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15 handpicked stocks

Mideast Escalation: Defense & Security

A carefully curated group of defense, aerospace, and cybersecurity companies positioned to benefit from increased military spending. These stocks were selected by professional analysts in response to rising Middle East tensions following Iran's suspension of IAEA cooperation.

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Han Tan | Market Analyst

Updated today | Published at June 27

Top Picks from This Group

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

LMT

Lockheed Martin Corporation

LMT

Current price

$437.56

As a premier U.S. defense contractor, Lockheed Martin would likely see increased demand for its military aircraft and advanced missile systems from th...

As a premier U.S. defense contractor, Lockheed Martin would likely see increased demand for its military aircraft and advanced missile systems from the U.S. and its regional allies.

RTX

RTX Corp

RTX

Current price

$154.09

Raytheon specializes in missile defense, precision weapons, and advanced radar systems, which are critical technologies in the context of airstrikes a...

Raytheon specializes in missile defense, precision weapons, and advanced radar systems, which are critical technologies in the context of airstrikes and heightened military tensions.

NOC

Northrop Grumman Corporation

NOC

Current price

$583.96

Northrop Grumman's expertise in unmanned surveillance drones, strategic bombers, and defense systems makes it a key beneficiary of increased intellige...

Northrop Grumman's expertise in unmanned surveillance drones, strategic bombers, and defense systems makes it a key beneficiary of increased intelligence and military operations.

About This Group of Stocks

1

Our Expert Thinking

Rising tensions between Iran, Israel, and the U.S. are likely to increase defense budgets and military spending. These companies provide essential military hardware, surveillance technology, and cybersecurity solutions that will be in high demand as governments respond to escalating regional conflicts.

2

What You Need to Know

This is a tactical, event-driven investment opportunity focused on aerospace, defense, and cybersecurity sectors. The group includes both major U.S. defense contractors and specialized Israeli tech firms, offering diverse exposure to different aspects of modern warfare and security.

3

Why These Stocks

These companies were selected for their direct involvement in providing military and security solutions relevant to the current Middle East conflict. From missile defense systems to cybersecurity and surveillance technology, each company offers specific capabilities that governments need in times of heightened tensions.

Group Performance Snapshot

10 of 15

Stocks Rated Buy by Analysts

10 of 15 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

🚀

Defense Budgets Taking Off

Rising tensions typically lead to expanded military spending. These companies are first in line for new government contracts as the U.S. and its allies bolster their security posture.

💻

Cyber Warfare Heats Up

Military conflicts now extend into digital battlefields. This group includes pioneering cybersecurity firms developing the shields that protect critical infrastructure from state-sponsored attacks.

🔍

Wall Street Is Watching

Professional investors closely monitor defense stocks during geopolitical crises. These carefully selected companies have technologies specifically relevant to the current Middle East situation.

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