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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| PLTR | ANALYST-UPGRADE | mixed | 2/10 | Argus Research double upgraded from Hold to Buy on May 6, 2026, setting a $190 price target on the stock trading at $135 | May 6, 2026 |
| KTOS | CLUSTER | neutral | 2/10 | Three KTOS insiders, including the CFO and two division presidents, sold a total of $786K in open-market sales over a on | May 5, 2026 |
| BBAI | 8-K | neutral | 4/10 | BigBear.ai Q1 2026 revenue declined 1% YoY to $34.4M, but gross margin expanded to 34.0% from 21.3% and net loss narrowe | May 5, 2026 |
| MRCY | 8-K | bullish | 8/10 | Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenue of $235.8M up 11.5 | May 5, 2026 |
| HII | 144 | neutral | 2/10 | Former officer Anastasia D. Kelly filed Form 144 to sell 9,190 shares of HII (~$3.0M), acquired through restricted stock | May 5, 2026 |
| DRS | 8-K | bullish | 7/10 | Leonardo DRS reported Q1 2026 results that meaningfully exceeded expectations, with revenue of $846M (+6% YoY) and GAAP | May 5, 2026 |
| HII | 8-K | neutral | 4/10 | HII reported Q1 2026 revenue of $3.1B (+13.4% YoY) and diluted EPS of $3.79, flat YoY. Operating income fell 3.7% to $15 | May 5, 2026 |
| HII | PRESS-RELEASE | neutral | 4/10 | HII reported Q1 2026 EPS of $3.79, in line with the year-ago quarter and slightly above the $3.73 consensus estimate. Re | May 5, 2026 |
| BWXT | 8-K | bullish | 7/10 | BWXT reported Q1 2026 revenue of $860.2M (+26% YoY) and non-GAAP EPS of $1.12 (+22% YoY), both beating consensus estimat | May 4, 2026 |
| PLTR | ANALYST-DOWNGRADE | mixed | 4/10 | HSBC double downgraded Palantir (PLTR) from Buy to Hold on May 1, slashing its price target 26% from $205 to $151. The c | May 1, 2026 |
| LDDFF | 6-K | neutral | 2/10 | Liberty Defense appointed Will Hamilton, a seasoned capital markets executive with over 20 years of experience in equity | May 1, 2026 |
| PLTR | ANALYST-UPGRADE | bullish | 3/10 | Oppenheimer initiated coverage on Palantir Technologies (PLTR) at Outperform with a $200 price target, implying 45% upsi | Apr 30, 2026 |
| KTOS | CLUSTER | neutral | 2/10 | Two division presidents at Kratos sold a combined $645K in open-market sales over two days, representing a trivial 0.006 | Apr 29, 2026 |
| GD | 8-K | bullish | 7/10 | GD reported Q1 2026 EPS of $4.10 (11% above consensus) and revenue of $13.5B (6% above consensus), with 10.3% YoY revenu | Apr 29, 2026 |
| HII | PRESS-RELEASE | bullish | 6/10 | HII's Ingalls Shipbuilding division was awarded a $283 million contract from the U.S. Navy for lead yard support activit | Apr 28, 2026 |
| DFNSW | 8-K | bearish | 7/10 | T3 Defense Inc. cancelled $2,138,962 in CEO Menachem Shalom's promissory notes and accrued interest in exchange for issu | Apr 28, 2026 |
| CDP | 8-K | bullish | 6/10 | COPT Defense Properties reported Q1 2026 FFO per share of $0.69, beating the $0.68 consensus by 1 cent and up 6.2% YoY. | Apr 27, 2026 |
| DETX | PRESS-RELEASE | neutral | 6/10 | Liberty Defense closed its U.S. initial public offering of 3,673,638 common shares at $4.50 per share and issued pre-fun | Apr 24, 2026 |
| LMT | 8-K | neutral | 4/10 | Lockheed Martin reported Q1 2026 revenue of $18.0B (in line with estimates) and diluted EPS of $6.44, missing consensus | Apr 23, 2026 |
| LHX | 8-K | bullish | 7/10 | L3Harris Technologies closed a $1 billion strategic investment from the U.S. Department of War in its Missile Solutions | Apr 23, 2026 |
| BA | 8-K | bearish | 7/10 | Boeing reported a first-quarter GAAP loss per share of $0.11, missing analyst expectations, despite revenue growth to $2 | Apr 22, 2026 |
| NOC | S-3ASR | neutral | 4/10 | Northrop Grumman filed a shelf registration (S-3ASR) to issue up to $5 billion in senior debt securities and common stoc | Apr 21, 2026 |
| NOC | PRESS-RELEASE | neutral | 4/10 | Northrop Grumman reported Q1 2026 EPS of $6.14, a 1.3% beat versus $6.06 consensus, on revenue that matched the $9.76B e | Apr 21, 2026 |
| RTX | 8-K | bullish | 8/10 | RTX reported strong Q1 2026 results with adjusted EPS of $1.78, a 21% year-over-year beat, and raised full-year guidance | Apr 21, 2026 |
| NOC | 8-K | bullish | 8/10 | Northrop Grumman reported strong Q1 2026 earnings with a 15% year-over-year increase in diluted EPS to $6.14, driven by | Apr 21, 2026 |
| HII | PRESS-RELEASE | bullish | 6/10 | HII announced a new robotics initiative called HYPR, developed with Path Robotics and GrayMatter Robotics, to integrate | Apr 20, 2026 |
| KTOS | CLUSTER | neutral | 3/10 | Two division presidents at Kratos Defense sold shares in the open market within a seven-day window, totaling $262,000 in | Apr 17, 2026 |
| AXON | DEFA14A | neutral | 3/10 | Axon Enterprise, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting, which includes the election of | Apr 16, 2026 |
| RKLB | PRESS-RELEASE | neutral | 1/10 | Rocket Lab Corporation announced it will report its Q1 2026 results. | Apr 16, 2026 |
| DFNSW | 8-K | mixed | 6/10 | T3 Defense Inc. disclosed that its majority-owned subsidiary, Water IO Ltd., entered into a non-binding letter of intent | Apr 16, 2026 |