India Military EO/IR Market Worth $1.78 Billion by 2030 – Research Report

India's military Electro-Optical/Infrared (EO/IR) market is experiencing rapid growth driven by geopolitical tensions, border surveillance needs, and AI integration. The market is projected to reach USD 1.78 billion by 2030 with a CAGR of 8.9%. Key growth areas include unmanned systems, miniaturization, and indigenous defense manufacturing under initiatives like 'Make in India' and 'Atmanirbhar Bharat.'

05/28/2026, 9:30 PM • GlobeNewswire

Defense Demand Lifts Elbit Systems After $1.4 Billion Contract Win

Elbit Systems (NASDAQ: ESLT) shares rose 7.75% after reporting strong Q1 results and securing a $1.4 billion European military modernization contract. The company demonstrated revenue growth across multiple segments, expanded margins, and increased operating cash flow. The contract spans five years and includes autonomous systems, electronic warfare solutions, and precision-guided munitions.

05/26/2026, 1:29 PM • Benzinga

Stock Market Today: S&P 500, Dow, Nasdaq Futures Up Amid US 'Defensive Strikes' On Iran— Elbit Systems, Intuitive Machines, Zscaler In Focus (UPDATED)

U.S. stock futures rose on Tuesday following Memorial Day, with the S&P 500 and Nasdaq 100 gaining 0.52% and 0.73% respectively. Despite U.S. defensive strikes on Iranian missile sites, markets remained resilient as oil prices fell and Iran negotiations progressed. Key movers included Elbit Systems jumping 8.26% on a $1.4B military contract, Intuitive Machines soaring 10.27% on a NASA lunar contract, and SCYNEXIS plunging 16.38% after announcing a reverse stock split.

05/26/2026, 8:47 AM • Benzinga

Stock Market Today: S&P 500, Dow Jones Futures Gain Despite US 'Defensive Strikes' On Iran—Elbit Systems, Intuitive Machines, Zscaler In Focus

U.S. stock futures rose on Tuesday following Memorial Day, with the S&P 500 and Nasdaq 100 gaining 0.52% and 0.73% respectively. Despite U.S. defensive strikes on Iranian missile sites, markets remained resilient as oil prices fell and Iran negotiations progressed. Key movers included Elbit Systems jumping 8.26% on a $1.4B military contract, Intuitive Machines soaring 10.27% on a NASA lunar contract, and SCYNEXIS plunging 16.38% after announcing a reverse stock split.

05/26/2026, 5:44 AM • Benzinga

S&P Global Ratings Maalot Raises Elbit Systems' Long Term Rating to "ilAAA" (Local Scale), With a Stable Outlook and Reaffirms Short Term Rating of "ilA-1+" (Local Scale)

S&P Global Ratings Maalot raised Elbit Systems' long-term rating to 'ilAAA' (local scale) with a stable outlook, citing improved financial ratios, strong operating performance, and record-high backlog driven by geopolitical escalation and increased global defense budgets. The company reported $7.94 billion in revenues for 2025 and a $28.1 billion order backlog.

05/20/2026, 4:15 AM • Benzinga

The Pentagon Wants 200,000 Autonomous Systems. A Latin American Government Just Signed Its First Defense Order. And a Nasdaq Defense Tech Company Just Walked 580 Investors Through Its Three-Pillar AI Platform

The U.S. Department of Defense's Drone Dominance Program targeting 200,000 autonomous systems by 2027, combined with historic defense budgets ($1T FY2026, $1.5T FY2027 proposal), is accelerating procurement of AI-driven autonomous platforms. Major defense contractors including AeroVironment, Elbit Systems, Leonardo DRS, and Unusual Machines are securing significant contracts and awards. VisionWave Holdings announced its first signed Latin American defense order alongside a presentation to 580+ investors, positioning itself as an emerging player in the autonomous systems market.

04/09/2026, 9:00 AM • GlobeNewswire

Elbit Systems Stock Up On Strong EPS, Order Backlog Growth

Elbit Systems (NASDAQ: ESLT) shares rose 12.06% after reporting Q4 2025 results with revenue of $2.148 billion (slightly missing consensus) and expanded margins. The company's order backlog reached $28.1 billion with 54% scheduled for 2026-2027. Strong performance across most segments, particularly in C4I/Cyber (19% Y/Y growth) and ISTAR/EW (39% Y/Y growth), was offset by a 14% decline in Aerospace revenues. The company declared a $1.00 per share dividend and highlighted over $500 million in R&D investments including AI enhancements.

03/17/2026, 12:37 PM • Benzinga

The Trade Desk, Circle, And Venture Global Are Among the Top 10 Large-Cap Gainers Last Week (March 2-March 6): Are the Others in Your Portfolio?

Ten large-cap stocks were top performers during the week of March 2-6, 2026, driven by strong earnings, raised guidance, bullish analyst calls, and strategic catalysts. The Trade Desk led with a 26.7% gain following OpenAI advertising discussions and insider buying, while Intuit surged 19.25%, Guidewire jumped 17.99% on better-than-expected results, and LyondellBasell soared 17.65% on analyst upgrades.

03/08/2026, 11:30 AM • Benzinga

Steve Eisman Is Not Changing a Single Trade Over the Iran War. Should Retail Investors Follow His Lead?

Prominent investor Steve Eisman advises against overreacting to the Iran war, recommending investors maintain their current strategies rather than make reactive trades. While geopolitical crises typically have limited long-term market impact, some sectors like defense may benefit from increased spending. The article suggests selective investments in defense-related assets could be reasonable, but warns against drastically changing investment plans based on short-term news.

03/04/2026, 1:12 PM • The Motley Fool

These 2 Drone Stocks Are Soaring on the Iran Strikes. Are They Buys?

Following U.S. and Israeli strikes on Iran, defense stocks rallied with drone makers Ondas Holdings and Elbit Systems gaining 10% and 7% respectively. Ondas, a small defense tech company with rapidly growing revenue, is believed to have been involved in the strikes and announced a $10 million strategic investment. Elbit Systems, the primary drone supplier for the Israeli Defense Forces, benefits from increased demand due to regional conflict and maintains a substantial $25.2 billion order backlog.

03/02/2026, 4:30 PM • The Motley Fool

Elbit Systems Secures $435 Million In Fresh Defense Contracts

Elbit Systems (NASDAQ: ESLT) stock rose 1.66% in premarket trading Tuesday following the announcement of approximately $435 million in new defense contracts spanning six years. The contracts include advanced defense systems and land systems. This comes after a January 26 announcement of a $228 million contract from General Dynamics for Iron Fist Active Protection Systems for U.S. Army Bradley vehicles. The company maintains a strong order backlog of $25.2 billion as of September 30, 2025.

02/17/2026, 7:16 AM • Benzinga

Maritime Surveillance and Intervention Market Report 2026: $49.51 Bn Opportunities, Trends, Competitive Landscape, Strategies, and Forecasts, 2020-2025, 2025-2030F, 2035F

The maritime surveillance and intervention market grew from $31.39 billion in 2025 to $34.64 billion in 2026 (10.4% CAGR) and is projected to reach $49.51 billion by 2030 (9.3% CAGR). Growth drivers include rising maritime security threats, offshore energy expansion, autonomous systems advancements, and increased military spending. Key players are developing advanced technologies like underwater surveillance systems and expanding through strategic acquisitions.

01/20/2026, 10:57 AM • GlobeNewswire

Nukkleus Completes Tiltan Acquisition, Adds 30 Years of Defense AI Leadership to Portfolio

Nukkleus Inc. (NASDAQ:NUKK) has completed its acquisition of Tiltan Software Engineering Ltd., an Israeli defense technology company with 30 years of expertise in AI-driven simulation, synthetic data generation, and GPS-denied navigation systems. The acquisition, valued at approximately $14 million, strengthens Nukkleus's position in the rapidly growing defense AI market, which is projected to grow from $28 billion to $65.5 billion by 2034. Tiltan's technology is embedded in systems used by major Israeli defense contractors including Israel Aerospace Industries, Elbit Systems, and Rafael Advanced Defense Systems.

12/30/2025, 9:29 AM • Benzinga

Small Caliber Ammunition Market Set for Significant Growth Worth USD 7.0 Billion by 2029 - Forecast and Outlook 2024-2029

The small caliber ammunition market is projected to grow from USD 5.7 billion in 2024 to USD 7.0 billion by 2029, driven by increasing defense budgets, geopolitical conflicts, and rising public safety concerns.

12/12/2025, 9:00 AM • GlobeNewswire

Nukkleus Stock Climbs: Acquisition Target Rimon Expected To Benefit From Iron Dome Deal

Nukkleus announced its acquisition target Rimon is set to benefit from a major Iron Dome expansion deal signed by Israel's Ministry of Defense, with significant U.S. defense funding supporting increased production of missile defense system components.

11/25/2025, 2:19 PM • Benzinga