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Price · 1Y
$820.21
Thesis
Elbit Systems is Israel's largest defense-electronics company and a global exporter of UAVs, electronic warfare, C4ISR, and combat systems. Operational use across multiple active theaters provides a credibility advantage that few peers can match.
The export model and battle-tested portfolio map well onto European and Asia-Pacific procurement priorities, though geopolitical exposure adds volatility.
Catalysts
- European and Asia-Pacific export contract awards
- Drone and loitering-munition demand from sustained conflict use
- Israeli defense budget expansion
- C4ISR and EW modernization content wins