Here's Who Won the Drone Dominance Gauntlet 2 Contest

The Pentagon's $1.1 billion Drone Dominance Program held its second competition gauntlet, with 19 companies competing for over $300 million in contracts to build low-cost attack drones. While 10 original competitors from Gauntlet 1 advanced, notably Kratos and Red Cat were eliminated. Northrop Grumman joined as a lethality provider, offering investors one publicly traded option to participate in the program.

10/03/2026, 7:07 AM • The Motley Fool

Meet FORTITUDE™: The Single Chip Supercharging Data Speed and System Performance

Northrop Grumman unveiled FORTITUDE™, a patented gallium nitride chip technology designed to process vast portions of the electromagnetic spectrum on a single grain-of-rice-sized chip. The technology delivers three times more power and 20 times better signal quality for satellites, radar, GPS, electronic warfare, and 6G systems while reducing weight and power consumption.

10/02/2026, 10:00 AM • GlobeNewswire

Boeing vs. Lockheed Martin: Which Essential U.S. Aerospace Stock Is a Better Buy in 2026?

The article compares Boeing and Lockheed Martin as aerospace investment options for 2026. Boeing is undergoing a turnaround with strong commercial aviation demand and record backlogs, but faces operational challenges, high debt (10.0x debt-to-equity), and negative free cash flow. Lockheed Martin offers stability with steady profitability, lower leverage (3.2x debt-to-equity), strong free cash flow ($6.9B), and long-term F-35 program revenue visibility. The author recommends Lockheed Martin as the better value investment due to its cheaper valuation multiples (17.3x forward P/E vs. Boeing's 49.7x) and fortress-like business model.

09/24/2026, 5:27 PM • The Motley Fool

Firefly Aerospace vs. SpaceX: Which Space Stock Can Put Your Portfolio Into Orbit in 2026?

The article compares Firefly Aerospace and SpaceX as investment opportunities in 2026. Firefly offers a cheaper valuation with a $1.4B backlog and government contracts, while SpaceX dominates with its Starlink constellation and reusable rockets. Despite SpaceX's massive scale and IPO success, the author favors Firefly's more focused business model and lower price-to-sales ratio for long-term investors.

09/22/2026, 6:15 PM • The Motley Fool

Why You Should Avoid Palantir and Buy These 2 Defense Stocks Instead

The article argues that while Palantir is a prominent defense tech company, investors should consider RTX and Northrop Grumman instead. RTX and Northrop offer more direct exposure to the defense spending boom through mission-critical hardware and long-term contracts with massive backlogs ($289B and $104.7B respectively), compared to Palantir's software-focused approach which carries a lofty valuation with limited margin for error.

09/20/2026, 8:22 AM • The Motley Fool

Air Traffic Control (ATC) Market Trends and Growth Strategy 2026-2035 | UAV Integration Expands Airspace Management Opportunities

The global air traffic control market is projected to grow from USD 11.83 billion in 2026 to USD 25.89 billion by 2035, with a CAGR of 8.14%. Growth is driven by rising aviation traffic, airport modernization, UAV integration, and adoption of AI, machine learning, digital towers, and satellite-based navigation. North America leads the market, while challenges include complex technology integration and workforce shortages.

09/02/2026, 4:56 AM • GlobeNewswire

AST SpaceMobile vs. Firefly Aerospace: Which Outer Space Upstart Is a Better Buy in 2026?

The article compares two space economy companies with different business models. AST SpaceMobile is building a satellite-based cellular broadband network with major carrier partnerships, while Firefly Aerospace provides launch services and lunar landers for government and commercial customers. Both are unprofitable but show strong revenue growth. The author recommends Firefly Aerospace as the better buy due to its lower valuation (P/S ratio of 12.9x vs 149x), successful lunar landing achievement, and NASA partnership, despite both companies carrying significant execution risks.

08/27/2026, 4:34 PM • The Motley Fool

Archer Aviation vs. Firefly Aerospace: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace companies: Archer Aviation, which develops electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility, and Firefly Aerospace, which provides space launch services and lunar landers. Firefly is recommended as the better investment due to its lower valuation multiple (12.9x P/S vs. 626x), proven track record with a successful lunar landing, $1.4B in secured contracts, and 163% revenue growth. Archer faces higher risks from FAA certification delays and unproven commercialization, despite strategic partnerships with United Airlines.

08/27/2026, 4:07 PM • The Motley Fool

Is Rocket Lab Stock a Buy After Its Big Contract Win?

Rocket Lab announced participation in the U.S. Space Force's $981 million NITE-STAR program, but the actual value to the company is significantly less impressive. With 15 companies competing for task orders over a 10-year period, Rocket Lab can expect approximately $6.5 million annually—less than 1% of its current $770 million revenue. The analyst concludes this is insufficient to justify the stock's current valuation of 60x sales while unprofitable.

08/20/2026, 3:05 PM • The Motley Fool

Is It Too Late to Buy Ondas Stock?

Ondas, a military drone company, has surged 110% over the past year as demand for military drones accelerates due to ongoing conflicts. Despite a $4.3 billion market cap, the company has secured major contracts from the U.S. military and Israel, competing effectively against larger defense contractors. With projected revenue growth exceeding tenfold in 2026 and a forward P/S ratio of 8, analysts suggest the stock has significant upside potential despite its current valuation.

08/15/2026, 5:15 AM • The Motley Fool

Global Aerospace Provides Insights on What In-Orbit Servicing Is, How In-Orbit Servicing Works, and the Key Technologies Enabling the IOS Revolution

In-Orbit Servicing (IOS) is revolutionizing satellite maintenance by enabling spacecraft to refuel, repair, and upgrade satellites in orbit rather than replacing them, reducing costs and space debris. Key companies like Northrop Grumman, Orbit Fab, and Astroscale are leading the market, which is experiencing rapid growth driven by mega-constellations like Starlink. However, regulatory challenges and dual-use technology concerns remain significant hurdles.

07/31/2026, 9:24 AM • GlobeNewswire

Want Exposure to the Fast-Growing Drone Market? Buy These 2 Stocks.

The global drone market is projected to double from $69 billion to $148 billion by 2036, driven by geopolitical conflicts and U.S. military investments. The Pentagon's $1.1 billion 'Unleash American Drone Dominance' program is testing commercial drone manufacturers through competitive gauntlets. Red Cat Holdings' subsidiary Teal Drones advanced to the next phase as the only publicly traded pure-play drone stock remaining, while Kratos Defense was eliminated but remains competitive through its high-end autonomous aircraft division.

07/23/2026, 9:05 AM • The Motley Fool

Robotic Warfare Market Size to Worth USD 78.00 Billion by 2035 | Research by SNS Insider

The global Robotic Warfare Market, valued at $34.50 billion in 2025, is expected to grow to $78 billion by 2035 at a CAGR of 8.5%. Growth is driven by rising geopolitical tensions, AI integration, autonomous defense systems, and military modernization programs. North America leads the market, while Asia-Pacific shows the highest growth potential. Aerial platforms dominate with 38% market share, while combat applications account for 33% of revenue.

07/22/2026, 3:30 AM • GlobeNewswire

Northrop Grumman Releases Second Quarter 2026 Financial Results

Northrop Grumman released its second quarter 2026 financial results on July 21, 2026. The company also broke ground on a new building at its Roy Innovation Center in Utah to support strategic deterrence and advanced aerospace missions.

07/21/2026, 6:54 AM • GlobeNewswire

Military Drone (UAV) Market to Reach USD 22.81 Billion by 2030, Growing at 7.6% CAGR, Says MarketsandMarkets™

The global Military Drone (UAV) Market is projected to grow from USD 34.85 billion in 2026 to USD 109.22 billion by 2031 at a CAGR of 25.7%, driven by rising defense budgets, geopolitical tensions, and advancements in AI and autonomy. Strategic drones and ISR applications dominate the market, with North America leading and the Middle East & Africa showing fastest growth. Key players include Northrop Grumman, RTX, and General Atomics.

07/17/2026, 10:00 AM • GlobeNewswire