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Defense Technology 29 October 2025 - 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

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.
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 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.
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)

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.
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)

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.
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 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.
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

Palantir Technologies won a $448 million U.S. Navy contract for AI-driven submarine maintenance and shipbuilding. The company’s stock has surged nearly 2,700% since early 2023 but recently dropped over 20% from its highs. Analysts remain split, with some forecasting sharp gains and others warning of a potential 72% decline. Palantir raised its 2025 revenue outlook to $4.4 billion, up 53% year-over-year.
10 December 2025
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 awarded Palantir Technologies a $448 million contract to deploy an AI-powered “ShipOS” platform across its submarine industrial base. ShipOS will integrate data from Navy shipyards, major submarine builders, and over 100 suppliers to address shipbuilding delays. The initial rollout targets Virginia- and Columbia-class submarine programs. Palantir’s Foundry and AIP platforms will provide the system’s data and AI backbone.
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

Ondas Holdings said December 8 it will invest up to $11 million in Ukraine’s Drone Fight Group, aiming to bring DFG’s combat-tested drones to U.S. and allied markets. The announcement follows a year in which Ondas’ market cap soared to $3.4 billion, with shares trading near $9.30, up over 6,500% from a year ago. Ondas plans to manufacture the drones in the U.S. and showcase them to U.S. defense and tech leaders.
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 announced plans between December 5–7, 2025, to expand into Japan with investments ranging from hundreds of millions to billions of dollars in local manufacturing. The move came as the company faced scrutiny over drone crashes and software failures, and drew new attention from investors, policymakers, and defense analysts. CEO Chris Brose appeared at the Reagan National Defense Forum during the same period.
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 shares surged 15% to about $7.02 on December 4, 2025, with volume hitting 170 million, nearly 80% above average. The spike followed news of an Ask Sage AI acquisition, a Malaysia aerospace deal, and heavy call-option trading. Market cap reached roughly $3.1 billion. Q3 revenue fell 20% year-over-year to $33.1 million, with adjusted EBITDA dropping to –$9.4 million.
DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

DroneShield and EOS Cooperation in 2025: How Australian Counter‑Drone Tech Is Reinforcing NATO Air Defences

DroneShield and Electro Optic Systems, two Australian firms, became central to NATO’s drone defenses in Europe and Ukraine in 2025, supplying jamming and laser systems amid rising drone incursions. Their technologies are deployed side by side, though no formal joint venture exists. In June, DroneShield secured a record US$61.6 million contract for handheld counter-drone systems with a European military.
Ondas Holdings (ONDS) Stock Today – Defense Robotics Frenzy Sends Shares Soaring on November 24, 2025

Ondas Holdings (ONDS) Stock Today – Defense Robotics Frenzy Sends Shares Soaring on November 24, 2025

Ondas Holdings shares jumped as much as 27% Monday, trading near $8.6 by afternoon, after heavy news coverage highlighted a $35 million combat-robotics investment, a completed counter-drone acquisition, and a major European airport contract. The stock is up over 200% year-to-date and more than 1,000% in 12 months, with market cap reaching $3.1 billion.
Turkey’s KAAN Stealth Fighter at a Crossroads: Engine Dependence, Eurofighter Bridge and Rising Export Hopes (24 November 2025)

Turkey’s KAAN Stealth Fighter at a Crossroads: Engine Dependence, Eurofighter Bridge and Rising Export Hopes (24 November 2025)

Turkey has secured Qatar’s fleet of up to 24 Eurofighter Typhoon jets, adding to its £8 billion contract for 20 new Typhoons from the UK, as delays hit the KAAN stealth fighter program. An op-ed in EurAsian Times highlights KAAN’s reliance on U.S.-made F110 engines, with Turkish officials confirming the engine license remains stalled in the U.S. Congress. Ankara insists KAAN remains on schedule for 2028 service entry.
24 November 2025
Ondas Holdings (ONDS) Jumps on $35M PDW Combat Robotics Deal as Sentrycs Acquisition Reshapes Drone-Defense Strategy – 21 November 2025

Ondas Holdings (ONDS) Jumps on $35M PDW Combat Robotics Deal as Sentrycs Acquisition Reshapes Drone-Defense Strategy – 21 November 2025

Ondas Holdings invested $35 million in Performance Drone Works to expand U.S. combat drone production and closed its acquisition of Sentrycs, an Israeli counter‑drone tech firm. Ondas reported record Q3 revenue of $10.1 million and raised 2025 guidance to at least $36 million. Shares remain volatile, trading near $6 after sharp swings, but are up several hundred percent over the past year.
Anduril’s Fury (YFQ‑44A) Completes First Flight in 556 Days, Accelerating the Air Force’s CCA Program — What’s New Today (Nov. 10, 2025)

Anduril’s Fury (YFQ‑44A) Completes First Flight in 556 Days, Accelerating the Air Force’s CCA Program — What’s New Today (Nov. 10, 2025)

Anduril’s YFQ‑44A “Fury” completed its first semi-autonomous flight for the U.S. Air Force’s Collaborative Combat Aircraft program in California on Oct. 31. The jet managed its own controls without remote piloting. Development took 556 days from design to flight. General Atomics’ rival YFQ‑42A also began flight testing in early November.
10 November 2025
BIO-key (BKYI) spikes on major Middle East defense biometric deployment — stock reacts as company expands EMEA footprint [Nov. 7, 2025]

BIO-key (BKYI) spikes on major Middle East defense biometric deployment — stock reacts as company expands EMEA footprint [Nov. 7, 2025]

BIO‑key International announced a major biometric security deployment with an unnamed Middle East defense-sector client, calling it one of its largest regional wins. Shares of BKYI surged as much as 55% in pre-market trading and hovered around $0.63 by early afternoon. The project uses BIO‑key’s multi-factor authentication and is delivered with Saudi partner Cloud Distribution. Financial terms were not disclosed.
DroneShield’s Wild Ride: 400% Defense-Tech Surge, October Crash, and a $25 Million Deal – What’s Next?

DroneShield’s Wild Ride: 400% Defense-Tech Surge, October Crash, and a $25 Million Deal – What’s Next?

DroneShield shares surged over 400% year-to-date, peaking near A$6.70 in October before dropping 32% amid profit-taking and market jitters. The company posted record Q3 revenue of A$92.9 million, up 1000% year-on-year, and secured a A$25.3 million Latin American contract in November. Despite no negative company news, valuation remains high at 97× earnings, dividing analyst outlooks.
BigBear.ai Stock’s 300% Surge Sparks Palantir Comparisons in Defense AI Frenzy

BigBear.ai’s 300% Defense AI Stock Rally: Palantir Comparisons & Wild Swings – Can BBAI Keep Soaring?

BigBear.ai Holdings (NYSE: BBAI) shares jumped nearly 300% in 2025, peaking at $9.39 in October before retreating to $6.78. The surge followed new U.S. defense AI contracts and airport facial recognition rollouts. Q2 revenue fell 18% to $32.5 million, with a $228.6 million net loss. Analysts remain divided, with most ratings at “Hold” and price targets below current levels.

Stock Market Today

  • Morning Wrap: ASX 200 set to rise, S&P 500 steady, Nasdaq declines as US-Iran agree to cease strikes
    June 28, 2026, 7:10 PM EDT. The ASX 200 index is expected to open higher, reflecting renewed investor confidence. Meanwhile, the S&P 500 is projected to remain flat, indicating cautious market sentiment. In contrast, the Nasdaq composite index is slipping, pressured by tech sector volatility. Notably, the U.S. and Iran have agreed to halt strikes, a diplomatic development that may ease geopolitical risks influencing market dynamics. Investors are weighing these mixed signals amid broader global economic concerns.

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