Kirk Assassination Causes Fluctuations in Gun Stocks: 8 Companies to Monitor, Featuring One Supported by Trump's Son
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
0mins
Source: Benzinga
Gun Stocks Surge: Following the assassination of conservative activist Charlie Kirk and a school shooting in Colorado, shares of gun and ammunition manufacturers have seen an uptick, with several companies reporting midday price increases.
Political Violence Context: Kirk's death is part of a troubling trend of violence against political figures, with multiple recent incidents highlighting the increasing danger faced by politicians, including previous assassination attempts and shootings.
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Analyst Views on OLN
Wall Street analysts forecast OLN stock price to fall
11 Analyst Rating
3 Buy
7 Hold
1 Sell
Hold
Current: 29.730
Low
20.00
Averages
24.00
High
30.00
Current: 29.730
Low
20.00
Averages
24.00
High
30.00
About OLN
Olin Corporation is a vertically integrated global manufacturer and distributor of chemical products and a United States manufacturer of ammunition. It operates through three segments: Chlor Alkali Products and Vinyls, Epoxy and Winchester. The Chlor Alkali Products and Vinyls segment manufactures and sells chlorine and caustic soda, ethylene dichloride and vinyl chloride monomer, methyl chloride, methylene chloride, chloroform, carbon tetrachloride, perchloroethylene, hydrochloric acid, hydrogen, bleach products and potassium hydroxide. The Epoxy segment produces and sells a full range of epoxy materials and precursors, including aromatics (acetone and phenol), allyl chloride, epichlorohydrin, liquid epoxy resins, solid epoxy resins and formulated solutions products such as converted epoxy resins and additives. The Winchester segment produces and sells sporting ammunition, reloading components, small caliber military ammunition and components, industrial cartridges and clay targets.
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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- Customer Base and Applications: The company has deployed over 74,000 fuel cell systems across 280 hydrogen-powered material handling sites globally, with major clients like Amazon and Walmart, highlighting its extensive market application and potential for growth in the hydrogen sector.
- Financial Status and Challenges: Plug Power's revenue is expected to decline to $629 million in 2024 due to macroeconomic pressures and a stall in growth following acquisitions, leading to widened operating and net losses, which reflect significant challenges ahead for the company.
- Future Growth Potential: Analysts project that from 2025 to 2028, Plug Power's revenue will grow at an 18% CAGR to $1.17 billion, with adjusted EBITDA expected to turn positive by Q4 2026, indicating that the company is actively addressing costs and seeking a turnaround.
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See More
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- Share Sale Details: Grizzlyrock Capital sold 135,000 shares of Olin in Q4 2025, with an estimated transaction value of $2.91 million, reflecting a cautious outlook on market conditions.
- Position Value Decline: The total position value in Olin decreased by $4.07 million due to the sale and price fluctuations, indicating significant pressure on the company in the current economic environment.
- Financial Performance: Olin reported a net loss of $85.7 million in Q4, with adjusted EBITDA at $67.7 million, sharply down from the previous year, highlighting the dual impact of soft chlorine demand and compressed margins.
- Legal Risks: Olin disclosed a $75 million pre-tax charge related to a verdict in litigation with Shintech, expecting approximately $185 million in cash payments in the first half of 2026, which adds further short-term pressure on the company.
See More
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- Market Performance Analysis: Plug Power has a market cap of $3 billion, with a current stock price of approximately $2.26, and its projected sales for 2026 suggest a price-to-sales ratio of less than four, indicating a potential multibagger opportunity for investors despite current market challenges.
- Customer Base and Applications: The company has deployed over 74,000 fuel cell systems across 280 hydrogen-powered material handling sites globally, with major clients like Amazon and Walmart, highlighting its extensive market application and potential for growth in the hydrogen sector.
- Financial Status and Challenges: Plug Power's revenue is expected to decline to $629 million in 2024 due to macroeconomic pressures and a stall in growth following acquisitions, leading to widened operating and net losses, which reflect significant challenges ahead for the company.
- Future Growth Potential: Analysts project that from 2025 to 2028, Plug Power's revenue will grow at an 18% CAGR to $1.17 billion, with adjusted EBITDA expected to turn positive by Q4 2026, indicating that the company is actively addressing costs and seeking a turnaround.
See More
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- Stock Performance: Plug Power's stock has plummeted 99% since its IPO in 1999, currently trading around $2, significantly below its adjusted IPO price of $150, reflecting market skepticism about its future growth prospects.
- Growing Market Demand: Despite macroeconomic challenges, Plug Power anticipates a 13% revenue increase in 2025 and plans to ramp up green hydrogen production in Texas and Georgia to meet rising market demand, indicating its potential in the hydrogen sector.
- Financial Condition: In 2024, Plug Power's revenue is expected to decline to $629 million, with net losses widening to $2.1 billion, highlighting pressures on its core business; however, the company is actively cutting costs through its 'Project Quantum Leap' initiative to seek a turnaround.
- Future Outlook: Analysts project Plug Power's revenue to grow at an 18% CAGR from 2025 to 2028, reaching $1.17 billion, and if the company meets these targets, its stock could rise nearly 12 times over the next decade, drawing investor interest.
See More
Pentagon Bans Use of Chinese Rare Earth Materials in Defense
- Policy Shift Impact: The Pentagon's plan to ban the use of Chinese-origin rare earth magnetic materials in U.S. military platforms starting in 2027 will compel manufacturers to trace the origins of rare earth metals, significantly impacting the entire American defense industrial base.
- Supply Chain Restructuring: Defense giants like Lockheed Martin are overhauling their magnet supply chains to avoid non-compliance risks in 2027, emphasizing that the traceability requirements for rare earth sourcing will affect multi-tier supplier networks.
- Domestic Production Capacity Boost: REalloys has achieved industrial production of rare earth metals at its Euclid facility in Ohio, targeting an annual output of 400 tonnes by the end of 2027, scaling up to 600 tonnes, marking a significant restoration of U.S. self-sufficiency in rare earth metals.
- Capital Support and Strategic Investment: The U.S. Export-Import Bank has expressed interest in providing up to $200 million to support rare earth processing expansion, reflecting the government's commitment to rebuilding the domestic rare earth supply chain to ensure stability and security in defense production.
See More
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- Policy Impact: The Pentagon's plan to ban the use of Chinese-origin rare earth magnetic materials in U.S. military platforms starting in 2027 will compel manufacturers to trace the origins of rare earth metals, significantly impacting the entire American defense industrial base.
- Supply Chain Restructuring: Defense giants like Lockheed Martin are overhauling their magnet supply chains to avoid compliance risks in 2027, emphasizing that the traceability requirements for rare earth materials will affect multi-tier supplier networks.
- Domestic Production Capacity: REalloys has achieved industrial production of rare earth metals at its Euclid facility in Ohio, targeting an annual output of 400 tonnes by the end of 2027, scaling up to 600 tonnes, marking a significant enhancement in U.S. self-sufficiency in rare earth metals.
- Strategic Investment: REalloys, in partnership with SRC, is focused on rare earth metallization and alloying, ensuring that U.S. defense production no longer relies on China, highlighting that rare earth metallization has become a critical variable in defense planning.
See More
Grizzlyrock Capital Reduces Stake in Olin Corporation
- Share Reduction Transaction: Grizzlyrock Capital reduced its stake in Olin Corporation by 135,000 shares during Q4 2025, with an estimated transaction value of $2.91 million, indicating diminished confidence and resulting in a $4.07 million decline in its total position value in Olin.
- Declining Financial Performance: Olin reported a net loss of $85.7 million in Q4, with adjusted EBITDA of $67.7 million, sharply down from the previous year, reflecting pressures from soft chlorine demand and compressed Winchester margins.
- Increased Legal Risks: The company disclosed a $75 million pre-tax charge related to a verdict in litigation with Shintech, expecting approximately $185 million in cash payments in the first half of 2026, which adds further financial strain amid weak market conditions.
- Investor Focus: Although Olin represents about 3% of Grizzlyrock's portfolio, investors should monitor whether the company can maintain liquidity and execute cost reductions while navigating current market challenges, especially if demand stabilizes and leverage trends downward.
See More
Grizzlyrock Capital Sells Olin Shares Worth $2.91 Million
- Share Sale Details: Grizzlyrock Capital sold 135,000 shares of Olin in Q4 2025, with an estimated transaction value of $2.91 million, reflecting a cautious outlook on market conditions.
- Position Value Decline: The total position value in Olin decreased by $4.07 million due to the sale and price fluctuations, indicating significant pressure on the company in the current economic environment.
- Financial Performance: Olin reported a net loss of $85.7 million in Q4, with adjusted EBITDA at $67.7 million, sharply down from the previous year, highlighting the dual impact of soft chlorine demand and compressed margins.
- Legal Risks: Olin disclosed a $75 million pre-tax charge related to a verdict in litigation with Shintech, expecting approximately $185 million in cash payments in the first half of 2026, which adds further short-term pressure on the company.
See More
