Latest news with #militarytech
Wall Street Journal
08-08-2025
- Politics
- Wall Street Journal
Don't Count on Military Tech to Save the West
In her interview with Anduril's president, Christian Brose ('The Coming Revolution in Military Tech,' Weekend Interview, July 19), Kate Odell writes that 'new technology is changing the geometry of the battlefield.' Mr. Brose adds that 'our conception of military power . . . is just systematically wrong.' Anduril is providing revolutionary military technology, largely consisting of unmanned, relatively cheap and in some cases reusable weapons systems for the Pentagon. Much of Mr. Brose's unconventional thinking is reflected in his excellent book 'The Kill Chain' (2020), and much of his focus is on the tactical level of war.
Yahoo
02-08-2025
- Business
- Yahoo
AeroVironment (AVAV) Rides Drone Boom Amid Shifting Defense Priorities
AeroVironment, Inc. (NASDAQ:AVAV) is one of the best military tech stocks to buy now. On July 17, RBC Capital raised its price target on AeroVironment, Inc. (NASDAQ:AVAV) to $300 from $275, maintaining an Outperform rating following meetings with company leadership. At the current share price of $267.92, the new target implies an upside of approximately 12%. A rocket on its way to the sky, representing the power of the company's unmanned aircraft systems. According to a research note, RBC came away optimistic after investor discussions with AeroVironment's management team. The firm highlighted growing confidence in the company's top-line outlook, pointing to signs of a broader shift in the defense market that could benefit drone and missile system manufacturers. AeroVironment management emphasized that the defense sector is experiencing a positive inflection point, with increased funding and interest in unmanned systems across the U.S. and allied nations. Notably, the loitering munition segment, often referred to as 'kamikaze drones', continues to attract attention, even as more competitors enter the space. Management believes the total addressable market is expanding fast enough to support multiple suppliers. AeroVironment has seen growing demand for its tactical drone platforms, especially in regions facing heightened conflict or preparing for asymmetric warfare. Its flexible systems are valued for their ease of deployment and precision strike capabilities. AeroVironment develops tactical drones and precision munitions used in frontline military operations and battlefield intelligence. While we acknowledge the potential of AVAV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-08-2025
- Business
- Yahoo
Mercury Systems (MRCY) Wins Key Defense Deals in Mission Computing
Mercury Systems Inc. (NASDAQ:MRCY) is one of the best military tech stocks to buy now. Mercury Systems Inc. (NASDAQ:MRCY) announced it has received two new Common Processing Architecture (CPA) production awards, expanding its role in delivering advanced computing solutions to the U.S. defense sector. A satellite in orbit, capturing the technological prowess of the aerospace & defense company. While financial details were not disclosed, the awards reinforce Mercury's position as a key player in modular open systems used in military platforms. CPA technology is designed to streamline mission-critical computing across air, land, and sea systems, making deployments faster and easier to upgrade. These new contracts follow a string of similar wins for Mercury, as the Department of Defense continues to shift toward flexible, software-defined hardware infrastructure. The company's solutions are frequently embedded in radar systems, electronic warfare platforms, and high-performance sensor processing. CEO Bill Ballhaus has emphasized a renewed focus on execution and aligning more closely with Department of Defense priorities. These production wins could indicate improved traction under the company's ongoing transformation efforts. Mercury's modular designs and secure supply chain practices make it a preferred partner for defense primes seeking trusted, U.S.-based electronics manufacturing. Mercury Systems builds secure mission computing systems used in radar, electronic warfare, and command-and-control for U.S. defense platforms. While we acknowledge the potential of MRCY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-08-2025
- Business
- Yahoo
Elbit (ELST) Initiated with Buy Rating from BofA, Backed by Global Defense Boom
Elbit Systems Ltd. (NASDAQ:ESLT) is one of the best military tech stocks to buy now. On July 24, Elbit Systems Ltd. (NASDAQ:ESLT) was initiated with a Buy rating by BofA analyst Ronald Epstein, who set a price target of $500. With shares currently trading at $461.68, the target implies an upside of approximately 8.3%. Epstein described Elbit as a 'leader in defense technology and innovation,' citing its strategic role as a supplier to Western allies during a time of increasing global defense spending. The analyst believes the company is well-positioned to benefit from what he calls a broad-based 'global defense re-armament', driven by geopolitical uncertainty and rising national security budgets. While Elbit trades at a premium compared to large U.S. defense contractors, BofA views the valuation as reasonable when measured against small- to mid-cap defense peers in the U.S. and Europe. The firm also highlighted Elbit's expanding international customer base, particularly in NATO-aligned countries, as a key advantage. Elbit's diversified portfolio, including unmanned systems, advanced optics, and electronic warfare, allows it to stay aligned with modern military priorities while remaining agile in responding to rapid changes in defense needs. Elbit designs and supplies advanced defense electronics, drones, and surveillance systems for military forces worldwide. While we acknowledge the potential of ESLT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-08-2025
- Business
- Yahoo
L3Harris (LHX) Boosted by Defense Tech Innovation and Increased Orders
L3Harris Technologies, Inc. (NYSE:LHX) is one of the best military tech stocks to buy now. On July 29, Barclays raised its price target on L3Harris Technologies, Inc. (NYSE:LHX) from $255 to $305, reiterating an Overweight rating after updating its financial model following the company's latest earnings report. With shares currently trading at $274.14, the new target suggests a potential upside of roughly 11.3%. A military jetfighter against a deep blue sky with the sun behind it. The firm's updated model reflects improved margins and stronger-than-expected bookings reported in the second quarter. While the earnings beat didn't come as a major surprise, Barclays noted that L3Harris is showing better operational discipline and cash flow generation than previously forecasted. L3Harris has recently benefited from a rebound in U.S. defense procurement and steady international demand, particularly for its communications systems and space technologies. The company's integration of Aerojet Rocketdyne is also seen as a longer-term positive, potentially boosting its positioning in propulsion and missile systems. Barclays said the revised target takes into account better visibility into revenue growth over the next 12 to 18 months, along with the company's focus on simplifying its business segments and improving execution. Investors are keeping a close eye on defense names as global security spending continues to rise, and L3Harris remains one of the sector's more technology-driven players. L3Harris builds secure communications, space sensors, and electronic warfare systems for U.S. and allied defense programs. While we acknowledge the potential of LHX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
