdings each committed 300 million euros as cornerstone investors.
23 January 2026
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BAE Systems shares rebound after UK Typhoon radar contract as investors eye results

BAE Systems shares rebound after UK Typhoon radar contract as investors eye results

BAE Systems shares rose about 1.4% in early London trading Friday after the UK awarded a £453.5 million contract for Typhoon jet radars. The stock had dropped 3.7% Thursday, lagging the market. Deliveries of the new radars are expected later this decade. Investors await BAE's full-year results on Feb. 18 for updates on margins and order execution.
23 January 2026
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Teledyne stock jumps 8% after earnings beat as defense electronics sales surge

Teledyne stock jumps 8% after earnings beat as defense electronics sales surge

Teledyne Technologies shares rose 8.5% to $614.24 in early New York trading after quarterly results beat Wall Street forecasts. Aerospace and defense electronics sales surged 40.4%, driving record orders and revenue. The company reported $339.2 million in free cash flow and repurchased $400 million in stock. Investors await management’s 2026 outlook and order commentary later Wednesday.
21 January 2026
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Lockheed Martin stock price dips as Davos criticism and Greenland tariff threats rattle defense names

Lockheed Martin stock price dips as Davos criticism and Greenland tariff threats rattle defense names

Lockheed Martin shares fell 1.1% to $576.12 Tuesday amid new trade tensions after President Trump’s Greenland move triggered tariff threats against Europe. RTX, Northrop Grumman, and General Dynamics also declined. EU leaders plan an emergency summit Thursday to discuss retaliatory tariffs on $108 billion of U.S. goods. Lockheed will report earnings Jan. 29.
20 January 2026
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QinetiQ share price rises on £205m Typhoon contract extension as BlackRock crosses 5%

QinetiQ share price rises on £205m Typhoon contract extension as BlackRock crosses 5%

QinetiQ shares rose 2.6% to 529p Monday after winning a £205 million, five-year contract extension to support RAF Typhoon jets. The UK defence ministry said the deal secures 250 jobs and includes investment in AI and digital engineering. BlackRock disclosed it has crossed the 5% ownership threshold in QinetiQ. Traders await further updates from the company on Tuesday.
19 January 2026
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AST SpaceMobile stock spikes on $151 billion SHIELD defense pool nod — what to watch next week

AST SpaceMobile stock spikes on $151 billion SHIELD defense pool nod — what to watch next week

AST SpaceMobile shares jumped 14.3% Friday after the company secured a prime contract spot on the Missile Defense Agency’s SHIELD program. The stock closed at $115.77, with 33.6 million shares traded. The SHIELD contract allows firms to bid on future defense work but does not guarantee revenue. U.S. markets reopen Tuesday after the holiday break.
17 January 2026
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AST SpaceMobile stock jumps on Missile Defense Agency SHIELD contract slot — what to know now

AST SpaceMobile stock jumps on Missile Defense Agency SHIELD contract slot — what to know now

AST SpaceMobile shares jumped 14.4% to $115.85 Friday after the company won a prime contract slot on the U.S. Missile Defense Agency’s SHIELD program. The award lets AST compete for future task orders but does not guarantee work. Investors are watching for the timing of actual government-funded projects. The SHIELD contract list was made public Jan. 15.
16 January 2026
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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

BAE Systems shares rose 1.9% to 2,080 pence in early London trading after announcing new share buybacks. The company disclosed it bought 99,750 shares for cancellation at an average price of 2,042.46 pence. BAE also secured a $62 million U.S. Navy contract and a $184 million U.S. Marine Corps order for 30 Amphibious Combat Vehicles. Investors await full-year results in February.
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

Lockheed Martin shares traded flat at $573.37 Thursday after UBS raised its price target to $580 but kept a Neutral rating. L3Harris surged to record highs as the Pentagon committed $1 billion to its missile motor unit ahead of a planned spinoff. Lockheed’s next earnings call is set for Jan. 29. Investors remain focused on defense supply chain moves and policy signals from Washington.
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

BAE Systems shares fell 1.6% to 2,038 pence Wednesday after Deutsche Bank downgraded the stock to “hold” and cut its price target to 2,140p, citing weak Maritime margins. BAE announced a $184 million U.S. Marine Corps contract for 30 Amphibious Combat Vehicles and repurchased 99,750 shares at an average of 2,042.46 pence for cancellation.
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

DroneShield shares rose 2.8% to A$4.08 after the company announced it was selected for the Australian Defence Force’s LAND 156 Line of Effort 3 panel in an after-market ASX release. The announcement came at 4:37 p.m. AEDT, after the cash session closed. Investors await further details or orders before DroneShield’s Feb. 24 results.
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

Lockheed Martin shares rose 2.6% in after-hours trading Wednesday after it and GE Aerospace announced successful tests of a new ramjet engine for hypersonic missiles. Citi raised its price target for Lockheed to $592 ahead of the Jan. 29 earnings call. Northrop Grumman, RTX, and General Dynamics also gained, while GE Aerospace slipped 2.5%.
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

Lockheed Martin shares rose 2.3% to $571.40 Wednesday after the company announced its first flight test of the Next-Generation Short-Range Interceptor at White Sands. The gains outpaced the S&P 500, which fell 0.8%. Investors responded to new Pentagon efforts to secure the missile supply chain, including a $1 billion investment in L3Harris Technologies’ rocket-motor division.
14 January 2026
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Stock Market Today

  • Morinaga Milk Industry Valuation Post Stock Split Highlights Potential Undervaluation
    May 23, 2026, 12:51 AM EDT. Morinaga Milk Industry (TSE:2264) approved a stock split effective July 1, 2026, boosting investor interest. The stock price gained 4.64% last week and 25.92% year-to-date, with a 1-year total shareholder return of 49.37%. Trading at a price-to-earnings (P/E) ratio of 17x, below the peer average of 33.6x but above the Japanese food industry average of 15.3x, the valuation reflects mixed signals. While the P/E suggests fair value relative to earnings, discounted cash flow (DCF) analysis estimates intrinsic value nearly double the current price, indicating potential undervaluation. Investors face a choice between P/E-based market pricing and deeper value suggested by future cash flow. The developments warrant close monitoring of growth prospects and governance changes at Morinaga Milk Industry.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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