Défense 2 February 2026 - 17 February 2026

Babcock shares jump as UK weighs faster defence spending push
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Babcock shares jump as UK weighs faster defence spending push

Babcock shares rose 3.2% to 1,340.5 pence in London after Prime Minister Keir Starmer called for faster defence spending and reports surfaced of an earlier 3% GDP target. The company disclosed a buyback of 8,045 shares on Feb. 13. Babcock stock remains down 6.3% over the past week. Investors await the March 3 government fiscal forecast for details on funding and priorities.
February 16, 2026
RTX stock price climbs as Raytheon’s Coyote drone-swarm test hits tape — what’s next
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RTX stock price climbs as Raytheon’s Coyote drone-swarm test hits tape — what’s next

RTX shares rose 1.9% to $198.81 Wednesday after Raytheon said its Coyote Block 3NK system defeated drone swarms in a U.S. Army demo. The Pentagon awarded Raytheon a $5.04 billion Army contract for Coyote last year. Investors await details on production, contract value, and management commentary next week. Other major defense stocks were mixed.
February 11, 2026
Germany’s $41 billion military space splurge: lasers, spy satellites and 100+ secure comms satellites
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Germany’s $41 billion military space splurge: lasers, spy satellites and 100+ secure comms satellites

Germany is considering a €35 billion military space plan focused on an encrypted satellite network of over 100 satellites, its space commander said. The proposal includes spy satellites, space planes, and non-kinetic tools like jamming and lasers to disrupt hostile satellites. Berlin aims to prioritize domestic and European suppliers for the project.
February 3, 2026
Musk says Starlink clampdown is working as Ukraine rolls out whitelist to block Russian drones
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Musk says Starlink clampdown is working as Ukraine rolls out whitelist to block Russian drones

Ukraine will require Starlink terminals to be verified and will disable unregistered devices after reports that Russian forces used the system on attack drones. SpaceX says recent steps to block unauthorized Russian use are working. Kyiv and SpaceX are implementing a whitelist to restrict access. Ukrainian officials say Russian drones with Starlink are harder to jam and shoot down.
February 2, 2026
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