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5 Best Large Cap Defense Stocks to Buy According to Hedge Funds

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In this article, we will list the 5 Best Large Cap Defense Stocks to Buy According to Hedge Funds. Please visit 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds if you’d like to see an extended list and the methodology behind it.

5. Woodward, Inc. (NASDAQ:WWD)

Number of Hedge Fund Holders: 69

Woodward, Inc. (NASDAQ:WWD) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On May 1, Deutsche Bank raised the price target on the stock to $470 from $445 and maintained a Buy rating.

The adjustment followed the company’s second quarter 2026 earnings report. According to TipRanks, the bank noted that there were many factors regarding WWD’s investments that were not appreciated enough. The analyst further added that Deutsche was bullish on the stock’s continued upside potential over the short and medium term.

Earlier on April 30, UBS analyst Gavin Parsons lifted the price target on Woodward, Inc. (NASDAQ:WWD) to $429 from $427, while reiterating a Buy rating. The firm noted the recent earnings beat and told investors that the company was well placed to continue the momentum despite potential headwinds.

As of the close of business on May 5, Woodward, Inc. (NASDAQ:WWD) is a Strong Buy based on the recommendations of 9 analysts and has an average share price upside potential of 20%.

The company posted net sales of $1.1 billion for the quarter, increasing 23% year-over-year. Earnings per share came in at $2.19, beating Wall Street’s estimates. Moreover, the management also announced upbeat guidance for the remainder of the year, lifting the outlook for both sales and earnings per share.

Woodward, Inc. (NASDAQ:WWD) designs, produces, and services energy conversion and control solutions for the aerospace and industrial equipment markets.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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