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A strategist at a $60 billion investment firm says defense stocks are poised to soar. Here are his 5 top picks for 2026. [Business Insider]

Huntington Ingalls Industries, Inc. (HII) 
Last huntington ingalls industries, inc. earnings: 2/13 07:15 am Check Earnings Report
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Have an account? Log in As geopolitical uncertainty rises, many finance pros have homed in on the defense sector Scott Helfstein of Global X ETFs thinks a handful of stocks in the sector are poised to soar. He shared his top five defense stock picks for the coming year. In an era of rising geopolitical uncertainty, the defense sector is an area of the stock market that investing pros think is worth a closer look as 2026 approaches. The aerospace and defense sector already enjoyed a big year in 2025, catapulted higher by geopolitical unrest and rising defense spending by the federal government. Scott Helfstein, senior vice president of investment strategy at Global X ETFs, thinks the industry has even more room to run in 2026. He spoke to Business Insider about his top defense stock picks for the coming year and why he believes the industry is poised for growth. "We think that there is significant change going on geopolitically right now," he said. "We just got the lates Show less Read more
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