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defense: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Ondas, Unusual Machines and Palantir

Ondas is gaining attention as rising drone demand, government investment talks and projected revenue growth fuel momentum in defense technology.

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Debanjana Dey

SIF vs. CVU: Which Aerospace Components Stock Has Better Prospects?

SIFCO and CPI Aero take different paths through aerospace demand, defense backlog and execution, but which setup looks more compelling right now? Let's dive in.

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Andrew Rocco

Ondas (ONDS): The New Era of Defense

As drone warfare fundamentally shifts traditional military paradigms, Ondas is positioning itself at the center of the revolution.

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Zacks Equity Research

ESLT Q1 Earnings Call Points to a Bigger Europe Push

Elbit Systems' Q1 call touts record $30.2B backlog, surging European demand and a production buildout, pointing to mid-teens growth and more deals.

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Kevin Cook

Bull of the Day: Viavi Solutions (VIAV)

Wall Street analysts were way behind on this growth story, but the Zacks Rank gave a double between quarters

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Zacks Equity Research

SIFCO Stock Gains Post Q2 Earnings, Military Sales Strong

SIF reports strong growth in second-quarter fiscal 2026, driven by military sales and operational efficiencies, despite challenges in the supply chain and labor availability.

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Zacks Equity Research

Do Options Traders Know Something About CAE Stock We Don't?

Investors need to pay close attention to CAE stock based on the movements in the options market lately.

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Shrabana Mukherjee

BigBear.ai vs. Booz Allen: Which GovTech AI Stock Is Better?

Which GovTech AI stock wins now ??? BBAI's turnaround and 12.75x sales or BAH's $38B backlog and 0.8x multiple?

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Debanjana Dey

AP vs. TPCS: Which Industrial Stock Is the Better Buy Today?

Ampco-Pittsburgh and TechPrecision face different industrial cycles and defense demand, but which setup looks more compelling now? Let's dive in.

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Andrew Rocco

Rocket Lab: The Golden Dome Catalyst

Rocket Lab has successfully evolved from a niche launch provider into a vertically integrated powerhouse capable of supporting national security space infrastructure.

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