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Defence Stocks

Our 5 ASX Predictions for 2026!

This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…

ByNick SundichDecember 24, 2025

Austal (ASX: ASB) Secures A$1bn Defence Win: A Defensive Buy at 28x Earnings?

Austal (ASX: ASB) locked in more than A$1.16 billion in new contracts last week, cementing its position as Australia's go-to defence shipbuilder. The centrepiece is a A$1.029 billion deal to design and build 18 Landing Craft Medium vessels for the Australian Army. This was followed by a contract valued at over A$135 million for two…

ByUjjwal MaheshwariDecember 22, 2025

Elsight (ASX: ELS) Surges After A$32M Contract Win: Is This 10-Bagger Defence Stock Still a Buy?

Elsight (ASX: ELS) continues to deliver for shareholders, with the stock up roughly 1,000 per cent over the past twelve months. The latest catalyst is a US$21.2 million (~A$32 million) contract with a European defence manufacturer, with deliveries scheduled between January and April 2026. For a company that has now secured thirteen times the contract…

ByUjjwal MaheshwariDecember 18, 2025

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Hear the term 'Activist investors' and you might think of GetUp, the progressive activist group that forced Woolworths to hold an EGM in 2014 in an attempt to limit the maximum bets on poker machines to $1. Or perhaps even of ESG-focused fundies like Australian Ethical (ASX:AEF). The reality is a lot more complicated and…

ByNick SundichOctober 8, 2025

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

Intel (NDQ:INTC) has a peculiar shareholder register that has included the US government (which bought 10% in August), Japan's SoftBank and now Nvidia. Yes, as the saying goes...if you can't beat them join them. The companies will work to co-develop chips for PCs and data centres, chips using Nvidia's graphic technology and hardware. And Nvidia is…

ByNick SundichSeptember 22, 2025

If the Albanese government shifts the tax burden from Gen Z to Boomers, these 4 ASX stocks could win and these 4 could lose

It seems the Albanese government is keen for Boomers to shoulder more of the tax burden than they are right now, and for younger generations to pay less. Don't take our word for it - last week's Productivity Summit saw an entire day dedicated to discussion of the tax system and it was a consensus…

ByNick SundichAugust 28, 2025

Orbital (ASX: OEC) up 15%: investors bet on defence tailwinds

The Future of Flight Isn't About the Drone: It’s About the Engine This morning, Orbital Corporation (ASX: OEC) soared 15%, riding a wave of investor excitement following the appointment of Stephen Pearce as CEO and a strong quarterly report. The future of warfare, surveillance, and logistics will not be decided by who builds the biggest…

ByCharlie YouldenAugust 12, 2025

Electro Optic Systems (ASX:EOS): Its been a 3 months with a 300% share price spike and $125m contract win, but can the run last?

Electro Optic Systems (ASX:EOS) has quadrupled in just a few months, making it a >$900m company. It is no accident - it is one of the most prominant defense stocks, set to benefit as government spending goes up and up and up. Of course, that doesn't mean it is guaranteed to succeed. Investors have every right…

ByNick SundichAugust 12, 2025

DroneShield (ASX:DRO): Share Price Has Taken Off, But Is It Too Late to Jump In?

A New Kind of War, And the Defence Race No One Can Afford to Lose A silent war is unfolding and the next billion-dollar defence boom might not come from missiles, but from jamming signals. Across the globe, drones are changing the rules of engagement. They’re cheap, fast and deadly, and they’re flooding modern battlefields, airspace…

ByCharlie YouldenAugust 1, 2025

As ASX Reporting Season for FY25 Looms: Here’s An Investors Ultimate Guide

ASX Reporting Season is almost upon us once again. It is the most important time of the year for investors, a time many reconsider if their thesis still holds, many choose to buy into a stock or sell, some will receive dividends (either expectedly or unexpectedly) whilst others will be disappointed. While you may not…

ByNick SundichJuly 23, 2025

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Defence Stocks

Our 5 ASX Predictions for 2026!

Austal (ASX: ASB) Secures A$1bn Defence Win: A Defensive Buy at 28x Earnings?

Elsight (ASX: ELS) Surges After A$32M Contract Win: Is This 10-Bagger Defence Stock Still a Buy?

Activist investors: Here’s what you need to know about them and 4 famous Australian activists to watch out for

Intel (NDQ:INTC): Its been outmuscled by Nvidia, but its rival just became an investor by buying a US$5bn stake

If the Albanese government shifts the tax burden from Gen Z to Boomers, these 4 ASX stocks could win and these 4 could lose

Orbital (ASX: OEC) up 15%: investors bet on defence tailwinds

Electro Optic Systems (ASX:EOS): Its been a 3 months with a 300% share price spike and $125m contract win, but can the run last?

DroneShield (ASX:DRO): Share Price Has Taken Off, But Is It Too Late to Jump In?

As ASX Reporting Season for FY25 Looms: Here’s An Investors Ultimate Guide

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