Core Insights - Booz Allen Hamilton Holding Corp. (NYSE:BAH) is recognized as one of the top defense stocks in Goldman Sachs' portfolio, with approximately 50% of its revenue derived from defense customers, including various branches of the U.S. military and other government entities [1] Group 1: Analyst Ratings and Valuation - William Blair analyst Louie DiPalma reiterated a Buy rating on Booz Allen Hamilton, highlighting the company's growing influence in the defense technology sector, as evidenced by its participation in a recent high-profile White House dinner alongside leading technology firms [2] - The analyst also noted that Booz Allen's current valuation is at a five-year low, presenting a potential investment opportunity despite rising valuations among its defense peers [3] Group 2: Company Services and Market Position - Booz Allen Hamilton provides a range of solutions including cybersecurity, artificial intelligence, analytics, digital engineering, and mission-critical IT services, making it one of the largest contractors for the U.S. Department of Defense and other federal sectors [4]

Key Takeaways Kratos Defense's backlog hits $1.41B, supported by steady U.S. defense funding and hypersonic expansion. Textron gains from rising air travel, new defense deals, and strong global partnerships.L3Harris sees solid U.S. and global defense demand, boosted by acquisitions and the Golden Dome initiative.A drone, also called an unmanned aerial vehicle (UAV), operates autonomously or through a remote control with no pilot on board. The technology has evolved over the years to graduate from basic civi ...

Oct 20, 2025 9:10 AM Eastern Daylight Time AV Awarded U.S. Army RCCTO Contract for Kinesis, Named Lead Software & Systems Integrator for HMIF Share Warfighter operates fleet of autonomous systems using AV's Kinesis tactical software platform [Credit: AV] ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. ("AV†) (NASDAQ: AVAV) today announced a contract award from the U.S. Army Rapid Capabilities and Critical Technologies Office (RCCTO) for its tactical mission planning and command and control (C2) softw ...

Deep-pocketed investors have adopted a bullish approach towards AeroVironment (NASDAQ:AVAV), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AVAV usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 39 extraordinary options activities for Aer ...

We recently published 10 Stocks Crash Harder than Wall Street. Ondas Holdings Inc. (NASDAQ:ONDS) is one of the worst performers on Wednesday. Ondas Holdings extended its losing streak to a 5th straight day on Wednesday, shedding 8.65 percent to close at $9.51 apiece as investors continued booking profits amid this month’s rapid surge. In the past trading days of October alone, Ondas Holdings Inc. (NASDAQ:ONDS) has already jumped by as much as 51.5 percent, but a selling spree dragged down sentiment to cl ...

Mt. Olive, New Jersey, USA, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Vislink Technologies, Inc. (OTCQB: VISL), a global leader in real-time video communications for the defense, public safety, and broadcast markets, today announced it has been awarded a significant contract by Precision Technic Defence A/S to supply advanced airborne video downlink systems for deployment on Royal Danish Airforce Airbus AS550 Fennec Helicopters. This seven-figure contract represents a key milestone in Vislink’s growing footprint wi ...

LOS ANGELES & CLARKSBURG, Md.--(BUSINESS WIRE)--CHAOS Industries and Forterra today announced a strategic partnership, successfully integrating their complementary technologies to address one of the Department of Defense's most urgent operational challenges: countering rapidly evolving unmanned aerial system (UAS) threats. The collaboration brings together CHAOS Industries' advanced sensing, detection, and protection capabilities with Forterra's autonomous vehicle architecture. The integrated s. ...

GRAND FORKS, N.D.--(BUSINESS WIRE)--AeroVironment, Inc. ("AV†) (NASDAQ: AVAV), a global leader in multi-layered counter-drone defense technology, today announced an expanded collaboration with GrandSKY, the nation's first commercial unmanned aerial system (UAS) business and aviation park, to establish the foundation of its Golden Dome for America limited area defense architecture at Grand Forks Air Force Base (AFB) in North Dakota. Oct 14, 2025 9:10 AM Eastern Daylight Time AV partnering on C-UAS system w ...

BRISTOL, TN / ACCESS Newswire / October 14, 2025 / Defense tech stocks rarely triple in nine months. VisionWave Holdings Inc (Nasdaq:VWAV) just did. ...

Michael Pace, AV's Senior Vice President of Space RF Systems, will be elevated to Senior Vice President of Space & DE Mission Systems. Pace, who is a technical subject matter expert in advanced technologies, including digital beamformed phased arrays and software-defined architectures. Pace joins Johnathan Jones, who recently assumed the role of Senior Vice President of Cyber and Mission Solutions, to comprise Clum's SCDE leadership team. ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. ("AV†) (NASDAQ ...