defense technology

Ondas (ONDS) shares rise after Q4 results exceed guidance, posting $29.1-$30.1M revenue with $1.5B cash and $170-$180M 2026 target.

Israeli AI firm Maris-Tech ($MTEK) secures major production order for Jupiter Drone system from loitering munitions manufacturer following successful pilot testing.

Alphabet's Aalyria defense spinoff reaches $1.3B valuation after raising $100M, specializing in military satellite laser communications and network software for Pentagon contracts.

$ONDS shares jumped 9.72% Friday on $6M Middle East counter-UAS orders, extending remarkable year-to-date rally amid strategic partnerships and defense wins.

Five US stocks positioned to gain from geopolitical tensions: defense contractors Lockheed Martin, Northrop Grumman, RTX; energy firm ExxonMobil; and data analytics firm Palantir Technologies.

Gaxos.ai acquires 19.99% stake in defense tech firm America First Defense, expanding beyond AI content into counter-drone and robotics sectors.

NLight shares jumped 17.87% to $66.23 on 52-week highs, driven by Middle East tensions and upcoming advanced laser weapon system demonstrations.

Genenta rebrands to Saentra Forge, shifting focus toward defense and aerospace acquisitions while maintaining biotech research programs with glioblastoma trial results accepted for publication.

Redwire stock surges 20% on strong backlog expansion and 1.52x book-to-bill ratio. Company nearly doubles 2026 revenue guidance to $450-500M, though remains unprofitable.

Ondas shares surged 15% on major defense contracts from NATO and Germany. Strong cash reserves and 582% revenue growth position the company ahead of earnings.

Palantir's government data analytics business drove profitability, with 2025 revenue doubling to $4.48 billion and net profit reaching $1.63 billion, reflecting strong government demand.

Defense robotics firm XTEND goes public via $1.5B SPAC merger with JFB Construction Holdings, securing $152M in committed capital to commercialize its autonomous drone and robotic systems technology.

Leidos raises quarterly dividend to $0.43 per share, payable March 31, 2026. The increase reflects management confidence in cash generation and shareholder value commitment.