Aug. 7 at 5:12 PM
War Is Changing. These Stocks Could Benefit — NOC LHX RTX PLTR AVAV.
Warfare is evolving rapidly, with drones and AI reshaping the battlefield. Conflicts like Ukraine-Russia and Israel-Iran highlight how low-cost, unmanned systems can rival traditional forces. Defense spending is shifting toward autonomous, lower-cost technologies.
Traditional contractors like NOC, LHX, and RTX remain "well-positioned," but newer players may see outsized gains. PLTR, with its AI capabilities, is expected to benefit from the digitalization of defense, despite a high valuation (220x 2026 earnings est.).
Wall Street favors firms in unmanned systems: AVAV has a 100% Buy rating, and Kratos also sees strong support. Meanwhile, RTX and LHX lead among traditional names with Buy ratings at 62% and 68%, respectively.
Key trend: global defense budgets are rising—but the winners may not be the old guard.
$NOC $LHX $RTX $PLTR $AVAV