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Release – T3 Defense to Launch TOPS-NX Studio and SILOS at I/ITSEC 2026

Posted on November 3, 2026November 3, 2026 by [email protected]

Two new products extend T3 Defense subsidiary Tiltan’s physics-based simulation portfolio; debut set for the world’s largest modeling, simulation and training event, in Orlando, Florida, November 30 – December 3, 2026

November 03, 2026 09:10 ET | Source: T3 Defense Inc.

NEW YORK and NETANYA, Israel, Nov. 03, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense technology holding company, today announced that its subsidiary, Tiltan Software Engineering Ltd. (“Tiltan”), will launch two new simulation products, TOPS-NX Studio and SILOS, at the I/ITSEC 2026, the Interservice/Industry Training and Simulation Conference, taking place November 30 – December 3, 2026 at the Orange County Convention Center in Orlando, Florida. The products extend Tiltan’s physics-based simulation portfolio and strengthen its position in the training, simulation, and sensor-development market.

I/ITSEC, organized by the National Training and Simulation Association (NTSA), an affiliate of the National Defense Industrial Association (NDIA), is the world’s largest event dedicated to modeling, simulation and training (MS&T). It brings together the U.S. Department of Defense, the U.S. armed services, allied militaries, defense prime contractors and training commands.

I/ITSEC 2026, the Interservice/Industry Training and Simulation Conference

Two New Products Launching at I/ITSEC 2026

Together, TOPS-NX Studio and SILOS are designed to connect scenario creation with simulation deployment: TOPS-NX Studio enables users to build and configure synthetic environments, while SILOS enables those environments to run across multiple simulation instances.

TOPS-NX Studio – Your One-Stop Shop for Physics-Based Simulation and Synthetic Data
TOPS-NX Studio is a physics-based simulation platform for sensor engineering, AI training and validation, and synthetic data generation across space, air, land and maritime domains. Its no-code environment enables teams to build geo-located scenarios, accurately model sensors across visible, thermal infrared, SAR and LiDAR spectrums, and simulate infrared using a validated library of more than 250 materials. Optional plug-ins support batch simulations across varying conditions, managed recordings and automatically annotated datasets, reducing the time and cost of real-world data collection.

SILOS – The System-in-the-Loop Battle Lab
SILOS integrates real and simulated sensors, platforms, AI and autonomy into a single battle lab to evaluate performance against repeatable, physics-based mission scenarios. Live simulations are scored against ground truth, providing insight into overall system performance. Defense teams can compare sensors, tactics and operating conditions before costly field trials, enabling more informed decisions and better field readiness.

“Tiltan is executing the playbook we apply across T3 Defense: take capabilities already validated by demanding customers and develop new products that expand the applications and customers those capabilities can serve,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “TOPS-NX Studio and SILOS are designed to give existing customers additional capabilities while creating new entry points with U.S. and allied defense organizations and their integration partners. This launch supports our strategy to broaden the geographic reach and customer base of our portfolio companies.”

Expanding Toward the U.S. and Allied Training Market

Tiltan’s participation at I/ITSEC is part of a deliberate effort to broaden its commercial footprint from an Israel-centered customer base toward U.S. and allied defense simulation & training markets. The United States is the world’s largest buyer of military simulation and training systems, and I/ITSEC concentrates the requirement owners, prime contractors and integrators that serve that demand in a single venue.

T3 Defense believes the same simulation, synthetic data and geospatial capabilities Tiltan has delivered to the Israeli defense establishment and Tier-1 defense contractors, including for unmanned aerial systems (UAS) training and next-generation electro-optical/infrared (EO/IR) sensor development, are directly transferable to U.S. and allied programs.

“I/ITSEC is where the training and simulation community sets its direction for the coming year, and it is the right place to introduce TOPS-NX Studio and SILOS,” said Ehud Shafir, Chief Executive Officer of Tiltan. “Our customers have told us they want to build and scale their own synthetic environments on our engine. TOPS-NX Studio puts that capability in their hands, and SILOS lets them run it at the scale of a real exercise. Together they turn a validated engine into a platform our customers can grow with.”

Meeting Requests

Defense organizations, integrators and partners interested in meeting Tiltan at I/ITSEC 2026 may contact [email protected] or the T3 Defense investor relations contacts listed below.

About Tiltan Software Engineering Ltd.

Tiltan Software Engineering Ltd., a wholly owned subsidiary of T3 Defense, is a leading solution provider specializing in Simulation, 3D Engines, Generative AI Training, Geo-Systems, 3D Content, and Operations Center Systems and Tools. With over 30 years of experience, Tiltan’s simulation products provide a comprehensive one-stop solution for training, development, and hardware-in-the-loop systems, powered by a proprietary 3D engine and Generative AI. Tiltan’s geo-system products support space, aerial, manned, and unmanned vehicles, addressing registration, localization, and navigation challenges, as well as geo-mapping systems. Its in-house content production delivers high-fidelity, geo-specific visual databases, 3D models, and mapping data for VIS, IR, LiDAR, and SAR applications. For more information, visit www.tiltan-se.com.

About T3 Defense Inc.

T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding Tiltan’s participation in I/ITSEC 2026; the planned launch, anticipated capabilities, features, availability and commercial release timing of TOPS-NX Studio and SILOS; the anticipated benefits of that participation and those launches; Tiltan’s expansion into the United States and allied defense training and simulation markets; the transferability of Tiltan’s capabilities to those markets; expected demand for simulation, synthetic data and geospatial software; the potential for orders, qualification, partnerships, licensing or recurring revenue; and the Company’s growth strategy. These statements are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including risks related to the absence of any orders, contracts or partnership agreements arising from the conference or the product launches; the risk that new products are delayed, modified or do not achieve market acceptance; the length and uncertainty of United States and international defense qualification, evaluation and procurement cycles; export control and licensing requirements applicable to Israeli defense technology, including under U.S. and Israeli regulations; competition from established U.S. and allied simulation and training providers; the Company’s ability to convert pipeline and proposals into binding orders or revenue; customer concentration; defense program funding, procurement cycles and timing; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; integration of acquired businesses; competitive and geopolitical conditions, including conditions in Israel; and other risks described in the Company’s filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.

Contact Us:

T3 Defense Inc. | 575 5th Avenue, New York, NY 10017 | [email protected] | www.t3dfns.com

Tiltan Software Engineering Ltd. | Ehud Shafir, Chief Executive Officer | www.tiltan-se.com

Media Contact: Liat Heiblum | [email protected] | +972-50-6333446

Investor Relations: The Equity Group Inc.
Lena Cati | [email protected] | +1 212 836-9611
Val Ferraro | [email protected] | +1 212 836-9633

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/a159d418-22d8-41cf-97b5-fe12a1a1b0c9

V2X (VVX) – Strong Third Quarter Results

Posted on November 3, 2026November 3, 2026 by [email protected]

Tuesday, November 03, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Overview. V2X delivered another strong quarter, with revenue growth and double-digit increases in net income and diluted EPS. Results reflect consistent execution and continued demand for V2X’s mission-critical capabilities. V2X experienced another quarter of strong cash generation and maintained a healthy balance sheet. With this flexibility, the Company is continuing to invest in priority growth areas, including expanding capacity in engineering and product capabilities.

3Q26 Results. Third-quarter revenue of $1.271 billion was up from $1.167 billion and exceeded our $1.19 billion estimate. Adjusted EBITDA came in at $88.6 million, up from $85.2 million in 3Q25 and above our $86 million estimate. Adjusted EPS was $1.64, up 19% y-o-y, and exceeded our $1.46 projection.

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T3 Defense (DFNS) – A New Acquisition

Posted on October 28, 2026October 28, 2026 by [email protected]

Wednesday, October 28, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Acquisition. T3 Defense has entered into a definitive agreement to acquire KeepZone AI from Nexera Technologies. KeepZone expands T3’s offerings into the Homeland Security vertical. The acquisition allows T3 to expand its commercial reach while providing the Company with a U.S. presence and active channels in North America, Latin America, and the Gulf. We view the proposed acquisition as another building block in T3’s efforts to build a mission-critical defense business embedded at critical chokepoints.

Details. Initial consideration is $1.0 million, payable in common stock (and, to the extent required by a 4.9% beneficial ownership limitation, pre-funded warrants), priced at the average closing price of T3 Defense common stock for the five trading days preceding closing. Nexera is also eligible for an earn-out equal to 50% of KeepZone’s standalone net profit generated during the 24 months following the closing, calculated on the first $10.0 million of net profit and therefore capped at $5.0 million, payable in cash. Closing is expected within 60 days.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Release – T3 Defense Enters Agreement to Acquire KeepZone AI

Posted on October 27, 2026October 27, 2026 by [email protected]

Oct 27, 2026

NEW YORK and NETANYA, Israel, Oct. 27, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense company that acquires and operates mission-critical defense businesses, today announced that it has entered into a definitive stock purchase agreement to acquire 100% of KeepZone AI Inc. (“KeepZone”), a homeland security technology distribution, integration, and marketing company, from Nexera Technologies Ltd. (Nasdaq: NEXR) (“Nexera”). Following the closing, KeepZone is expected to serve as T3 Defense’s dedicated homeland security (HLS) marketing, sales and business development platform, extending the Company’s commercial reach to critical infrastructure, law enforcement, public safety, and border security customers in Israel and international markets.

KeepZone adds a dedicated sales and business development capability to T3 Defense’s portfolio of engineering and manufacturing subsidiaries, bringing an experienced business development team, a U.S.-incorporated commercial entity, and representation agreements with homeland security technology providers that allow it to offer customers integrated, multi-layer security solutions. T3 Defense intends to use KeepZone’s sales channels to introduce its subsidiaries’ products alongside KeepZone’s existing portfolio, creating cross-selling opportunities and a broader offering for customers.

KeepZone markets, distributes, and integrates technologies for both its proprietary VocentraAI voice-analysis platform and products from its partners, including Scanary, SeeTrue, STI, RT LTA Systems, BeeSense, ParaZero, ZorroNet, VELQOR, SensorzTech and Skyline Software Systems. KeepZone combines these capabilities into coordinated security solutions for critical infrastructure and other homeland security applications.

“Our subsidiaries build mission-critical defense systems; KeepZone brings a dedicated sales platform to introduce those products to additional homeland security customers,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “This acquisition will allow us to expand our commercial reach while providing us with a U.S. presence and active channels in North America, Latin America and the Gulf. We structured the transaction so that a majority of the potential consideration is contingent on KeepZone generating post-closing net profit, aligning the acquisition with our disciplined approach to capital allocation.”

“KeepZone was built to connect homeland security technologies with the customers who need them,” said Alon Dayan, Chief Executive Officer of KeepZone. “Joining T3 Defense adds a portfolio of engineered defense products that we can bring to our customer and partner relationships, so we can offer them a broader, integrated solution set from a single partner.”

Transaction Details

Initial consideration is $1.0 million, payable at closing in newly issued common stock (and, to the extent required by a 4.9% beneficial ownership limitation, pre-funded warrants), priced at the average closing price of T3 Defense common stock for the five trading days preceding closing. Nexera is also eligible for an earn-out equal to 50% of KeepZone’s standalone net profit generated during the 24 months following the closing, calculated on the first $10.0 million of net profit and therefore capped at $5.0 million, payable in cash. The seller is also entitled to additional shares of T3 Defense common stock if 6 months after closing the stock price is less than the price on closing. KeepZone is being acquired without any debt or liability. Closing is expected within 60 days of the signing of the stock purchase agreement, subject to customary closing conditions, including Nasdaq notification regarding the issuance of additional shares and certain third-party consents. Additional details will be included in a Current Report on Form 8-K to be filed with the Securities and Exchange Commission (SEC).

About KeepZone AI Inc.
KeepZone AI Inc. is a homeland security technology company that markets, integrates and supports a multi-vendor portfolio of screening, surveillance, counter-UAS, AI analytics and unmanned aerial solutions for critical infrastructure, government and high-security environments. For more information, visit www.KeepZone.ai.

About T3 Defense Inc.
T3 Defense Inc. (Nasdaq: DFNS) is a defense company that acquires and operates mission-critical defense businesses involved in national security programs. It focuses on manufacturers with strong customer relationships and solid order backlogs, often capacity- and resource-constrained, in specialized areas such as drones and autonomous vehicles, counter-drone systems, advanced manufacturing, tactical robotics, and AI software and system integration. Through disciplined acquisitions, centralized capital and strategy, and decentralized day-to-day operations, T3 Defense aims to strengthen essential defense capabilities and build long-term value. For more information, visit www.t3dfns.com.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding the anticipated closing and timing of the acquisition of KeepZone; the expected benefits of the acquisition, including cross-selling and commercial opportunities; the potential earn-out; KeepZone’s representation and distribution relationships; and the Company’s growth and acquisition strategy. These statements are based on management’s current expectations and involve risks and uncertainties that could cause actual results to differ materially, including: the risk that closing conditions, including Nasdaq notification and third-party consents, are not satisfied or that the transaction does not close; the risk that KeepZone’s representation or distribution agreements are terminated, not renewed or not consented to; the absence of any assurance that KeepZone will generate revenue or profit or that any earn-out will become payable; dilution from the issuance of shares and warrants; integration risks; defense and homeland security procurement timing and funding; customer concentration; competitive and geopolitical conditions, including conditions in Israel; the Company’s liquidity and capital resources; the Company’s ability to maintain compliance with Nasdaq listing requirements; and other risks described in the Company’s filings with the SEC, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Forward-looking statements speak only as of the date of this release, and the Company undertakes no obligation to update or revise them, except as required by law.

Contact Us:
T3 Defense Inc.
575 5th Avenue
New York, NY 10017
[email protected]
www.t3dfns.com

Investor Relations
The Equity Group Inc.
Lena Cati
[email protected]
+1 212 836-9611

Val Ferraro
[email protected]
+1 212 836-9633

Release – T3 Defense Delivers Mobile UAV Command-and-Control Vehicle to Israeli HLS Operator

Posted on October 22, 2026October 22, 2026 by [email protected]

October 22, 2026 09:00 ET

NEW YORK and NETANYA, Israel, Oct. 22, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense” or the “Company”), a defense company that acquires and operates mission-critical defense businesses, today announced that its wholly owned subsidiary, Rimon Agencies Ltd. (“Rimon”), has delivered a drone-integrated mobile command-and-control (C2) vehicle to B.K. Vision Ltd. (“B.K. Vision”), a leading Israeli provider of homeland security (HLS) services. This delivery marks the transition from product introduction to customer deployment, representing the first unit delivered to a customer under the mobile unmanned aerial vehicle (UAV) and counter-UAV (C-UAV) platform line introduced by Rimon in August 2026.

Built by Rimon’s UAV Platforms project division, the fully integrated platform provides B.K. Vision with a self-contained base from which to launch, control and recover a UAV and manage a response where no fixed infrastructure exists.

“A command-and-control vehicle is central to a cohesive operation where power, communications, aircraft and operators all come together,” said Itamar Shimoni, Chief Executive Officer of Rimon. “We delivered B.K. Vision a vehicle that is ready to operate the day it arrives, bringing these capabilities together in a single mobile platform. As we continue to see an increasing need across defense and homeland security organizations in Israel and abroad, our focus is on applying Rimon’s engineering and integration capabilities to the operational requirements of additional defense and homeland security customers.”

“In August we said the drone threat had moved faster than the infrastructure built to answer it,” said Menny Shalom, Chairman and Chief Executive Officer of T3 Defense. “This delivery is that infrastructure, built and deployed. As the first command-and-control vehicle shipped under Rimon’s new platform line, it marks the transition from product introduction to customer delivery. Our focus is on translating this milestone into additional orders and building a repeatable business around mission-ready products.”

About Rimon

Rimon is a bespoke engineering and systems integration company that develops mission-ready infrastructure platforms for defense, homeland security, and emergency response operations. The company imports, distributes, and upgrades mobile power systems, elevated sensor masts, and builds integrated mission vehicles that support surveillance, communications, and command systems operating in environments where permanent infrastructure is unavailable. By engineering systems around real operational requirements, Rimon enables critical technologies to be deployed rapidly and operate reliably in demanding field conditions.

About T3 Defense Inc.

Forward-Looking Statements

Contact Us:

T3 Defense Inc.
575 5th Avenue
New York, NY 10017
[email protected]
www.t3dfns.com

Rimon
Chen Ganzer
[email protected]

Investor Relations
The Equity Group Inc.
Lena Cati
[email protected]
+1 212 836-9611

Val Ferraro
[email protected]
+1 212 836-9633

Release – The GEO Group Completes Redemption of All Senior Secured Notes Due 2029

Posted on October 19, 2026October 19, 2026 by [email protected]

October 19, 2026

PDF Version

BOCA RATON, Fla.–(BUSINESS WIRE)–Oct. 19, 2026– The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that it completed the redemption of all of the $650,000,000 in outstanding aggregate principal amount of its 8.625%Senior Secured Notes due 2029 (CUSIP Nos. 36162JAG1 and U32352AF0) (the “2029 Senior Secured Notes”) on October 15, 2026 (the “Redemption Date”).

The redemption price for the 2029 Senior Secured Notes was equal to $1,043.13 per $1,000.00 original principal amount, or approximately $678 million, plus any accrued and unpaid interest up to, but excluding, the Redemption Date. The Indenture governing the 2029 Senior Secured Notes has been discharged. Payment of the redemption price for the 2029 Senior Secured Notes was made through the Depository Trust Company.

On October 6, 2026, GEO previously announced the closing of an amendment to the Company’s Amended Credit Agreement to extend the maturity of its $550 million Revolving Credit Facility to July 14, 2031 and to increase the Company’s restricted payments capacity. As of October 19, 2026, GEO had no outstanding borrowings under its Revolving Credit Facility.

Following this amendment and the discharge of the Indenture governing the 2029 Senior Secured Notes, GEO is permitted to make unlimited restricted payments, including share repurchases, under the Amended Credit Agreement, to the extent the Company’s total leverage ratio (as defined therein) calculated on a pro forma basis after giving effect to such restricted payment would be equal to or less than 2.25 to 1.00 and no default exists thereunder. Additionally, under the Indenture governing the Company’s $625 million 10.25% Senior Unsecured Notes due 2031, GEO is permitted to make unlimited restricted payments, including share repurchases, to the extent the Company’s consolidated total leverage ratio (as defined therein) calculated on a pro forma basis after giving effect to such restricted payment would be equal to or less than 2.00 to 1.00 and no default exists thereunder. On October 5, 2026, GEO previously announced that its Board of Directors approved a $750 million increase to the Company’s share repurchase authorization program, which is effective through December 31, 2029, from $500 million to $1.25 billion.

Following the redemption of the 2029 Senior Secured Notes, GEO’s outstanding gross debt totaled $625 million as of October 19, 2026, excluding mortgage debt on the Company’s Headquarters building with current principal balance of approximately $36 million.

About The GEO Group

The GEO Group, Inc. (NYSE: GEO) is a leading diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom. GEO’s diversified services include enhanced in-custody rehabilitation and post-release support through the award-winning GEO Continuum of Care®, secure transportation, electronic monitoring, community-based programs, and correctional health and mental health care. GEO’s worldwide operations include the ownership and/or delivery of support services for 97 facilities totaling approximately 76,000 beds, including idle facilities and projects under development, with a workforce of up to approximately 20,000 employees.

Use of forward-looking statements

This news release may contain “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the U.S. Private Securities Litigation Reform Act of 1995. Readers are cautioned not to place undue reliance on these forward-looking statements and any such forward-looking statements are qualified in their entirety by reference to the cautionary statements and risk factors contained in GEO’s filings with the U.S. Securities and Exchange Commission including its Form 10-K, 10-Q and 8-K reports. All forward-looking statements speak only as of the date of this news release and are based on current expectations and involve a number of assumptions, risks and uncertainties that could cause the actual results to differ materially from such forward-looking statements. Readers are strongly encouraged to read the full cautionary statements and risk factors contained in GEO’s filings with the U.S. Securities and Exchange Commission, including those referenced above. GEO disclaims any obligation to update or revise any forward-looking statements, except as required by law.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261016246329/en/

Pablo E. Paez (866) 301 4436
Executive Vice President, Corporate Relations

Source: The GEO Group, Inc.

Kratos Defense & Security (KTOS) – A Tuck-in and Other News

Posted on October 19, 2026October 19, 2026 by [email protected]

Monday, October 19, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

A Tuck-in. Last week, Kratos acquired Jetset Airmotive from its founders. Jetset’s MRO operations on PT6A turbine engines complement Kratos’ existing MRO operations conducted through its Oklahoma-based CTS subsidiary. Based on previous such transactions, we believe the acquisition was structured as 50% KTOS shares and 50% cash, which would imply roughly $50 million in total. With an estimated $40-$50 million in revenue and typical 13-14% EBITDA margins, Jetset was purchased for approximately 1x revenue and 9x EBITDA. The acquisition should add about $5+ million to annual EBITDA.

New Contracts. Kratos has been awarded more than $100 million over multiple contracts to develop prototype mission applications and cyber capabilities, providing space intelligence data in support of joint operations across the space and cyberspace domains. The contracts will leverage Kratos’ software products, analytics, and expertise in RF, signal processing, cybersecurity, and software development, establishing a proven technology base that can be adapted and integrated to meet emerging space and cyber mission requirements.

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This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

Why Did Palantir Stock Drop? $260 Billion Software Selloff Raises AI Valuation Concerns

Posted on October 19, 2026October 19, 2026 by [email protected]

Palantir Technologies (NASDAQ: PLTR) shares fell approximately 7% during the October 16 trading session, wiping out roughly $34 billion in market value as investors reassessed artificial intelligence valuations and the outlook for high-growth software companies. The decline came amid a broader technology selloff that erased more than $260 billion in market capitalization across the software industry.

The sharp drop followed a strong rally that pushed Palantir stock close to $213 earlier in the week. Despite the company’s rapid revenue growth and strong demand for its AI-powered platforms, investors are increasingly questioning whether elevated valuations can be sustained amid economic uncertainty, rising competition, and concerns about the long-term profitability of artificial intelligence investments.

Why Did Palantir Stock Drop?

Palantir’s decline reflects a combination of profit-taking, elevated valuation concerns, and broader weakness in technology stocks.

After breaking above its previous record, the stock quickly reversed direction, raising concerns about a potential “bull trap,” a market pattern in which shares break above a resistance level before falling back.

Investors have been closely watching the $188.15 price level, which would represent a correction of more than 10% from Palantir’s recent record closing price.

Valuation remains a central concern. Despite reporting a 93% year-over-year increase in second-quarter revenue, Palantir has traded at approximately 55 times projected annual revenue, a substantial premium that leaves little room for disappointing financial results.

A $260 Billion Software Selloff Hits Technology Stocks

Palantir’s decline was part of a much broader retreat across the software sector.

Of 45 major software companies tracked in one industry basket, 43 traded lower during Friday’s session, with 15 declining by at least 5%.

Microsoft (NASDAQ: MSFT) lost approximately $83 billion in market capitalization, while ServiceNow (NYSE: NOW) reversed an earlier gain and declined more than 5%. Salesforce (NYSE: CRM) also fell, and Twilio (NYSE: TWLO) experienced a double-digit percentage drop.

The iShares Expanded Tech-Software Sector ETF (IGV) declined nearly 5%, underscoring the widespread selling pressure across the industry.

Cybersecurity stocks also faced significant losses. The First Trust Nasdaq Cybersecurity ETF (CIBR) declined approximately 10% for the week, while Palo Alto Networks (NASDAQ: PANW) and CrowdStrike (NASDAQ: CRWD) each fell roughly 18%.

Are AI Stock Valuations Becoming Too Expensive?

The selloff highlights growing concerns about how investors value companies benefiting from the artificial intelligence boom.

Although AI adoption has created substantial growth opportunities, some investors are questioning whether current stock prices adequately reflect the costs, competitive pressures, and uncertainty associated with developing and commercializing AI technologies.

Palantir’s reported 93% second-quarter revenue growth demonstrates strong demand for its software platforms. However, its premium valuation means investors may expect continued exceptional performance.

At the same time, emerging AI technologies could disrupt traditional software business models, potentially increasing competition and placing pressure on profit margins.

These concerns are affecting companies across the software industry, not just businesses directly associated with artificial intelligence.

How Inflation and Interest Rates Affect AI Stocks

Macroeconomic uncertainty is also contributing to volatility in technology shares.

Persistent inflation and questions surrounding Federal Reserve interest rate policy have made investors more cautious about high-growth companies trading at elevated valuations.

Higher interest rates can reduce the present value investors assign to future earnings, placing additional pressure on stocks whose valuations depend heavily on long-term growth expectations.

For companies such as Palantir, the combination of high investor expectations and changing economic conditions can amplify share-price movements even when underlying business performance remains strong.

What Should Investors Watch Next for Palantir Stock?

Palantir’s recent decline highlights the distinction between strong operational performance and the valuation investors are willing to pay for future growth.

Several factors could influence sentiment toward Palantir and the broader AI software sector, including continued revenue growth, profitability, customer demand, competitive developments, and changes in interest rate expectations.

The $260 billion software selloff does not necessarily signal the end of the artificial intelligence investment cycle. Instead, it suggests investors are becoming more selective as the industry matures.

For Palantir and other AI-focused software companies, sustaining investor confidence may increasingly depend on demonstrating that strong demand can translate into consistent revenue growth, durable profitability, and long-term shareholder value.

Release – Kratos Breaks Ground on New AN/SPY-1 Radar and Helios Hypersonics Testing Facilities in Indiana

Posted on October 14, 2026October 14, 2026 by [email protected]

October 14, 2026

SAN DIEGO, Oct. 14, 2026 (GLOBE NEWSWIRE) — Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a technology company in defense, national security, and global markets, celebrated a joint groundbreaking ceremony, at the Westgate Academy in Odon, Indiana, marking the beginning of construction for its new Helios and AN/SPY-1 facilities. These facilities, which are the product of $35 million in funding through the Department of War’s Industrial Base Analysis and Sustainment (IBAS) program and cost-sharing from Kratos, represent a significant step forward in advancing defense capabilities, innovation, and the long-term growth of the state’s defense ecosystem.

Kratos’ $35 million investment reinforces its commitment to supporting the U.S. Department of War and its mission partners by aggressively expanding the company’s engineering, integration, testing, and manufacturing capabilities.

The new footprint will feature two distinct, purpose-built complexes:

AN/SPY-1, also referred to as the Indiana Radar Integration Complex (IRIC): An approximately 183,000-square-foot SPY-1 facility designed to establish a long-term organic capability for the repair, testing, integration, and sustainment of the Navy’s AN/SPY-1 radar system. IRIC will provide a scalable infrastructure and workforce foundation to support legacy and next-generation radar systems. This state-of-the-art capability is designed to improve Navy Fleet readiness, reduce sustainment bottlenecks, and increase critical surge capacity.

The HELIOS Arc Jet & Laser Facility: This complex will advance next-generation directed energy technologies, delivering high-energy laser solutions for integrated air and missile defense, counter-unmanned aircraft systems (C-UAS), and force protection missions. Helios is being designed to address current gaps in the U.S. Defense Industrial Base by providing essential testing infrastructure for thermal protection systems used in hypersonic vehicles. By combining a 20-25 MW arc jet capability with a 200-kW fiber laser system, Helios aims to bridge the gap between low-fidelity screening solutions and the exquisite, large-scale arc jet facilities at government testing sites. This unique capability will dramatically increase opportunities for material evaluation in support of both hypersonic and strategic national defense efforts.

Dave Carter, President of Kratos Defense and Rocket Support Services, said, “The groundbreaking of the IRIC and Helios facilities furthers Kratos’ support to the U.S. Armed Forces. By bringing together advanced radar sustainment and cutting-edge hypersonic material testing under one strategic umbrella, we are addressing critical readiness bottlenecks. Indiana has the mission, talent, partnerships, and industrial commitment to become an even more significant contributor to the nation’s defense—and today is evidence of that momentum.”

Together, these facilities underscore Kratos’ dedication to strengthening the nation’s defense industrial base and delivering mission-critical solutions to the warfighter.

Eric DeMarco, President and CEO of Kratos, said, “Kratos is making deliberate internal investments to rapidly develop and field advanced capabilities our warfighters require against peer adversaries. The new IRIC and Helios facilities are prime examples of how we approach commercial investment in national security to be first to market with proven, cost-effective capabilities. We are proud to expand our partnership with the state of Indiana to deliver real, mission-relevant products and systems, ensuring that our military has the national security relevant hardware it needs to decisively execute its missions.”

About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading-edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value-add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control (C2) and telemetry, tracking and control (TT&C), jet powered unmanned aerial drone systems, hypersonic vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter UAS, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com and follow Kratos on LinkedIn and X.

Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 28, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the SEC by Kratos.

Press Contact:
Claire Cantrell
[email protected]

Investor Relations:
877-934-4687
[email protected]

Release – T3 Defense Subsidiary Positech Commences Deliveries On $3.9 Million Defense Order

Posted on October 14, 2026October 14, 2026 by [email protected]

NEW YORK and NETANYA, Israel, Oct. 14, 2026 (GLOBE NEWSWIRE) — T3 Defense Inc. (Nasdaq: DFNS) (“T3 Defense,” “DFNS” or the “Company”), a defense company that acquires and operates mission-critical defense businesses embedded in long-cycle national security programs, today announced that its subsidiary, Positech Ltd. (“Positech”), has completed the first shipment of a modified version of Heavy-Duty Single-Axis rotators under a previously announced $3.9 million order from a leading Israeli defense customer.

The initial delivery marks an important milestone in fulfilling the order, which was announced in June 2026. Positech expects to complete the remaining deliveries in Q1 2027.

“Positech’s progress on this order reflects T3 Defense’s strategy of acquiring and operating specialized businesses that supply mission-critical technologies to established defense customers,” said Menny Shalom, Chairman and CEO of T3 Defense. “Our focus is on building a portfolio with deep customer relationships and differentiated capabilities embedded in long-cycle national security programs. This delivery demonstrates how our subsidiaries are translating those strengths into contract execution.”

“This first shipment represents an important milestone for our team in delivering a modified rotator tailored to our customer’s requirements,” said Gera Eron, CEO of Positech. “Our Heavy-Duty Single-Axis rotators are designed to meet the demanding performance and reliability requirements of modern defense applications, including C-UAV systems, where they support the precise positioning of both detection and interception equipment. We are working closely with our customer to execute the order as we complete the remaining units, with final delivery expected in Q1 2027.”

Positech’s Heavy-Duty Single-Axis rotator is a new product developed from the company’s legacy line, serving as the precision positioning foundation for custom radars, including surveillance sensors, and electro-optical payloads, enabling accurate tracking, scanning, and pointing under demanding field conditions. These rotators are also critical components of Counter-Unmanned Aerial Vehicle (C-UAV) systems, providing precision positioning for mounted detection and interception equipment. Battle-proven across customer tactical and homeland security systems and field operations, the platform delivers torque from 0.5Nm up to 200Nm and rotational speeds of up to 180 degrees per second, combining zero backlash, continuous rotation, and high-accuracy dynamic performance in a modular, gearless architecture that distinguishes it from conventional gear-driven alternatives.

About Positech Ltd.
Positech Ltd. is a defense engineering company specializing in high-precision, multi-axis motion control systems for mission-critical platforms. The company develops direct-drive, gearless motion technologies that provide accurate stabilization, tracking, and pointing for electro-optical sensors, radar systems, communications platforms, and remote weapon stations. Positech’s systems are deployed across land, sea, and air defense environments where reliability, accuracy, and durability are essential for operational performance.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements relating to delivery timelines, contract values, and anticipated business performance. Forward-looking statements are based on the Company’s current expectations and are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks include, but are not limited to, the ability to execute on existing contracts, customer acceptance, geopolitical developments, and general market conditions. The Company undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release.

Contact us:

T3 Defense Inc.
575 5th Avenue
New York, NY 10017
[email protected]
www.t3dfns.com

Positech Ltd.
Gera Eron, CEO
[email protected]
www.positech.co.il

Investor Relations
The Equity Group Inc.
Lena Cati
[email protected]
+1 212 836-9611

Val Ferraro
[email protected]
+1 212 836-9612

The GEO Group (GEO) – To Redeem Debt, Extend Credit Facility

Posted on October 7, 2026October 7, 2026 by [email protected]

Wednesday, October 07, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Debt Redemption. The GEO Group is redeeming all of its $650 million 8.625% Senior Secured Notes due in 2029. The redemption will be funded from net proceeds of the facility sale announced Monday. We view this as a significant positive for the Company, reducing outstanding debt, eliminating interest payments, and setting the Company up to be more aggressive in its share repurchase program.

Details. The redemption price for the 2029 Senior Secured Notes will be equal to $1,043.13 per $1,000.00 original principal amount, or approximately $678 million, plus any accrued and unpaid interest. GEO is receiving a net $705 million from the facility sale and had another $55 million of cash on the balance sheet as of June 30th. The redemption of the 2029 Senior Secured Notes will occur on October 15, 2026. GEO will save some $56 million in annual interest expense.

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Release – DLH Awarded New NIH Cybersecurity Operations Task Order Valued at Up to $19.1 Million

Posted on September 28, 2026September 28, 2026 by [email protected]

Research News and Market Data on DLHC

September 28, 2026

PDF Version

ATLANTA, Sept. 28, 2026 (GLOBE NEWSWIRE) — DLH Holdings Corp. (NASDAQ: DLHC) (“DLH” or the “Company”), a leading provider of digital, engineering, and scientific solutions for health and defense missions, today announced that it has been awarded a task order valued at up to $19.1 million to provide risk management framework (“RMF”) and cybersecurity operations support services to the National Institutes of Health (“NIH”) Center for Information Technology (“CIT”). CIT provides the NIH community with a secure and reliable IT infrastructure in support of its mission-critical research activities.

This task order is new work to DLH, and has a potential value of $19.1 million inclusive of all option periods. The base period and multiple options aggregate to a three-year period of performance. DLH joined with other leading technology services providers to form a well-positioned delivery team.

Under the task order, DLH will provide integrated cybersecurity services across NIH’s enterprise environment, including security assessment and authorization, vulnerability management, incident response, cloud security, security architecture, privacy, compliance, training, and program management. The work will support compliance with federal cybersecurity requirements and advance NIH priorities related to zero trust, cloud modernization, automation, and the responsible use of artificial intelligence.

“This award expands DLH’s support for NIH as the organization strengthens resilience, reduces operational risk, and maintains mission continuity in an evolving cyber landscape,” said DLH President and CEO Kathryn JohnBull. “This award aligns with our strategy to grow technology-powered solutions in core markets.”

About DLH

DLH (NASDAQ: DLHC) enhances technology, public health, and cyber security readiness missions through science, technology, cyber, and engineering solutions and services. Our experts solve some of the most complex and critical missions faced by federal customers, leveraging digital transformation, artificial intelligence, advanced analytics, cloud-based applications, telehealth systems, and more. With a world-class workforce dedicated to the idea that “Your Mission is Our Passion,” DLH brings a unique combination of government sector experience, proven methodology, and unwavering commitment to innovative solutions to improve the lives of millions. For more information, visit www.DLHcorp.com.

Contact Information:

Investor Relations
[email protected]

Media
[email protected]

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:

This press release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to future events or DLH`s future financial performance. Any statements that refer to expectations, projections or other characterizations of future events or circumstances or that are not statements of historical fact (including without limitation statements to the effect that the Company or its management “believes”, “expects”, “anticipates”, “plans”, “intends” and similar expressions) should be considered forward-looking statements that involve risks and uncertainties which could cause actual events or DLH’s actual results to differ materially from those indicated by the forward-looking statements. Forward-looking statements in this release include, among others, statements regarding expected contract performance, future task order value, and anticipated operational benefits. These statements reflect our belief and assumptions as to future events that may not prove to be accurate. Our actual results may differ materially from such forward-looking statements due to a variety of factors, including: the failure to achieve the anticipated benefits of any future acquisition (including anticipated future financial operating performance and results); the inability to retain employees and customers; contract awards in connection with re-competes for present business and/or competition for new business; our ability to manage our debt obligations; compliance with bank financial and other covenants; changes in client budgetary priorities; government contract procurement (such as bid and award protests, small business set asides, loss of work due to organizational conflicts of interest, etc.) and termination risks; significant delays or reductions in appropriations for our programs and broader changes in U.S. government funding and spending patterns; legislation that amends or changes discretionary spending levels or budget priorities; legal, regulatory, and political changes from the federal government that could result in economic uncertainty; the impact of inflation and higher interest rates; and other risks described in our SEC filings. For a discussion of such risks and uncertainties which could cause actual results to differ from those contained in the forward-looking statements, see “Risk Factors” in the Company’s periodic reports filed with the SEC, including our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, as well as interim quarterly filings thereafter. The forward-looking statements contained herein are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our industry and business. Such forward-looking statements are made as of the date hereof and may become outdated over time. The Company does not assume any responsibility for updating forward-looking statements.

CoreCivic, Inc. (CXW) – A CEO Transition

Posted on September 28, 2026September 28, 2026 by [email protected]

Monday, September 28, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Transition. On Friday, CoreCivic announced that Patrick Swindle was stepping down as President and Chief Executive Officer due to health reasons. Mr. Swindle also resigned from CoreCivic’s Board. The Board named Lucibeth N. Mayberry as President and Chief Executive Officer of the Company. Ms. Mayberry also joined the Board. We believe CoreCivic’s deep bench of executives should make this a seamless transition.

Ms. Mayberry’s Background. Ms. Mayberry has served as the Executive Vice President and Chief Strategy Officer since May 2025. From October 2022 to May 2025, Ms. Mayberry served as the Executive Vice President and Chief Innovation Officer. Prior to assuming that role, Ms. Mayberry served as Executive Vice President, Real Estate from May 2015 until October 2022. She has previously served in various roles at CoreCivic since May 2003, including as Vice President, Deputy Chief Development Officer; Vice President, Research, Contract and Proposals; and Managing Director, State Partnership Relations.

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This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).