Arms contractor delivers a 49% return to investors in first half.

Europe Defense Stocks Weaker Amid Trump’s Push for Ukraine Peace Conference  The Wall Street Journal

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Europe Defense Stocks Weaker Amid Trump’s Push for Ukraine Peace Conference  The Wall Street Journal

Moog (MOG.A) buy thesis: resilient aerospace/defense demand, rising free cash flow, lower leverage, and strong backlog.

Defense, AI, Gold Stocks Shine On Best Stocks Lists: Check Out IBD 50, Big Cap 20, Others  Investor's Business Daily

Follow Mohammed Ahmed and explore their bibliography from Amazon's Mohammed Ahmed Author Page.

Moog (MOG.A) buy thesis: resilient aerospace/defense demand, rising free cash flow, lower leverage, and strong backlog. Read here for more analysis.

Kratos Defense & Security Solutions, Inc. is rated buy with a strong position in hypersonics, space, microelectronics & drones. Read more on KTOS stock here.

Geopolitical tensions over Greenland boost defense stocks. Learn more about which stocks look interesting for long-term potential.

Kongsberg Gruppen shifts to pure-play defense with Maritime spin-off, 12% Q3 sales growth, strong orders, and $29.58 target. Find out why KBGGY stock is a buy.

BAE Systems stock has 27% upside potential, driven by strong defense demand and growth. Click here to read my latest analysis of BAESF.

Lockheed Martin reported a higher first-quarter profit on Tuesday and reaffirmed its forecasts for the year on the back of resilient demand.

Summary Dassault Aviation remains undervalued versus peers, with a buy rating maintained and 14–24% upside potential based on 2026–2027 price targets. DUAVF's Rafale fighter jet pipeline includes potential orders from India, Ukraine, and Switzerland but faces risks from competitive pricing and uncertain defense budgets. Business jet growth is anchored by the Falcon 10X's 2027 entry and expanded US MRO footprint, supporting aftermarket revenue opportunities. Cash flow performance is volatile, and shareholder returns lack predictability, partly due to majority family ownership and order timing. Dassault Aviation (DUAVF) stock has declined 7.1% since my last report, underperforming the S&P 500’s 4.2% gain. While Europe is facing a significant push for weapon system procurement, Dassault Aviation More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.