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Defense Technology News 7 December 2025 - 2 February 2026

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

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
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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

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
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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 matters now is the Air Force’s looming “bathtub effect” — a dip in bomber capacity as older aircraft retire faster than replacements arrive. Analysts have warned the shortfall could persist for years if production ramps slowly. Air & Space Forces
2 January 2026
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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 current tradable reference point for DroneShield shares is the last ASX session before the holiday break. The ASX trading calendar shows Boxing Day (26 December) as closed, following the Christmas-period schedule. Australian Securities Exchange As of the most recently reported
26 December 2025
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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 level matters for one simple reason: after a year of dramatic swings, Ondas is now being valued like a company the market expects to become a meaningful player in counter-drone (C‑UAS), autonomous surveillance, and multi-domain robotics—but it still has to
25 December 2025
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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 began after a volatile November sell-off. Company Announcements+2ASX Announcements+2 Below is what we know as of 24.12.2025, what the market is reacting to, and what current analyst targets and valuation narratives imply for DroneShield’s 2026 outlook. What DroneShield announced on
24 December 2025
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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 rally didn’t arrive out of nowhere. Over the past three weeks—especially in mid-December—Ondas has stacked a rapid sequence of defense-and-security-focused headlines: leadership expansion, acquisition integration, a European industrial cooperation push, counter-drone orders, and an AI-driven demining pilot with measurable real-world
20 December 2025
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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 target, while traders also digest a newly disclosed exchange tied to Ondas Autonomous Systems (OAS) that could bring additional shares into the market and trigger a sizable one-time, non-cash accounting charge in Q4. Investing.com India+1 Below is what’s driving the
16 December 2025
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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 bubble waiting to pop? 1. What’s happening today with Palantir (December 10, 2025)? A hot stock under pressure Palantir has been one of the most explosive AI names of the cycle: Yet despite staggering growth, the stock has recently pulled
10 December 2025
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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+ 2US Navy+ 2 Announced on December 9 and elaborated in fresh statements and market reactions on December 10, the deal will use Palantir’s Foundry data platform and Artificial Intelligence Platform (AIP) to stitch together data from public shipyards, major submarine builders and hundreds of suppliers into a single operating picture.MLQ+ 3Axios+ 3Bloomberg+ 3 The initiative is a centerpiece of the
10 December 2025
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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 a market cap of roughly $3.4 billion.StockAnalysis+1 According to StockAnalysis, Ondas’ market value has surged to $3.44 billion, up an eye‑watering 6,537% over the past year as investors repriced the company from a speculative drone-and-wireless microcap into a cash‑rich autonomous
8 December 2025
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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 Anduril Between 5–7 December 2025 Across just three days, several storylines converged: Taken together, those developments tell a story of a company trying to scale from hot startup to global defense prime—while the world debates whether its “move fast and
7 December 2025
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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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