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Can Thales (ENXTPA:HO) Still Command A Discount After Its AI Security Push?
Thales has pulled back in recent months after a long stretch of strong returns, which puts a fresh spotlight on whether the current share price is still grounded in the cash the business can generate over time. Over the past 5 years, Thale…
Defense Stocks Retail Investors Are Watching As Iran Risk Reshapes Military Spending
Geopolitics is suddenly back on every market screen. A prolonged U.S. confrontation with Iran, along with a policy spotlight drifting away from China, is reshaping how investors think about risk, supply chains, and where future defense and…
Thales (ENXTPA:HO) Pushes Frontier AI Security, Is The Stock Below Fair Value?
Frontier AI security push puts Thales in focus Thales (ENXTPA:HO) has moved to address rising concerns around Frontier AI by launching a service-led security framework built on five interconnected cyber defence building blocks. Despite the…
Filigran Brings the Global Cyber Defense Community Together at Inaugural THREAD Event
Free one-day gathering in Paris on Oct. 15 features hands-on labs and security leaders from Accenture, Centrica and Thales PARIS, October 08, 2026--(BUSINESS WIRE)--Filigran, the company behind the open-source XTM Platform for agentic CTEM…
Thales Strengthens Data Security Posture Management to Address Emerging Risks of AI
Thales' CipherTrust Data Security Posture Management platform brings together data discovery, risk analysis and integrated protection to help organizations move from identifying exposure to actively reducing data risk. It helps enterprises…
Thales and Landis+Gyr Enable Smarter, Remotely Managed Connectivity for Smart Meter Fleets
Thales, a global leader in cybersecurity and IoT connectivity management, and Landis+Gyr, a global energy technology leader grid edge intelligence and energy management, today announced a strategic collaboration to enable secure, scalable…
Government borrowing costs are sitting near 24 year highs as long term bond yields push up the hurdle rate for every new factory robot, warehouse system and AI powered production line. Capital suddenly feels expensive. Businesses that alre…
Anti-Drone (Counter-UAS) Market Report Forecasts Growth from $4.8 Billion (2026) to $12.6 Billion by 2036, Profiling Lockheed Martin, Thales, DroneShield & 12 Other Key Players
Company Logo The global anti-drone (Counter-UAS) market was valued at USD 4.1 billion in 2025 and is projected to grow from USD 4.8 billion in 2026 to USD 12.6 billion by 2036, at a 10.2% CAGR. Growth is driven by rising drone security thr…
Application Security Market Surges to $23.45 billion at a CAGR 11.5% by 2031 | Report by MarketsandMarkets™
MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Sept. 28, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Application Security Market is projected to grow from USD 13.63 billion in 2026 to USD 23.45 billion by 2…
Space On-Board Computing Platform Market Report 2026: Capitalize on the $1.86B-to-$3.11B Surge by 2030 as AI Edge Processing and LEO Constellations Disrupt Revenue—Benchmark BAE Systems, Thales, L3Harris, Lockheed Martin and Honeywell
Company Logo Boost ROI through strategic partnerships, acquisitions, AI-enabled edge computing, modular platforms, and domestic sourcing to cut tariff exposure and expand market reach Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Space on-bo…
Thales expands Google Cloud partnership to secure agentic AI workflows
* Thales S.A. (THLEF [https://seekingalpha.com/symbol/THLEF]) expanded [https://seekingalpha.com/pr/20665149-thales-expands-collaboration-with-google-cloud-to-help-secure-agentic-ai-workflows] its collaboration with Google Cloud to help en…
Thales Expands Collaboration with Google Cloud to Help Secure Agentic AI Workflows
Integration enables new protections for communications between AI agents, models, enterprise data, and tools to help control what agents can access, share, and do Thales AI Security Fabric mitigates risks, brings enhanced visibility and po…
Acron Aviation Extends Thales Singapore Authorized Repair Center to Cover ACSS's Surveillance Products
New in-region capability expands aftermarket support for Asia-Pacific operators and MROs ST. PETERSBURG, Fla., Sept. 25, 2026 /PRNewswire/ -- Acron Aviation today announced a five-year extension of its Authorized Repair Center (ARC) agreem…
Latecoere Announces the Availability of its 2026 Half Year Financial Report
TOULOUSE, France, September 25, 2026--(BUSINESS WIRE)--Regulatory News: Latecoere (Paris:LAT), a Tier-1 partner to aerospace manufacturers, announces that it has made its half-yearly financial report available to the public and has filed i…
Defense Stocks Gaining Attention As Russia Sanctions Reshape Energy Security
Sanctions on Russia are no longer a temporary headline risk; they are now law through the New Graham Act and reach deep into energy, banking and global trade. That shift can hurt some companies and create new demand for others, so sitting…
5G NTN Market Forecasts Growth from $11.91B (2026) to $45.55B by 2031, Profiling Thales, Qualcomm, SpaceX, Ericsson & Nokia
Company Logo The global 5G NTN market is projected to grow from USD 11.91 billion in 2026 to USD 45.55 billion by 2031, registering a 30.8% CAGR. Growth is driven by demand for satellite connectivity, direct-to-device services, NTN-enabled…
Software Defined Radio Market Forecasts Growth from $23.52B (2026) to $36.80B by 2033, Profiling L3Harris, RTX, Northrop Grumman & Thales
Company Logo The global software defined radio (SDR) market is projected to grow from USD 23.52 billion in 2026 to USD 36.80 billion by 2033, at a 6.6% CAGR. Growth is driven by military communications modernization, satellite and space mi…
Dassault Aviation signs a Cooperation Agreement with AED Cluster Portugal
Dassault Aviation Dassault Aviation signs a Cooperation Agreement with AED Cluster Portugal (Saint-Cloud, France - Lisbon, Portugal - September 23, 2026) – Dassault Aviation, representing its RAFALE partners, Thales and Safran, signed with…
This article first appeared on GuruFocus. Cash Usage: $450,000 in the quarter, despite significantly ramped-up R&D and marketing spend. Cash Balance: Approximately $2.5 million, with zero debt. Recurring Revenue: Began accumulating from pa…
Palantir Gains as Europe Builds a Sovereign AI Counterweight
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR), the defense and enterprise-AI software company, faces a fresh test in Europe: governments want battlefield AI, but they increasingly want control over the techn…
Rheinmetall Stock And Europe Defense Shares Riding The EU Canada Reset
Trade threats from Washington, a possible EU associate deal for Canada and an ongoing tariff fight are quietly rewriting where factories, defense contracts and tech supply chains might sit over the next decade. That shift could reshape whi…
Thales Unveils HexaForce: AI-Powered, Sovereign Command and Control for NATO and Allied Nations
Built on an open, interoperable architecture co-designed with armed forces, HexaForce was successfully tested during NATO CWIX 2026. HexaForce is tailored for high-intensity warfare, supporting command requirements for over 100,000 personn…
Granite Launches SIM360, a Next-Generation Multi-Carrier Connectivity Platform for IoT and Fixed Wireless Deployments
New carrier-direct SIM technology delivers greater reliability, faster deployment and unprecedented control across all three major U.S. wireless networks QUINCY, Mass., Sept. 15, 2026 /PRNewswire/ -- Granite Telecommunications, one of Nort…
LumApps Appoints Sébastien Cano as Chief Executive Officer
AUSTIN, Texas and LYON, France, Sept. 8, 2026 /PRNewswire/ -- LumApps, the market leader in employee experience platforms, today announced the appointment of Sébastien Cano as Chief Executive Officer, effective December 1, 2026. Founder an…
Airport Security Solutions, Global, 2025-2030 Now Available — Tracks 9.4 Billion 2024 Passengers Across 7 Regions as 100+ Vendors Compete for Smart Airport Contracts
Company Logo Report Profiles IDEMIA, SITA, Thales, NEC, and Honeywell Across 6 Technology Segments Spanning Biometrics, Screening, Surveillance, Cybersecurity, and Threat Intelligence Dublin, Sept. 07, 2026 (GLOBE NEWSWIRE) -- The "Airport…
Airbus reportedly seeking sale of its U.S. space unit
[Sign outside the Airbus factory in North Wales] Ceri Breeze/iStock Editorial via Getty Images Airbus (EADSF [https://seekingalpha.com/symbol/EADSF]) is gauging interest from prospective buyers for its U.S. space business amid plans to cre…
CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines
Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predic…
Thales Launches Imperva for AWS to Help Organizations Protect Applications and APIs
Imperva for AWS delivers enterprise-grade web application, API, and bot protection for AWS environments Using Amazon CloudFront, AWS's fully managed content delivery network, to simplify deployment while strengthening application security…
Is Thales (ENXTPA:HO) Expensive After Its Singapore Air Traffic Management Contract?
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Civil Aviation Authority of Singapore has awarded Thales (ENXTPA:HO) a contract to deliver Singapore's NexGen Air Traffi…
Singapore Selects Thales for Next-generation AI-powered Air Traffic Management System Serving One of Asia’s Busiest Airspaces
To address the rapid growth in air traffic, the Civil Aviation Authority of Singapore (CAAS) has selected Thales to develop Singapore's NexGen Air Traffic Management System (ATMS) and air traffic control radars. Scheduled to enter operatio…
Thales to Strengthen Romania’s Airspace Protection With Twelve Ground Master 200 MM/A Radars
The Romanian General Directorate for Armaments and the French Direction Générale de l'Armement (DGA – the French defence procurement agency) have signed an agreement to supply twelve Thales GM200 Multi-Mission All-in-one (GM200 MM/A) radar…
Turns out Dead Internet Theory was right: AI agents are eating the Web, growing by nearly 8,000% and rewiring the Internet’s business model
The dead internet theory has floated around internet forums since the 2010s, and the idea that the internet is dominated by non-human activity was often dismissed as a fringe conspiracy. Now it has become a measurable fact. Not only do mul…