On July 10th, the White House and DoD announced a sweeping new directive to fast-track U.S. drone dominance.
The policy removes certification barriers and classifies lightweight drones as "expendable" - clearing the path for frontline deployment.
Now, one U.S. drone company is already seeing the impact.
The Nasdaq-listed company just confirmed a direct sale of its Commander XL drone system to the Department of Defense, backed by earlier contracts with top U.S. defense contractors for its modular, swarm-capable FPV systems.
And this week, they hit another milestone.
At an invite-only Pentagon event, the company demonstrated an integrated tactical strike system - deploying kinetic payloads via its Group I drone platform using the Mjolnir Modular Munition, a precision-engineered warhead developed by MMS Products, Inc.
Their platform was featured alongside top-tier defense tech in front of senior DoD officials and global partners.
With Pentagon visibility rising and active defense sales in motion, this U.S. drone innovator is earning serious attention.
See Why Defense Insiders Are Watching Closely
Tomorrow Investor
Rocket Stock Just Broke Out, But EPS Growth Still Isn't Priced In
Written by Gabriel Osorio-Mazilli. Published 8/18/2025.
Key Points
- Rocket Companies stock has just broken out, though its future EPS growth is not at all priced in yet, giving investors a new opportunity.
- Institutional buyers are stepping in after realizing this wide gap higher, buying millions worth of stock.
- Fundamentally, the setup for this company is looking better than ever.
Most investors see a stock breaking out near its highs and assume the best gains are behind them. While that's sometimes the case, initial breakouts can also mark the beginning of a much larger move. One key metric can help determine whether a rally is still in its early stages or nearing exhaustion.
That metric is the price/earnings-to-growth (PEG) ratio, which adjusts today's valuation multiple for tomorrow's expected earnings per share growth. Since investors ultimately pay for future earnings, the PEG ratio is a highly reliable gauge of whether a stock's rally has room to run.
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One company that recently broke out—but hasn't yet priced in its full growth potential—is Rocket Companies Inc. (NYSE: RKT). Its current PEG ratio suggests significant upside potential over the coming quarters, especially given trends in the mortgage industry and the broader real estate sector.
Why Rocket Companies Could Sail Higher
Today's housing market has roughly 50% more listings than this time last year. Coupled with elevated mortgage rates, that glut of supply has depressed buying demand—normally a headwind for Rocket's mortgage business.
But markets are forward-looking. Investors aren't fixating on current volume so much as where supply and interest rates will settle over the next year. If mortgage rates ease and inventory normalizes, Rocket Companies could deliver EPS growth that both justifies its recent run-up and fuels further gains.
Even after a one-month rally of 36.5%, Rocket still trades at just 92% of its 52-week high. Here's why it has room to go higher.
Earnings Growth Isn't Fully Priced In
In its latest quarter, Rocket reported $0.04 in EPS, topping consensus of $0.03. That outperformance sparked a double-digit gain in the stock, but investors must focus on what lies ahead.
Wall Street now expects Rocket to post $0.12 in EPS for Q4 2025—a three-fold increase from today's levels. To fully price in that growth, the stock would need to trade at roughly 100× forward P/E. At its current multiple of 24.1×, however, Rocket is far from stretched.
That equates to a PEG of about 0.1×—when a PEG of 1.0× implies all growth is priced in. In other words, roughly 90% of Rocket's expected EPS growth remains unreflected in its stock price, presenting a massive upside opportunity if the outlook materializes.
Supporting this view, institutions have added approximately $416 million worth of RKT shares in the past quarter—a clear vote of confidence from "smart money." Chief among them, Boston Partners boosted its Rocket stake by 6.2% through early August 2025, lifting its position to $206 million.
With a reshaping real estate cycle and mortgage rates poised to moderate, Rocket Companies looks like a growth engine whose future gains are largely unpriced today—offering investors significant upside with limited downside risk.
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