SpaceX Going Public Is Not a Reason to Abandon Rocket Lab

While SpaceX's IPO has drawn investor attention to space stocks, Rocket Lab offers distinct investment merits through its growing backlog, defense contracts, and planned Iridium acquisition. However, investors should monitor execution risks including Neutron rocket delays, unprofitability, and high customer concentration.

07/09/2026, 9:15 AM • The Motley Fool

Drone Stocks Are Down, But Defense Backlogs Tell a Different Story

Despite significant stock price declines in 2026, drone and defense companies AeroVironment, Red Cat Holdings, and Kratos Defense are positioned for growth due to record backlogs, funded contracts, and strong tailwinds from Pentagon's shift to unmanned systems and Western de-risking from Chinese defense technology. The 2027 defense budget includes nearly $75 billion for unmanned systems, supporting long-term revenue and earnings strength.

07/08/2026, 8:09 AM • Investing

Why Kratos Defense & Security Solutions Stock Is Soaring Today

Kratos Defense & Security Solutions stock surged 4.83% today due to two catalysts: Ark Invest's purchase of 138,735 shares for its Innovation ETF, and the U.K.'s announcement of a £5 billion ($6.6 billion) drone investment over four years for its military. The developments highlight growing demand for drone technology in defense.

06/30/2026, 1:17 PM • The Motley Fool

Why Kratos Defense Stock Dropped Today

Kratos Defense stock fell 4.4% after President Trump announced a U.S.-Iran peace deal. Investors sold defense stocks fearing reduced demand for defense products. However, the article argues this concern may be overblown since Kratos primarily makes target-practice drones and its advanced Valkyrie drone wasn't used in the Iran conflict, so the company likely made no sales during the war anyway.

06/18/2026, 12:20 PM • The Motley Fool

5 Stocks Poised to Benefit Now That SpaceX Is Public

SpaceX's record $75 billion IPO creates opportunities for suppliers and partners in the commercial space economy. Alphabet holds a $122 billion stake in SpaceX that is now marked to market. Rocket Lab, Kratos Defense, Intuitive Machines, and AST SpaceMobile are positioned to benefit from increased spending on space infrastructure and satellite deployment.

06/18/2026, 11:15 AM • The Motley Fool

SpaceX Just Went Public. These 5 Other Publicly Traded Companies Could Be the Biggest Winners.

SpaceX's record-breaking $75 billion IPO at a $1.8 trillion valuation positions several publicly traded companies as major beneficiaries. The newly public company's substantial capital infusion will drive demand for AI computing hardware, satellite components, and defense systems, creating opportunities for its suppliers and partners.

06/13/2026, 8:08 AM • The Motley Fool

3 Drone Stocks to Watch as the Sector Surges on Trump-Era Funding Hopes

The US drone sector is experiencing renewed momentum as the Trump administration considers direct financial support for domestic drone makers. Three standout companies—Kratos Defense, Ondas Holdings, and Red Cat Holdings—are positioned to benefit from increased government contracts and defense spending, with analysts projecting significant upside potential ranging from 50-73%.

05/29/2026, 1:19 PM • Investing

3 Drone Stocks to Watch as the Sector Surges on Trump-Era Funding Hopes

The US drone sector is experiencing renewed momentum as the Trump administration considers direct financial support for domestic drone makers. Three standout companies—Kratos Defense, Ondas Holdings, and Red Cat Holdings—are positioned to benefit from increased government contracts and defense spending priorities, with analysts projecting significant upside potential ranging from 50-73%.

05/29/2026, 10:25 AM • Investing

Trump's Drone Dominance Play: US Government May Soon Own Stakes In These Stocks

The Trump administration is in active talks to take equity stakes in domestic drone manufacturers through the Pentagon's Office of Strategic Capital. This follows the June 2025 'Drone Dominance' executive order and FY2027 defense budget allocating tens of billions for drone production, targeting 300,000 low-cost attack drones by 2027. The $1 billion Drone Dominance Program is actively running with 49 companies competing in Phase II qualifying events.

05/28/2026, 10:57 AM • Benzinga

Why Kratos Defense Stock Popped Today

Kratos Defense stock surged 13.8% after reports that the Trump Administration may invest in U.S. drone manufacturers. However, the proposed subsidies target low-cost disposable FPV drones rather than Kratos's advanced XQ-58 Valkyrie product. Other companies like Unusual Machines and privately held firms are reportedly in the running for government funding, while negotiations remain ongoing and Kratos's inclusion is uncertain.

05/28/2026, 10:25 AM • The Motley Fool

Counter-Drone Procurement Goes Generational

The U.S. defense procurement environment is experiencing a significant shift toward counter-drone systems as a critical capability. The global counter-unmanned aircraft system (C-UAS) market is projected to grow from $6.64 billion in 2025 to $20.31 billion by 2030 at a 25.1% CAGR. Section 1709 of the FY25 NDAA has effectively banned foreign-manufactured drones from the U.S. defense supply chain, creating opportunities for domestic defense contractors. Several companies are positioning themselves to capitalize on this trend through vertically integrated platforms combining RF sensing, computer vision, and AI analytics.

05/28/2026, 8:35 AM • Benzinga

Investors Abandoned These 3 AI Stocks Too Early

Jeff Clark of TradeSmith argues that while AI and semiconductor stocks dominate headlines, a market rotation is coming. He identifies three undervalued stocks that have been abandoned despite strong fundamentals: Figma (design platform integrating AI), Kratos Defense (unmanned aerial systems with 45%+ earnings growth), and SoundHound AI (conversational voice AI). These stocks have retreated from peaks but offer better entry points than when they were making headlines.

05/21/2026, 12:02 PM • Investing

This Nuclear Tech Stock Grew Revenue 27%, But a Fund Still Slashed Its Stake

Nicholas Investment Partners sold 592,382 shares of Mirion Technologies (MIR) worth approximately $13.36 million in Q1 2026, despite the company posting strong 27.5% revenue growth and 42% order surge. The fund's stake reduction suggests investor rotation despite solid operational performance, though profitability concerns and underperformance versus the S&P 500 may be driving the decision.

05/15/2026, 8:19 PM • The Motley Fool

Karman: Defense Darling’s Outlook Strengthens After 40% Drop

Karman, a defense company that went public in February 2025 at $22/share and peaked at $115 in January 2026, has dropped 40% but shows strengthening fundamentals. Q1 2026 results exceeded expectations with 51% YOY revenue growth to $151.2M and doubled adjusted EPS. The company raised full-year guidance, boasts a $1B backlog (61% YOY growth), and has 90% visibility into 2026 revenue. With new CEO Jon Rambeau's 30 years of defense industry experience and analyst price targets implying 65% upside, the stock appears better positioned for long-term success despite elevated valuation.

05/15/2026, 10:12 AM • Investing

Why Kratos Stock Dropped Again Today

Kratos Defense & Security Solutions stock dropped despite beating earnings, with five out of six analysts cutting price targets. The company reported 23% sales growth and doubled GAAP income, but continues to burn cash with negative free cash flow of $47.3 million. At a valuation of 340 times earnings, analysts remain skeptical despite strong order book growth driven by increased drone demand in global conflicts.

05/11/2026, 10:02 AM • The Motley Fool