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Defense News 11 December 2025 - 27 January 2026

Ondas (ONDS) stock jumps as Tallinn showcase spotlights Ukraine-tested drone tech

Ondas (ONDS) stock jumps as Tallinn showcase spotlights Ukraine-tested drone tech

Ondas shares surged 10.4% to $12.32 Tuesday after announcing a private unmanned-systems showcase in Tallinn, Estonia, featuring technology proven in Ukraine. The stock rebounded from an 8.3% drop Monday as traders awaited further customer updates tied to the event. Ondas recently raised its 2026 revenue outlook and reported over $1.5 billion in cash after a major offering.
27 January 2026
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India’s ₹3.25 lakh crore Rafale mega-buy heads to talks — Dassault, Thales and Safran shares in focus

India’s ₹3.25 lakh crore Rafale mega-buy heads to talks — Dassault, Thales and Safran shares in focus

New Delhi, Jan 14, 2026, 22:25 IST India’s defence ministry is set to hold internal talks on a proposed deal to buy 114 Rafale fighter jets from France, valued at about ₹3.25 lakh crore, news agency ANI reported Wednesday. A high-level meeting scheduled for this week could greenlight what would become the country’s largest defence purchase to date. The move comes as the Indian Air Force seeks quicker fleet expansions to stave off a worsening fighter deficit. At the same time, New Delhi is pushing foreign vendors to ramp up manufacturing and after-sales services within India, rather than merely supplying
14 January 2026
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AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

AeroVironment stock (AVAV) jumps as Trump’s defense-budget push keeps drone makers in focus

New York, Jan 9, 2026, 11:05 ET — Regular session AeroVironment shares were up 4.9% at $362.02 in late morning trade, building on a broader rally in defense names after President Donald Trump proposed lifting the 2027 U.S. military budget to $1.5 trillion. The stock finished the prior session at $344.96. (AP News) It’s landing now with the White House pushing a larger budget pitch while leaning on contractors over how they spend cash. Trump has signed an executive order that links dividends, share buybacks and executive pay to weapons delivery schedules, and a Morgan Stanley note dubbed the combination
9 January 2026
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Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

Pentagon awards Lockheed $328.5 million Taiwan IRST pod contract as China drills keep island on alert

WASHINGTON, January 2, 2026, 13:48 ET The Pentagon awarded Lockheed Martin a ceiling $328.5 million undefinitized letter contract — a preliminary deal that lets work begin before final terms are set — for fixed-wing sensor hardware for Taiwan, a U.S. government contracts notice said. The award covers 55 Infrared Search and Track (IRST) Legion Enhanced Sensor pods, which can detect aircraft by heat, plus related equipment under the Foreign Military Sales (FMS) program, the U.S. government’s channel for selling weapons to partners. The notice said $157.3 million in FMS funds were obligated at award, work will be performed in Orlando,
2 January 2026
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Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

Pentagon awards Lockheed $328.5 million Taiwan contract for IR sensor pods as China drills escalate

NEW YORK, January 1, 2026, 19:20 ET The Pentagon said on Wednesday it awarded Lockheed Martin a contract worth up to $328.5 million for a foreign military sale to Taiwan to meet what Washington called an “urgent operational need” of the Taiwan Air Force. The deal covers 55 Infrared Search and Track Legion Enhanced Sensor pods and related processors and containers, with work in Orlando, Florida expected to be completed by June 2031. Reuters The award comes as Taiwan has remained on high alert after China staged massive drills around the island this week in an exercise Beijing dubbed “Justice
2 January 2026
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Defense and space stocks in focus as Pentagon hands Boeing, Lockheed fresh contract wins

Defense and space stocks in focus as Pentagon hands Boeing, Lockheed fresh contract wins

NEW YORK, January 1, 2026, 13:29 ET — Market closed The Pentagon’s latest contract awards for Boeing and Lockheed Martin kept U.S. space and defense stocks in focus into the new year, even as Wall Street sat out Thursday’s New Year’s Day holiday. Reuters+1 The updates matter now because the first trading session of 2026 begins on Friday, and late-year contract announcements can shape near-term sentiment around backlog and government demand — a key driver for the sector’s biggest companies. New York Stock Exchange Lockheed’s Taiwan-related award also landed against a backdrop of heightened cross-strait tensions after China staged major
1 January 2026
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India fires two Pralay missiles back-to-back in salvo test, signalling induction is near

India fires two Pralay missiles back-to-back in salvo test, signalling induction is near

NEW YORK, December 31, 2025, 14:29 ET India’s Defence Research and Development Organisation (DRDO) on Wednesday test-fired two indigenously developed Pralay missiles in quick succession off the coast of Odisha, in a user evaluation trial that officials said underscored the system’s readiness for service. The test matters because user evaluation trials are a late-stage proving process, typically involving the military “users” who will operate the system, and are usually among the final steps before formal induction. It also comes as India continues to strengthen its domestic weapons programme and expand conventional strike options, against the backdrop of long-running rivalry with
31 December 2025
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Boeing stock moves after-hours on $8.6 billion Pentagon F-15 deal for Israel

Boeing stock moves after-hours on $8.6 billion Pentagon F-15 deal for Israel

NEW YORK, December 30, 2025, 17:29 ET — After-hours Boeing stock rose about 0.6% to $218.50 in after-hours trading on Tuesday after the Pentagon said it awarded the company an $8.6 billion contract for the F-15 Israel Program, covering 25 new F-15IA fighter jets with an option for 25 more. Work will be performed in St. Louis and is expected to run through Dec. 31, 2035, the Pentagon said. The announcement came after U.S. President Donald Trump met Israeli Prime Minister Benjamin Netanyahu in Florida, Reuters reported. The defense award matters because Boeing investors have been looking for clearer line-of-sight
30 December 2025
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Boeing scores $8.6B Pentagon F-15 deal as new filings show investors adding BA stock

Boeing scores $8.6B Pentagon F-15 deal as new filings show investors adding BA stock

NEW YORK, December 30, 2025, 08:03 ET Boeing was awarded an $8.6 billion contract for the F-15 Israel Program, the Pentagon said on Monday, covering the design and delivery of 25 new F-15IA aircraft for the Israeli Air Force, with an option for an additional 25. Contract work will be performed in St. Louis and is expected to be completed by Dec. 31, 2035, Reuters reported. Reuters The award highlights how big defense programs can provide long-dated revenue for the planemaker as investors watch for steadier execution after years of disruption across Boeing’s broader business. It also comes as the
30 December 2025
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Lockheed pitches made-in-India C-130J Super Hercules line as IAF weighs 80-plane transport buy

Lockheed pitches made-in-India C-130J Super Hercules line as IAF weighs 80-plane transport buy

NEW YORK, December 29, 2025, 21:53 ET Lockheed Martin has offered to set up a C-130J Super Hercules final-assembly line in India as the Indian Air Force (IAF) moves toward buying up to 80 military transport aircraft, a PTI report carried by local media said. mint The pitch lands as India tries to modernise the air force’s transport fleet, a workhorse capability used to move troops, vehicles and relief supplies across long distances. It also underscores New Delhi’s push to tie major defence buys to local manufacturing, forcing overseas contractors to show how much work they will shift to India.
30 December 2025
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Defense & Aerospace Majors: US Stocks Week Ahead (Dec 15–19, 2025) — Boeing, Lockheed, RTX, Northrop, General Dynamics, L3Harris & HII in Focus (Updated Dec 14, 2025)

Defense & Aerospace Majors: US Stocks Week Ahead (Dec 15–19, 2025) — Boeing, Lockheed, RTX, Northrop, General Dynamics, L3Harris & HII in Focus (Updated Dec 14, 2025)

Defense and aerospace majors head into the week of December 15–19, 2025 with three powerful forces colliding: a new U.S. rate-cut backdrop, a Washington policy catalyst as Congress races toward year-end, and a fast-moving shift in Pentagon priorities toward AI-enabled procurement and production speed. The result is a sector that still looks “defensive” in name, but is increasingly being traded like a mix of industrial momentum + geopolitical hedge + technology platform. Below is what mattered most for US-listed defense and aerospace names from Dec 8–14, 2025, and what investors are likely to watch next week. The week that just
14 December 2025
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Palantir (PLTR) Slips in Premarket After Navy AI Surge: Price, News, and 2025–2030 Forecasts (Dec 11, 2025)

Palantir (PLTR) Slips in Premarket After Navy AI Surge: Price, News, and 2025–2030 Forecasts (Dec 11, 2025)

Palantir Technologies (NASDAQ: PLTR) is waking up slightly weaker Thursday morning after another explosive move higher tied to a massive U.S. Navy AI contract. Here’s what’s happening with Palantir stock today in premarket trading, and how the latest news and Wall Street forecasts could shape PLTR through 2026 and beyond. Palantir stock today: premarket snapshot (Dec 11, 2025, ~6:00 a.m. ET) Taken together, they point to Palantir trading around $185 in premarket, roughly 1–1.5% below Wednesday’s close, after a sharp run-up on the Navy contract news. Key snapshot numbers around today’s trading: In other words, PLTR is trading like a hyper‑growth AI
11 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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