Space and Defense Stocks Week Ahead (Dec 22–26, 2025): Space Force Satellite Awards, FY2026 NDAA Tailwinds, and Wall Street’s Latest Calls
The U.S. Space Force awarded $3.5 billion in contracts to Lockheed Martin, L3Harris, Northrop Grumman, and Rocket Lab for 72 missile-warning satellites. The deals come as the FY2026 National Defense Authorization Act locks in record defense spending. U.S. markets will see thin holiday trading, with closures on Dec. 24 and 25. Geopolitical events and defense headlines may drive volatility in the sector.