Aerospace & Defense Stocks

Defense technology firm Anduril Industries has acquired ExoAnalytic Solutions, a national security firm specializing in space sensing, awareness, and missile defense. The strategic move aligns with Anduril’s ambition to secure a role in President Donald Trump‘s Golden Dome...

Modern warfare is shifting from tanks and fighter jets to AI software, satellites and autonomous systems — and a handful of companies are emerging as key beneficiaries. Two of the most visible names in this emerging AI defense trade are Palantir Technologies Inc. (NASDAQ:PLTR) and Rocket Lab...

Billionaire hedge fund investor Paul Singer just began cashing in on one of his biggest winning bets: Southwest Airlines Co. (NYSE:LUV). Singer's hedge fund, Elliott Investment Management, sold roughly 5.3 million shares of the low-cost carrier, trimming its massive position as the stock trades...

Defense stocks have staged one of the most powerful rallies in recent months, and Wall Street says the move may still be in its early innings. Shares tied to defense contractors – closely tracked by the State Street SPDR S&P Aerospace & Defense ETF (NYSE:XAR) – have rallied by nearly 100%...

Ryanair Holdings PLC's (NASDAQ:RYAAY) third quarter told two very different stories. The spreadsheet said demand is booming. The headlines said Elon Musk. • Ryanair Hldgs stock is under selling pressure. Why is RYAAY stock trading lower? On paper, the airline looked like a post-COVID-19...

President Donald Trump may have grabbed headlines with buyback threats and a proposed $1.5 trillion defense budget, but for investors, the real question is simpler: which defense stock actually looks best priced if spending really accelerates? With policy noise largely digested, valuation is now...

Vertical Aerospace Ltd (NYSE:EVTL) is hurtling toward what CEO Stuart Simpson calls a decisive turning point. A mid-2026 milestone that could determine whether the company becomes the breakout winner of the eVTOL race or another over-promised aerospace dream weighed down by certification reality...

Vertical Aerospace Ltd (NYSE:EVTL) is raising expectations ahead of its Dec. 10 reveal, framing its upcoming certification aircraft as a defining moment for electric aviation. In exclusive comments shared with Benzinga over email, CEO Stuart Simpson called it "one of the most advanced electric...

Boeing Co (NYSE:BA) is suddenly catching a rare tailwind just as Airbus SE (OTC:EADSY) faces a string of unwelcome headlines. After years of being the punching bag of global aviation, Boeing is enjoying something it hasn't seen in a long time: good timing. Track BA stock here. Airbus A320 Recall...

Boeing Co (NYSE:BA) finally strung together a green day on Wednesday — and Jim Cramer jumped in with a bold call. "I am really starting to lean on Boeing for a monstrous 2026," he posted on X, as BA stock closed up about 2.5% around $187. I am really starting to lean on Boeing for a monstrous...

Aerospace just outperformed semiconductors — and almost nobody saw it coming. The Aerospace Index surged 45% over the past year, topping the Semiconductors Index's 41% gain, with Rocket Lab Corp (NASDAQ:RKLB) (+250%), Planet Labs PBC (NYSE:PL) (+374%), and Archer Aviation Inc (NYSE:ACHR) (+92%)...

Just days after soaring to a 15-month high, Boeing Co. (NYSE:BA) is facing harsh headwinds. The stock fell more than 5% on Thursday following reports that a Dreamliner 787-8 carrying more than 200 passengers crashed shortly after takeoff near Ahmedabad, India. The tragic event has rattled investor...

While Boeing Co (NYSE:BA) and Airbus SE (OTCPK: EADSY) wrestle with production slowdowns and decade-long backlogs, Chip Rewey, CIO at Rewey Asset Management, is focused on a quieter part of the aerospace and defense machine: the suppliers that win no matter which plane takes off. Fresh off Qatar...

In the high-stakes race to shape America's next-gen missile shield, Wall Street's "Golden Dome" trio – Northrop Grumman Corp (NYSE:NOC), Lockheed Martin Corp (NYSE:LMT) and RTX Corp (NYSE:RTX) – are all chasing glory. While the Pentagon's checkbook opens wide for Integrated Air and...

Boeing Co (NYSE:BA) just found itself in a high-altitude storm as newly announced tariffs add turbulence to its already complex supply chain. JPMorgan analyst Seth M. Seifman warns of “increased risk to estimates and multiples,” as rising costs and potential trade retaliation threaten...