Defense Technology 16 December 2025

Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir Technologies faces renewed investor pressure after shareholders representing $336.1 billion backed a call for an independent human-rights review of its software. The push comes as Palantir’s AI tools draw attention in Ukraine, where CEO Alex Karp signed a data-sharing deal with the military. Shareholders will vote on disclosure and rights proposals at the June 3 annual meeting. Palantir’s board opposes the measures.

15 May 2026

Artificial Intelligence·Defense Technology·NYSE:PLTR·Stock Market

Firefly Aerospace Stock Surges as Space Defense Bet Pulls FLY Back Into Focus

Firefly Aerospace shares rose 22.6% to $39.68 Friday, nearing their $45 IPO price after reporting Q1 revenue of $80.9 million, up 40% from the prior quarter, with a net loss of $96.7 million. The company’s defense software unit, SciTec, won a spot on the U.S. Space Force’s Space-Based Interceptor program alongside SpaceX and Raytheon.

9 May 2026

Defense Technology·NASDAQ:FLY·Space Industry·Stock Market

HawkEye 360 Stock Jumps 30% After $416 Million IPO as Defense-Space Demand Builds

HawkEye 360 shares surged 30% in their NYSE debut Thursday, valuing the satellite intelligence firm at $3.15 billion after a $416 million IPO. The company, based in Herndon, Virginia, operates over 30 satellites and reported 2025 sales of $118 million, mostly to the U.S. government. HawkEye plans to use IPO funds to pay down debt and cover a recent acquisition. Most of its revenue comes from the National Reconnaissance Office.

8 May 2026

Defense Technology·IPO News·NYSE:HAWK·Space Industry·Stock Market

Blaize Stock Jumps as $15 Million Winmate AI Deal Targets Defense Hardware

Blaize Holdings shares jumped 33.5% to $2.71 after announcing a partnership with Taiwan’s Winmate Inc. to integrate Blaize AI chips into rugged field systems. The companies target about $15 million in business in the first year, though this reflects a sales goal, not confirmed revenue. Trading volume exceeded 34 million shares. Blaize reports first-quarter results May 14.

4 May 2026

Artificial Intelligence·Defense Technology·Stock Market·TSX:3416

Planet Labs’ SpaceX Launch Puts Sweden Defense Satellite Deal Into Orbit

Planet Labs launched three Pelican satellites Sunday on a SpaceX rideshare from Vandenberg, including its first under contract with the Swedish Armed Forces. Initial contact and commissioning have begun. The satellites feature high-resolution imaging and onboard Nvidia Jetson hardware for edge computing. SpaceX confirmed deployment of all 45 payloads on the CAS500-2 mission.

3 May 2026

Defense Technology·NASDAQ:PL·Space Industry

AeroVironment Stock Watch: Navy Laser Test Puts AVAV Back in Drone-Defense Focus

AeroVironment’s LOCUST Laser Weapon System shot down multiple drones during a U.S. Navy carrier test on the USS George H.W. Bush, according to Pentagon records. The test comes as U.S. forces seek cheaper counter-drone options. AeroVironment shares fell 2.8% to $196.28 following the news. The company recently agreed to acquire BlueHalo in a $4.1 billion all-stock deal.

26 April 2026

Defense Technology·NASDAQ:AVAV·Stock Market

AEVEX Stock Jumps 35% After $320 Million Drone IPO as AVEX Tests Defense-Tech Demand

AEVEX shares closed at $26.93 in their NYSE debut, 35% above the $20 IPO price. The Solana Beach-based drone maker raised $320 million by selling 16 million shares. First-quarter revenue is estimated at up to $208 million, compared with $53.3 million a year earlier. The offering is expected to close April 20.

18 April 2026

Defense Technology·IPO News·NYSE:AEVX·Stock Market

Ondas Stock (ONDS) Falls as 3.36 Million-Share Filing Clouds Europe Drone-Defense Push

Ondas shares fell 3.9% to $10.83 after a March 18 filing registered 3.36 million shares for resale by former Bird Aerosystems owners. The company said it will not receive proceeds from these sales. Ondas also announced a joint venture with Heidelberg and highlighted its Sentrycs unit’s role in drone defense at the World Economic Forum. The company recently acquired INDO Earth Moving, which won a $140 million military contract.

19 March 2026

Defense Technology·Drones·NASDAQ:ONDS·Stock Market

Ondas (ONDS) Stock Price Rises After BIRD Aerosystems Deal Adds Missile-Defense Tech

Ondas Inc. shares rose 1% in premarket trading Wednesday after acquiring BIRD Aerosystems, adding missile-defense and surveillance technology. The company also announced a $15.8 million demining order in Israel and pre-announced higher-than-expected Q4 and 2025 revenue. Ondas agreed Monday to buy defense contractor Mistral for $175 million in stock. AeroVironment shares fell 10% premarket after cutting its outlook.

11 March 2026

Aerospace Industry·Defense Technology·NASDAQ:ONDS·Stock Market

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud unit is moving Pentagon-related workloads off Anthropic’s Claude AI after the Pentagon labeled Anthropic a supply-chain risk. The move follows Anthropic’s refusal to remove safety limits on its AI, prompting a lawsuit against the government. Other agencies and contractors are also shifting away from Anthropic. Amazon remains a key Anthropic partner, with up to $8 billion invested.

10 March 2026

Artificial Intelligence·Cloud Computing·Cybersecurity·Defense Technology·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:MSFT

Gaxos.ai Stock Jumps After America First Defense Wins Navy License for Counter-Drone System

Gaxos.ai shares jumped 42% premarket Friday after America First Defense, which Gaxos agreed to buy a 19.99% stake in for $2.9 million, secured a Navy license for its Detachable Drone Highjacker counter-drone system. The technology was developed at the Naval Postgraduate School. Gaxos’ latest revenue came mainly from health services and AI software, with $692,974 in the first nine months of 2025. No deployment date or revenue outlook for the new system was disclosed.

6 March 2026

Defense Technology

Ondas inks World View partnership after $10 million stake, chasing high-altitude defense ISR

Ondas invested $10 million in World View Enterprises and signed a partnership to develop integrated intelligence, surveillance, and reconnaissance systems. The deal aims to combine World View’s high-altitude balloons with Ondas’ drone and counter-drone technology. Ondas shares fell about 6% in premarket trading Wednesday. No timeline for joint product sales was disclosed.

4 March 2026

Aerospace Industry·Defense Technology·NASDAQ:ONDS

nLIGHT stock jumps as laser maker tees up 70kW weapon demo in Saudi show

nLIGHT shares rose 6.3% to $48.50 Monday after the company said it will debut a 70kW-class laser weapon system at the World Defense Show in Riyadh next week. Trading volume hit 650,000 shares. The company recently leased more space in Colorado to expand laser production and expects Q4 revenue above prior estimates, with $24–25 million tied to defense projects.

2 February 2026

Defense Technology·NASDAQ:LASR·Stock Market

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

Ondas Inc shares fell about 8% to $11.29 Thursday after its American Robotics Optimus drone was added to the DCMA’s Blue List of approved unmanned systems. Trading volume topped 74 million shares. The company also disclosed details of its $224.6 million acquisition of Israel-based Sentry CS Ltd in a new SEC filing. Next earnings report is scheduled for March 11.

29 January 2026

Defense Technology·NASDAQ:ONDS·Stock Market

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

A second B-21 Raider test aircraft arrived at Edwards Air Force Base in 2025, expanding U.S. Air Force flight testing. The service plans at least 100 B-21s at $692 million each, while Congress restricts B-1B retirements. Upgrades continue for B-1Bs as the Air Force faces a projected bomber shortfall during the B-21 transition. Boeing remains the B-1’s contractor.

2 January 2026

Defense Technology·NYSE:NOC

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

DroneShield shares last closed at A$3.29 on 24 December after rebounding from November’s sharp sell-off. The company announced a $6.2 million Asia-Pacific military contract via a local reseller, with delivery and payment due in 2026. The ASX was closed for Boxing Day on 26 December. Investors remain focused on governance changes and ongoing contract momentum.

26 December 2025

ASX:DRO·Defense Technology·Stock Market

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

Ondas Holdings last traded near $9.07 in a shortened session on Dec. 24, 2025, after announcing two $8.2 million counter-UAS airport orders in Europe in November and December. The company also secured a national border-protection tender on Dec. 3, involving deployment of thousands of autonomous drones. Investors remain focused on Ondas’ ability to integrate acquisitions and scale operations.

25 December 2025

Defense Technology·Financial Forecasts·NASDAQ:ONDS·Stock Market

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) announced a $6.2 million Asia-Pacific military contract via a reseller, with delivery and payment expected in 2026. The reseller is a subsidiary of a global, publicly listed firm distributing to a major military customer. Shares closed at A$3.29 on December 24 after a volatile session. The company has secured 14 contracts from the same channel over two years, totaling over $48 million.

24 December 2025

ASX:DRO·Defense Technology·Financial Forecasts·Stock Market

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

Ondas Holdings shares surged 18.2% to $9.22 on December 19, with trading volume hitting 125 million. The move followed a series of defense-focused announcements, including a new COO appointment and the completed acquisition of Roboteam. Analyst coverage has increased, while SEC filings show new share issuance and a significant non-cash charge.

20 December 2025

Defense Technology·NASDAQ:ONDS·Robotics·Stock Market

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

Ondas Holdings shares fell about 12% to $7.69 on Tuesday after the company disclosed an exchange tied to its OAS unit that could add up to 7.33 million shares and trigger a one-time, non-cash charge of up to $60.5 million in Q4. The drop came despite Stifel initiating coverage with a Buy rating and a $13 price target. Trading volume spiked Monday, with over 40 million shares changing hands.

16 December 2025