20 hours Ago By Insider Monkey
We recently published an article titled Why These 15 Defense Stocks Are Skyrocketing So Far In 2025 . In this article, we are going to take a look at where Satellogic Inc. (NASDAQ:SATL) stands against the other defense stocks.
A Republican administration usually points to a good time for defense stocks and the military-industrial complex as a whole. However, the Trump administration has taken a surprising departure from the traditional Republican stance of advocating for ever-increasing military budgets. Instead, Trump has introduced significant shifts in priorities.
His administration has pushed for budget cuts at the Pentagon. Trump wants to cut defense spending by 8% and re-allocate that toward border security and nuclear modernization instead of traditional military programs. The proposed cut would amount to approximately $50 billion in cuts each year and would total around $300 billion in reduced spending by fiscal 2030.
However, that’s unlikely to happen as both Democrats and Republicans in Congress haven’t been cooperating. Similar attempts previously didn’t get through. Regardless, many defense and aerospace companies have been posting great numbers and the stock market has rewarded them accordingly.
It’s a good idea to look into the ones investors are piling into this year, as they could also be the winners of the Trump era. Methodology For this article, I screened the top-performing defense stocks year-to-date. Stocks that I have covered recently will be excluded from this list.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points.
( see more details here ). A satellite hovering in space capturing Earth Observation data. Satellogic Inc.
(NASDAQ: SATL ) Number of Hedge Fund Holders In Q4 2024: 7 Satellogic Inc. (NASDAQ:SATL) is a geospatial company that operates satellites for high-res Earth imagery. The stock is up significantly so far in 2025 after it secured a multi-year agreement with the Brazilian Air Force to provide low-latency satellite imagery.
The contract includes access to Satellogic’s NewSat constellation and Aleph platform. Satellogic Inc. (NASDAQ:SATL) also expanded its collaboration with SynMax.
Synmax is a satellite data analytics company that is expected to triple the monitoring capacity of oil and natural gas wellheads across North America..
