Newsletter

Defence Stocks

AeroVironment (NASDAQ:AVAV) Surges 11% on $500M US Army Counter-Drone Contract

AeroVironment (NASDAQ:AVAV) was one of the market's standout movers this week, jumping about 11% after landing a major defence contract. The US Army awarded it a US$500 million deal to supply counter-drone systems, the technology used to detect and shoot down hostile drones. In our view, the real significance is not the dollar figure but…

ByUjjwal Maheshwari1 day ago

Electro Optic Systems (ASX:EOS) books A$38m in fresh orders as diversification finally shows

Electro Optic Systems (ASX:EOS) books A$38m in new orders across naval R400 and MARSS counter-drone, showing end-market diversification is landing.

ByCharlie Youlden4 days ago

Objective Corporation (ASX:OCL) loses 25-year Defence contract and the FY26 ARR guidance just evaporated

Objective Corporation (ASX:OCL) loses its 25-year Australian Department of Defence USP contract, wiping FY26 ARR growth guidance of 10 to 14%.

ByCharlie Youlden5 days ago

archTIS (ASX:AR9) locks A$3.2m Defence renewal and widens its incumbency moat

archTIS (ASX:AR9) secures a A$3.2m Australian Department of Defence renewal for Kojensi, adding A$1m ARR and A$2.2m in services work.

ByCharlie Youlden5 days ago

3 ASX Micro-Cap Defense Contractors Secretly Securing a Sovereign Supply Chain Niche

The shifting global situation is forcing a massive rethink of manufacturing geography. Defense spending is more than buying a hardware today, and it is all about guaranteeing that critical physical components are born, bred, and secured locally. While mega-caps capture the headline contracts, there are 3 overlooked ASX micro-caps are quietly monopolizing highly technical niches…

ByCharlie Youlden5 days ago

ASX Stocks to Buy in FY27: Here Are Our Top 10 To Watch!

Today is the first day of the new financial year, and we think plenty of investors are wondering which ASX Stocks to Buy in FY27. Stocks Down Under recaps 10 stocks that it thinks is set for a good 12 months ahead. 10 ASX Stocks to Buy in FY27 Goodman Group (ASX:GMG) Goodman enters FY27 with…

ByNick Sundich5 days ago

1414 Degrees (ASX:14D) lands SiNTL inside Orbit Boy defence rockets ahead of Nasdaq listing

1414 Degrees (ASX:14D) has SiNTL named primary energy storage for Orbit Boy defence launch vehicles ahead of a Nasdaq or NYSE listing.

ByCharlie YouldenJune 29, 2026

Is DroneShield (ASX:DRO) a Buy After Crashing 28% in a Month?

DroneShield is a strong business trading under a cloud, and until that cloud lifts, the shares are likely to stay volatile. After one of the ASX's wildest runs, the counter-drone maker has fallen back to earth: DroneShield (ASX:DRO) dropped 5.4% on Friday to about A$2.28, down roughly 28% in a month and around two-thirds below…

ByUjjwal MaheshwariJune 27, 2026