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SHLD: Staggering Return On Unprecedented Demand Is Likely To Continue, Strong Buy
Seeking Alpha· 2025-09-23 10:58
The Global X Defense Tech ETF (NYSEARCA: SHLD ) is soaring at a blistering rate of 80% in the past twelve months, driven by a record financial growth and order backlog. In particular, companies with exposure to defense-related technologies contribute significantlyKomal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist in ...
Lockheed Martin Corporation (LMT) Announces Strategic Partnership With BAE Systems FalconWorks to Co-Develop Uncrewed Autonomous Air Systems
Yahoo Finance· 2025-09-22 22:02
With significant hedge fund interest, Lockheed Martin Corporation (NYSE:LMT) secures a spot on our list of the 15 Best Stocks to Invest in for Financial Stability. BigBear (BBAI) Climbs 16.7% as New Govt Policy Sparks Optimism for Defense Business Copyright: scanrail / 123RF Stock Photo At the DSEI global defense conference in the UK, which took place on September 9, 2025, Lockheed Martin Corporation (NYSE:LMT) announced a strategic partnership with BAE Systems FalconWorks to co-develop uncrewed autonom ...
15 Best Stocks to Invest in for Financial Stability
Insider Monkey· 2025-09-21 13:35
Group 1: Market Overview - Wall Street experienced a quieter note on September 19, 2025, following a week of record-breaking highs, reflecting a balance between investor optimism and economic caution [2] - The stock market rally was fueled by positive corporate earnings, Federal Reserve policy shifts, and renewed interest in transformative technologies [2] - The Russell 2000 index surged to its first record since 2021, indicating renewed confidence in smaller companies, often seen as leaders of financial stability [3] Group 2: Federal Reserve Insights - The Federal Reserve's comments on a cooling labor market and focus on rate cuts provided reassurance that monetary easing could mitigate growth risks without leading to policy errors [3] Group 3: Investment Strategy - The list of the 15 Best Stocks to Invest in for Financial Stability was curated based on insights from investing forums, analyst reports, and advice from money managers and billionaires [6] - The stocks selected belong to defensive sectors such as consumer staples, healthcare, and industrials, ranked by the number of hedge funds holding stakes as of Q2 2025 [6][7] Group 4: Company Highlights - American Tower Corporation (NYSE:AMT) is one of the best stocks for financial stability, with 70 hedge fund holders, and recently priced a public offering of $200 million in senior unsecured notes due 2030 and $375 million due 2035 [8][9] - The Goldman Sachs Group, Inc. (NYSE:GS), with 73 hedge fund holders, released a report indicating steady allocations towards private credit, infrastructure, and public equities, despite geopolitical concerns [11][12] - Lockheed Martin Corporation (NYSE:LMT), also with 73 hedge fund holders, announced a strategic partnership with BAE Systems to co-develop uncrewed autonomous air systems, focusing on electronic warfare and attack capabilities [14][15]
Lockheed Boosts Defense Tech With Key Microelectronics Partnerships
ZACKS· 2025-09-19 14:06
Key Takeaways Lockheed is integrating advanced microchips to boost radar, satellite, and fighter jet systems.Intel, Honeywell, and GlobalFoundries collaborations enhance supply chain and defense tech.LMT shares rose 6.2% in the past month, outpacing the industry's 2.9% gain.Microelectronics are crucial to modern defense systems, providing the core technology for advanced radar, secure communications, missile guidance, and electronic warfare. Therefore, to maintain its leadership position in the global defe ...
Laser Photonics and Fonon Technologies Make Major Breakthrough in Laser Shield Anti-Drone "LSAD" System
Accessnewswire· 2025-09-18 12:05
Core Insights - The Laser Shield Anti-Drone (LSAD) System has successfully neutralized an active drone in field tests, marking a significant milestone in its development [1] - The system has proven effective in real-world conditions, indicating its readiness for further testing and potential commercialization [1] - The counter-drone market is projected to reach $8 billion, presenting a massive market opportunity for the LSAD System [1] Company Highlights - Laser Photonics Corporation (NASDAQ:LASE) is a global leader in industrial laser systems, focusing on cleaning and material processing applications [1] - The company, in partnership with Fonon Technologies, is advancing the LSAD System towards extended range testing [1] - The LSAD System has been recognized as a finalist for the Critical Technology Challenge at the Defense TechConnect Innovation Summit and Expo, highlighting its innovative potential [1]
As Drone Stocks Skyrocket, Cathie Wood Can’t Get Enough of This 1 Name
Yahoo Finance· 2025-09-17 19:45
Core Insights - The drone industry is gaining significant investor interest, particularly in defense and logistics sectors, with Kratos Defense & Security Solutions being a major player in this space [1][2] - Kratos is recognized as a leading company in pure-play drone technology, specializing in unmanned aerial systems and related technologies [2][3] Company Overview - Kratos Defense & Security Solutions operates in national security markets through two main segments: Kratos Government Solutions and Unmanned Systems [3] - The company develops a range of advanced technologies, including satellite ground control systems, jet-powered unmanned drones, hypersonic vehicles, and propulsion systems for missiles and spacecraft [3][4] - Kratos also produces microwave electronics for radar and missile defense, counter-drone systems, and virtual reality training platforms, serving various defense and space applications [4] Financial Performance - Kratos has a market capitalization of $12.88 billion and has seen its stock price increase by 236% over the past year [5] - In the second quarter, Kratos reported revenue of $351.5 million, surpassing its guidance of $305 million, with organic revenue growth of 15% [6] - The company raised its full-year revenue guidance to $1.3 billion, reflecting strong momentum in global defense spending [6] - Adjusted EBITDA for the quarter was $28.3 million, exceeding estimates, and full-year EBITDA guidance was increased to $117 million, with expectations for margin expansion by at least 100 basis points by 2026 [7]
Wrap Enters U.S. Army xTechCounter Strike C-UAS Competition with Project MERLIN Innovation
Globenewswire· 2025-09-17 11:00
The patent pending Merlin platform and Wide Area Kinetic Anti-Drone Cassette are anticipated to meet or exceed DOD and U.S. Army requirements by providing scalable, low-cost, and rapidly deployable defense against unmanned aerial threats, reinforcing Wrap’s long-term growth strategy in military and allied markets. MIAMI, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc. (NASDAQ: WRAP) (“Wrap” or the “Company”), a global leader in innovative public safety and defense solutions, today announced the s ...
KBR Awarded Multiple Strategic Contracts in Support of the Air Force Research Laboratory
Globenewswire· 2025-09-17 10:00
HOUSTON, Sept. 17, 2025 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) announced today it has been awarded three cost-plus-fixed-fee task order contracts by the Air Force Research Laboratory (AFRL) under the Innovative Cyber/Infrastructure Threat Assessment Environment (INCITE) Common Operating Picture for Event Response Situation Awareness (COPERS) contract. The Multi-Domain Situational Awareness task order, Trusted Microelectronics, Mission Resilience and Assessment Environments task order and the Space Situational ...
Elbit Systems Announces Extension of Its Shelf Prospectus in Israel
Prnewswire· 2025-09-17 07:25
Core Viewpoint - Elbit Systems Ltd. has received a 12-month extension for its shelf prospectus from the Israel Securities Authority, now valid until September 27, 2026, but has not yet decided on any securities offering [1][2]. Company Overview - Elbit Systems is a leading global defense technology company, providing advanced solutions for security and safety [5]. - The company employs approximately 20,000 people across five continents and reported revenues of $2.0 billion for the three months ending June 30, 2025, with an order backlog of $23.8 billion as of that date [6]. Securities Offering Details - No decision has been made regarding the offering of securities under the shelf prospectus, including the scope, terms, or timing of any potential offering [2]. - Any securities offered will not be registered under the U.S. Securities Act of 1933 and may only be offered in Israel, subject to registration or exemption [3]. Regulatory Information - The press release does not constitute an offer to sell or a solicitation to buy any securities [4].
VisionWave Signs Strategic Defense MOU with Major India-Based Partner; Potential EI™ Field Evaluations of Active Protection System (APS) Scheduled Under MoD Frameworks
Globenewswire· 2025-09-15 12:30
Core Points - VisionWave Holdings, Inc. has signed a Memorandum of Understanding (MOU) with a major India-based defense company to collaborate on modernization programs for the Indian Ministry of Defence (MoD) [2] - The MOU establishes a framework for technical proposals, simulations, and demonstrations of VisionWave's Active Protection System (APS) and other sensing technologies [2][4] - The collaboration includes potential evaluations and trials for various defense systems, including counter-UAS systems, tactical drones, and radar technologies [4][8] Program Scope - The MOU allows for exploration of multiple MoD programs, including the Make-2 Drone Kill System, ALTV (New Generation Light Tank Program), FRCV (Future Ready Combat Vehicle), and T-72/T-90 Retrofit Program [4][8] - Demonstrations requested by the Indian partner will be conducted in India at the partner's expense, reflecting their confidence in VisionWave's capabilities [5][8] Management Commentary - The CEO of VisionWave stated that the agreement transitions the company from dialogue to execution, emphasizing the strategic importance of the Indian market for defense-grade edge AI [7] - The company anticipates scheduling field testing of its APS in India, subject to regulatory clearances [7] Additional Collaboration - The parties are advancing additional confidential defense-technology tracks and discussing a potential initial purchase order for VisionWave systems, subject to formal evaluations and regulatory clearances [6][9] - Future public statements will be issued with mutual consent, and updates will be provided as material milestones are achieved [9]