Hensoldt AG

Rheinmetall AG

Leonardo S.p.a.

European defense stocks on Friday fell to their lowest levels since early September after Ukrainian President Vladimir Zelensky <a href="https://oninvest.com/article/kiev-soglasilsa-na-peregovory-s-trampom-po-novomu-mirnomu-planu-v-nem-28-punktov">said</a> he was ready to work "honestly" on a U.S.-backed plan to end the war, Reuters <a href="https://www.reuters.com/business/aerospace-defense/european-arms-makers-stumble-ukraine-peace-push-2025-11-21/">writes</a>.

European defense securities fall to lowest since September over peace plan

RENK Group AG

The sell-off in European defense stocks, which have fallen about 10% over the past month, was "unwarranted and provides a compelling entry point into the sector," according to JPMorgan analyst David Perry. His opinion <a href="https://www.marketwatch.com/story/the-wars-not-over-jpmorgan-says-investors-were-too-quick-to-sell-europe-defense-stocks-on-hopes-of-ukraine-peace-0205739a?mod=newsviewer_click">is published by</a> MarketWatch.

The world is not close: JPMorgan deemed Europe's defense stock sell-off hasty

Kongsberg Gruppen ASA

Valuation revisions followed the papers' collapse of 18% in a day

In 24 hours, eight analysts have upgraded their rating on shares of the Norway-based company. What is it?

Hanwha Ocean Co., Ltd.

Hyundai Motor Company

Kia Corporation

Wall Street analysts recommend buying the securities of these companies

Shares of auto companies and shipbuilders in Korea soared in trading. They were backed by Trump

NVIDIA Corporation

OpenAI's competitor Cohere, in which Nvidia has invested, intends to launch an IPO in the US soon. Unilever, one of the world's largest FMCG producers, faces the risk of postponing the planned November IPO of its ice cream business due to the US shutdown. American electric car manufacturer Rivian will pay $250 million to shareholders accusing it of fraud in the initial public offering. The main events on the IPO market during the week are in our selection.

Listing of OpenAI competitor, Unilever and the Rivian trial: What's important about the IPO by Oct. 26

Oracle Corporation

Meta Platforms, Inc.

Advanced Micro Devices, Inc.

Occidental Petroleum Corporation

Energy Transfer LP

Chevron Corporation

Lockheed Martin Corporation

General Dynamics Corporation

Northrop Grumman Corporation

RTX Corporation

Apple Inc.

The Boeing Company

Exxon Mobil Corporation

MP Materials Corp.

Lithium Americas Corp.

Micron Technology, Inc.

International Business Machines Corporation

Taiwan Semiconductor Manufacturing Company Limited

The first nine months of U.S. President Donald Trump's second term have been a driver for a new investment cycle in the U.S. - focusing on AI infrastructure, defense, energy and critical minerals. The result is a select group of companies - informally referred to as "MAGA stocks." Vadim Merkulov, Director of Research at Freedom Finance Global, believes that despite major announcements and stock movements against this backdrop throughout 2025, some key structural drivers remain undervalued by the markets.

MAGA companies: where to look for growth potential

Howmet Aerospace Inc.

U.S. defense and aerospace companies begin reporting this week. On October 21, Lockheed Martin, Northrop Grumman and RTX Corporation, among others, will present their financial results for the third quarter. All three companies are on the list of recommendations from Deutsche Bank and Morgan Stanley. What should you consider when investing in this sector?

Shifting investor sentiment and new risks for U.S. defense companies: what banks are writing

thyssenkrupp AG

In contrast, the capitalization of parent Thyssenkrupp declined by 20%

Shares of the largest non-nuclear submarine maker soared 78% in debut trading

Quantum Computing Inc.

GE Aerospace

Oklo Inc.

The 27 priority subcategories of the investment bank's program included, for example, quantum computing

JPMorgan will invest $1.5 trillion in key areas of the U.S. over 10 years. Which stocks will benefit?

Firefly Aerospace Inc.

Shares of Firefly Aerospace, a mid-cap <a href="https://investors.fireflyspace.com/">developer</a>&nbsp;of launch and orbital vehicles, have&nbsp;<a href="https://finance.yahoo.com/quote/FLY/">jumped </a>nearly 22% in early trading today, October 6, after the company <a href="https://investors.fireflyspace.com/news-releases/news-release-details/firefly-aerospace-announces-strategic-acquisition-scitec-advance">announced</a>&nbsp;its acquisition national security technology developer SciTec to expand its capabilities in the U.S. defense sector. Firefly went public on the Nasdaq in August, and its stock has since lost almost 40% of its value.

Shares of space firm Firefly surge on deal to acquire defense tech SciTec

Parrot S.A.

Saab AB

Kratos Defense & Security Solutions, Inc.

In 2024, the global drone market was <a href="https://www.grandviewresearch.com/industry-analysis/drone-market-report">valued</a>&nbsp;at about $73 billion. With a CAGR of roughly 14%, it is expected to reach $84 billion in 2025 and could exceed $160 billion by 2030. The expansion is supported by rapid advances in autonomy, AI integration, and imaging systems, as well as widening adoption of drones in agriculture, logistics, construction, infrastructure inspection, and defense.

Rising defense demand is buoying drone stocks. Who are the biggest winners?

AeroVironment, Inc.

Since the beginning of 2025, the market value of many U.S. defense companies has increased by at least 25%

Defense stocks rose. Pentagon calls for doubling missile production - WSJ

Defence Industry