These Stocks Will to Ride the Golden Dome to Riches

When it comes to defending the American homeland, no cost is too high.

And that’s why President Trump’s Golden Dome isn’t just going to be big — it’s going to be historic.

Simply put, America hasn’t undertaken a defense initiative this big since the Manhattan Project.

It’s going to require advanced capabilities — some of which (like space-based intercepters) have never before been deployed.

It will need to fend off…

Hypersonic missiles that travel five times the speed of sound…

ICBMs with glide vehicles that make interception almost impossible…

And autonomous drone swarms.

It will require seamless coordination between assets arrayed across land, sea, air, and space.

And it must be deployed rapidly, with a target date to deploy in 2028.

So simply in terms of scale, the project is massive.

However, that also means defense contractors and technology firms have inundated the Pentagon with solicitations and plans to contribute.

In fact, more than 2,000 firms have thrown their hats in the ring.

And last week, the Missile Defense Agency accepted 1,014 qualifying offers for an initial $151 billion SHIELD (Scalable Homeland Innovative Enterprise Layered Defense) contract.

Of course, that doesn’t really narrow things down for investors.

So let me help you out with a few stand-out names…

Among the qualifying companies are Booz Allen Hamilton (NYSE: BAH), Lockheed Martin (NYSE: LMT), RTX Corp. (NYSE: RTX), Elbit Systems (NASDAQ: ESLT), and L3Harris (NYSE: LHX).

RTX would be a natural choice, as it’s already a partner on the Iron Dome, producing Sky Hunter missiles.

In fact, RTX produces nearly every major missile in America’s arsenal — including the Tomahawk, the Patriot, and the Stinger, among others.

Additionally, the company’s Patriot missile system is the most effective and widely used anti-air defense platform on the planet.

For those reasons, I think it’s an absolute lock to be involved one way or another.

Elbit Systems is a key contractor for the Iron Dome, as well. So it, too, has relevant experience.

Then there’s Booz Allen Hamilton.

It’s floating a concept called “Brilliant Swarms” — a networked constellation of thousands of AI-enabled satellites to process data from sensors, early warning systems, and radar installations.

The company’s website says this network of LEO satellites would autonomously detect, track, and intercept ballistic missiles just minutes after launch, neutralizing the threat before warheads deploy — and with a much higher probability of success.

BAH officials believe they could demonstrate the concept in space against multiple targets in four years' time and reach initial operating capability within 5–7 years.

Sounds like a match.

Lockheed Martin, America’s largest defense contractor, is also pushing for a role in the program.

Lockheed was already selected to design and build the next-gen interceptor for Ground-Based Midcourse Defense (GMD) system, which is meant to intercept ICBMs and other long-range ballistic missiles.

Its TPY-6 radar was used in a successful test intercept of a ballistic missile from Guam late last year.

And its PAC-3 Missile Segment Enhancement has proven effective in Ukraine.

The part it plays in the Golden Dome could include anything from command-and-control networks to its F-35 joint strike fighter or its Sentinel A4 radar.

And finally, there’s L3Harris, which has already secured over $2 billion in missile-tracking satellite contracts from the Space Force’s Space Development Agency and the Missile Defense Agency.

So those are some of the big names investors might want to dip into as the Golden Dome project picks up even more momentum in 2026.

However, smaller defense companies that make software and components will likely be included as well.

And in many cases, these stocks will do even better than the large caps because — regardless of which defense heavyweight wins the prime contract — the big firms will have to rely on smaller parts suppliers for the components.

In fact, one stock in particular is destined to shoot significantly higher due to its AI-powered edge computing and advanced signal intelligence that can track and neutralize hypersonic missiles and cyber threats before they strike.

It’s much smaller than all of the companies I just mentioned, but it’s quietly involved in over 300 major U.S. defense platforms. And its stock is already up 80% this year.

You can find my full report on that company here.