Axon Enterprise shares declined roughly 30.7% over the past 30 days, from a closing price of $645.72 on August 19, 2026, to $447.76 on September 18, 2026. The selloff followed a strong Q2 2026 earnings report, as investors focused instead on contracting margins, expiring tariff credits, and the removal of cash-flow guidance.

Selected target: $20 per share, a psychological round number that also sits near Intuitive Machines' 200-day moving average. Bullish case: A rapidly growing contract backlog, rising NASA and commercial awards, and triple-digit revenue growth support a recovery from current levels.

Planet Labs shares fell approximately 24.9% over the 30-day period ending mid-September, from a closing price of $22.62 to $16.99. The decline extends a multi-month pullback driven primarily by a valuation reset rather than deteriorating fundamentals, as revenue and profitability continued to improve.

Firefly Aerospace (FLY) trades near $22, with a widely discussed target of $40 implying roughly 80% upside from current levels. Record revenue growth, a $1.5 billion backlog, and a "Buy" analyst consensus underpin the bullish case.

Karman Holdings (KRMN) shares have fallen roughly 39% over the trailing 30 days, from a closing price near $58 to about $35. The decline follows a prolonged reset from extreme valuations after the stock peaked above $100 per share earlier in 2026.

The selected price target is $130 , roughly 51% above Mercury Systems' recent closing price and just above its 52-week high of $128.45. Record bookings, a backlog above $1.9 billion, and improving profit margins are the strongest bullish factors supporting the case for new highs.

VSE Corporation (VSEC) shares fell roughly 24% over the trailing 30 days, sliding from about $230 to the $175 level and erasing most of the gains built since early August. The pullback followed an all-time high of $247.85 in mid-August, with insider selling by senior executives and a more cautious analyst tone weighing on sentiment.

DPC Holdings shares fell roughly 20% over the last 30 days, declining from a close of $49.58 to $39.52. The pullback followed a sharp post-IPO rally that peaked at an intraday high of $57.25 in early August 2026.

SPCX is up +5.57% to roughly $151 during regular market hours, rebounding from Tuesday's close of $143.49 after two down sessions. Primary catalyst: CFO Bret Johnsen disclosed a new AI-computing hosting deal worth about $1.11 billion per month (~$13B+ annualized) starting Dec 1, supporting the path toward a $100B recurring-revenue target.

HEICO Corporation (HEI) has declined roughly 20% over the last 30 days, falling from about $371 to approximately $297. The pullback reversed a run that took shares to a 52-week high of $376.86 in mid-August.

Howmet Aerospace (HWM) shares have declined roughly 22% over the past 30 days, falling from about $289 in mid-August to near $225. The selloff was driven by two competitive headlines: SpaceX's plan to cast its own gas-turbine blades in-house, and GE Aerospace's $11.75 billion acquisition of castings supplier Consolidated Precision Products (CPP).

AXON is trading down -9.28% during regular market hours, near $444.68 versus a prior close of $490.18. Primary catalyst: Axon announced a proposed $1.0 billion offering of 0% convertible senior notes due 2031, plus a $150 million over-allotment option.

Axon Enterprise shares declined roughly 20% over the trailing 30 days, from about $612.83 to $490.18, despite a strong second-quarter revenue report and raised guidance. The pullback was driven primarily by margin concerns and valuation de-rating rather than a slowdown in underlying demand.

Kratos Defense & Security Solutions, Inc. ( KTOS ) trades near $48, roughly 59% below its 52-week high of $134, making a move to $100 a more-than-doubling that would require a major sentiment shift. The strongest bullish case rests on its positioning in drones, hypersonics, and missile systems, a backlog exceeding $2 billion, and a Strong Buy analyst consensus with an average target near $104.

The stock price target of $200 implies roughly 30% upside from AeroVironment's recent trading range near $153, following a steep decline from its 52-week high of $417.86. The strongest bullish factors are a record funded backlog of about $1.5 billion, a landmark U.S. Army directed-energy laser contract, and better-than-expected quarterly results.

Howmet Aerospace (HWM) declined roughly 18.4% over the past 30 days, falling from $283.71 (August 10 close) to $231.53 (September 8 close). The selloff was triggered by Elon Musk's announcement that SpaceX (SPCX) plans to cast its own industrial gas turbine blades and vanes, raising competitive concerns in Howmet's fastest-growing business segment.

Curtiss-Wright (CW) shares fell roughly 22.7% over the last 30 days, from $723.71 on August 12, 2026, to $559.74 on September 10, 2026. The decline accelerated even after second-quarter results beat earnings expectations and management raised full-year guidance.

RKLB fell roughly 21% over the last 30 days, from about $80 to the low-$60s, extending a multi-month pullback from its 52-week high. The decline came even as the company reported record second-quarter revenue of $234.1 million, up 62% year over year, and a record $2.36 billion backlog.

Karman Holdings (KRMN) shares fell roughly 32% over the trailing 30 days, from about $58.23 to $39.69, extending a multi-month de-rating. The slide followed an early-August post-earnings rally that briefly carried the stock above $62 before a sharp reversal erased those gains.

Planet Labs (PL) shares fell roughly 22.9% over the trailing 30 days, from about $23.10 to near $17.81. The decline accelerated into early September despite a fiscal second-quarter earnings beat, as conservative forward guidance and a smaller-than-expected defense contract weighed on sentiment.