Today: 18 November 2025
Subscribe
Browse Tag

defense industry

Elbit Systems (ESLT) Jumps on $2.3 Billion Contract Win as Q3 Earnings Loom – 17 November 2025 Update

Elbit Systems (ESLT) Jumps on $2.3 Billion Contract Win as Q3 Earnings Loom – 17 November 2025 Update

Elbit Systems Ltd. (NASDAQ: ESLT; TASE: ESLT) is back in the global spotlight today after announcing a massive $2.3 billion international defense contract, sending the stock sharply higher just one day before its third‑quarter 2025 earnings report. The deal, disclosed via a company press release that was also filed with the U.S. Securities and Exchange Commission on Form 6‑K, covers a long‑term “strategic solution” to be delivered over eight years, with the customer and exact systems undisclosed. MarketScreener+2Stock Titan+2 At the same time, Elbit is in the news for new deliveries to the British Army, fresh institutional buying of ESLT
17 November 2025
 ·  ·  ·  ·  · 
Saab AB (SAAB-B.ST) Jumps on €3.1bn Gripen Colombia Deal as New Drone and Solar Partnerships Emerge – 17 November 2025

Saab AB (SAAB-B.ST) Jumps on €3.1bn Gripen Colombia Deal as New Drone and Solar Partnerships Emerge – 17 November 2025

Swedish defence and security group Saab AB (publ) (B‑share ticker SAAB‑B.ST) is firmly in the spotlight today after a wave of fighter‑jet contracts, electronic‑warfare orders and new technology partnerships pushed the stock sharply higher and sparked fresh debate about valuation and future growth. By mid‑afternoon on Monday, Saab’s B‑share was trading around SEK 555, up roughly 5–6% on the day and near its 52‑week high, leaving the OMXS30 benchmark in the dust. Year‑to‑date, the share has gained more than 120%, according to Saab’s own investor data and market feeds. Start+2MarketScreener+2 Below is a full rundown of the key Saab developments
17 November 2025
 ·  ·  ·  · 
Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

Rheinmetall Stock Slides Over 4% as F126 Frigate Deal Comes Under Pressure – Key Takeaways for 14 November 2025

On Friday, 14 November 2025, shares in German defence group Rheinmetall AG (RHM) extended their recent correction, trading around €1,670–1,680 in Xetra by midday – a drop of roughly 4% versus Thursday’s close of €1,750.50 and around 16–17% below the early‑October record high of €2,008. DIE WELT+1 The move comes as investors digest a politically sensitive twist in a multi‑billion euro frigate programme for the German navy, fresh analyst assessments ahead of Rheinmetall’s Capital Markets Day, and new disclosures on major shareholders – all against the backdrop of strong underlying defence demand in Europe. finanzen.ch+2Reuters+2 1. What moved Rheinmetall’s share price today? By late morning and into early afternoon
14 November 2025
 ·  ·  ·  · 
Lockheed Martin News Roundup (Oct 1–10, 2025): Defense Giant Navigates New Contracts, Space Ambitions, and Market Momentum

Lockheed Martin Targets Up to 200 F‑35 Deliveries in 2025 as Backlog Hits $179B — What’s New on November 10, 2025

Published: November 10, 2025 Lockheed Martin is pushing for its strongest F‑35 production year yet, with multiple outlets and company disclosures indicating a stretch goal of as many as 200 jets in 2025 as global demand accelerates and the order book swells to a record $179 billion. The latest developments span fresh international activity, a thicker backlog, and ongoing recovery from last year’s TR‑3 delays—setting up a pivotal fourth quarter for the world’s largest defense contractor. Defence Industry Europe+2TipRanks+2 At a glance F‑35 production: from recovery to record pace After clearing the 2024 bottleneck caused by Technology Refresh 3 (TR‑3)
10 November 2025
 ·  ·  ·  ·  · 
BigBear.ai (BBAI) Stock’s Wild Ride: Palantir Shock, Defense AI Deals & 2025 Outlook

BigBear.ai (BBAI) Stock’s Wild Ride: Palantir Shock, Defense AI Deals & 2025 Outlook

Company Overview & Recent Performance BigBear.ai Holdings, Inc. is a small-cap AI analytics company specializing in decision support for government and defense clients. In essence, BigBear develops AI/ML software and data analytics to help agencies (and some commercial clients) with tasks like intelligence analysis, logistics optimization, cybersecurity, and autonomous systems. Its mission-focused niche has drawn comparisons to Palantir, albeit on a much smaller scale – BigBear’s market capitalization is roughly $2.4 billion versus Palantir’s hundreds of billions marketbeat.com. This means even incremental success for BigBear could translate into high growth percentages, but the company also lacks the diversified product suite
4 November 2025
 ·  ·  ·  ·  ·  · 
BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

BigBear.ai Stock’s Defense-Fueled Surge: Boom or “Mini-Palantir” Bust?

Company Overview & Stock Performance Holdings is a mission-focused AI analytics provider specializing in national security and enterprise decision support. The company’s software fuses data from disparate sources and employs machine learning to aid critical operations – from military planning and intelligence analysis to supply chain optimization and airport security ir.bigbear.ai ir.bigbear.ai. Headquartered in McLean, VA, BigBear.ai went public via SPAC in late 2021 and initially struggled (its stock collapsed ~90% in 2022). However, in 2023–2025 it transformed into one of the stock market’s hottest small-cap AI plays, thanks to a confluence of defense-tech hype and headline contract wins. BigBear’s
2 November 2025
 ·  ·  ·  ·  · 
BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Stock Skyrockets 22% on Defense AI Deal – Is It the Next Palantir?

BigBear.ai Holdings is a small-cap “defense tech” stock that has caught retail investors’ eye in 2025. Its core business is AI-driven analytics and decision support for defense, security, and critical infrastructure. The company’s CEO, Kevin McAleenan (former U.S. Homeland Security Secretary), has been aggressively pursuing military and government contracts. Recent headlines have delivered a double dose of optimism: a new battlefield AI partnership and a border-security deployment, both of which helped send the stock sharply higher. On Oct. 13, BigBear.ai announced a strategic alliance with Tsecond, Inc., a Silicon Valley defense hardware maker. The two will merge BigBear’s ConductorOS AI
28 October 2025
 ·  ·  ·  ·  · 
General Dynamics Stock Rockets to Record High on Blowout Q3 Results and Defense Windfall

General Dynamics Stock Rockets to Record High on Blowout Q3 Results and Defense Windfall

Blowout Q3 Results and Rising Orders General Dynamics (NYSE: GD) stunned investors on Oct. 24, 2025, with a blowout third-quarter report. The defense and aerospace giant said Q3 revenue was $12.91 billion – about 10.6% higher than a year ago – beating the ~$12.57 billion analysts expected benzinga.com. GAAP earnings per share came in at $3.88, well above the $3.69 consensus estimate benzinga.com benzinga.com. Operating income was $1.3 billion, and margins expanded by 20 basis points to 10.3%. Management highlighted exceptionally strong demand. “Each of our four segments grew earnings and backlog in the quarter, reflecting solid execution coupled with growing demand,” CEO
24 October 2025
 ·  ·  ·  ·  · 
BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

BigBear.ai (BBAI) Stock Skyrockets on Defense AI Boom – Price, Deals & Analyst Forecast (Oct 24, 2025)

Stock run-up: BBAI shares are up roughly 80–100% year-to-date (2025) and over 300% from a year ago ts2.tech. The stock recently spiked on defense-AI deal news (hitting ~$9.39 on Oct 14) but has since cooled, trading around $6.6–$7.2 by Oct 22 ts2.tech fintel.io. – Latest deals: On Oct. 13 BigBear.ai announced a partnership with Tsecond to deploy its ConductorOS AI software on rugged field hardware – an “edge AI” solution for tactical military use ir.bigbear.ai ts2.tech. In September it teamed with SMX for the U.S. Navy’s UNITAS 2025 exercise, and on Oct. 23 rolled out its VeriScan facial-recognition system for
24 October 2025
 ·  ·  ·  ·  · 
Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

Nuburu Stock Soars on New Defense Deals – Price, News, and Expert Analysis

Sources: Official press releases and filings (BusinessWire/NYSE American) provide details of the acquisitions and leadership changes businesswire.com businesswire.com. Financial and stock commentary from TechStock² (ts2.tech) and media outlets add analysis: for example, TechStock² notes the Orbit deal spurred a 30% share jump ts2.tech, while CoinCentral highlights real-contract revenue for Nuburu coincentral.com. Stock market sites confirm the price moves benzinga.com ts2.tech and summarize the company’s historic financials (tiny revenues, large losses) ts2.tech. All sources together paint a picture of a penny-stock rocket fueled by defense-tech hype, yet shadowed by risk.
22 October 2025
 ·  ·  ·  · 
BigBear.ai (BBAI) Stock Skyrockets on New Defense AI Deals – Is It the Next Palantir?

BigBear.ai’s Stock Skyrockets 300% on Defense AI Boom – Is BBAI the Next Palantir or Just Hype?

Stock Price Rally and Recent Volatility BigBear.ai’s stock has been on a tear in 2025, but not without turbulence. After starting the year as a little-known penny stock, BBAI caught fire amid the artificial intelligence boom and a flurry of government contract wins. Year-to-date, the share price has roughly doubled (up ~80–100%) ts2.tech, and over the past 12 months it’s climbed an astonishing 314% in total return simplywall.st. Much of that gain came in a few explosive moves: for instance, on October 13 the stock jumped about 22% in one day after BigBear announced a new military-tech partnership ts2.tech. The
22 October 2025
 ·  ·  ·  ·  · 
RTX Stock Skyrockets: Aerospace & Defense Boom Sends Q3 Results and 2025 Forecast Soaring

RTX Stock Skyrockets: Aerospace & Defense Boom Sends Q3 Results and 2025 Forecast Soaring

Blowout Q3 Earnings On Oct. 21, RTX reported a blowout quarter. Total sales jumped 12% year-over-year to $22.48 billion globalbankingandfinance.com, handily above the ~$21.3B Wall Street estimate. Adjusted earnings came in at $1.70 per share, well above the consensus ~$1.41 globalbankingandfinance.com investing.com. The results were driven by strength across its portfolio: Collins Aerospace revenues hit $7.62B (+8%), and Pratt & Whitney engine sales rose 16% to $8.42B (boosted by surging Airbus A320neo orders) globalbankingandfinance.com. RTX’s defense unit (legacy Raytheon) reported a 10% jump in sales, “predominantly from higher sales for its Patriot air defense systems” being used in Ukraine globalbankingandfinance.com.
21 October 2025
 ·  ·  ·  ·  · 
1 2
Go toTop