Drone Maker Kratos Jumps on Strong Buy Rating and Growth Outlook
Kratos drones & defense tech are booming, with strong growth, rising demand, and shares seen climbing from $70 toward $119.
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AIRO Q4 Results: Revenue Up But Misses Wall Street Targets – Eyes 15-25% Growth in 2026
AIRO reported Q4 2025 revenue of $48.3M (up YoY) but missed Wall Street forecasts. 2026 guidance calls for 15-25% growth backed by $150M drone backlog.
Rocket Lab Wins Record $190M Deal for 20 Hypersonic Launches
Rocket Lab has secured its largest contract ever — $190 million for 20 HASTE hypersonic test launches with the U.S. Department of War. This pushes the company’s total backlog past $2 billion.
Trump Calls for $1.5 Trillion Defense Budget Hike, Claims Tariffs Will Cover Costs
President Trump proposes 50% increase in US military spending to $1.5 trillion by 2027, citing tariff revenue as funding source despite budget concerns.
Defense Tech & Space: KeyBanc Bullish on Sector Leaders While Redwire Scores Major Contract
KeyBanc initiates coverage on AVAV and KTOS with bullish ratings. Redwire lands docking systems contract for European spacecraft Nyx, stock jumps.