We recently published a list 12 best space and defense shares to buy according to analysts. In this article we will see where Moog Inc. (NYSE: MOG-A) stands against other best space and defense shares to buy according to analysts.
On February 13, BHMNews reported that President Trump’s statement on a possible reduction in American defense issues caused a decrease in defense shares. During an event of the White House, the president suggested lowering the defense budget in two, which states that the United States is not necessary to spend almost $ 1 trillion on the army. He mentioned plans to discuss this idea with China and Russia in future meetings. This sent mixed signals with regard to military expenditures. On the one hand, he has emphasized the need for a strong military and proposed initiatives such as the ‘Iron Dome of America’, a rocket weather system. On the other hand, he also suggested significant cuts on the defense expenditure, in accordance with broader efforts to reduce government spending.
To discuss this, Roman Schweizer from TD Cowen joined BHMNews for an interview on 14 February. He noted that it set aside of all mixed signals and uncertainty surrounding the sector, the government would increase defense expenditure. This will be the result of the senate reconciliation plan and the house, but the size of this increase is still unclear. Schweizer also noted that some members of both the house and the Senate President Trump encourage defense expenses to 4% or 5% of GDP. In addition, the US Defense Minister, Pete Hegseeth, repeated that the American defense must be linked to 3% of GDP. Schweizer emphasized that this is an interesting baseline for a potential increase in expenditure of $ 40 billion to $ 60 billion in the coming years.
Regardless of the uncertainty in the White House with regard to increasing or reducing defense, the industry has re -defined itself with the help of technology and AI. On February 21, Morgan Stanley issued a report in which Megatrends are emphasized for industry. The report emphasizes that innovations in unmanned drones, robotics, autonomy and artificial intelligence not only modernize military operations, but also influence how nations assign their defense budgets and let them grow. In 2023, global military expenditure reached a record high of $ 2.4 trillion, which marked an increase of 6.8% compared to the previous year, the steepest annual growth since 2009.
Morgan Stanley’s Global Investment Office regards this revival of Defense expenditure and technological innovation as an opportunity to improve productivity and to stimulate economic growth. They emphasized that the integration of new technologies can create investment options, not only in defense contractors, but also in related sectors such as supply chains, transport, production, energy and cyber security.
To put together the list of 12 best space and defense shares to buy according to analysts, we used the Finviz Stock Screener and CNN as our sources. With the help of the screener we have aggregated a list of space and defense shares for which analysts see more than 30% benefit in the coming 12 months. After sorting the list on market capitalization, we have checked the analysts of CNN and ranked the shares in rising order of this indicator. We have also added the hedge fund sentiment around each stock from the Q4 2024 database of Insider Monkey. Please note that the data was included on March 27, 2025.
Why are we interested in the shares that stack hedge funds? The reason is simple: our research has shown that we can surpass the market by imitating the best share choices of the best hedge funds. The strategy of our quarterly newsletter selects 14 CAP and Large-CAP shares every quarter and has returned 373.4% since May 2014 and has reported its benchmark with 218 percentage points (See more details here).
Is Moog Inc. (NYSE: MOG-A) The best space and defense shares to buy according to the analyst?
A competent driver who inspects a precision bearing for an application in space travel/defense.
Number of holders of hedge funds: 25
Upward potential of analyst: 31.04%
Moog Inc. (NYSE: Mog -A) is an international company that specializes in the design, production and integration of precision control components and systems. It works in four main segments, including space and defense, military aircraft, commercial aircraft and industrial applications.
During the tax first quarter of 2025, Moog Inc. reported (NYSE: MOG-A) Strong financial results powered by growth in space and defense companies. The net turnover grew by 6% on an annual basis to $ 910 million, fueled by an increase in space and defense turnover by 8% and an increase of 15% in the turnover of military aircraft. More in particular, bookings achieved a record of $ 1.3 billion, powered by strong orders in space and defense, as well as commercial planes.
Moreover, Moog Inc. (NYSE: MOG-A) In January 2025 to secure an important contract with Lockheed Martin to offer adapted electromechanical actuators for the Patriot Advanced Capability-3 Raket segment improvement program. This contract is valued at more than $ 100 million and represents one of the biggest prizes in the history of the company’s defense department. Moog Inc. (NYSE: MOG-A) is one of the best space and defense shares to buy according to analysts.
Generally Mog-a is in 12th place On our list of best space and defense shares to buy according to analysts. Although we recognize the potential of Mog-A as an investment, our conviction is believed that AI shares have a greater promise to deliver a higher return and to do this within a shorter time frame. If you are looking for an AI share that is promising than MOG-A, but which acts in less than 5 times, view our report on the Cheapest AI stock.
Read next: 20 best AI shares to buy now And 30 best shares to buy now according to billionaires
Publication: none. This article was originally published on Insider monkey.
