Space and Defense Stocks Outlook for 2026: Rocket Lab, Lockheed, RTX, AST SpaceMobile and the Golden Dome Catalyst
U.S. Space Force’s Space Development Agency awarded $3.5 billion to Lockheed Martin, Rocket Lab, Northrop Grumman, and L3Harris for 72 missile-tracking satellites, with launches aimed for fiscal 2029. Defense and space stocks drew focus over the holiday, as investors weighed new contracts, rising export demand, and Washington’s scrutiny of contractor performance and payouts. U.S. markets remain closed for Christmas.