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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| HII | GOVT-CONTRACT | neutral | 3/10 | Huntington Ingalls Industries (HII) was awarded a $56.2 million cost-plus-fixed-fee contract by the U.S. Navy for engine | Oct 12, 2026 |
| LHX | GOVT-CONTRACT | neutral | 3/10 | L3Harris Technologies received a $33.1 million modification to an existing Air Force contract for the Unified Messaging | Oct 12, 2026 |
| LDOS | GOVT-CONTRACT | neutral | 3/10 | Leidos Inc. was awarded a $317.99 million sole-source bridge contract by the Defense Health Agency to provide system rei | Oct 12, 2026 |
| LMT | GOVT-CONTRACT | neutral | 2/10 | Lockheed Martin received a $117.1 million IDIQ contract from the U.S. Army for post-production support of Generation II | Oct 12, 2026 |
| RTX | GOVT-CONTRACT | neutral | 3/10 | Raytheon Co., a subsidiary of RTX Corp, received an $8 billion maximum-ceiling IDIQ contract from the Air Force for stra | Oct 12, 2026 |
| KTOS | INST-CLUSTER | mixed | 4/10 | Institutional activity in KTOS during Q2 2026 was mixed: a small group of active quant and asset managers (Millennium, S | Oct 12, 2026 |
| PLTR | INST-CLUSTER | mixed | 4/10 | A mixed institutional cluster for Palantir (PLTR) in Q2 2026: 77 buyers accumulated $1.57B in net new positions, while 4 | Oct 12, 2026 |
| RTX | PRESS-RELEASE | neutral | 4/10 | Raytheon, an RTX business, received a contract from the Office of Naval Research (ONR) to develop advanced target-detect | Oct 12, 2026 |
| BA | ANALYST-UPGRADE | bullish | 4/10 | Barclays initiated coverage on Boeing Co (BA) with an Overweight rating and a $300 price target, implying 55.7% upside f | Oct 12, 2026 |
| PLTR | ANALYST-UPGRADE | bullish | 4/10 | Goldman Sachs upgraded Palantir Technologies Inc. (PLTR) from Neutral to Buy on October 8, 2026, setting a price target | Oct 12, 2026 |
| PLTR | 144 | neutral | 2/10 | Eric H. Woersching, a Director of Palantir Technologies Inc., filed a Form 144 on October 9, 2026, indicating intent to | Oct 9, 2026 |
| PLTR | 144 | neutral | 2/10 | Ryan Taylor, an officer of Palantir Technologies, filed a Form 144 on October 8, 2026, indicating intent to sell 18,000 | Oct 8, 2026 |
| PLTR | 144 | neutral | 2/10 | Director Lauren Stat filed a Form 144 notice of intent to sell 5,026 shares of Palantir common stock, with an estimated | Oct 8, 2026 |
| GD | 8-K | neutral | 5/10 | General Dynamics announced a planned CEO succession: President Danny Deep will become CEO effective January 1, 2027, suc | Oct 7, 2026 |
| DFNS | 8-K | neutral | 2/10 | T3 Defense Inc. appointed Shlomo Zakai as Chief Financial Officer effective October 5, 2026, under a consulting agreemen | Oct 7, 2026 |
| GD | SC 13D/A | neutral | 4/10 | Longview Asset Management filed Amendment No. 31 to its Schedule 13D on General Dynamics, reporting beneficial ownership | Oct 6, 2026 |
| DETX | 6-K | neutral | 4/10 | Liberty Defense announced HEXWAVE has been selected by one of the largest state court systems in the country and a state | Oct 6, 2026 |
| LDOS | PRESS-RELEASE | neutral | 1/10 | Leidos Holdings, Inc. announced it will host a conference call on November 3, 2026 to discuss its Q3 2026 results. | Oct 6, 2026 |
| LDOS | 8-K | neutral | 5/10 | Leidos closed its previously announced joint venture with Altaris, contributing its Security Enterprise Solutions and In | Oct 5, 2026 |
| DETX | 6-K | neutral | 4/10 | Liberty Defense announced the sale of two HEXWAVE systems to Cleveland Hopkins International Airport (CLE) for its Aviat | Oct 2, 2026 |
| DETX | PRESS-RELEASE | bullish | 5/10 | Liberty Defense announced that Cleveland Hopkins International Airport (CLE) will deploy two HEXWAVE systems for its Avi | Oct 2, 2026 |
| RTX | PRESS-RELEASE | bullish | 6/10 | Raytheon, an RTX business, secured a five-year contract (with two option years) valued up to $24.4 billion for SM-6 inte | Oct 1, 2026 |
| LDOS | 8-K | neutral | 2/10 | Leidos Holdings, Inc. appointed Jeffery S. McElfresh, AT&T's COO, to its board of directors effective October 1, 2026, e | Oct 1, 2026 |
| GD | GOVT-CONTRACT | neutral | 3/10 | General Dynamics' IT subsidiary received a $60.5M contract from the Department of Commerce for enterprise cloud moderniz | Sep 30, 2026 |
| RKLB | PRESS-RELEASE | bullish | 6/10 | Rocket Lab announced a multi-year agreement for 20 Electron launches with Synspective, the largest commercial launch con | Sep 30, 2026 |
| GD | GOVT-CONTRACT | neutral | 2/10 | General Dynamics Information Technology, Inc., a subsidiary of General Dynamics Corp (GD), received a $31.8 million cont | Sep 29, 2026 |
| HII | PRESS-RELEASE | bullish | 5/10 | HII was awarded a U.S. Navy contract to build 10 ROMULUS unmanned surface vessels for the MUSV program, accelerating the | Sep 29, 2026 |
| BA | PRESS-RELEASE | bullish | 6/10 | Boeing was selected by the U.S. Navy for the F/A-XX program, a multi-billion-dollar contract to design, build, and deliv | Sep 29, 2026 |
| HII | PRESS-RELEASE | bullish | 5/10 | HII's Newport News Shipbuilding division was awarded a $5.1 billion contract for the refueling and complex overhaul (RCO | Sep 29, 2026 |
| LDOS | PRESS-RELEASE | neutral | 3/10 | Leidos announced the launch of UpHold Effect™ Agentic SOC Automation, an AI-powered platform for federal cybersecurity o | Sep 29, 2026 |