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The two stocks have hit some headwinds but hold the promise of companies that are aiming high while simultaneously seeking a return on investment for shareholders. Investors who want to purchase stocks when they pull back in price may be interested in either or both of these companies.
Keep in mind that President Trump criticized legacy defense companies recently for delays in fulfilling contracts and providing military equipment and weapons. President Trump particularly singled out Raython, operating under the umbrella of Arlington, Virginia-based RTX (NYSE: RTX).
RTX is a traditional aerospace and defense company that has supported satellite and launch services, as well as surveillance operations. But RTX incurred the wrath of President Trump for engaging in share repurchases, dividend payments to shareholders and high executive compensation instead of plant and equipment to fulfill its U.S. defense contracts.
The president recently announced plans to boost the 2026 U.S. military budget of $901 billion to $1.5 trillion by 66.5% for fiscal year 2027. The hefty funding hike is needed due to protect the United States during "troubled and dangerous times," President Trump said on Wednesday, Jan. 9.
Treasury Secretary Rebukes U.S. Defense Companies
U.S. Treasury Secretary Scott Bessent verbally bashed U.S. defense companies on Tuesday, Jan. 20, criticizing them for falling short of their patriotic duty to meet deadlines for delivering weapons. The companies are "five, six, seven years behind" on fulfilling their contracts, despite their obligation to the U.S. government to deliver military supplies, Bessent said during a livestreamed session at the World Economic Forum in Davos, Switzerland.
"These defense contractors have let down the American people," Bessent said. "So, I do not think it is unreasonable to tell them that until further notice, you need to build more factories and buy back less stock."
In addition, Bessent said some defense company "CEOs are making $30, $50 million a year for failing the American people."
The Forecasts & Strategies investment newsletter recommended a dividend-paying defense technology exchanged-traded fund. That ETF holds positions in the "best-of-bred" defense companies that keep the world safe, said Jim Woods, a former Army paratrooper who achieved an average return of more than 100% with two defense stocks he recommended a year ago in his Investing Edge newsletter. One is Palantir Technologies Inc. (NASDAQ: PLTR), a defense and cybersecurity company. The stock jumped more than 145% in the past year since Woods recommended it.
Jim Woods heads the Investing Edge newsletter.
Three Satellite Investments to Buy as Opportunity Soars into the Sky: AVAV
AeroVironment Inc. (NASDAQ: AVAV), an Arlington, Virginia-based provider of intelligent, multi-domain robotic systems that include unmanned aerial vehicles (UAVs), endured a 15.77% share price drop on Tuesday, Jan. 20. But Chicago-based William Blair & Co. equity research analyst Louie DiPalma issued a new research report on AeroVironment with an "outperform" rating.
The defense technology company delivers integrated capabilities across air, land, sea, space and cyber that remain in demand. In a perfect world, the share prices of stock would not take big hits, but that is not the market climate that exists today.
Shares of AeroVironment (AV) have given back some of their recent gains since Uvision last Friday afternoon, Jan. 16, announced that its HERO-90 loitering missile system was selected for the U.S. Army's LASSO program. In addition, AV on Jan. 20 indicated that the U.S. Space Force issued a stop order for the company's $1.7 billion SCAR contract to shift the pact from cost-plus to fixed-price. The market reacted negatively by driving down the share price of the company's stock. But DiPalma reiterated his "outperform."
Chart courtesy of www.stockcharts.com.
Three Satellite Investments to Buy as Opportunity Soars into the Sky: Funding Questions
"In our view, the U.S. Army in the first half of this year will announce that AV was also selected for LASSO," DiPalma forecast in a Jan. 20 research note. DiPalma further wrote that the SCAR program should resume over the next few months after the contract is renegotiated for fixed-priced terms.
"However, the SCAR contract pause and LASSO delays may pressure near-term revenue," DiPalma cautioned. "Based on company disclosures, we estimate that SCAR contributes approximately $150 million in annual revenue.
"Based on our recent discussion with a U.S. Army LASSO contracting officer and other AUSA conference discussions that took place last October, we believe that AV's Switchblade-400 was also down-selected for LASSO alongside Uvision's HERO-90 along with systems from vendors Textron (TXT $92.74), and Teledyne (TDY $565.30)," DiPalma wrote. "The Army LASSO contracting officer indicated that three other contracts will be announced as more funding becomes available."
The SCAR program is strategic for the U.S. government's Golden Dome initiative that is backed by President Trump. AV's multibeam technology is "critical to modernize" the Space Force's ground system architecture, DiPalma continued.
AV is in the process of delivering 16 BADGER antenna systems as part of its $1.7 billion contract, according to DiPalma's research note. The U.S. Department of War (DoW) now broadly is emphasizing fixed-priced contracts, he added.
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AeroVironment and others have not been "immune" to funding delays, DiPalma wrote. The expected near-term funding release from the One Big Beautiful Bill Act (OBBA) and the DoW's recent actions to double and triple missile production of strategic missile systems (such as the PAC-3 and GMLRS) provide confidence that funding will surge, he added.
However, the precise timing is unclear, DiPalma wrote. He forecasts an upside in AV shares of more than 20% in the next year.
"AeroVironment trades at about 42 times our 2027 EBITDA estimate, and we believe investors will continue to value shares at the current multiple range with some potential for expansion based on public comps and positive industry sentiment," DiPalma wrote in his Jan. 20 research note. "AeroVironment's valuation is also supported by the private market valuations for Shield.AI, Saronic, Skydio, and Anduril. In our view, future Switchblade-600, Freedom Eagle, P550, Locust laser and laser communications orders will drive earnings growth and share upside over the next year. We see competition from the crowded field of unmanned systems providers as the main risk to share.
Three Satellite Investments to Buy as Opportunity Soars into the Sky: SATS
Entrepreneur Charlie Ergen is maneuvering to unlock value in his satellite asset and wireless spectrum holdings. Much of the upside of EchoStar founder Ergen's majority ownership in Englewood, Colorado-based EchoStar Corp. (NASDAQ: SATS) could come from its growing number of shares in SpaceX.
EchoStar provides technology, networking services, television entertainment and connectivity, offering consumer, enterprise, operator and government services worldwide under its EchoStar, Boost Mobile, Boost Infinite, Sling TV, DISH TV, Hughes, HughesNet, HughesON and JUPITER brands.
Citi Research updated its target price for EchoStar to $111 per share on Dec. 22, based on recent press reports that placed an upcoming secondary share sale at a potential private valuation for SpaceX at $800 billion. Such a valuation would be twice the pre-tax value of the cost basis for its SpaceX shares anticipated to be received by EchoStar, the investment firm wrote.
"We maintain our Neutral/Hold on SATS shares, while it remains on Citi's Positive Catalyst Watch list given the potential to monetize its remaining mobile spectrum holdings," the investment firm wrote. "SATS could trade with higher share price volatility in the future, based on market perceptions of the value for SpaceX and the related shares EchoStar expects to receive, Citi Research wrote.
In July 2025, SpaceX raised equity at $212 per share at a $400 billion valuation, according to news reports. EchoStar has since disclosed its spectrum sales to SpaceX and is expected to receive equity in SpaceX of $11.1 billion at $212 per share, Citi Research wrote.
"Each incremental step up in value for SpaceX of $100 billion can translate into incremental pre-tax equity value for SATS of almost $8 per share, or almost $6 per share," Citi Research wrote.
Chart courtesy of www.stockcharts.com.
Citi Research Rates SATS Neutral with Upside Due to Its Ownership of SpaceX Shares
Ron Baron, chairman and co-founder of New York-based fund company Baron Capital, told me after his annual conference in New York City last November that he expects SpaceX shares to return 10 times his investment firm's initial investment. EchoStar could be a significant beneficiary of such a surge in SpaceX's valuation.
SpaceX is acquiring EchoStar spectrum licenses for $19.6 billion, including an initial $17 billion in September 2025, split between up to $8.5 billion in cash and $8.5 billion in SpaceX stock, plus funding of about $2 billion in interest payments on EchoStar's debt. A separate deal in November 2025 involved SpaceX paying $2.6 billion for additional EchoStar spectrum licenses by using the acquirer's stock. EchoStar now holds about $11 billion in SpaceX stock.
The U.S. Space Force recently awarded SpaceX nine national security space launch missions valued at $739 million. SpaceX is a portfolio company of OurCrowd, a global investment platform that offers a broad range of opportunities to invest in emerging startup companies and private market equities.
SpaceX would provide launch services under the National Security Space Launch program, designed to help improve missile warning and missile tracking capabilities.
"The task orders awarded in support of our mission partners, the Space Development Agency and National Reconnaissance Office, demonstrate the importance we have placed on being time efficient and cost conscious in our approach to reliably deliver space capability to the warfighter quicker and at the best value to the American taxpayer," said U.S. Space Force Col. Matt Flahive, system program director for launch acquisition.
Investors interested in OurCrowd investments can gain access to the ones recommended by Gilder's Private Reserve, an advisory service that focuses on high-potential, pre-public companies. OurCrowd has amassed 74 exits for investors in its portfolio companies thus far.
Three Satellite Investments to Buy as Opportunity Soars into the Sky: ARKX
"Defense has been a great investment this year and it's hard to pick the winning individual defense companies," said Michelle Connell, a charter financial analyst who heads Portia Capital Management in Dallas. "Why not consider a defense ETF that holds some of the best performing names?"
Michelle Connell heads Portia Capital Management.
Connell is recommending ARK Space & Defense Innovation ETF (BATS: ARKX). Despite the last few years being phenomenal for this segment, Connell advised that the investment performance of the space and satellite industry will continue to outpace the general stock market.
"However, as these stocks can be highly volatile and overpriced, I think buying a basket of the best innovators in this industry makes sense," Connell continued. "Cathie Wood and her ARK Team have outperformed their peers, and their selections of individual companies has been strong."
ARKX, a defense fund offered by Ark Invest, led by Woods as its CEO, holds several winners including Kratos, Rocket Lab, L3Harris and Palantir. Wood and her ARK team use a proprietary scoring system, as well as a five-year conviction model to determine what space companies to invest in, as well as how much to own of each name.
Chart courtesy of www.stockcharts.com. | | | The Fed delivered its first rate cut, with Powell calling it a "risk management cut" as the labor market cools while inflation stays elevated. All four major benchmarks hit fresh records after the cut, marking the first time since November 2021 they closed together at all-time highs.
Tech leads with the S&P hitting its 28th record this year, while Nvidia surged 4% on A.I. optimism. Our A.I. forecast is detecting shocking momentum signals for sectors positioned to benefit from this new rate environment.
[Get next week's A.I. stock outlook →] Click Here... | | | | Three Satellite Investments to Buy as Opportunity Soars into the Sky: Geopolitics
President Trump's interest in buying Greenland and call to impose a 10% tariff on eight European countries that oppose is plan is leading to discord among some of America's closest allies. Polls in the United States, Denmark and Greenland show that majority of those surveys disagree with President Trump's plan, even though he said the United States is needed to provide protection.
The stock market dropped on Tuesday, Jan. 20, with politicians on both sides of the Atlantic Ocean speaking passionately in sharing their respective views. President Trump also has discussed raising the tariff to 25% against the same European countries, but retaliatory tariffs could be imposed against the United States in response.
Meanwhile, Russia's invasion of Ukraine continues unabated. Ukraine estimates that 200,000 of its soldiers are absent without official leave (AWOL), meaning they have left their positions without permission, the country's new Defense Minister Mykhailo Fedorov said on Wednesday, Jan. 14. While speaking to the Ukrainian Parliament before his confirmation vote to become the nation's new defense chief, Fedorov added that roughly two million of his fellow countrymen are "wanted" for avoiding military service.
Fedorov's comments mark a rare admission from a top Ukrainian official about the extent of the problem. By law, all Ukrainian men between the ages of 18 and 60 must register with the military, but only those ages 25-60 can be mobilized. Amid Ukraine's martial law, all men ages 23-60 who are eligible for military service are prohibited from leaving the country, but tens of thousands have fled illegally anyway.
After meeting with Fedorov on Jan. 14, Ukraine's President Volodymyr Zelensky said that "broader changes" were needed to fix the country's mobilization process.
Russia's Defections Factor into its Problems
Russia also has been incurring a wave of defections from its potential combatants. The war in Ukraine is threatening to worsen further if Putin and his comrades in the country's leadership keep trying to deflect attention away from Russia's worsening economy and force its citizens to fight and die, despite limited territorial gains since the early phase of its invasion.
If a ceasefire is achieved in Ukraine, Britain and France have signed a historic agreement put peacekeeping troops on the ground in the war-torn country. The peacekeeping pact, signed at a summit in Paris by French President Emmanuel Macron, U.K. Prime Minister Sir Keir Starmer and Ukraine President Volodymyr Zelensky, could bring what has been called the "coalition of the willing" into a role to keep peace if a ceasefire occurs.
President Trump and his administration are supporting that initiative, as he seeks to forge a peace agreement between Ukraine and Russia. But Russia's role as the aggressor and its demands to receive additional land beyond what it has seized on the battlefield is a blocking progress. Recent polls indicate roughly 75% of Ukrainians who responded oppose offering any land to Russia. The opinion poll reflects the sacrifices endured by Ukrainians to defend their freedom and protect against Russia's sustained assaults.
Claims by Russia's leaders that they seek peace so far belie the reality of attacking non-soldiers, including Ukraine's mothers and children who continue to be killed and injured severely. To end Russia's invasion, President Trump is advocating prosperity that usually occurs for countries that have the greatest freedom. Mark Skousen, PhD, the Doti-Spogli Chair of Free Enterprise at Chapman University in Orange County, California, is a free-market economist who travels the world to praise freedom as a conduit to open opportunities for economic growth across the globe.
Mark Skousen heads Forecasts & Strategies.
Humanitarian Crises
Russia's military keeps attacking innocent civilians in Ukraine with little apparent regard for human life, according to the United Nations. The invader's tactic of charging ahead to capture portions of Ukraine's territory after Russia's initial invasion gains nearly four years ago has drawn criticism from military strategists. Russia's leaders remain in a protracted war, rather than on a path of economic growth through trade agreements that President Trump is offering both sides to end the fighting.
The human toll in Ukraine cannot be understated. Oleksiy Sorokin, the deputy chief editor of the Kyiv Independent, wrote on Jan. 15 that Ukraine's Capitol of Kyiv, where he is located, is coping with a "humanitarian crisis" after mass Russian air attacks targeting civilian infrastructure.
"It's the coldest winter in years, with the temperature outside dropping to -15°C (5°F)," Sorokin wrote. "Russian attacks have knocked out power, heating and hot water across Kyiv, leaving some parts of the city unlivable.
"I personally am still well off, despite having electricity and hot water for only a few hours a day. It's around 15-16°C (60°F) in my apartment, meaning it's cold but bearable. Others are not so lucky. Apartments of my friends and relatives have seen temperatures drop to around 5-6°C (40°F)."
Russia has relentlessly attacked Ukrainian energy infrastructure for years, finally achieving its goal of "pushing civilians to the brink," Sorokin reported.
"While the Russian state-run television does not show outright war crimes committed by its troops on the front line, it does brag about the unbearable conditions Kyiv and other Ukrainian cities have ended up in," Sorokin continued.
Russians and state-run-media in the country usually do not talk about the horrors of the Great Purge of 1937 and the Gulag system, the execution of Ukrainian and Baltic intelligentsia, the slaughter of Polish military elite and civilians in Katyn and the expulsion of Crimean Tatars and Chechens from their land, Sorokin counseled. But inhumane treatment of minorities by Russian leaders is a historical constant, he added.
"Everyday racism and xenophobia were always there," Sorokin commented. "Russians considered Ukrainians as second-class citizens, and those from Central Asia as third-class."
Russian soldiers reportedly strapped to an anti-tank mine at gunpoint to an African, Francis, to undertake an involuntary Kamikaze mission to draw fire from Ukrainian soldiers. Russia's problem in continuing to find fresh troops to put on the front lines has led it to seek out foreign fighters in exchange for payments that can put them in perilous danger against their will, once deployed. | | | Sincerely,
Paul Dykewicz, Editor
StockInvestor.com
| | About Paul Dykewicz: Paul Dykewicz is an accomplished, award-winning journalist who has written for Dow Jones, the Wall Street Journal, Investor’s Business Daily, USA Today, Seeking Alpha, GuruFocus and other publications and websites. Paul is the editor of StockInvestor.com and DividendInvestor.com, a writer for both websites and a columnist. He further is the editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. Paul also is the author of an inspirational book, "Holy Smokes! Golden Guidance from Notre Dame's Championship Chaplain", with a foreword by former national championship-winning football coach Lou Holtz. Follow Paul on Twitter @PaulDykewicz. | | | | | |
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