11 Best Military Technology Stocks to Buy Right Now
Insider Monkey·2026-02-22 04:12

Core Insights - The article discusses the best military technology stocks to invest in, highlighting a shift in military strategy towards agile and adaptable technologies, particularly AI-powered drones [1] - Traditional defense contractors are expanding capabilities through acquisitions to enhance offerings in AI, communications, and cybersecurity, driven by geopolitical conflicts and increased military budgets [2] - The NYSE Arca Defense Index has outperformed the S&P 500, returning 12.71% year-to-date compared to the S&P 500's 0.74% [3] Industry Trends - There is a growing emphasis on next-generation military technology, with small and mid-cap companies playing a crucial role in this evolution [1] - Increased military spending is being encouraged by government initiatives, although concerns exist regarding restrictions on capital allocation due to executive orders [5][6] - The executive order from President Trump restricts dividends, share buybacks, and CEO payouts, which may impact the attractiveness of the defense sector for top executives [4][5] Company Highlights - Planet Labs PBC (NYSE:PL) is recognized for its partnership with AXA Digital Commercial Platform to leverage satellite data for real-time disaster monitoring, showing a 21% stock return year-to-date [11][12][14] - BWX Technologies, Inc. (NYSE:BWXT) is advancing in nuclear fuel production and inaugurated a new facility for uranium enrichment, supported by a $1.5 billion contract from the Department of Energy [15][18][19]

BWX Technologies-11 Best Military Technology Stocks to Buy Right Now - Reportify