Iran strikes will likely boost defense stocks — but here’s what will keep the cash flowing long after the conflict ends

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Why This Matters

The article suggests that defense stocks may see a short-term boost due to Iran strikes, but the long-term growth will be driven by recurring revenue from maintenance and software contracts.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

A massive backlog of maintenance and software contracts will ensure recurring revenue.

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Original article published by MarketWatch on February 28, 2026.
Analysis and insights provided by AnalystMarkets AI.