Kratos Defense and Security Solutions Inc (KTOS)

Low Pole Reversal on 4 June 2026. GLTA
At Close $63.40 change +$4.97 (+8.51%). Good job!

$63.30 😂

BOOHOO!
57.48
-5.79 (-9.15%)

UnF'ing believable or F'ing unbelievable
58.02
-5.25 (-8.30%)

Looking for highs would be considered Greedy.

This most likely will not see the highs again until sometime in 2028. imo

BOOYA!

Ascending Triple Top Breakout on 28 May 2026. GLTA
Share price KTOS Last $65.83 Change +$8.53 (+14.89%).
Nice jump at this time. Go KTOS

Drone stocks rally after report of Pentagon-backed funding discussionsMay 28, 2026 8:54 AM
IH Market News Shares of several U.S. drone manufacturers moved sharply higher Monday after a report from The Wall Street Journal said the Trump administration is considering funding agreements with domestic drone companies to strengthen U.S. production capabilities. Unusual Machines (AMEX:UMAC) surged 25%, while Red Cat (NASDAQ:RCAT) gained 13%. AeroVironment (NASDAQ:AVAV) and Kratos Defense & Security (NASDAQ:KTOS) each climbed 10%. Ondas (NASDAQ:ONDS) advanced 9%, and AIRO Group (NASDAQ:AIRO) rose 7%. According to the report, the administration is exploring financing arrangements with American drone manufacturers as part of a broader push to expand domestic weapons production and lower procurement costs. The discussions reportedly involve several private drone companies as well as Pentagon officials, including representatives from the Office of Strategic Capital, a Defense Department-backed lending office created during the Biden administration to support businesses tied to critical national security supply chains. The negotiations are still ongoing, with defense officials continuing to review participating companies before any final agreements are reached. People familiar with the discussions told the Journal that some proposed deals could involve a combination of debt financing and equity investments through multiple funding structures, potentially giving the U.S. government partial ownership stakes in certain companies. Among the firms reportedly being considered for funding are Performance Drone Works, which recently secured a U.S. Army contract for reconnaissance drones; Unusual Machines, a drone component supplier that counts Donald Trump Jr. as both a shareholder and advisory board member; and Neros Technologies, a Sequoia Capital-backed startup focused on small first-person-view drone systems. Unusual Machines stock price Red Cat Holdings stock price AeroVironment stock price Kratos Defense & Security Solutions stock price Ondas Holdings stock price Airo Group stock price Original: Drone stocks rally after report of Pentagon-backed funding discussions

Counter-Drone Procurement Goes GenerationalMay 28, 2026 8:35 AM
PR Newswire (Canada) Issued on behalf of VisionWave Holdings, Inc.A vertically integrated autonomous defense platform built around RF, computer vision, AI video analytics, and composite materials NEW YORK, May 28, 2026 /CNW/ -- Equity Insider News Commentary — The U.S. defense procurement environment has made significant shifts in the last twelve months when compared to at any point in the prior decade. The Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems. Section 1709 of the FY25 National Defense Authorization Act has, through FCC implementation, effectively banned foreign-manufactured drones from the U.S. defense supply chain. The U.S. defense budget is being discussed at roughly US$1 trillion, with proposals for FY2027 pushing toward US$1.5 trillion.[1] Underneath the topline spend, one specific capability has accelerated from secondary priority to urgent requirement: counter-drone. The proliferation of cheap, expendable aerial threats across Ukraine, the Red Sea, and contested regions globally has rewritten the defense electronics procurement map.[1] Air bases, critical infrastructure, naval vessels, and forward-deployed units all need the same thing — affordable, sensor-rich, AI-driven systems that can detect, classify, and neutralize hostile drones in real time. According to a MarketsandMarkets forecast, the global counter-unmanned aircraft system (C-UAS) market is projected to grow from approximately US$6.64 billion in 2025 to roughly US$20.31 billion by 2030, representing a compound annual growth rate of approximately 25.1%.[2] North America is expected to lead that growth, driven by rising U.S. defense investments, AI-enabled detection adoption, and protection of critical infrastructure.[2]Inside that procurement environment, VisionWave Holdings, Inc. (NASDAQ: VWAV) has been quietly stacking the kind of integrated platform pieces that the new Pentagon procurement framework may favor. The Company describes itself as a defense and advanced sensing technology company building an integrated multi-domain intelligence platform spanning autonomous systems, RF-based sensing, artificial intelligence infrastructure, visual perception, and computational acceleration technologies.[3] The pieces matter less individually than they do as a vertically integrated stack — and that vertical integration is what the Pentagon is actively procuring. (Such statements reflect management's current views and are subject to risks and uncertainties; there can be no assurance of procurement awards or commercial success.)— For more in-depth information on VisionWave, please visit: https://equity-insider.com/vwav-landing —ARGUS, VARAN, SolarDrone, And A 51% Stake In Israeli Missile Defense CompositesAt the centre of the VisionWave platform is ARGUS — the Company's AI-driven counter-drone system designed to detect and analyze aerial threats using RF-based sensing technologies.[4] ARGUS is the program that VisionWave is seeking to establish most directly onto the C-UAS procurement window opening across 2026 and 2027. (Development is ongoing; no assurance of program-of-record status or revenue.)  Beyond ARGUS, VisionWave has introduced the VARAN Unmanned Ground Vehicle platform — designed for surveillance, logistics, and security missions — and announced the PS500000 autonomous ground vehicle program.[4]Through its wholly owned subsidiary SolarDrone Ltd., the Company is seeking to advance multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection.[4] SolarDrone was acquired from Blade Ranger Ltd. (TASE: BLRN) for 1,500,000 VWAV shares and 300,000 pre-funded warrants, with SolarDrone having already shipped product and generated revenue.[3] On March 17, 2026, SolarDrone announced an agreement to acquire a 51% controlling interest in Junko Solar Ltd., an Israeli company specializing in solar panel maintenance and cleaning services, at an agreed company valuation of US$400,000 with total consideration of US$204,000 structured in three staged payments.[5] The transaction integrates Junko's solar maintenance activity into SolarDrone operations and adds Amos Cohen — Junko's founder and controlling shareholder — as Chief Executive Officer and Director of SolarDrone Ltd.[5] SolarDrone was selected to participate in Abu Dhabi Sustainability Week 2026, further validating its dual-use positioning.[4]The strategic anchor of VisionWave's 2026 plan is its definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials (pursuant to a binding definitive agreement announced February 24, 2026; the transaction has not yet closed and remains subject to customary closing conditions, regulatory approvals, and other uncertainties; there can be no assurance it will be consummated. The seller's components have been publicly associated with certain Israeli defense programs, but VisionWave makes no representation regarding specific end-use programs or future revenue therefrom.)A Four-Layer Sensing Architecture, Integrated Through AI Decision PipelinesSince the Company's March 30, 2026 corporate update, VisionWave has materially expanded its platform architecture. With the acquisition of xClibre and the proposed investment in Foresight Autonomous Holdings (FRSX), the Company is seeking to from a primarily RF-based platform toward an integrated multi-modal intelligence stack combining RF detection, stereo and thermal computer vision, and AI video analytics — unified through autonomous command-and-control and decision pipelines.[3]The four-layer architecture is structured as follows: an RF Sensing Layer providing wide-area, all-weather detection through VisionRF; a Computer Vision Layer adding stereo vision, thermal imaging, and 3D obstacle detection through the pending Foresight (FRSX) closing; an AI Video Analytics Layer; and a unified autonomous command-and-control decision pipeline that fuses outputs across all three sensing modalities.[3] The architectural distinction matters in the counter-drone context specifically. Single-sensor detection systems have been increasingly bypassed by adversaries using inexpensive, rapidly iterated drone variants. Multi-modal fusion — RF plus computer vision plus thermal plus AI classification — is now the procurement-favored architecture, and it is what the C-UAS evolution across the back half of 2026 is going to favor. (This reflects industry trends; no assurance VisionWave will secure related contracts.)Why The Procurement Window Matters NowSeveral structural factors are aligning to favor multi-modal AI defense platforms specifically in 2026. The first is Section 1709 of the FY25 NDAA, which through FCC implementation has effectively banned foreign-manufactured drones from the U.S. defense supply chain.[1] The provision creates a structural regulatory moat for every domestic drone manufacturer operating with U.S. supply chains — and could accelerate procurement timelines as agencies scramble for compliant alternatives.[6] The second is the U.S. defense budget itself — approximately US$1 trillion in 2026 with proposals for FY2027 pushing toward US$1.5 trillion.[1] The third is the rapid expansion of the C-UAS line item specifically inside that envelope, with North America driving the majority of the projected 25.1% compound annual growth rate to 2030.[2]Counter-drone has accelerated from secondary priority to urgent requirement because the threat side has changed. The proliferation of cheap, mass-produced expendable drones across Ukraine, the Red Sea, and contested regions globally has demonstrated that conventional air defense systems are not economically viable against US$1,000 drone swarms.[1] What is required is a fundamentally different category of defensive architecture — one designed around AI-driven detection, classification, and neutralization at a cost-per-engagement that scales against the threat. VisionWave's vertically integrated stack — ARGUS for counter-drone detection, VARAN for ground autonomy, SolarDrone for aerial payloads, and C.M. Composite Materials for hardened structural components — is mapped specifically onto that procurement requirement.(All market size, budget, and growth projections are third-party estimates and inherently uncertain; actual outcomes may differ materially.)How VisionWave Sits Inside The Counter-Drone And AI Defense UniverseAeroVironment, Inc. (NASDAQ: AVAV) — now branded simply as 'AV' — completed its all-stock acquisition of BlueHalo on May 1, 2025, in a transaction valued at approximately US$4.1 billion that transformed the Company from a drone manufacturer into a diversified defense technology platform.[7] On January 5, 2026, AV announced a US$874 million, five-year Indefinite Delivery, Indefinite Quantity (IDIQ) contract with the U.S. Army to support foreign military sales of its Group 1–3 unmanned aerial systems, including the combat-proven Puma, Raven, and JUMP 20 platforms.[7] AeroVironment's Switchblade loitering munition — a kamikaze drone that fits in a tube — has become the signature weapon of the Ukraine conflict.[6] AeroVironment provides the institutional-scale comparable for what a vertically integrated drone-plus-counter-drone defense platform can look like at full scale.Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) occupies the upper end of the platform spectrum with jet-powered unmanned aerial systems, hypersonic vehicles, rocket systems, propulsion systems for drones, missiles, loitering munitions, and counter-unmanned aircraft systems among its primary business areas.[8] On April 8, 2026, Kratos disclosed a US$446.8 million space systems contract to support the U.S. Space Force's Resilient Missile Warning and Tracking program — a deal worth roughly one-third of the Company's fiscal 2025 revenue of US$1.35 billion.[7] On February 26, 2026, Kratos announced a US$1 billion underwritten common stock offering, subsequently pricing 14,285,714 shares at US$84.00 per share — capital that positions the Company to scale across its expanding contract base.[8] Kratos represents the broader institutional-defense comparable for how the public market is now valuing vertically integrated autonomous systems platforms inside the new procurement environment.Palantir Technologies Inc. (NASDAQ: PLTR) has continued to lock in multi-year program-of-record status with the U.S. Department of War and allied defense customers across 2026, with its AIP (Artificial Intelligence Platform) and Gotham software now serving as a foundational data-and-decision layer across multiple defense procurement programs.[7] Palantir's role inside the broader AI defense procurement environment is different from VisionWave's — Palantir is the software-prime decision layer, where VisionWave is building the sensing-to-decision stack at the platform level — but the categories are increasingly interlinked. Palantir provides the software-prime comparable for how AI defense software is being institutionally repriced inside the new procurement environment.BigBear.ai Holdings, Inc. (NYSE: BBAI) has been positioning as a hardware-and-AI hybrid stitching computer vision into national security workflows.[7] BigBear.ai's combination of computer vision, AI, and defense data analytics gives it overlapping platform exposure with VisionWave's computer vision layer specifically — and BigBear.ai's market repricing across 2026 has tracked the broader institutional appetite for AI-defense-software exposure that combines computer vision modalities with defense-grade decision pipelines. BigBear.ai represents the most directly comparable mid-cap AI defense platform play for the kind of multi-modal sensing-and-analytics integration that defines the VisionWave architecture. The companies referenced above are significantly larger, more established entities with substantially greater resources, revenues, market capitalizations, and operating histories than VisionWave. Any comparison between these companies and VisionWave is for general industry context only and may not be suitable or indicative of VisionWave's future performance, results of operations, or prospects. VisionWave is a smaller reporting company at an earlier stage of development, and there can be no assurance that it will achieve similar results or growth rates.The Catalyst Window AheadVisionWave's near-term catalyst sequence is dense. The C.M. Composite Materials 51% acquisition remains subject to closing conditions. The Foresight Autonomous Holdings (FRSX) computer vision layer is pending closing. The xClibre acquisition has been integrated into the AI infrastructure layer. The Junko Solar acquisition through SolarDrone is structured in three staged payments. ARGUS demonstration activity continues. The PS500000 autonomous ground vehicle program has been announced.[3][4][5] Considered together, those steps describe a small-cap company assembling, in real time, exactly the kind of platform footprint that the Pentagon procurement environment is actively rewarding.  (All subject to successful completion, technical validation, regulatory approvals, and other risks.)For investors who have read the C-UAS procurement window — the US$6.64 billion to US$20.31 billion growth path, the Section 1709 supply-chain reorganization, the trillion-dollar defense budget environment — VisionWave offers small-cap exposure to a vertically integrated multi-domain intelligence platform at a market capitalization that does not yet reflect the sum of its parts. The next twelve months will test whether the integrated platform thesis can convert into contract wins, program-of-record status, and recurring procurement revenue.   Actual results will depend on numerous risks and uncertainties detailed in the Company's SEC filings.Article Sources[1] https://www.prnewswire.com/news-releases/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus-302734941.html[2] https://www.morningstar.com/news/pr-newswire/20260413ln32515/ai-eyes-move-onto-the-counter-drone-battlefield-as-defense-tech-companies-race-to-fuse-video-with-rf [3] https://www.sec.gov/Archives/edgar/data/0002038439/000173112226000605/e7574_ex99-1.htm [4] https://www.morningstar.com/news/pr-newswire/20260406ln27640/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus [5] https://www.sec.gov/Archives/edgar/data/0002038439/000173112226000412/e7445_ex99-1.htm [6] https://exoswan.com/military-drone-stocks/ [7] https://www.prnewswire.com/news-releases/ai-eyes-move-onto-the-counter-drone-battlefield-as-defense-tech-companies-race-to-fuse-video-with-rf-302740634.html [8] https://www.sec.gov/Archives/edgar/data/0001069258/000106925826000024/exhibit991offering20260302.htmCONTACT:
Equity Insider
info @therooster-2873DISCLAIMER NOTICEThis is a paid promotional advertisement. Nothing in this publication constitutes personalized financial advice, an offer to buy or sell securities, or a recommendation to purchase any security.Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). This article is distributed on behalf of MIQ, which has been paid a fee by VisionWave Holdings, Inc. (NASDAQ: VWAV) for advertising and digital media services. MIQ owns shares of VWAV purchased in the open market and reserves the right to buy and sell shares of VWAV at any time without further notice. MIQ also expects to receive additional compensation in the future as part of its ongoing digital media efforts for the Company.Important Conflict of Interest Disclosure: The compensation received by MIQ from VisionWave Holdings, Inc. creates a material conflict of interest that may affect the objectivity of this communication. Because of this conflict, readers are strongly urged not to rely on this publication as the basis for any investment decision.All information contained herein has not been independently verified and is not guaranteed to be accurate or complete. The content is based on publicly available information and management statements but should not be assumed to be reliable without independent verification. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed.Investing in securities, particularly micro-cap and development-stage companies such as VWAV, involves a high degree of risk, including the potential loss of some or all of your investment. Readers should consult with a licensed financial advisor and conduct their own due diligence, including a review of VWAV's filings with the U.S. Securities and Exchange Commission, before making any investment decision. Neither MIQ nor its affiliates are licensed to provide investment advice.This disclaimer serves as notice that all materials disseminated by MIQ regarding VWAV are paid advertisements that have been reviewed and approved by VisionWave Holdings, Inc. for distribution.Cautionary Note Regarding Forward-Looking StatementsThis publication contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding VisionWave Holdings, Inc. (NASDAQ: VWAV) and its subsidiaries' platform integration efforts, the ARGUS counter-drone system, the VARAN Unmanned Ground Vehicle, SolarDrone operations and acquisitions (including Junko Solar), the pending or proposed acquisition of a controlling interest in C.M. Composite Materials (transaction have not been closed yet), the proposed investment in Foresight Autonomous Holdings (FRSX), the xCalibre™ AI video analytics assets, the development of a multi-modal sensing architecture, potential participation in U.S. Department of Defense and allied procurement programs, anticipated catalyst events, contract opportunities in the counter-UAS and autonomous systems markets, and the Company's overall business strategy and growth plans.These statements are based on the Company's current expectations and assumptions and are subject to substantial risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements are generally identified by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "project," "forecast," "predict," "potential," "target," "seek," or similar expressions, or by statements that events, trends, or results "may," "will," "could," or "should" occur or be achieved.Such forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. These risks and uncertainties include, but are not limited to: risks related to the development, integration, and testing of advanced autonomous systems, AI, RF sensing, and computer vision technologies; the timing and successful closing of pending or proposed acquisitions and investments (including C.M. Composite Materials and Foresight); regulatory, export control, ITAR, and national security approval requirements; ability to secure government and defense contracts or program-of-record status; market acceptance and competition in the counter-UAS and autonomous systems sectors; availability of sufficient capital and financing; macroeconomic, geopolitical, and defense budget uncertainties; intellectual property prosecution, protection, and enforcement risks (including provisional patent applications); integration risks associated with recently acquired or licensed technologies and subsidiaries; delays or failures in achieving technical, development, or commercialization milestones; dependence on key personnel and strategic partners; and other risks detailed in the Company's filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K.All forward-looking statements speak only as of the date of this publication and are expressly qualified in their entirety by the cautionary statements contained herein and in the Company's SEC filings. VisionWave Holdings, Inc. undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required by law. Investors and readers are strongly cautioned not to place undue reliance on these forward-looking statements.Logo - https://mma.prnewswire.com/media/2840019/5990469/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/counter-drone-procurement-goes-generational-302783555.htmlSOURCE Equity Insider Original: Counter-Drone Procurement Goes Generational

HOLD KTOS and score BIG

Ascending Triple Top Breakout on 22 May 2026. GLTA
Share price turned positive in my Port. Probably bottom established
We shall see. Market environment seems improving at this time.

Hey, Rad.

I don't have a response to your question here other than to say those contracts represent a very smart way to go after shares....or cash.I do wish that ai had taken a hefty position at $5, though.

THV

Double Top Breakout on 20 May 2026. GLTA

The Pentagon Has Decided It Has a Hypersonic Problem -- and the Process Discipline to Solve It Is Coming Out of the Commercial SectorMay 19, 2026 12:05 PM
PR Newswire (Canada) Issued on behalf of Starfighters Space, Inc.Defense primes are reporting record backlogs, raised guidance, and accelerating missile and hypersonic program ramps. Capacity, not contracts, is now the binding constraint. Starfighters Space (NYSE American: FJET) just engaged Integrated Launch Solutions to add launch, range, licensing and mission integration depth to its STARLAUNCH pathway — exactly the type of process layer the Pentagon's demand is searching for.CAPE CANAVERAL, Fla., May 19, 2026 /CNW/ -- Equity-Insider.com News Commentary — The Q1 2026 earnings cycle in defense and aerospace has been remarkably consistent on one point: demand for hypersonic, missile defense, and responsive space capabilities is running well ahead of installed capacity. The senior primes have all but said the quiet part out loud — programs are getting funded, framework agreements are getting signed, but the binding constraint is now industrial throughput, integration cycle time, and the availability of seasoned engineering and mission integration teams. That is the context against which Starfighters Space, Inc. (NYSE American: FJET) — the owner and operator of the world's fastest fleet of commercial supersonic aircraft — disclosed that it has engaged Integrated Launch Solutions, Inc. ("ILS") to provide engineering and technical integration support as it advances the STARLAUNCH pathway from design and analysis toward flight and launch services. [1]The work is expected to support program planning, requirements definition, trajectory analysis, licensing strategy, range coordination and related integration activities. ILS will serve as an extension of the Starfighters team, providing subject matter expertise in mission design, analysis, and simulation; systems engineering and technical integration; regulatory and safety compliance; and range integration. [1] The ILS resource pool draws from Boeing, Lockheed Martin, United Launch Alliance, SpaceX and the U.S. Air Force, with prior work supporting the U.S. Air Force, the National Reconnaissance Office, NASA and commercial customers."STARLAUNCH is a pathway, and the pathway depends on execution," said Tim Franta, Chief Executive Officer of Starfighters Space. He framed the ILS engagement as adding "process discipline and execution capacity required to expedite space launch development from concept through flight readiness," paired with the recent appointments of Jose Arias as Vice President, Space Operations, and Catrina L. Medeiros as Director, STARLAUNCH Operations — both senior leaders drawn from Blue Origin's New Glenn program. [1][2]The strategic logic becomes clearer when you look at what the senior defense and aerospace primes have been telling investors over the past four weeks.For more information, please read our full report on Equity-Inisder.com Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) reported Q1 2026 revenue of $371.0 million on May 6, 2026 — up 22.6% year-over-year and 15.8% organically — and raised its full-year 2026 outlook to $1.700 billion to $1.760 billion in revenue. [3] On the earnings call, CEO Eric DeMarco confirmed that what Kratos groups as its "defense rocket support" business — the segment housing its hypersonic work — has an expectation of $400 million in 2026 revenue and $700 million in 2027 revenue. [4] DeMarco linked hypersonic funding visibility to defense budget actions including the reconciliation bill, said Kratos has been verbally informed of success on certain hypersonic program awards, and referenced a separate "$1 billion plus sole source hypersonic program expansion verbal award" that he said the company believes it will receive shortly. [4] Kratos also expects to begin small jet engine LRIP later this year for cruise missiles and powered munitions, with plans to produce "several thousand engines" in 2027. [4]Lockheed Martin Corporation (NYSE: LMT) reported Q1 2026 sales of $18.0 billion on April 23, 2026 and reaffirmed its full-year sales target of $77.5 billion to $80.0 billion. [5] On the same day, the Company was awarded a $365 million contract for Aegis Ballistic Missile Defense and was subsequently selected by the U.S. Space Force as one of 12 vendors eligible for Space-Based Interceptor (SBI) prototype agreements with an aggregate ceiling of up to $3.2 billion under the Golden Dome layered missile defense architecture. [6] Lockheed signed a 7-year framework agreement with the Department of War to ramp PAC-3 Missile Segment Enhancement (MSE) production from approximately 600 to 2,000 missiles annually, structured with provisions for inflation and protection against term adjustments. [7] Strategic and missile defense programs on the Fleet Ballistic Missile and Next Generation Interceptor (NGI) programs were called out as drivers of Q1 segment-level growth at Missiles and Fire Control. [5]Northrop Grumman Corporation (NYSE: NOC) reported Q1 2026 sales of $9.9 billion on April 21, 2026, with diluted EPS of $6.14 — up 85% year over year — and ended the quarter with $96 billion in backlog. [8] Notably, shortly after the close of the quarter, Northrop secured an award to accelerate development of the Glide Phase Interceptor (GPI), bringing the total contract value to $1.3 billion. [8] GPI is designed to intercept hypersonic missiles that can evade traditional missile defense systems — a capability the company described as critical given the proliferation of hypersonic weapons. CEO Kathy Warden told investors on the call that Northrop's missile defense business now accounts for nearly 10% of company sales, that demand in the area has been "exceptionally strong," and that Northrop is "well-positioned to capitalize on significant opportunities such as Golden Dome." [9] Tactical solid rocket motor production capacity has doubled, with further expansion targeted to complete by 2027.Karman Holdings Inc. (NYSE: KRMN) — operating as Karman Space & Defense — has positioned itself as a pure-play supplier of mission-critical systems for launch vehicle, satellite, spacecraft, missile defense, hypersonic and unmanned aircraft systems customers. The Company posted record full-year 2025 results in late March 2026, with revenue up 37% and adjusted EBITDA up 37% year-over-year. [10] Hypersonics and Strategic Missile Defense revenue for the year was reported at $150.0 million, up 30.9% year-over-year. [11] For full-year 2026 the Company raised its expectations to total revenue of $715 million to $730 million and non-GAAP adjusted EBITDA of $207 million to $218 million, representing annual growth of 53% in revenue and 46% in adjusted EBITDA at the midpoints. [10] CEO Jon Rambeau cited "the generational increase in demand for the missile and munitions programs that Karman supports" combined with the U.S. government's efforts to establish multi-year prime procurement contracts as the basis for what he described as a "high-growth trajectory." [10]The pattern is unmistakable. Across Kratos, Lockheed Martin, Northrop Grumman, and Karman, the Q1 2026 prints share the same architecture — record or accelerating backlog, raised guidance, hypersonic and missile defense programs called out as standout growth drivers, and framework agreements being signed to lock in multi-year production ramps that exceed current rates by orders of magnitude.For more information, please read our full report on Equity-Inisder.comWhat is also unmistakable is that none of those primes can flight-test a production-size hypersonic article in real, variable atmospheric conditions in a single 45-minute mission. That capability is being commercialized by Starfighters Space.The Asset Behind the STARLAUNCH PathwayStarfighters Space is the operator of the largest fleet of MACH 2+ capable aircraft in the world, and the only commercial company with the ability to fly payloads at sustained MACH 2+ and with the capability to launch those payloads to space. [1] The Company operates from NASA's Kennedy Space Center, where it maintains a fleet of seven modified F-104 supersonic aircraft configured to act as a first-stage lifting platform carrying payloads up to 45,000 feet for air launch to space.STARLAUNCH 1 is being developed as a sub-orbital vehicle designed to support short-duration microgravity missions and to serve as a pathfinder for future air-launched concepts. The Company has reported wind tunnel testing that demonstrated clean separation from the aircraft platform, followed by a Critical Design Review process. [1] The Wind Tunnel in the Sky service uses the F-104 to fly as an airborne wind tunnel — the platform can fly at MACH 2 for over ten minutes, generating the equivalent of approximately 20 traditional 30-second ground wind tunnel runs, and compressing what would otherwise take about ten days of fixed-facility testing into a single 45-minute flight. [2]That is precisely the kind of throughput economics the Pentagon's hypersonic program managers — and the senior primes feeding those programs — are looking for as installed test capacity becomes the binding constraint on flight cadence.The ILS engagement now puts a deep bench of launch, range, licensing and mission integration experience around that operational asset, with prior work supporting the U.S. Air Force, the National Reconnaissance Office, NASA and commercial customers. Combined with the recent Blue Origin operational hires, Starfighters is building the engineering, regulatory, and execution stack required to move STARLAUNCH from milestone to flight at exactly the moment the customer base — the defense industrial complex — is ramping demand.The primes are signaling the demand is there. The Pentagon is signaling the funding is there. The bottleneck has shifted to capacity and execution. Starfighters Space (NYSE American: FJET) is positioning to be one of the operators that closes that gap.For more information on Starfighters Space, Inc. (NYSE American: FJET), visit equity-insider.com/fjet-landingCONTACT:
Equity Insider
editor @acblanke1Article Sources:[1] Starfighters Space, Inc. press release, "Starfighters Space Engages Integrated Launch Solutions to Advance STARLAUNCH Pathway," May 2026.
[2] Business Wire — "Starfighters Space Adds Blue Origin Leaders to Accelerate STARLAUNCH Development," May 7, 2026 — businesswire.com 
[3] StockTitan — "Kratos Q1 revenue up 22.6%, lifts FY26 outlook," May 6, 2026 — stocktitan.net
[4] Investing.com — "Earnings call transcript: Kratos Defense outperforms expectations in Q1 2026," May 7, 2026 — investing.com
[5] Lockheed Martin Corporation press release — "Lockheed Martin Reports First Quarter 2026 Financial Results," April 23, 2026 — news.lockheedmartin.com 
[6] StockTitan — "Lockheed Martin Wins U.S. Space Force SBI Contracts," April 2026 — stocktitan.net
[7] TIKR.com — "Lockheed Martin vs. RTX Corporation: Which Defense Stock Is the Smarter Investment?" — tikr.com
[8] Northrop Grumman Corporation press release — "Northrop Grumman Reports First Quarter 2026 Financial Results," April 21, 2026 — SEC.gov
[9] Investing.com — "Earnings call transcript: Northrop Grumman beats Q1 2026 forecasts," April 21, 2026 — investing.com
[10] StockTitan — "Karman Holdings posts record 2025 growth and raises 2026 revenue and EBITDA guidance," March 25, 2026 — stocktitan.net
[11] Karman Holdings Inc. Form 8-K Filing — FY2025 results, SEC.govDISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by Equity Insider on behalf of Market IQ Media Group Inc. ("MIQ"). Regarding this publication, MIQ has been paid a fee for Starfighters Space, Inc. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Starfighters Space, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. The owner/operator of MIQ does not currently own shares of Starfighters Space, Inc. but reserves the right to buy and sell, and will buy and sell shares of Starfighters Space, Inc. at any time without any further notice commencing immediately and ongoing. This potential for trading constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this, individuals are strongly encouraged to not use this publication as the basis for any investment decision. Please let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been reviewed and approved on behalf of Starfighters Space, Inc. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results.Logo - https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/the-pentagon-has-decided-it-has-a-hypersonic-problem--and-the-process-discipline-to-solve-it-is-coming-out-of-the-commercial-sector-302775905.htmlSOURCE Equity Insider Original: The Pentagon Has Decided It Has a Hypersonic Problem -- and the Process Discipline to Solve It Is Coming Out of the Commercial Sector

THV
Was this you?

https://americanoptions.beehiiv.com/p/600k-bet-on-kratos-trader-slams-2-000-ktos-august-75-calls?utm_source=americanoptions.beehiiv.com&utm_medium=newsletter&utm_campaign=600k-bet-on-kratos-trader-slams-2-000-ktos-august-75-calls&_bhlid=bb8833288f5713e249fcb8980069cbc194ed9a31

I think I am going to throw up. This is hard to watch. Guess I need to stop watching and look at it next year.

https://financialnewsletter.com/2-stocks-benefiting-from-growing-drone-demand/
Not really sure how this has 83.42% upside.
According to the 23 analysts covering the company’s stock, the average twelve-month price target for KTOS shares is $96.28. This represents a forecasted upside of 83.42% from the current share price.

THV, I am a buy and holder. Never been a trader although I'm getting older and don't have the time to hold any more, plus I'm learning stocks are not for buy and holders this day and time unless they are quality dividend stocks.. I did not do a ton of deep diving into this as it was a sub $5 stock when I bought it 11-12 years ago. I looked over the fins and when they announced the Valkyrie unmanned drones I bought in. This is definitely a mystery why this has dropped this low and keeps dropping. They are improving quarter after quarter, year after year, yet the share price is going in the opposite direction. I wouldn't think this could go much lower, but I never thought it would go this low. If I had the $$ I would be buying here. Might be a good thing I don't since it continues to drop. I was hoping to see this $200+ in 2028 but at this rate I'd be happy to see it get back above $100. To me this clearly makes no sense to continually drop to this level on no bad news.

Radly, try this on for size:

Ktos is spending money like crazy on inventory buildup, hypersonics, drone assembly and satellite services/ manufacture.
You're going crazy because you could buy shares at today's prices last June and July.

This is like a company that has to build a new plant and staff it before it makes some bank. The majority of investors are short-term sighted. This is a bit ( a small bit) longer than what many are willing to wait for.
Their cash burn rate alone right now is maybe 400k per day. Ouch.
They're looking at really turning this all around starting 2028. I think they'll get it done. That's why I'm buying this year's shares at last year's prices .

If you can find it within yourself to buy now, enjoy later, I think you'll be very happy. If you're not wired that way, there are several other A&D plays out there getting it done right now .

THV

Rad, quick question. I don't know much of anything about you as an investor. How much of a deep dive( = due diligence) did you do before you started putting money into this?

I'm just comparing your process to mine, no judgement here on you.

I feel I want to help you figure out the mystery of this.

THV

PS. It may help you to know that of the past 8 financial quarters,KTOS has beat market expectations all 8 times ..deepening the mystery.

A big factor here is that in terms of something called financial behavior, the majority of investors are both short- sighted and very biased by the uninformed opinions of others .

For example, if a stock looks like a loser per its chart, it must be a loser . This is clearly wrong in the case of KTOS.

THIS is a fantastic buying opportunity and I know it, which is why I buy it..

I will never understand the stock market. This is total crap. The company gets a $447 million contract, has another great quarterly financial report with no negatives and it continues to tank. This steep selloff makes no sense. This should be $100 stock. Yet I had another stock that was constantly going down and I sold because they were going to do a reverse split. When the company announced the reverse split the stock shot up 60%. Makes absolutely no sense

Viagra kicked in after hours 😁

Low Pole Reversal on 6 May 2026. GLTA

Double Bottom Breakdown on 5 May 2026. BLTA
Day order to buy shares at $58.29 filled.

Rad,
Some of the fundamentals, like the P/E ratio , among others, is keeping more investors at bay. It just too high.
You and I both know that when the sentiment, the warm fuzzies , return for a stock like this one, it is easily capable of running right back up over $110/ share .
This is not the last time that sort of price will be seen here. Their OS is really great and if it stays right where it is, then when the sentiment returns, so will the price. You'll be much happier .

Now under $60 I'm getting some more. These shares will look like gold down the road. You ( and I) shall just keep bitching away, but just let the market do its thing. When you're looking really good, then think about taking some shares off the table.

I promise this, if I see anything that makes me think differently about Ktos, you'll see it here first .

Thv

AI Defense Spending Surge Puts a Premium on Proprietary Vision Tech -- and One Nasdaq Player Just Filed a Provisional Patent on the Architecture That Turns Cameras Into SensorsMay 4, 2026 11:29 AM
PR Newswire (US)

Issued on behalf of VisionWave Holdings, Inc.Companies Mentioned: VisionWave Holdings, Inc. (NASDAQ: VWAV), Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), AeroVironment, Inc. (NASDAQ: AVAV), Palantir Technologies Inc. (NASDAQ: PLTR), Rekor Systems, Inc. (NASDAQ: REKR)Key Takeaways:VisionWave Holdings, Inc. (NASDAQ: VWAV) filed a U.S. provisional patent application on April 24, 2026 covering its xCalibre™ visual intelligence platform, an architecture that converts conventional camera streams into structured, machine-actionable sensor intelligence.The military-focused AI video surveillance segment alone was valued at roughly $655 million in 2024 and, although there is no guarantee,  is projected to reach about $3 billion by 2030, with multi-domain procurement programs accelerating defense IP value across the sector. Market size and growth figures are third-party estimates only and are subject to significant uncertainty; see disclaimers below.Kratos Defense (NASDAQ: KTOS) was awarded an Other Transaction Agreement worth up to $446.8 million as prime contractor on the U.S. Space Force Resilient Missile Warning and Tracking program.AeroVironment (NASDAQ: AVAV) unveiled MAYHEM 10, a new launched-effects platform, alongside a $14.6 million U.S. Army production order for the VAPOR Compact Long Endurance unmanned aircraft system.Palantir (NASDAQ: PLTR) signed a $300 million Blanket Purchase Agreement with the U.S. Department of Agriculture, extending its AI software footprint beyond defense and intelligence into civilian critical infrastructure.Rekor Systems (NASDAQ: REKR) was granted a USPTO patent on March 18, 2026 for an incident-based data retention method, deepening its computer-vision IP portfolio in roadway intelligence and deepfake detection.NEW YORK, May 4, 2026 /PRNewswire/ -- USANewsGroup.com News Commentary — Defense and homeland-security buyers are no longer paying for cameras; they are paying for what cameras can decide. The Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems, the FY2026 U.S. defense budget has reached approximately $1 trillion, and the FY2027 proposal under discussion pushes toward $1.5 trillion. Inside that spending wave, perception software — the algorithms that turn raw video into machine-actionable intelligence — has become the highest-leverage layer in the stack.







The military AI video surveillance segment alone was valued at around $655 million in 2024 and is forecast to climb to roughly $3 billion by 2030, an inflection point driven by the same operational reality that every defense CIO is now confronting: a $500 quadcopter can attack a stadium, a substation, or a border crossing, and the only economical way to find it in time is to make every existing camera smarter. Patent-protected architectures that solve that problem are scarce — which is why VisionWave's latest IP filing may be relevant.  Market size and growth figures are third-party estimates only and are subject to significant uncertainty; see disclaimers below.VisionWave Holdings (NASDAQ: VWAV) Files Provisional Patent on xCalibre™ Camera-as-Sensor PlatformVisionWave Holdings, Inc. (NASDAQ: VWAV), a defense and advanced sensing technology company, today announced the filing of a U.S. provisional patent application covering core intellectual property for its xCalibre™ visual intelligence platform. The application, titled "Systems and Methods for Converting Camera Streams into Structured Sensor Intelligence for Detection, Verification, and Response," was filed with the U.S. Patent and Trademark Office under Application No. 64/048,141, with a filing date of April 24, 2026.  This is a provisional patent application only. A provisional application does not guarantee that any claims will be allowed, that any patent will issue, or that any issued patent will provide meaningful commercial protection or be enforceable.The filing describes an AI architecture designed to transform conventional camera streams into structured, machine-actionable sensor intelligence. Rather than treating cameras as passive video recorders, xCalibre™ is designed to treat visible, thermal, infrared, stereoscopic, low-light, body-worn, vehicle-mounted, fixed, mobile, airborne, and robotic cameras as intelligent sensor inputs capable of producing detection, classification, tracking, event analysis, threat scoring, evidence packages, and operational alerts."xCalibre represents a shift from video analytics to video-as-a-sensor intelligence," said Danny Rittman, VisionWave's Chief Technology Officer. "The system is designed to ask a more intelligent question: not simply what is visible in the frame, but which parts of the scene matter, what remains uncertain, and where deeper analysis should be applied. That selective intelligence model is central to building faster, more scalable, and more operationally useful AI vision systems."The provisional application describes a multi-stage architecture that may include sensor ingestion, coarse approximation, confidence scoring, selective refinement, geometric and vector-based analysis, CNN/RNN processing, temporal modeling, cross-camera correlation, multimodal fusion, and event-level decision output. Potential outputs may include object class, identity hypothesis, drone alert, vehicle event, abnormal behavior flag, person-of-interest indication, persistent track, threat score, response recommendation, searchable metadata, and confidence-scored evidence.VisionWave views xCalibre™ as a foundational platform technology that could support multiple use cases, including perimeter security, critical-infrastructure monitoring, defense surveillance, autonomous systems, robotic sensing, drone detection, forensic search, and operational command dashboards. The Company believes the filing may strengthen its intellectual-property position around AI-driven computer vision, edge intelligence, and advanced sensing — three areas where ownership of the underlying architecture, not just the output, is increasingly what separates platform companies from feature companies. There can be no assurance that the provisional patent application will result in issued claims of commercial value, that the Company will obtain meaningful patent protection, that any issued patents will be enforceable or provide a competitive advantage, or that xCalibre™ will achieve market acceptance or generate material revenue.CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/vwave-profile/In other industry developments and happenings in the market:— Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) was awarded an Other Transaction Agreement on April 8, 2026 with a total potential value of $446.8 million, contingent on the exercise of all options. Kratos will serve as prime contractor supporting the U.S. Space Force's Space Systems Command for the Ground Management and Integration agreement on the Resilient Missile Warning and Tracking program — a critical initiative to develop, deploy, and sustain ground infrastructure for Resilient MWT satellites in Medium Earth Orbit."Programs like Resilient MWT require more than individual technologies. They require the engineering depth and operational experience to deliver integrated mission systems," said Phil Carrai, President of Kratos Space, Training and Cyber Division. The contract is worth roughly a third of Kratos's fiscal 2025 revenue of $1.35 billion.— AeroVironment, Inc. (NASDAQ: AVAV) unveiled MAYHEM 10 on April 15, 2026 — a new launched-effects platform delivering scalable multi-domain effects and modular payloads for standoff operations across air, ground, and maritime platforms. Days earlier, the U.S. Army awarded AeroVironment a $14.6 million production contract for its all-electric VAPOR Compact Long Endurance unmanned aircraft system, deepening the company's role in medium-range reconnaissance.Separately, on April 7, 2026, AeroVironment's UES division was awarded a three-year, $25 million U.S. Air Force contract to mature human health and performance technologies for the 711th Human Performance Wing — extending the company beyond aircraft into sensors and edge analytics for the warfighter. Shares broke out from the mid-$170s to above $210 in the weeks following the announcements.— Palantir Technologies Inc. (NASDAQ: PLTR) announced on April 22, 2026 a $300 million Blanket Purchase Agreement with the U.S. Department of Agriculture to manage farmland data as geopolitical risks threaten global supply chains. The deal extends Palantir's reach beyond its core defense and intelligence base into civilian critical infrastructure, while still serving national-security objectives identified by Agriculture Secretary Brooke Rollins around foreign-adversary influence in U.S. farmland data systems.The agreement reinforces what management has framed as the AI-platform thesis: once Foundry is embedded as the operating system for a large organization's data environment, switching costs become high and incremental expansion becomes the path of least resistance for both the customer and the vendor.— Rekor Systems, Inc. (NASDAQ: REKR) was awarded a USPTO patent on March 18, 2026 for an incident-based method of retaining ALPR and vehicle recognition data based on suspected-offense severity — replacing outdated dragnet retention with privacy-first intelligent storage. The grant expands Rekor's IP portfolio in computer-vision data management and supports its broader push into AI-driven roadway intelligence.Rekor previously announced its entry into the global deepfake detection market via a new subsidiary, Rekor Labs, combining AI and machine-vision expertise to identify synthetic video, audio, and images. Proof-of-concept and alpha milestones were reported as complete, with a full product launch targeted for the first half of 2026 — a market the Company estimated could exceed $30 billion over the next decade.These third-party developments are publicly reported but are not necessarily indicative of VisionWave's prospects. There can be no assurance that VisionWave will secure similar contracts, achieve comparable results, or benefit from the same market trends.From space-based missile tracking to launched-effects swarms to data-platform consolidation, the AI-defense procurement cycle is rewarding companies that own the architecture, not just the hardware. With its provisional patent on xCalibre™, VisionWave is staking out IP ground at the intersection of computer vision, edge intelligence, and event-level decision output — exactly where the next layer of multi-domain perception spending is going.  However, there can be no assurance that VisionWave will successfully commercialize the technology, win government or commercial contracts, or realize material value from the provisional patent filing.Article Source: https://usanewsgroup.com/vwave-profile/CONTACT:
USA NEWS GROUP
info @acblanke1DISCLAIMER:This is a paid promotional advertisement. Nothing in this publication should be considered as personalized financial advice or an offer to buy or sell securities. VisionWave Holdings, Inc. has paid compensation to USANewsGroup.com / Market IQ Media Group, Inc. for the preparation and distribution of this material. USANewsGroup, MIQ, and their affiliates may hold shares of VWAV and may sell them at any time, creating a conflict of interest.Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USANewsGroup.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Forward-Looking Statements. This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "could," "should," "would," "believe," "expect," "anticipate," "plan," "estimate," "potential," or similar expressions identify forward-looking statements. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described, including but not limited to: (i) the risk that the provisional patent application will not result in issued claims of commercial value; (ii) technical, regulatory, and market risks associated with the development and commercialization of xCalibre™; (iii) the Company's ability to secure government contracts; (iv) competition; (v) dependence on key personnel; and (vi) general economic and defense-budget uncertainties. Investors should review the Company's most recent SEC filings (available at https://www.sec.gov/edgar/browse/?CIK=2038439) for a more complete discussion of risk factors.VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein. Past performance of peer companies is not indicative of future results for VWAV.Logo - https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg



View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-defense-spending-surge-puts-a-premium-on-proprietary-vision-tech--and-one-nasdaq-player-just-filed-a-provisional-patent-on-the-architecture-that-turns-cameras-into-sensors-302761478.htmlSOURCE USA News Group

Original: AI Defense Spending Surge Puts a Premium on Proprietary Vision Tech -- and One Nasdaq Player Just Filed a Provisional Patent on the Architecture That Turns Cameras Into Sensors

Low Pole Reversal on 30 Apr 2026. BLTA

Until I make 20-25%. For my contact to tell me to buy it, I expect those numbers with ease 😁

GL Is this a long- or short-term hold for you

I took a nice position today 😁

What is going on here??? Still dropping! $62 Where's the damn bottom?

I'm still whining. This is sickening. This should not be this low in my opinion. Stock price has been cut in half in just 3 months. That just seems insane going from $130 to $66 while the company is doing things right with no bad news and just recently got a $447 million contract. I thought in times of war defense stocks were the place to be. I'm beginning to think this will never see its high again. Guess I'm going to keep holding and keep bitching.

Rad, it does, for sure, move the needle, and in a good way . Don't be dismayed because the needle doesn't move in a way you thought logical.
Look for that movement at a different time and in different ways instead of share price in the shorter term.
Feel free to whine about it. I sure do, but my perspective on things has changed and this has made a world of difference for me .

THV

Low Pole Reversal on 13 Apr 2026. GLTA

AI Eyes Move Onto The Counter-Drone Battlefield As Defense Tech Companies Race To Fuse Video With RFApril 13, 2026 11:16 AM
PR Newswire (US)

How a New Generation of 'Video-as-a-Sensor' Platforms is Filling the Visual-Confirmation Gap in RF-First Defense ArchitecturesFeatured Tickers: VisionWave Holdings, Inc. (NASDAQ: VWAV), Palantir Technologies Inc. (NASDAQ: PLTR), BigBear.ai Holdings, Inc. (NYSE: BBAI), Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), AeroVironment, Inc. (NASDAQ: AVAV).USANewsGroup.com News CommentaryNEW YORK, April 13, 2026 /PRNewswire/ -- The counter-unmanned aircraft system (C-UAS) market is in the middle of a generational expansion. According to a forecast from MarketsandMarkets, the global C-UAS market is projected to grow from approximately USD 6.64 billion in 2025 to roughly USD 20.31 billion by 2030, representing a compound annual growth rate of about 25.1%. [1] North America is expected to lead that growth, driven by rising US defense investments, AI-enabled detection adoption, and protection of critical infrastructure. [1]
The pressure behind those numbers is no longer hypothetical. Cheap, expendable aerial threats deployed in Ukraine, the Red Sea, and across multiple contested theaters have rewritten how defense ministries think about layered air defense — and the Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems in support of US forces, set against a 2026 US defense budget being discussed at roughly USD 1 trillion. [2]But spending is only half the story. Operators have learned that single-modality detection — radar alone, RF alone, or optical alone — produces too many false positives to support autonomous engagement. The conventional segment of the C-UAS market still dominates by share, but AI-powered counter-drone systems are the fastest-growing category, enabling automated detection, classification, and faster response across multi-sensor architectures. [1]That sensor-fusion gap is exactly what VisionWave Holdings, Inc. (NASDAQ: VWAV) just moved to fill.VisionWave Adds A Visual Perception Layer To Its RF StackOn April 13, 2026, VisionWave announced the completed acquisition of the intellectual property assets underlying the xClibre™ AI video intelligence platform, pursuant to a definitive Asset Purchase Agreement dated April 10, 2026. [3] The acquired IP was independently valued at approximately USD 60 million by BDO Consulting Group as of the same date. [3]The strategic logic is straightforward. VisionWave's defense platforms — including its Argus™ space-enabled counter-UAS architecture and its WaveStrike™ RF-enabled fire-control workflows — have until now relied primarily on RF-based detection. [3][4] xClibre adds a visual perception layer expected to complement those existing RF capabilities, addressing one of the longest-running operational complaints in modern air defense: RF tells you something is there, but it does not always tell you what it is."RF sensing tells you something is there. Video intelligence tells you what it is and what it's doing," said Douglas Davis, CEO and Executive Chairman of VisionWave, in the announcement. [3] "With xClibre, we have taken an important step toward delivering both — in a single integrated architecture built for the realities of contested environments. Our near-term focus is validating performance in the field. The commercial path follows from that."The transaction covers 100% of the xClibre intellectual property portfolio — AI-driven video analytics software, proprietary algorithms and models, and associated trade secrets and development frameworks. Total consideration consists of 7,000,000 shares of VisionWave common stock (3,500,000 issued at closing and 3,500,000 contingent upon successful proof-of-concept validation and Nasdaq Shareholder Approval under Nasdaq Listing Rule 5635), plus a USD 6,000,000 promissory note. [3] VisionWave intends to assign the acquired IP into a dedicated subsidiary, xClibre Inc., creating a focused commercial vehicle for development and go-to-market execution. [3]xClibre is designed as a 'video-as-a-sensor' platform built on an edge-first architecture — processing data locally via dedicated compute appliances, with no cloud dependency. [3] Stated capabilities include automated threat detection with behavioral analytics, rapid forensic search, visual verification of RF-detected contacts (potentially reducing false-positive response rates), and event-driven action pipelines that connect detection to autonomous system response. [3]The integration roadmap targets four near-term focus areas: VisionWave's Argus counter-UAS platform (visual confirmation for RF-identified aerial threats), autonomous interceptor systems, unmanned ground vehicles, and fixed-site security deployments with forensic replay capability. [3] A structured proof-of-concept evaluation with an industry partner is targeted for completion in H2 2026, with successful POC outcomes and Nasdaq Shareholder Approval also triggering release of the remaining 3,500,000 contingent shares. [3]The xClibre transaction lands against a busy strategic backdrop. VisionWave previously entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, an Israeli manufacturer whose structural assemblies are used in Israel's multi-layer missile defense architecture, including Iron Dome and the Barak 8 long-range air defense system. [2] The Company has also been advancing its qSpeed™ pre-commercial computational acceleration architecture across defense-focused programs — including Argus counter-UAS workflows where reduced end-to-end latency may enhance operational responsiveness in time-critical scenarios. [4]Other Defense Tech Companies Building The AI-Driven Sensing StackPalantir Technologies Inc. (NASDAQ: PLTR)Palantir has emerged as one of the most embedded software primes in the US defense AI build-out. The Company's Maven Smart System (MSS) — originally awarded a USD 480 million Army contract in 2024 — has since had its ceiling boosted to approximately USD 1.3 billion amid surging demand, and was recently designated a Pentagon Program of Record, locking in multiyear funding across battlefield deployments. [5] The MSS deals complement a separate 10-year Army enterprise agreement worth up to USD 10 billion, which consolidated 75 prior software and data contracts into a single vehicle featuring Palantir's AI platforms. [5]Palantir is also the prime on the US Army's Tactical Intelligence Targeting Access Node (TITAN) program, awarded in March 2024 at approximately USD 178.4 million for the development of 10 prototype ground stations — five Advanced and five Basic variants — that fuse data from space, high-altitude, aerial, and terrestrial sensors using AI/ML. [6] Palantir has been delivering TITAN Basic and TITAN Advanced prototypes, with final operational tests and a production decision expected in fiscal year 2026. [6]BigBear.ai Holdings, Inc. (NYSE: BBAI)BigBear.ai has quietly built one of the more focused vision AI portfolios in the small-cap defense space. The Company closed its approximately USD 70 million all-stock acquisition of Pangiam in early 2024, combining BigBear.ai's computer vision and predictive analytics with Pangiam's biometric and identity-verification platforms used at airports, ports, and border checkpoints. [7] The deal also brought in Kevin McAleenan — former Acting Secretary of the US Department of Homeland Security and former Commissioner of US Customs and Border Protection — who was appointed CEO in January 2025. [8]On the contract side, BigBear.ai secured a five-year, USD 165.15 million deal to modernize US Army legacy systems into data-centric platforms and was selected as a subcontractor on a USD 2.4 billion, 10-year FAA IT services contract. [8] In February 2025, the Company announced a contract with the DoD Chief Digital and Artificial Intelligence Office (CDAO) to advance its Virtual Anticipation Network (VANE) prototype, an AI system that aggregates and analyzes open-source data to predict potential adversarial actions. [9]Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS)Kratos has been one of the most active counter-UAS hardware producers in the public markets. On March 3, 2026, the Company announced an approximately USD 7 million production contract award for a Counter-UAS System designed to detect, track, and classify threats including low-profile unmanned aerial systems and cruise missiles, with the work tied to a long-term counter-UAS production contract. [10]More recently, on April 8, 2026, Kratos disclosed a USD 446.8 million space systems contract to support the US Space Force's Resilient Missile Warning and Tracking program — a deal worth roughly one-third of the Company's fiscal 2025 revenue of USD 1.35 billion (which itself represented nearly 17% growth over 2024). [11] In parallel, Kratos is integrating its Valkyrie unmanned combat aircraft with Airbus's MARS sovereign European mission system, with first flights of two Valkyries in Manching scheduled for 2026, and was awarded a USD 12.4 million US Air Force contract on February 23, 2026 with GE Aerospace to develop the GEK1500 engine for small Collaborative Combat Aircraft, UAS, and missiles. [12]AeroVironment, Inc. (NASDAQ: AVAV)AeroVironment, now branded simply as 'AV,' completed its all-stock acquisition of BlueHalo on May 1, 2025, in a transaction valued at approximately USD 4.1 billion that transformed the Company from a drone manufacturer into a diversified defense technology platform spanning air, land, sea, space, and cyber. [13] The combined portfolio now includes BlueHalo's counter-UAS franchises — Titan (RF detect-and-defeat), the Locust directed-energy laser system (with nine units delivered as of recent disclosures), and Freedom Eagle 1 (FE1), the Company's interceptor missile entry aimed at reducing the cost imbalance of using expensive missiles to defeat cheap drones. [14]On January 5, 2026, AV announced an USD 874 million, five-year Indefinite Delivery, Indefinite Quantity (IDIQ) contract with the US Army to support foreign military sales of its Group 1–3 unmanned aerial systems, including the combat-proven Puma, Raven, and JUMP 20 platforms. [15] The Company also secured a USD 75 million US Air Force contract for next-generation biotechnology and materials R&D using AI and biomimetics, and helped launch a beyond-visual-line-of-sight airspace management facility in Ohio. [16]The Bottom LineThe counter-drone race is no longer about whether to spend — it is about which sensing modalities can be fused fast enough to keep up with the threat. Software primes like Palantir are locking in multi-year program-of-record status, hardware-and-AI hybrids like BigBear.ai are stitching computer vision into national security workflows, traditional defense-tech producers like Kratos and AeroVironment are scaling counter-UAS production and acquiring directed-energy and electronic-warfare capabilities, and emerging platform builders like VisionWave are working to layer AI video intelligence onto their existing RF stacks. As the C-UAS market marches toward USD 20 billion by 2030, the names that can deliver true sensor fusion — detection, classification, and confirmation in a single integrated workflow — are the ones positioned to capture disproportionate share. [1]CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/ Article Sources[1] MarketsandMarkets, "Counter-UAS Systems Market — Global Forecast to 2030," https://www.marketsandmarkets.com/Market-Reports/counter-cuas-systems-market-4197284.html [2] Equity-Insider.com / PR Newswire, "Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUS," April 6, 2026, https://www.prnewswire.com/news-releases/counter-drone-just-became-the-fastest-growing-niche-in-defense-visionwave-is-already-demonstrating-argus-302734941.html [3] VisionWave Holdings, Inc., "VisionWave Acquires xClibre™ AI Video Intelligence IP Assets," April 13, 2026 (company press release).[4] VisionWave Holdings, Inc., "VisionWave Advances qSpeed™ Pre-Commercial Computational Acceleration Architecture Across Defense Programs," January 20, 2026.[5] The Motley Fool, "Why Palantir's New Program of Record With the Pentagon Could Be a Game Changer," March 31, 2026, https://www.fool.com/investing/2026/03/31/why-palantirs-new-program-of-record-with-the-penta/ [6] Palantir Technologies Inc., "Army Selects Palantir to Deliver TITAN Next Generation Deep-Sensing Capability in Prototype Maturation Phase," March 6, 2024, https://investors.palantir.com/news-details/2024/Army-Selects-Palantir-to-Deliver-TITAN-Next-Generation-Deep-Sensing-Capability-in-Prototype-Maturation-Phase/ [7] Defense Daily, "BigBear.ai Closes $70 Million Acquisition Of Pangiam," March 1, 2024, https://www.defensedaily.com/bigbear-ai-closes-70-million-acquisition-of-pangiam-adding-to-computer-vision-expertise/business-financial/ [8] CMC Markets / Opto, "BBAI Stock: BigBear.ai is a Defense AI Pure Play," https://www.cmcmarkets.com/en/optox/bbai-stock-bigbearai-is-a-defense-ai-pure-play [9] AI-Pro, "BigBear.ai Secures DoD Contract for National Security," February 18, 2025, https://ai-pro.org/learn-ai/articles/ai-in-national-security-bigbear-ai-secures-pivotal-dod-contract [10] Kratos Defense & Security Solutions, Inc., "Kratos Receives $7 Million Order for Counter-UAS Systems," March 3, 2026, https://www.kratosdefense.com/newsroom/kratos-receives-7-million-order-for-counter-uas-systems [11] Stocktwits, "Kratos Bags Contract Worth A Third Of Its Fiscal 2025 Revenue – KTOS Stock Takes Off In Opening Trade," April 8, 2026, https://stocktwits.com/news-articles/markets/equity/ktos-stock-gains-kratos-447m-contract-space-systems/cZJfbMbRIA4 [12] StockTitan, "KTOS — Kratos Defense & Sec Solutions Latest Stock News," https://www.stocktitan.net/news/KTOS/ [13] AeroVironment, Inc., "AeroVironment and BlueHalo Complete Transaction — Creating A Global Defense Technology Leader," May 1, 2025, https://investor.avinc.com/news-releases/news-release-details/aerovironment-and-bluehalo-complete-transaction-creating-global [14] Daily Political / Ticker Report, "AeroVironment Details BlueHalo Integration, Counter-Drone Growth and SCAR Renegotiation at Conference," February 11, 2026.[15] FinancialContent, "AeroVironment (AVAV) Surges 33% in Five-Day Rally as $1.5 Trillion Defense Budget Proposal Ignites Sector-Wide Optimism," January 8, 2026, https://markets.financialcontent.com/stocks/article/marketminute-2026-1-8-aerovironment-avav-surges-33-in-five-day-rally-as-15-trillion-defense-budget-proposal-ignites-sector-wide-optimism [16] Yahoo Finance / Simply Wall St, "AeroVironment Redefines Defense Role With BlueHalo Deal And New Programs," February 2026, https://finance.yahoo.com/news/aerovironment-redefines-defense-role-bluehalo-120559718.html ContactUSA News Group
info @acblanke1DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USANewsGroup.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision. MIQ owns shares of VisionWave Holdings, Inc. that were purchased in the open market and reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. MIQ also expects to receive further compensation as outlined in our disclosures concerning VisionWave Holdings, Inc. This article is being distributed for Market IQ Media Group, Inc.The above article contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future events or performance are not statements of historical fact and may be "forward looking statements." Forward looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. Investors are cautioned that all forward-looking statements involve risks and uncertainties, including without limitation, the ability of VisionWave Holdings, Inc. to successfully integrate the xClibre IP, complete the proof-of-concept evaluation, obtain Nasdaq Shareholder Approval for the issuance of the contingent shares, and execute on its broader commercialization roadmap. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo: https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg



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Original: AI Eyes Move Onto The Counter-Drone Battlefield As Defense Tech Companies Race To Fuse Video With RF

It just seems that $447 million contract would have moved the needle a bit. Guess I'll be whining the next couple years while watching this do the opposite of what it should do. lol

Y' all might think I'm nutz, but I'm not. This afternoon's PPS is under $70 and falling when the aerospace sector is rising.

I'm very close to buying another lot of this. Very close . Already have a position for awhile. This price level is a very decent discount in my book.
Why is this dropping? I will have to look at filings to see if there is something there, but this may be institutionally driven as most of the company's shares are owned by big funds whose agendas are not known well by the public.

Don't freak out
THV

Yes, the price drop is so COMPLETELY counterintuitive.
Many retail stock buyers live by the adage: Buy on disaster, sell on news...or something along these lines, but they don't often get where this thinking comes from but they operate on it anyway .

The thought comes from the observation that many times when a company has great news, they share that news as they quietly dilute the O.S. The great news serves as a diversion of sorts.

So, you observe how the company behaves. Are they doing something shareholders really don't care for while the news is supposed to carry the day?
Only a careful investor would pay attention to see .

In the case of ktos, I don't think they do this sort of thing...so...this is one of those times, I believe, where the drop in price is not really anything to get distracted about . In fact, from your perspective, it may be a chance to buy shares at a price you really like.
If you find, after studying, that Kratos does not do things you think they should be doing to create value for you, it may be time to liquidate.

There, $0.02 more for you.

THV

https://www.marketbeat.com/originals/the-drone-disruptor-kratos-stock-seeks-a-higher-altitude/

While this is up 2% it has fell almost $7 from its high this morning on the news from this $447 million contract. https://investorshub.advfn.com/stock-market/NASDAQ/kratos-defense-and-secur-KTOS/stock-news/98242572/kratos-receives-446-8-million-space-systems-comma
Still don't get it, this is not a small contract

Rad,

I totally share your frustration here. The price per share is not accurately representing the value.
There is such a huge disconnect in people's minds between market dynamics and the dynamics of business growth.
This manifests as a sort of vulnerability or instability in the company. It's very misleading and deceptive. The demand for the stock is driven hard by the retail public who, by the way, are very reactive....and often very uninformed.

This winning strategy in my book is to look closely and understand the moves that the company itself is making . If the company is good, screw the market and hold on,. Hell, buy more.

I got punched about 15% on my HWM shares, but those cheaper shares I bought a week or so ago are each already up 6.5% this morning. Good company in a rocky market. Play the company, not the market.

Only sell out when it's clear the company is not executing the strategy they have laid out .Going against the grain ( i. e., what others are all doing) is a little hard, but when you have good hard data on your side,run with it .

My $0.02

THV

Double Top Breakout on 8 Apr 2026. GLTA

Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUSApril 6, 2026 3:15 PM
PR Newswire (US)

Pentagon's Drone Dominance Program Drives Counter-UAS Procurement: VWAV, KTOS, PLTR, RCAT, ONDSIssued on behalf of VisionWave Holdings, Inc.NEW YORK, April 6, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — The Pentagon's Drone Dominance Program is now aiming to field more than 200,000 autonomous systems, Section 1709 of the FY25 NDAA has effectively banned foreign-manufactured drones from the U.S. market, and the 2026 U.S. defense budget is being discussed at roughly $1 trillion with proposals for FY2027 pushing toward $1.5 trillion.[1] Underneath the topline spend, one specific capability has accelerated from secondary priority to urgent requirement: counter-drone. The rapid proliferation of cheap, expendable aerial threats in Ukraine, the Red Sea, and across contested regions has rewritten the defense electronics procurement map. Air bases, critical infrastructure, naval vessels, and forward-deployed units all need the same thing — affordable, sensor-rich, AI-driven systems that can detect, classify, and neutralize hostile drones in real time. The companies positioned to capture that wave include VisionWave Holdings, Inc. (NASDAQ: VWAV), Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), Palantir Technologies Inc. (NASDAQ: PLTR), Red Cat Holdings, Inc. (NASDAQ: RCAT), and Ondas Holdings Inc. (NASDAQ: ONDS).







The structural tailwinds are unambiguous. The Global X Defense Tech ETF (SHLD) passed $8 billion in net assets in early March, driven by institutional positioning into the drone and defense electronics cohort.[2] NATO allies have committed to spending between 2% and 3% of GDP on defense, with drone and counter-drone procurement explicitly named as priority lines. European defense pipelines for counter-UAS systems are measured in the billions. And on the regulatory side, the FCC's implementation of Section 1709 is creating a structural moat for domestic drone and counter-drone manufacturers that simply did not exist twelve months ago — every U.S. federal, state, and local agency is now on a compressed clock to replace non-compliant equipment with U.S.-made alternatives.Key TakeawaysThe Pentagon's Drone Dominance Program is now targeting more than 200,000 autonomous systems.Section 1709 of the FY25 NDAA effectively bans foreign-manufactured drones from the U.S. market, creating a structural moat for domestic manufacturers.VisionWave Holdings (NASDAQ: VWAV) is assembling a vertically integrated defense platform: ARGUS AI counter-drone, VARAN unmanned ground vehicle, SolarDrone Ltd. UAVs, and a 51% stake in C.M. Composite Materials (a supplier to Iron Dome and Barak 8).The 2026 U.S. defense budget is approaching $1 trillion, with FY2027 proposals pushing toward $1.5 trillion.Comparable defense tech and counter-drone names include Kratos Defense (KTOS), Palantir (PLTR), Red Cat Holdings (RCAT), and Ondas Holdings (ONDS).VisionWave Holdings, Inc. (NASDAQ: VWAV) — ARGUS AI Counter-Drone, VARAN Unmanned Ground Vehicle, and a Composite Materials Stake in Israeli Missile DefenseVisionWave Holdings has spent the last twelve months systematically assembling a vertically integrated autonomous defense platform that maps directly onto the categories the Pentagon is actively procuring. At the center of the platform is ARGUS — the Company's AI-driven counter-drone system designed to detect and analyze aerial threats using RF-based sensing technologies. VisionWave has conducted pilot programs and live demonstrations with defense partners and announced a collaboration with SaverOne to integrate RF-based detection into defense systems. The Company has also stated its intention to pursue a multi-patent portfolio associated with the ARGUS initiative — a critical step in translating technology into defensible intellectual property that can be licensed or integrated into larger defense primes.Beyond ARGUS, VisionWave has introduced the VARAN Unmanned Ground Vehicle platform — designed for surveillance, logistics, and security missions — and announced the PS500000 autonomous ground vehicle program. Through its wholly owned subsidiary SolarDrone Ltd., the Company has advanced multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection. SolarDrone was selected to participate in Abu Dhabi Sustainability Week 2026, further validating its dual-use positioning.The strategic anchor of VisionWave's 2026 plan is its definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials — a certified Israeli manufacturer specializing in aerospace-grade composite materials whose structural assemblies are embedded in Israel's multi-layer missile defense architecture, including Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization. C.M. signed a memorandum of understanding regarding the German defense market through the Bundeswehr and is advancing joint venture discussions in India through FBM Technologies. That is a rare combination: a U.S.-listed micro-cap with a direct line into two of the most critical active missile defense programs in the world, and an emerging manufacturing footprint across Germany and India.VisionWave has also formed a joint venture with Boca Jom Ltd. in Israel to advance automated semiconductor design technologies, and established collaborations with PVML for secure AI infrastructure and Aiphex for technology ecosystem expansion. The Company entered into a $10 million Statement of Work supporting development of the QuantumSpeed computational acceleration platform designed to support high-performance computing environments required for advanced AI workloads — connecting the counter-drone thesis directly to the compute layer that makes real-time threat analysis possible.For investors, the structural argument is that VisionWave is not a single-product company trying to win a single contract. It is assembling an integrated stack — ARGUS for counter-drone, VARAN for ground autonomy, SolarDrone for aerial payloads, and C.M. Composite Materials for hardened structural components — all at a market capitalization that does not yet reflect the sum of those parts.CONTINUED… Read this and more on VisionWave at: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/In other industry developments and happenings in the market include:Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) — The Unmanned Systems and Hypersonics Play That Is Redefining the Defense Growth CohortKratos has become one of the most polarizing and most closely watched names in the defense sector, with shares up more than 200% over the trailing year and continued momentum into 2026 as the market digests the implications of a possible $1.5 trillion U.S. defense budget and an accelerating Pentagon focus on autonomous and unmanned systems.[3] The Company's portfolio spans unmanned aircraft, satellite communications, missile defense systems, cyber security, and directed-energy weapons, with its XQ-58 Valkyrie jet-powered unmanned aircraft serving as a flagship for low-cost, expendable tactical drone platforms. Kratos has also opened a 55,000-square-foot manufacturing facility dedicated to hypersonic systems — a structural expansion that moves it beyond pure drones into the next layer of missile defense and space applications. For investors looking for the clearest large-cap pure-play on the unmanned and hypersonic themes, KTOS remains the reference name.Palantir Technologies Inc. (NASDAQ: PLTR) — The AI Operating System of the Modern BattlefieldPalantir sits at the software core of every modern defense and counter-drone workflow that relies on multi-sensor data fusion and real-time decision-making. The Company's partnerships with the U.S. Army, intelligence community, and allied forces have made its Gotham and Foundry platforms the default AI operating system for contested environment operations — and the Company's recent work with domestic drone manufacturers, including a well-publicized collaboration with Red Cat Holdings on GPS-denied navigation, has extended its footprint into the small-UAS stack. As counter-drone systems increasingly rely on AI-driven classification and response, Palantir is the software layer that most platforms are being built to integrate with.Red Cat Holdings, Inc. (NASDAQ: RCAT) — The U.S. Army's Short Range Reconnaissance Program of RecordRed Cat Holdings has become one of the under-the-radar innovators in small UAS and counter-drone technology, anchored by its selection as the U.S. Army's Short Range Reconnaissance program of record.[4] The Company's ARACHNID family of platforms, Teal Drones short-range reconnaissance systems, and Flightwave Edge 130 tricopter give it a differentiated product line across multiple mission profiles, while the Blue Ops maritime division extends the platform into uncrewed surface vessels. Red Cat's U.S.-based manufacturing footprint positions it as one of the most direct beneficiaries of Section 1709 enforcement, with federal, state, and local agencies rapidly replacing foreign-manufactured drones with compliant domestic alternatives.Ondas Holdings Inc. (NASDAQ: ONDS) — The Backbone of Autonomous Drone CommunicationOndas Holdings provides the secure wireless network layer that autonomous drone operations fundamentally depend on — a capability that becomes existential as counter-drone and drone-on-drone scenarios proliferate across defense and critical infrastructure applications. The Company's IronDrone platform enables secure, real-time drone operations for industrial, logistics, and military customers, and its business has been scaling into the broader drone infrastructure buildout. Revenue projections for 2028 reach upward of $150 million, driven by AI-powered drone fleets and the continuing expansion of U.S. military and commercial drone deployments that require hardened communications links.[5]SOURCE: https://equity-insider.com/2025/09/25/the-ai-defense-technology-developments-on-the-rise-in-2025-26/CONTACT:EQUITY INSIDER - (604) 265-2873Frequently Asked QuestionsWhat is VisionWave's ARGUS counter-drone system? ARGUS is VisionWave's AI-driven counter-drone platform designed to detect and analyze aerial threats using RF-based sensing technologies. The Company has conducted pilot programs and live demonstrations with defense partners and announced a collaboration with SaverOne to integrate RF-based detection into defense systems.What is SolarDrone Ltd? SolarDrone Ltd. is a wholly owned subsidiary of VisionWave Holdings advancing multiple UAV initiatives including international discussions regarding wildfire mitigation, infrastructure monitoring, and environmental protection. SolarDrone was selected to participate in Abu Dhabi Sustainability Week 2026.Why is VisionWave acquiring C.M. Composite Materials? VisionWave entered into a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified Israeli manufacturer of aerospace-grade composite materials whose structural assemblies are embedded in Israel's multi-layer missile defense architecture — including Iron Dome and the Barak 8 long-range air defense system.What is Section 1709 and how does it affect VWAV? Section 1709 of the FY25 NDAA is a federal provision that, through FCC implementation, effectively bans foreign-manufactured drones from the U.S. market. The enforcement creates a structural moat for domestic drone and counter-drone manufacturers as federal, state, and local agencies race to replace non-compliant equipment with U.S.-made alternatives.What is the VARAN Unmanned Ground Vehicle? VARAN is VisionWave's unmanned ground vehicle platform designed for surveillance, logistics, and security missions. It complements the Company's aerial and counter-drone capabilities as part of a broader autonomous defense stack.DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned by Market IQ Media Group, Inc. ("MIQ"). This article is being distributed for MIQ, who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by VisionWave Holdings, Inc.; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein.SOURCES:ExoSwan, "Top Military Drone Stocks 2026: The End of Heavy Armor Doctrine" — https://exoswan.com/military-drone-stocksThe Motley Fool, "Best Drone Stocks to Buy in 2026 and How to Invest" — https://www.fool.com/investing/stock-market/market-sectors/industrials/drone-stocks/Finviz, "5 Drone and Defense Stocks Catching Major Momentum in 2026" — https://finviz.com/news/280383/5-drone-and-defense-stocks-catching-major-momentum-in-2026Investing.com, "5 Drone Stocks Poised for Liftoff in 2026" — https://www.investing.com/analysis/5-drone-stocks-poised-for-liftoff-in-2026-200672829TradingKey, "Drone Stocks Poised for Liftoff in 2026" — https://www.tradingkey.com/analysis/stocks/us-stocks/261673656-drone-stocks-poised-for-liftoff-in-2026-tradingkeyLogo - https://mma.prnewswire.com/media/2840019/5901811/Equity_Insider_Logo.jpg



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Original: Counter-Drone Just Became the Fastest-Growing Niche in Defense. VisionWave Is Already Demonstrating ARGUS

Bearish Signal Reversed on 6 Apr 2026. GLTA

Descending Triple Bottom Breakdown on 2 Apr 2026. BLTA
Interesting price bottom ahead, may be. We shall see.

I just don't get it. Still dropping like a rock today. I thought this would have held above $100. This has been halved from its highs in less than 2 months. BS

..same here, frustrating.. not panic selling though, gl

Double Bottom Breakdown since 26 March 2026. BLTA

This continues to amaze me. Stock continues to tank with good news and contracts along with wars going on. Unbelievable
https://investorshub.advfn.com/stock-market/NASDAQ/kratos-defense-and-secur-KTOS/stock-news/98148947/kratos-awarded-49-million-nswc-phd-contract-for-o

Where in the hell do you invest? Stocks are down. Defense stocks are down. Space stocks are down. Gold and silver down. I'm tired of losing money!