Standex International's fiscal Q2 results showcase robust organic growth and record order intake, driven by a multi-year strategic pivot towards new product innovation and high-growth markets like grid infrastructure and defense.
Algoma Steel Group's binding agreement with Hanwha Ocean for Canada's submarine project could funnel up to $250 million into a new beam mill, bolstering national defense capacity. While promising, analysts urge investors to weigh this long-term potential against the company's immediate financial and operational challenges.
German federal prosecutors have arrested five individuals accused of orchestrating a vast procurement network that allegedly funneled millions of euros worth of goods to Russian defense companies, in direct violation of EU sanctions imposed following the invasion of Ukraine.
Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.
Ondas Holdings Inc. (NASDAQ: ONDS), through its subsidiary American Robotics, has achieved a significant milestone with its Optimus drone system being added to the Defense Contract Management Agency's (DCMA) Blue List. This designation streamlines procurement for U.S. defense and critical infrastructure missions, bolstering the company's position in the competitive autonomous systems market.
Defense giant Lockheed Martin secures a pivotal seven-year agreement to dramatically ramp up production of key missile defense systems while launching a new venture aimed at combating wildfires, signaling a dual-track strategy of reinforcing core government business and diversifying into civilian applications.
Congress has approved $23 billion in initial funding for the ambitious Golden Dome missile defense initiative, yet the absence of a detailed spending blueprint from the Pentagon is stalling progress and clouding investment prospects for 2026.
Innodata Inc. (NASDAQ: INOD), a data engineering and AI services firm, has been awarded a place on a critical U.S. Missile Defense Agency contract vehicle, positioning it for future task orders in defense technology development and fueling analyst optimism for its 2026 growth trajectory.
The incoming Dutch government, led by Prime Minister-designate Rob Jetten, has unveiled its policy agenda, pledging continued military and financial support for Ukraine and a commitment to enshrine higher NATO defense spending targets into law.
Voyager Technologies has commenced a significant expansion of its defense manufacturing facility in Pueblo, Colorado, marking one of the region's largest military-industrial investments in recent years. The project aims to bolster domestic production for missile defense and munitions, integrating advanced automation and AI-driven logistics.
The defense giant's stock jumped over 4% following an optimistic sales forecast and a major new agreement to significantly boost production of a key missile defense system for the U.S. military.
Hong Kong apparel giant Crystal International is investing in a high-tech logistics center in China, aiming to slash fabric transfer times by 75% and power operations with solar energy as part of its broader smart manufacturing push.
Following a strategic partnership with Singapore's GIC, Realty Income (NYSE: O) is poised for a transformative year. Analysts forecast further international growth, portfolio diversification into new property verticals, and a potential rebound in share performance as catalysts align.
Singapore will establish its National Space Agency on April 1st, aiming to leverage its technological prowess to secure a strategic position in the rapidly expanding global space economy, as global investments continue to soar.
D-Wave Quantum Inc. announces a tenfold speed boost in missile defense simulations with partners Anduril and Davidson, alongside a $20M academic deal and a Fortune 100 QCaaS contract, signaling broader quantum computing integration.
Amid a volatile market, EFG International's consistent profit growth and significant insider holdings present a compelling case for stability-focused investors, setting it apart from riskier, loss-making ventures.
MSM International (Catalist: 51O) is demonstrating a promising trajectory in capital efficiency, with its Return on Capital Employed (ROCE) showing improvement. While the current 5.5% ROCE is modest, its alignment with industry averages and the context of a recent turnaround from losses paints a picture of a company methodically enhancing its profitability. Investors are taking note, as reflected in a significant 110% total return over the past five years.
Shares of Lincoln National (NYSE: LNC) have retreated nearly 8% over the past month, trading around $41.61, despite a strong long-term track record. This pullback has reignited the debate among value investors: does the current price reflect a significant undervaluation or underlying sector headwinds? A deep dive into key valuation metrics suggests a substantial gap between the market price and intrinsic value estimates.
Lantronix's new partnership to develop edge AI threat detection systems for drones has spotlighted the stock, but analysts are divided on whether its current valuation fully prices in the risks and opportunities of the nascent defense tech market.
Faced with the realities of modern warfare in Ukraine, NATO is fast-tracking innovation, creating an unprecedented opportunity for agile tech founders to access a once-closed defense market.
