Topic: defense

Analysts Morningstar expect Rheinmetall (RHM) stock to double with a fair value estimate of €2,380, implying 91% upside

06/04/2026, 10:31 AM forecast Analysts: analysts, Morningstar defense

Despite recent scrutiny and a decline in share prices, analysts believe that the European defense sector, particularly Rheinmetall, still holds significant upside potential due to ongoing demand for military capabilities.

U.S. Considers Expanding Nuclear Weapons Hosting in NATO, Potentially Boosting Defense Stocks

06/02/2026, 12:35 PM growth defense

The U.S. may expand its nuclear weapons-hosting capabilities to additional NATO countries in Europe, which could significantly benefit defense contractors involved in the production and maintenance of dual-capable aircraft.

Defense Spending and China’s Role in Asia Highlighted at 2026 IISS Shangri-La Dialogue

05/31/2026, 10:31 AM review finance defense

The 2026 IISS Shangri-La Dialogue highlighted a global shift towards increased defense spending amid rising tensions, particularly regarding China's military posture and the ongoing lessons from the Ukraine conflict. This trend may influence defense budgets and geopolitical strategies worldwide.

AUKUS Alliance to Develop Unmanned Undersea Vehicles with Delivery Scheduled for 2027

05/30/2026, 01:32 PM announcement defense

The AUKUS alliance between the United States, Britain, and Australia is set to enhance its military capabilities by developing unmanned undersea vehicles, with deliveries expected to begin in 2027. This initiative is significant as it aims to strengthen defense technology and counter China's influence in the Indo-Pacific region.

Analysts Morningstar and Quilter Cheviot predict consolidation in European defense stocks amid changing geopolitical dynamics

05/30/2026, 06:31 AM review Analysts: analysts, Morningstar defense finance

European defense stocks, which saw significant growth in 2025 due to increased military spending, are now experiencing a slowdown as investors shift focus to company fundamentals and earnings performance.

Analysts Needham expect upside for Unusual Machines (UNUS) as Pentagon considers funding deals for drone companies

05/28/2026, 03:31 PM investing forecast Analysts: analysts, Needham defense ai

Drone stocks experienced significant gains following reports that the Trump administration is negotiating potential funding deals with several drone companies, including one linked to Donald Trump Jr. This development could enhance domestic drone production and lower costs, impacting the defense sector positively.

Former CIA Director David Petraeus Highlights Drone Swarms as Emerging Threat and Investment Opportunity

05/27/2026, 11:31 PM economy research defense ai

Former CIA Director David Petraeus highlighted the dual threat and investment potential of unmanned systems and drone technology in modern warfare, emphasizing the urgent need for enhanced defense capabilities against these evolving threats.

Analysts recommend a bull call spread strategy for Northrop Grumman (NOC) amid recent price decline

05/26/2026, 03:34 PM investing recommendation Analysts: analysts defense

Northrop Grumman's stock has dropped 30% in less than two months, but technical indicators suggest a potential turnaround, making it a point of interest for investors looking for entry opportunities.

Pentagon and SpaceX Dispute Over Starlink Pricing Amid Iran Conflict

05/26/2026, 12:34 PM announcement defense internet

The Pentagon's increasing reliance on SpaceX's Starlink network for military operations has led to disputes over pricing, with SpaceX pushing for higher fees as its services become critical in the ongoing conflict with Iran. This situation highlights SpaceX's growing leverage over U.S. defense contracts amid its plans for a significant IPO.

AllianceBernstein Selects Renk AG as Top Defense Stock Amid European Market Retreat

05/20/2026, 12:36 PM research defense finance

AllianceBernstein identifies Renk as a prime investment opportunity in the European defense sector, which has seen significant stock declines despite long-term military spending commitments from NATO countries.