http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 05 Feb 2026 09:00:40 +0000 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html <p>RBC Capital analyst Ken Herbert sees the ~14% pullback in defense tech stocks as driven by rotation, budget, and timing risks—creating an attractive buying opportunity, with a preference for KRMN and MRCY.</p><p>The analyst commented: "Defense tech stocks down ~14% reflects rotation, budget, timing risk; We remain positive on the near-term defense stock outlook after the 14% average decline today in the defense tech stocks, led by MRCY down 22%. Sentiment on the defense sector today was impacted by some rotation (investors appear to be leaning into deep cyclical, or early cycle names more after the stronger than expected February ISM http://www.streetinsider.com/Analyst+Comments/RBC+Capital+on+Defense+Tech+Stocks%3A+%27Pullback+presents+a+buying+opportunity%2C+we+favor+KRMN+and+MRCY%27/25951648.html Thu, 05 Feb 2026 09:00:40 +0000 AMTM AVAV BAH BWXT CACI DCO GD HII J KBR KRMN KTOS LDOS LHX LMT MDA MRCY NOC PSN RADA RTX SAIC VVX http://www.streetinsider.com/SEC+Filings/Form++15-12G+++++RADA+ELECTRONIC+INDUSTRI+++++++++++++/20948244.html si-local-file:///var/storage/secattach/20221208/20948244.html http://www.streetinsider.com/SEC+Filings/Form++15-12G+++++RADA+ELECTRONIC+INDUSTRI+++++++++++++/20948244.html Thu, 08 Dec 2022 11:04:00 +0000 RADA http://www.streetinsider.com/SEC+Filings/Form++EFFECT+++++RADA+ELECTRONIC+INDUSTRI+++++++++++++/20918896.html si-local-file:///var/storage/secattach/20221201/20918896.html http://www.streetinsider.com/SEC+Filings/Form++EFFECT+++++RADA+ELECTRONIC+INDUSTRI+++++++++++++/20918896.html Thu, 01 Dec 2022 06:11:00 +0000 RADA