Elbit Systems is upgraded to Buy due to revitalized Middle East defense demand amid the Iran conflict. Click here to read my latest analysis of ESLT stock.

Pentagon witnesses told the House Armed Services Committee that recent U.S. operations degraded Iran’s conventional capabilities and established a maritime blockade; lawmakers pressed commanders on the closure of the Strait of Hormuz, costs, rules of war and an ongoing investigation into an attack on a girls’ school in Iran.

Aviation News – The Tawazun Council for Defence Enablement has awarded a contract to Embraer for 10 firm aircraft orders and 10 additional options, strengthening the United Arab Emirates’ operational airlift capacity and defense logistics network.The agreement forms part of the UAE’s broader strategy to enhance its sovereign defense capabilities while fostering industrial collaboration with a local Emirati defense partner.

Aviation News – The United Arab Emirates has placed an order for 50 next-generation Omen autonomous aircraft, marking the first major deal under a new joint venture between U.S. defense technology firm Anduril and the UAE’s state-owned Edge Group. The move underscores the Gulf nation’s growing investment in advanced, AI-enabled defense systems. Formed in Abu Dhabi, the Edge–Anduril Production Alliance…