Lockheed Martin Corporation

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

Deutsche Lufthansa AG

Electronic Arts Inc.

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: market hopes for compromise to avoid shutdown

Intel Corporation

MP Materials Corp.

M-tron Industries, Inc.

Innovative Aerosystems, Inc.

On August 22, Intel <a href="https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to">announced</a>&nbsp;that the U.S. government would own nearly 10% of the company, converting government grants into shares. The government became Intel’s largest shareholder and acquired the stake at a 17.5% discount to the prevailing market price. Following the deal, Intel <a href="https://en.oninvest.com/article/intel-has-warned-of-risks-due-to-the-us-government-s-acquisition-of-10-of-its-shares">warned</a>&nbsp;investors that the arrival of a state shareholder could pose risks to its overseas business, including the potential for additional regulations and restrictions.

After Intel, what small caps could benefit from government stakes in defense firms?

Northrop Grumman Corporation

Microsoft Corporation

OpenAI risks postponing restructuring until next year due to protracted negotiations with Microsoft. The U.S. is discussing the expansion of the role of the state in strategic industries: after receiving a 10% stake in Intel, the authorities are considering the possibility of participation in the capital of defense contractors, including Lockheed Martin. On the commodity markets, the pressure is intensified by the forecast of Goldman Sachs: by the end of 2026, the oil surplus may reach 1.8 million barrels per day, which will bring down the price of Brent. These and other topics are covered in our review of key events for the morning of August 27.

The Pentagon is thinking about buying U.S. stakes in the defense business. Who might be affected?

Investment company Truist Securities downgraded the shares of defense giant Lockheed Martin, refusing to recommend buying them because of a wave of unexpected write-offs and operational failures. The company's long-term growth strategy is at risk, according to analysts whose report is cited by Seeking Alpha. Lockheed can't explain the write-offs because they relate to a classified program. But worse, the weapons developer can't guarantee that this is the last time it will record a loss on a classified program.

'There's no guarantee the pain will end': why analysts are disappointed with Lockheed

Tesla, Inc.

JPMorgan Chase & Co.

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: focus on Trump's trade policy and jobs data

RTX Corporation

European defense stocks are already up significantly this year, while U.S. defense contractors still have upside potential

NATO countries will raise defense spending to 5% of GDP. Which arms manufacturers will benefit?

The attack on Iranian nuclear facilities involved weapons from Boeing, Lockheed Martin, Northrop Grumman and others

#Lockheed Martin: 11