From Yahoo Finance: 2025-03-31 15:45:00

US defense stocks have been volatile in 2025 due to concerns about budget cuts. President Trump’s hints at reducing military spending, along with the creation of DOGE, have impacted investor sentiment. Meanwhile, European governments are investing heavily in their militaries, with discussions on the ‘ReArm Europe Plan’ unlocking funds of up to $860 million.

Analysts at UBS remain optimistic about America’s defense sector, citing improved visibility into long-term expenditure plans. Citi analyst Jason Gursky recommends buying American defense stocks, emphasizing the importance of maintaining defense capabilities in an evolving global environment.

Momentus Inc. (MNTS) has been among the worst performing defense stocks in 2025, with a YTD decline of -74.02%. Despite recent contracts with the US Air Force and the DoD, the company’s share price has plummeted. While defense companies show promise, AI stocks may offer higher returns in a shorter time frame.



Read more at Yahoo Finance: Is Momentus Inc. (MNTS) Among the Worst Performing Defense Stocks So Far in 2025?