US defense contractors and uranium sector gain 📈AeroVironment jumps 6%

Open account Download free app

Aerospace & defense stocks such as Northrop Grumman, General Dynamics, Raytheon, but also private companies such as AeroVironment (AVAV.US, military UAV producer) gain today, amid rising geopolitical tensions. There are also three other US market sectors which gain today, amid financial markets stress driven, by anticipated Iran missile attack to Israel.

The one is Chinese stocks, such as JD.Com or PDD Holdings, which are supported by strong Hang Seng performance amid today session (almost 2.5% gain). The other one is uranium market companies such as Uranium Energy Corp, Centrus Energy or Denison Mines, each one gain between 3 to 4% today;
The last one (and most obvious) are oil&gas companies such as Hess Corp, Occidental Petroleum or Halliburton, supported by almost 4% Brent oil rebound. Those companies gain today despite 0.5% rebound in USDIDX index, 7.4% rise in VIX and 1.5% drop in US tech sector.

Oil & gas companies, and defense stocks rise, while Nvidia and Apple drops almost 3%, with sell-off in semiconductor stocks. Source: xStation5

Source: xStation5

AeroVironment (AVAV.US) financial dashboard

As we can see below, the company valuation is very high, with PE ratio hitting 100 area, and forward PE at 62. Investors see drone maker as a leading, private beneficiary of UAV military revolution, but pay for its shares very high prices.

Source: XTB Research, Bloomberg Finance L.P

Source: XTB Research, Bloomberg Finance L.P

12 March 2026, 12:00 PM

Market wrap: European stocks attempt to stabilize despite the surge in oil prices 🔍

12 March 2026, 9:56 AM

Chubb to insure ships crossing the Strait of Hormuz 🗽 What does it mean for the company?

11 March 2026, 4:40 PM

Rheinmetall earnings: Formidable growth, but the market expected more

11 March 2026, 3:43 PM

From Dependence to Control. Meta’s Development of Proprietary AI Chips

Stocks

Cookie name	Description
SERVERID
userBranchSymbol	Expiration date 1 day
test_cookie	Expiration date 1 hour
adobe_unique_id	Expiration date 364 days
__hssc	Expiration date 1 hour
SESSID	Expiration date 1 day
__cf_bm	Expiration date 1 hour
intercom-id-iojaybix	Expiration date 270 days
intercom-session-iojaybix	Expiration date 6 days
xtbCookiesSettings	Expiration date 364 days
TS5b68a4e1027
countryIsoCode
xtbLanguageSettings	Expiration date 364 days
userPreviousBranchSymbol	Expiration date 364 days
intercom-device-id-iojaybix	Expiration date 270 days
__cfruid
_cfuvid

Cookie name	Description
_gid	Expiration date 1 day
_gat_UA-98728395-1	Expiration date 1 hour
_gat_UA-121192761-1	Expiration date 1 hour
_gcl_au	Expiration date 89 days
_ga_CBPL72L2EC	Expiration date 729 days
_ga	Expiration date 729 days
__hstc	Expiration date 179 days
__hssrc
_vwo_uuid_v2	Expiration date 365 days
_ga_TC79BEJ20L	Expiration date 729 days
_vwo_uuid	Expiration date 365 days
_vwo_ds	Expiration date 29 days
_vwo_sn	Expiration date 1 hour
_vis_opt_s	Expiration date 99 days
_vis_opt_test_cookie
af_id	Expiration date 394 days
afUserId	Expiration date 730 days
AF_SYNC	Expiration date 6 days
AnalyticsSyncHistory	Expiration date 29 days

Cookie name	Description
MUID	Expiration date 389 days
_omappvp	Expiration date 3998 days
_omappvs	Expiration date 1 hour
_uetsid	Expiration date 1 day
_uetvid	Expiration date 389 days
_fbp	Expiration date 89 days
fr	Expiration date 89 days
_ttp	Expiration date 89 days
_tt_enable_cookie	Expiration date 89 days
hubspotutk	Expiration date 179 days
IDE	Expiration date 389 days
YSC
VISITOR_INFO1_LIVE	Expiration date 179 days
li_sugr	Expiration date 89 days
guest_id_marketing	Expiration date 729 days
guest_id_ads	Expiration date 729 days
guest_id	Expiration date 729 days
muc_ads	Expiration date 729 days
VISITOR_PRIVACY_METADATA	Expiration date 179 days
MSPTC	Expiration date 389 days

Cookie name	Description
bcookie	Expiration date 364 days
lidc	Expiration date 1 day
UserMatchHistory	Expiration date 29 days
bscookie	Expiration date 364 days
li_gc	Expiration date 179 days
personalization_id	Expiration date 729 days