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12 handpicked stocks

Defence Stocks

These carefully selected defence companies are positioned to benefit from increasing global tensions and military spending. Our professional analysts have identified stocks with potential growth from long-term government contracts and enhanced defence initiatives.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at May 28

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PLTR

Palantir Technologies Inc

PLTR

Current price

$174.39

LMT

Lockheed Martin Corporation

LMT

Current price

$443.32

NOC

Northrop Grumman Corporation

NOC

Current price

$589.56

About This Group of Stocks

1

Our Expert Thinking

As global conflicts escalate, governments worldwide are increasing military budgets to strengthen defence capabilities. This creates sustained demand for weapons systems, cybersecurity, and defence technology, potentially benefiting companies with established government relationships.

2

What You Need to Know

Defence stocks often show stability during economic uncertainty due to long-term government contracts. These companies typically provide essential services ranging from aerospace engineering to cybersecurity, with revenue streams that can remain consistent despite market volatility.

3

Why These Stocks

This collection features established defence contractors with strong government relationships and innovative capabilities. These handpicked companies represent diverse aspects of the defence industry, from aerospace giants to emerging tech firms specializing in security solutions.

Group Performance Snapshot

9 of 12

Stocks Rated Buy by Analysts

9 of 12 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌍

Global Tensions Creating Opportunity

Rising geopolitical conflicts are driving nations to increase defence budgets, potentially creating sustained demand for the products and services these companies provide.

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Recession-Resistant Potential

Defence contractors often benefit from long-term government contracts that can provide revenue stability even during economic downturns, making them interesting during uncertain times.

🚀

Technology Evolution Advantage

Many of these defence companies are at the forefront of developing cutting-edge security technologies that governments increasingly need in our complex global landscape.

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