VisionWave Holdings Drives Innovation in Defense Technology
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy GE?
Source: PRnewswire
- Surge in Defense Spending: U.S. defense tech spending is projected to reach $384 billion in 2026, a 71% increase from 2020, creating a high-conviction investment environment for the Electronic Design Automation (EDA) market, expected to hit $33.5 billion by 2033.
- IP Transfer Milestone: VisionWave's joint venture with Boca Jom Ltd. has completed the transfer of three EDA tools' intellectual property, including system architectures and source code, which will directly facilitate the final development, testing, and integration phases, addressing critical bottlenecks in chip manufacturing.
- Advancements in RF Imaging: VisionWave has assembled a specialized team of RF experts to advance its VisionRF platform, aimed at providing real-time situational awareness, with a proof-of-concept demonstration targeting applications in emergency response and military operations, enhancing the company's competitive edge in security.
- Expansion into Southern Europe: VisionWave has secured distribution agreements in Italy and Spain through its subsidiary Solar Drone Ltd. for critical infrastructure maintenance markets, planning to invest up to $10 million over the next six to twelve months to accelerate commercialization timelines across its technology platform.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 312.890
Low
275.00
Averages
345.67
High
386.00
Current: 312.890
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 45,000 commercial and 25,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Lockheed Martin's Gains: Among these deals, Lockheed Martin secured a $9 billion contract for 730 PAC-3 MSE missiles from Saudi Arabia, making it the largest beneficiary and further solidifying its leadership position in the global defense market.
- Boeing's Contract: Boeing won a $2.3 billion contract in Singapore for four P-8A Poseidon patrol aircraft and their weapon systems, although RTX will not gain additional revenue, Boeing's defense division is expected to improve its financial performance.
- Israel's Order: Israel placed a $3.8 billion order for 30 AH-64E Apache attack helicopters and related equipment from Boeing and Lockheed Martin, reflecting Israel's ongoing demand for advanced military equipment and further driving growth for both companies in the international market.
See More
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Implications for Aviation: Innovations in engineering and design will have significant implications for the efficiency and performance of future commercial aircraft.
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- New CEO Appointment: Josh D'Amaro has been appointed as the new CEO, succeeding Iger who will retire in March 2026, while Dana Walden has been promoted to Chief Creative Officer, both receiving substantial contracts, indicating a strategic leadership transition at Disney.
- Chipotle's Declining Performance: Chipotle experienced a 3.2% drop in transactions in Q4, primarily due to reduced spending from consumers aged 25-35 and those earning under $100k, although revenue grew 5% year-over-year, operating margins fell to 14.1%, reflecting broader industry challenges.
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- Streaming Business Transformation: Under Iger's leadership, Disney's streaming segment transitioned from a $2 billion loss in 2022 to a $1 billion profit in 2023, demonstrating the company's adaptability and strategic adjustments in the face of industry challenges.
- Cost-Cutting Measures: Iger implemented approximately $5.5 billion in cost reductions during his second term to stabilize operations and achieve streaming profitability, despite facing multiple challenges including Hollywood labor strikes, showcasing his decision-making capabilities in adversity.
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