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Defense Technology News 5 December 2025 - 29 January 2026

Ondas (ONDS) stock price drops as Optimus drone hits DCMA Blue UAS cleared list

Ondas (ONDS) stock price drops as Optimus drone hits DCMA Blue UAS cleared list

New York, January 29, 2026, 15:25 (EST) — Regular session Ondas Inc shares tumbled roughly 8%, hitting $11.29 by Thursday afternoon. Earlier, the stock fluctuated between $12.44 and $11.16. Trading volume topped 74 million shares. This shift is significant since defense procurement has evolved beyond just technology. Landing a spot on the government’s cleared list speeds up buying cycles and…
Air Force’s B-1B Upgrade Push Fuels Fresh Debate Over B-21 Raider Speed and Spending

Air Force’s B-1B Upgrade Push Fuels Fresh Debate Over B-21 Raider Speed and Spending

NEW YORK, January 1, 2026, 19:25 ET A defense commentary published this week put a spotlight on the U.S. Air Force’s plan to keep the B-1B Lancer relevant through upgrades while it transitions to the B-21 Raider stealth bomber. The piece argued the stopgap reduces near-term risk but sharpens questions about whether the Pentagon should accelerate B-21 procurement. Why that…
2 January 2026
DroneShield Limited Stock (ASX:DRO): Latest Contract Wins, Governance Reset, and Analyst Forecasts as 2026 Nears

DroneShield Limited Stock (ASX:DRO): Latest Contract Wins, Governance Reset, and Analyst Forecasts as 2026 Nears

SYDNEY, 26 December 2025 — DroneShield Limited (ASX:DRO) heads into the final stretch of 2025 with two fresh catalysts on investors’ screens: another military-linked contract win in Asia Pacific and a formal governance “reset” designed to rebuild confidence after a sharp, controversial sell-off in November. Because the ASX cash market is closed on Boxing Day (Friday, 26 December), the most…
Ondas Holdings (ONDS) Stock: Latest News, Analyst Forecasts, and What’s Driving the Defense-Tech Story (Dec. 25, 2025)

Ondas Holdings (ONDS) Stock: Latest News, Analyst Forecasts, and What’s Driving the Defense-Tech Story (Dec. 25, 2025)

Ondas Holdings Inc. (NASDAQ: ONDS) heads into the Christmas holiday with investors focused less on day-to-day trading (U.S. markets are closed on December 25) and more on a late‑2025 sequence of contracts, acquisitions, and defense-focused expansion moves that have reshaped the company’s narrative. In the shortened Christmas Eve session (Dec. 24, 2025), ONDS last traded around $9.07. StockAnalysis That price…
DroneShield Limited (ASX:DRO) Stock Today: New $6.2m Asia-Pacific Military Contract, Governance Reset, and 2026 Analyst Forecasts (24 Dec 2025)

DroneShield Limited (ASX:DRO) Stock Today: New $6.2m Asia-Pacific Military Contract, Governance Reset, and 2026 Analyst Forecasts (24 Dec 2025)

Sydney | 24 December 2025 — DroneShield Limited stock (ASX:DRO) is closing out 2025 with fresh contract momentum, after the counter-drone specialist disclosed a new $6.2 million Asia-Pacific military contract and reiterated a delivery-and-cash timetable that points mainly into 2026. The announcement lands as investors keep one eye on the order book and the other on a governance clean-up that…
Ondas Holdings (ONDS) Stock Surges on Defense Robotics Momentum: Latest News, Forecasts, and Analyst Views (Dec. 20, 2025)

Ondas Holdings (ONDS) Stock Surges on Defense Robotics Momentum: Latest News, Forecasts, and Analyst Views (Dec. 20, 2025)

December 20, 2025 — Ondas Holdings Inc. (NASDAQ: ONDS) is back in the spotlight after a sharp, high-volume move to close Friday, December 19, 2025 at $9.22, up 18.21% in a single session. Trading volume also spiked to roughly 125 million shares, a “something big is happening” kind of number for a company of this size. Ondas Holdings Inc. The…
Ondas Holdings Inc Stock (ONDS) Slides on Dec. 16, 2025 as Stifel Initiates Coverage, Investors Weigh Debt Exchange and Defense-Drone Growth

Ondas Holdings Inc Stock (ONDS) Slides on Dec. 16, 2025 as Stifel Initiates Coverage, Investors Weigh Debt Exchange and Defense-Drone Growth

Ondas Holdings Inc. stock (NASDAQ: ONDS) is under pressure on Tuesday, December 16, 2025, with shares recently trading around $7.69, down about 12% from the prior close—an abrupt reminder that defense-tech “story stocks” can move fast in both directions. The timing is especially notable: the latest pullback comes as Stifel initiated coverage with a Buy rating and a $13 price…
Palantir Stock Forecast 2026: Navy’s $448M “ShipOS” Deal, New Defense Clearances, and the DiamondCluster Debate

Palantir Stock Forecast 2026: Navy’s $448M “ShipOS” Deal, New Defense Clearances, and the DiamondCluster Debate

As of December 10, 2025, Palantir Technologies (NASDAQ: PLTR) is at the center of some of the most important stories in defense technology, AI infrastructure — and market euphoria. In just the last few days, the company has: Layered on top of this is a very public debate: is Palantir the next great AI infrastructure giant — or another DiamondCluster-style…
US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

US Navy Awards Palantir $448 Million ‘ShipOS’ AI Contract to Accelerate Submarine Production and Shipbuilding

The US Navy has awarded Palantir Technologies a $448 million contract to deploy a new AI‑powered “ShipOS” platform across its submarine industrial base, marking one of the most ambitious attempts yet to fix chronic shipbuilding delays and maintenance bottlenecks. USNI News Announced on December 9 and elaborated in fresh statements and market reactions on December 10, the deal will use…
Ondas Holdings (ONDS) Stock on December 8, 2025: New Ukrainian Drone Deal Caps a Wild Year for This Autonomous Defense Play

Ondas Holdings (ONDS) Stock on December 8, 2025: New Ukrainian Drone Deal Caps a Wild Year for This Autonomous Defense Play

Date: December 8, 2025 – For informational purposes only; not investment advice. Ondas Holdings at a Glance: A Microcap That Became a $3.4 Billion Defense Platform Ondas Holdings Inc. (NASDAQ: ONDS) has had the kind of 12‑month run that makes risk managers sweat. As of late trading on December 8, 2025, ONDS is changing hands around $9.20–$9.30 per share, with…
Anduril Industries Bets Big on Japan and AI-Driven Warfare as Drone Glitches Test Its ‘Fail Fast’ Strategy (December 2025 Update)

Anduril Industries Bets Big on Japan and AI-Driven Warfare as Drone Glitches Test Its ‘Fail Fast’ Strategy (December 2025 Update)

Anduril Industries – the defense-tech startup founded by Oculus creator Palmer Luckey – has spent early December 2025 doing two very different things at once: Those cross‑currents have put Anduril squarely in the spotlight between 5–7 December 2025, with new reporting, policy appearances, and financial analysis reshaping how the company is perceived by allies, competitors, and investors. What Changed for…
BigBear.ai (BBAI) Soars 15% on Defense‑AI Hype: Ask Sage Deal, New Forecasts and Key Risks as of December 4, 2025

BigBear.ai (BBAI) Soars 15% on Defense‑AI Hype: Ask Sage Deal, New Forecasts and Key Risks as of December 4, 2025

BigBear.ai Holdings, Inc. (NYSE: BBAI) just delivered one of the most eye‑catching moves in the U.S. AI small‑cap space. On Thursday, December 4, 2025, BBAI shares jumped about 15% to around $7.02, trading between roughly $6.02 and $7.18 on massive volume of about 170 million shares, far above its recent average. Intellectia The spike comes as investors digest the company’s…
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Stock Market Today

  • Is i-80 Gold (TSX:IAU) Undervalued After 160% Surge? Analysts Say Yes
    February 1, 2026, 10:13 AM EST. i-80 Gold's shares surged 160.2% over the past year but fell 13.9% in the last week, closing at US$2.16. Despite recent volatility, a discounted cash flow (DCF) model estimates the stock's intrinsic value at US$9.80, suggesting it may be 78% undervalued. The model projects free cash flow turning positive by 2029, rising to US$142 million. The stock has a valuation score of 3 out of 6, and its three-year return remains negative at 37%. Investors are reassessing risk amid broader metal and mining sector dynamics, focusing on long-term cash flow potential rather than short-term earnings. i-80 Gold's significant price swings reflect ongoing debate about its future financial prospects in the mining market.
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