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The defence industry, long considered a value trade, has in the past few years become a growth play. Global conflict is on the rise, and technology...

General Dynamics Corporation (NYSE:GD) is one of the undervalued aerospace and defense stocks to buy. On May 8, General Dynamics Corporation (NYSE:GD) inked a strategic collaboration with Kodiak AI to accelerate the development of autonomous ground vehicles for defense applications. The strategic partnership aims to integrate Kodiak AI-powered virtual driver technology with General Dynamics Land […]

Aerospace, defense stocks trade near buy point in mixed week for the sector. Boeing eases from entry on China orders, delivery report.

RTX just found itself a great partner to help build the Golden Dome.

Northrop Grumman and Lockheed Martin are two of the largest defense contractors in the U.S. Which one is the better stock?

General Dynamics (NYSE:GD) secured a U.S. Navy contract modification worth up to $2.31b for Virginia-class Block VI submarines, extending support through 2035. The company’s GDIT unit entered a new technology partnership with NightDragon to advance U.S. government cybersecurity, AI and autonomy solutions. For investors watching NYSE:GD, these updates add fresh context to a stock that has delivered a 24.5% return over the past year and 100.5% over five years. With a current share price of...

Redwire trails its industry despite strong sales growth, as widening losses, rising costs and a premium valuation cloud near-term upside.

Wood puts renewed focus on the self-driving truck company amid its expanding Driver-as-a-Service fleet and partnerships.

The eVTOL maker reported an Ebitda loss of $97.2 million from sales of $10.1 million. Wall Street was looking for a $127 million loss from $8.7 million in sales.

LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.

The latest fair value estimate for General Dynamics has been adjusted to US$392.31 from US$393.07, a small move that still matters for how you think about upside versus current trading levels. Recent Street research blends both bullish and cautious views, with some analysts lifting targets and others trimming them, all circling around how much to pay for the stock on a P/E basis given current growth and execution assumptions. As you read on, you will see how to track these shifts in the...

Kodiak AI (NASDAQ:KDK) executives used the company’s first-quarter fiscal 2026 earnings call to highlight a $100 million capital raise, progress scaling paid driverless operations, and new partnerships spanning long-haul trucking, industrial applications, and defense. Founder and CEO Don Burnette s

Apple's iPhone 17 demand and record Services revenue highlight growth drivers as AMD and Chevron benefit from AI and energy momentum.

Palantir will soon get a chance to show off its technical expertise to the Army.

Northrop Grumman rose 14% in the past year as new defense contracts and aircraft testing boosted growth prospects amid earnings concerns.

RTX outpaced its industry over three months as new defense contracts, sensor deliveries and factory investments support growth hopes.

General Dynamics Corporation (NYSE:GD) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On April 30, Morgan Stanley analyst Kristine Liwag lifted the price target on the stock to $435 from $410 and reiterated an Overweight rating. The adjustment came after the company reported results for the first quarter […]

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

The U.S. Navy fired interceptors at inbound Iranian cruise missiles in the Strait of Hormuz yesterday morning. Those interceptors were almost certainly built by Raytheon. CENTCOM commander Adm. Brad Cooper said Iran fired cruise missiles at U.S. Navy ships and drones at commercial vessels, all of which were engaged with no U.S. Navy or U.S.-flagged ... U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Defense spending is surging.

The First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL) exists to solve a concentration problem: anyone betting on the defense and aerospace cycle through a single name takes on F-35 program risk, 737 certification risk, or one CEO’s execution risk. MISL spreads that bet across the prime contractors and engine makers driving the cycle. First ... MISL Investors: Watch the FY27 Budget Bill Before the Next Rally

Defense stocks appear to be a volatile play right now.

NOC rides a $95.6B backlog and rising defense demand, but labor shortages and compliance costs threaten near-term performance.

In the first quarter of 2026, General Dynamics reported revenue of US$13.5 billion and diluted EPS of US$4.10, with particularly strong growth in its Marine Systems and Aerospace segments and companywide bookings of US$26.6 billion. The company’s backlog rose to about US$131 billion and management raised full-year EPS guidance to US$16.45–US$16.55, underscoring how recent contract wins and improved shipyard productivity are feeding into longer-term earnings visibility. We’ll now examine how...

L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-

General Dynamics (NYSE:GD) opened fiscal 2026 with first-quarter results that President Danny Deep described as “a very powerful quarter in all respects,” highlighted by double-digit growth in revenue and earnings, strong cash generation, and a sharp increase in backlog. Deep, who led the call alon

Shares soared 8% on an earnings beat Wednesday, erasing much of the losses the company has suffered since the start of the war in Iran.

General Dynamics (GD) just posted first quarter 2026 results that came in ahead of Wall Street expectations, with double digit growth in revenue, operating earnings, and net earnings compared with a year earlier. See our latest analysis for General Dynamics. The strong first quarter update appears to have shifted sentiment, with a 1 day share price return of 7.99% reversing recent weakness. The 1 year total shareholder return of 26.77% underlines still solid longer term momentum. If this...

Moby summary of General Dynamics Corporation's Q1 2026 earnings call