币界网报道：Defense tech stocks have surged this year amid rising geopolitical tensions, with analysts highlighting further growth potential for key players like Lockheed Martin, Northrop Grumman, and Raytheon Technologies. Increased defense budgets in the U.S. and Europe, coupled with demand for advanced cybersecurity and AI-driven systems, are driving the rally. Analysts note that these companies are well-positioned to benefit from long-term contracts and modernization programs. While valuations have climbed, experts suggest the sector's strong fundamentals and ongoing global security concerns could sustain momentum. Investors are advised to focus on firms with robust order backlogs and exposure to next-gen defense technologies.