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Defense stocks are surging, driven by high geopolitical uncertainty and increased military budgets. Learn how AI technology is playing a key role. Let Investor Ideas guide you to your next big win in this dynamic sector with our free stock directories and news alerts.

Featured Defense Stock

(NASDAQ: VWAV) is at the forefront of technological innovation, delivering cutting-edge solutions that reshape industries and set new standards for the future. Specializing in research, development, and commercialization, we combine expertise in Artificial Intelligence, aerospace engineering, Radio Frequency technology, 3D semiconductors, robotics, mesh networking, computer vision, and cybersecurity to address the world's most complex challenges. Our core specialty lies in AI-powered technologies that transform defense capabilities and autonomous systems.

Defense and Security News

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Solar Drone Subsidiary Reports Meetings in Italy and Business Development Discussions in Select Middle Eastern Markets
VisionWave's Solar Drone team continues business development discussions in Egypt and the UAE after Italian demonstrations of its high-pressure drone cleaning system for solar and high-voltage assets, delivering water-efficient maintenance without shutdowns. Executives are exploring regional pilots, partnerships, and utility-scale deployments as operators evaluate the AI-enabled aerial service for cost savings. The company aims to scale while safeguarding crews and infrastructure.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Gains on News of Live Demonstration of RF-Based VRU Platform
February 06, 2026 (Investorideas.com Newswire) VisionWave Holdings (NASDAQ: VWAV) stock rises after successful live demonstration of SaverOne RF-based VRU sensing platform detecting pedestrians in low-visibility environments.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Announces Succesful Live Demonstration of SaverOne's (Nasdaq: SVRE) RF-Based VRU Platform
February 06, 2026 (Investorideas.com Newswire) VisionWave Holdings (NASDAQ: VWAV) reports a successful live demonstration of SaverOne's RF-based VRU sensing platform, showing real-time pedestrian detection in non-line-of-sight and low-visibility environments. The technology may enhance vehicle safety, transportation awareness, and potential defense applications, supporting VisionWaves strategy in AI perception and autonomous sensing systems.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Updates RF-based defense capabilities and the integration of QuantumSpeed assets
February 03, 2026 (Investorideas.com Newswire) VisionWave Holdings (Nasdaq VWAV) updates RF based defense capabilities and integration of QuantumSpeed assets with qSpeed acceleration architecture.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Moves on Advanced AI Microchips News
February 02, 2026 (Investorideas.com Newswire) VisionWave (Nasdaq: VWAV) advances AstraDRC, a patented automated DRC correction platform to speed AI chip design, improve layout efficiency, and shorten tape-out timelines.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) and JV Partner Near Completion of Patented Automatic DRC Violation Correction Platform for Advanced AI Microchips
February 02, 2026 (Investorideas.com Newswire) VisionWave Holdings nears completion of AstraDRC, a patented automated DRC correction platform designed to speed advanced AI chip design and tape-out.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Gains on IP News
January 28, 2026 (Investorideas.com Newswire) VisionWave Holdings (VWAV) gains as Boca Jom transfers key IP, advancing AI defense, RF sensing, VisionRF systems, and semiconductor EDA tools news today!

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Announces IP Contribution by Boca Jom Joint Venture and Assembly of Technical Teams
January 28, 2026 (Investorideas.com Newswire) VisionWave Holdings (Nasdaq: VWAV) announces IP contribution by Boca Jom JV and assembly of RF teams to advance AI defense, semiconductor and VisionRF platforms.

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) Trades up on News of Strategic Agreement with SaverOne 2014 Ltd. (Nasdaq: SVRE)
January 26, 2026 (Investorideas.com Newswire) AI defense stock VisionWave Holdings (NASDAQ: VWAV) trades higher after announcing a strategic RF-based defense and security technology agreement with SaverOne (NASDAQ: SVRE).

AI Defense Stock VisionWave Holdings Inc. (Nasdaq: VWAV) and SaverOne Announce Execution of Strategic Exchange Agreement to Establish RF-Based Defense Platform
January 26, 2026 (Investorideas.com Newswire) VisionWave (VWAV) and SaverOne (SVRE) form a strategic exchange to build an RF-based AI defense platform for non-line-of-sight threat detection military.

Homeland Defense News from Newsfile

Edmonton International Airport Unveils Indigenous-Designed "YEG" Letters to Welcome Global Delegates for 2026 International Indigenous Tourism Conference
Edmonton, Alberta--(Newsfile Corp. - February 13, 2026) - Edmonton International Airport (YEG) has unveiled a striking Indigenous-designed "YEG" installation: a vibrant cultural welcome that signifies arrival on Treaty 6 Territory and the Métis Homeland, and honours the global delegates of the 2026 International Indigenous Tourism Conference (IITC) which takes place in Edmonton from February 17-19, 2026. This bold installation is crafted in collaboration with local Indigenous artist Lance...

Helio Corporation Highlights SBSP Leadership Expansion, NASA Milestones, and Investor Roadshow as Global Orbital Energy Momentum Accelerates
Berkeley, California--(Newsfile Corp. - February 13, 2026) - Helio Corporation (OTCID: HLEO) ("Helio" or the "Company") today provided a corporate update outlining continued execution across its Space-Based Solar Power ("SBSP") initiatives, NASA-supported hardware programs, and structured investor engagement efforts, reinforcing its strategy to drive long-term shareholder value through commercialization.THIS WEEK IN THE NEWS - REPLAY Helio Initiates February Investor Roadshow to Highlight...

Critical One Energy Receives Ontario Government Funding Grant for Howells Lake Antimony-Gold Project Exploration Work
Toronto, Ontario--(Newsfile Corp. - February 13, 2026) - Critical One Energy Inc. (CSE: CRTL) (OTCQB: MMTLF) (FSE: 4EF) ("Critical One" or the "Company"), a leading Canadian mining exploration company focused on critical metals and minerals, is pleased to announced that it has received official approval from the Ontario Government for initial funding under the Ontario Junior Exploration Program (OJEP)'s 2025-2026 intake. This grant will support the Company's ongoing efforts to explore the...

DEFSEC Technologies Inc. Announces Strong First Quarter Fiscal 2026 Results
Revenue up 47% over Q1 Fiscal 2025, with continuing momentum post quarter-end;Annualized program billings on go-forward basis reaches approximately $9.01 million in February 2026 with additional near term growth to approximately $9.92 million;First Lightning SaaS subscription received.Ottawa, Ontario--(Newsfile Corp. - February 12, 2026) - DEFSEC Technologies Inc. (TSXV: DFSC) (TSXV: DFSC.WT.U) (NASDAQ: DFSC) (NASDAQ: DFSCSW) (FSE: 62UA) ("DEFSEC" or the "Company") is pleased to announce the...

Helio Welcomes the New Age Space Race as Global Powers Converge on Orbital Energy
Berkeley, California--(Newsfile Corp. - February 12, 2026) - Helio Corporation (OTCID: HLEO) ("Helio" or the "Company") today commented on the accelerating global momentum behind Space-Based Solar Power ("SBSP"), citing recent activity across China, Japan, the United Kingdom, and the U.S. commercial launch sector as evidence that Space-Based Solar Power is rapidly emerging as a strategic and commercially viable frontier.Recent international developments underscore a broad, cross-sector...

Space Stocks ETF's

ARK Space Exploration & Innovation ETF (ARKX)

The fund is an actively-managed exchange-traded fund ("ETF") that will invest under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies that are engaged in its investment theme of Space Exploration and Innovation.


iShares U.S. Aerospace & Defense ETF (ITA)

The index measures the performance of the aerospace and defense sector of the U.S. equity market, as defined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.


Procure Space ETF (UFO)

The fund invests, under normal circumstances, at least 80% of its net assets in companies of the underlying index that receive at least 50% of their revenues or profits from space-related businesses. The underlying index is designed to serve as an equity benchmark for a globally traded portfolio of companies that are engaged in space-related business, such as those utilizing satellite technology. The fund is non-diversified.


SPDR Kensho Final Frontiers ETF (ROKT)

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to capture companies whose products and services are driving innovation behind the exploration of deep space and deep sea. The fund may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. It is non-diversified.


SPDR S&P Aerospace & Defense ETF (XAR)

In seeking to track the performance of the S&P Aerospace & Defense Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the aerospace and defense segment of the S&P Total Market Index ("S&P TMI").

Defense and Space Stocks

  • AST SpaceMobile, Inc. NASDAQ: ASTS

    AST SpaceMobile is pioneering the first space-based cellular broadband network accessible directly by standard smartphones. Based in Midland, Texas, the company is deploying its SpaceMobile satellite constellation to eliminate connectivity gaps for over five billion mobile subscribers worldwide. With its BlueWalker 3 prototype and BlueBird commercial satellites, ASTS collaborates with major telecom providers like AT&T and Verizon to deliver 4G/5G services to remote areas.

  • EchoStar Corporation NASDAQ: SATS

    EchoStar Corporation is a global leader in satellite communications, providing broadband, video delivery, and data services through its Hughes Network Systems and EchoStar Satellite Services divisions. Headquartered in Englewood, Colorado, it owns and operates a fleet of satellites supporting government, military, and commercial clients, including the Jupiter satellite platform for high-speed internet. EchoStar also powers DISH Network's satellite TV services.

  • Intuitive Machines, Inc. NASDAQ: LUNR

    Intuitive Machines specializes in lunar exploration and space infrastructure, offering engineering services, landers, satellites, and propulsion systems. Based in Houston, Texas, the company made history with the first U.S. lunar landing since 1972 in February 2024 via its Nova-C lander. It serves NASA and commercial clients, focusing on lunar payload delivery and space robotics for defense and scientific missions.

  • KULR Technology Group, Inc. NYSE American: KULR

    KULR Technology Group develops advanced thermal management solutions using carbon fiber technology for aerospace, defense, and energy storage applications. Based in Houston, Texas, its products enhance battery safety and performance for clients like NASA, the U.S. Department of Defense, and Lockheed Martin. KULR's innovations support space missions, military systems, and electric vehicles.

  • MDA Space Ltd. TSX: MDA.TO

    MDA Space Ltd. is a Canadian leader in space robotics, satellite systems, and geospatial intelligence, headquartered in Brampton, Ontario. With over 55 years of experience, MDA has contributed to 450+ missions, offering solutions like the Canadarm, satellite constellations (e.g., RADARSAT), and autonomous robotics for lunar and Martian exploration. It serves defense, government, and commercial space markets globally.

  • Momentus Inc. NASDAQ: MNTS

    Momentus provides in-space infrastructure services, including satellite transportation, hosted payloads, and orbital transfer vehicles. Based in San Jose, California, the company supports defense and commercial clients with its Vigoride spacecraft, aiming to enable cost-effective space access. Despite financial challenges, Momentus continues to innovate in satellite deployment and in-orbit services.

  • Redwire Corporation NYSE: RDW

    Redwire Corporation is a leader in space infrastructure, delivering mission-critical components like sensors, avionics, and solar arrays for defense, civil, and commercial space programs. Headquartered in Jacksonville, Florida, Redwire supports lunar missions (e.g., Intuitive Machines' IM-2) and satellite constellations with its advanced manufacturing and engineering capabilities across 17 U.S. and European facilities.

  • Rocket Lab USA, Inc. NASDAQ: RKLB

    Rocket Lab is a global leader in small satellite launches and space systems, offering the Electron reusable rocket and Photon satellite platform. Based in Long Beach, California, it serves defense, government, and commercial clients, including the U.S. Department of Defense and NASA. Rocket Lab is developing the Neutron rocket to expand its payload capacity for national security and commercial missions.

  • Sidus Space, Inc. NASDAQ: SIDU

    Sidus Space is an agile space mission enabler based in Cape Canaveral, Florida, focused on satellite manufacturing, launch services, and AI-powered data solutions. Its LizzieSat constellation supports defense, government, and commercial clients with real-time analytics. Sidus integrates with major launch providers and serves critical industries like agriculture and maritime security.

  • Spire Global, Inc. NYSE: SPIR

    Spire Global provides space-based data and analytics through its satellite constellation, offering weather forecasting, maritime tracking, and aviation solutions. Headquartered in Vienna, Virginia, Spire serves defense and government clients, including a $72 million contract with Canada for wildfire monitoring. Its nanosatellites deliver real-time insights for global security and climate applications.

  • Telesat Corporation NASDAQ: TSAT TSX: TSAT.TO

    Telesat is one of the world's largest satellite operators, delivering secure communications for defense, government, and enterprise clients. Based in Ottawa, Canada, it operates the Telesat Lightspeed constellation for low-latency broadband and collaborates with partners like Intellian for advanced terminals. Telesat has a 50-year legacy in satellite innovation.

  • Virgin Galactic Holdings, Inc. NYSE: SPCE

    Virgin Galactic is a pioneer in commercial spaceflight, focusing on suborbital space tourism and hypersonic travel. Headquartered in Tustin, California, it uses its SpaceShipTwo vehicle to offer civilian space experiences and supports defense research with its reusable spaceplane technology. Despite operational challenges, it remains a key player in the space tourism sector.