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In the high-stakes chess game of Middle East geopolitics, Israel's airstrikes on Iran's nuclear and drone facilities appear to have lit a fuse under defense and cybersecurity stocks.
As Tehran rattles sabers and markets quiver, the S&P 500 futures dipped 1.1% post-strikes. Savvy investors are, however, eyeing a fortress of opportunity in companies that thrive when tensions soar.
Defense plays such as Lockheed Martin Corp (NYSE:LMT) stock was up over 6.26% during day trading by Friday noon, Rtx Corp (NYSE:RTX) (aka Raytheon Technologies) was up almost 3% and Elbit Systems Ltd (NASDAQ:ESLT) was up 7.43%.
Read Also: Lockheed Martin (LMT) Stock Surges As Middle East Tensions Fuel Defense Sector Rally
Lockheed Martin and Raytheon Technologies are stealing the spotlight, with their missile defense systems, like Israel's Arrow, poised to win contracts.
Israel's precision strikes, which targeted Iran's military and nuclear sites supplying Houthi rebels, have left a gap that Western tech is itching to fill.
Israel-based Elbit Systems Ltd (NASDAQ:ESLT), a drone and defense electronics darling, saw its shares jump 10.57% over the past five days alone. The stock has gained 21.51% over the past month and 77% YTD.
But it's not just hardware. Cyber warfare is the new battlefield, and Iran's vow to retaliate has cybersecurity firms like Palo Alto Networks Inc (NASDAQ:PANW) and Crowdstrike Holdings Inc (NASDAQ:CRWD) on high alert.
Israel's Stuxnet legacy looms large, hinting at digital skirmishes ahead. Check Point Software Technologies Ltd (NASDAQ:CHKP), another Israeli gem, is buzzing with about 20% stock spike YTD, as governments and corporations scramble to fortify digital walls.
For investors, it's a rare two-for-one: defense offers recession-proof stability, while cybersecurity rides a secular growth wave.
But beware – Lockheed Martin's lofty 20.23x P/E and potential de-escalation could cool the rally. Still, with Trump's pro-defense stance and Middle East volatility, these stocks are a hedge worth betting on.
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