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15 handpicked stocks

Aftermath of Airstrikes: Defense & Energy Fortification

A carefully selected group of defense contractors and energy companies positioned to benefit from recent US military action against Iran. These stocks were handpicked by our analysts to capture potential gains from increased defense spending and energy price volatility in an unstable Middle East.

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Han Tan | Market Analyst

Updated 3 days ago | Published at juillet 1

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

$441.10

As a leading defense contractor, Lockheed Martin benefits from increased demand for its advanced fighter jets and precision missile systems used in hi...

As a leading defense contractor, Lockheed Martin benefits from increased demand for its advanced fighter jets and precision missile systems used in high-stakes military operations.

XOM

Exxon Mobil Corp.

XOM

Current price

$107.42

As a global energy supermajor, Exxon Mobil benefits directly from the rise in oil prices caused by increased geopolitical risk and potential supply di...

As a global energy supermajor, Exxon Mobil benefits directly from the rise in oil prices caused by increased geopolitical risk and potential supply disruptions in the Middle East.

BA

Boeing Company, The

BA

Current price

$225.00

Boeing's defense division manufactures the GBU-57 'bunker buster' bomb used in the strikes, positioning it to receive new orders for advanced munition...

Boeing's defense division manufactures the GBU-57 'bunker buster' bomb used in the strikes, positioning it to receive new orders for advanced munitions.

About This Group of Stocks

1

Our Expert Thinking

This collection targets two sectors directly impacted by Middle East tensions: defense contractors producing military technology used in airstrikes, and energy companies that benefit from oil price spikes. With regional instability heightened after US attacks on Iranian nuclear sites, both sectors face increased demand and potential profitability.

2

What You Need to Know

This is a tactical, event-driven investment opportunity linked to ongoing geopolitical developments. These stocks tend to move on military news and energy supply concerns. While potentially profitable during periods of tension, their performance is closely tied to the evolving situation in the Middle East.

3

Why These Stocks

Our analysts selected specific companies with direct exposure to this geopolitical event. Defense picks include manufacturers of precision munitions, stealth aircraft, and military technology used in airstrikes. Energy selections focus on companies with the most to gain from oil price volatility and potential supply disruptions.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+1.43%

Group Performance Snapshot

1.43%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 1.43% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 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

🔥

Immediate Reaction to Breaking News

These stocks respond quickly to headlines about Middle East tensions. When military action occurs, defense contractors and oil producers often see immediate price movement before the broader market catches up.

💰

Following the Pentagon's Money

Defense spending increases during periods of conflict. These companies receive the contracts for missiles, aircraft, and technology used in military operations, potentially leading to revenue growth and stock price gains.

Oil Price Volatility Creates Opportunity

Middle East tension historically drives oil prices higher. The energy companies in this group are positioned to benefit from price spikes and supply concerns, potentially boosting their profits and valuations.

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