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3 Defense Stocks Under $20 With Massive Upside
Author: Chris Markoch. Posted: 3/6/2026.
Key Points
- Small-cap defense stocks trading under $20 offer investors exposure to fast-growing areas such as military drones, battlefield connectivity, and next-generation batteries.
- Companies such as Unusual Machines and Inseego provide “picks-and-shovels” technology supporting defense modernization trends.
- SES AI represents a higher-risk play with massive upside potential if its AI-driven battery technology gains traction in drone and defense markets.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
First, the bad news. The best time to buy aerospace and defense stocks was roughly nine months ago. That timing would have positioned investors to capture the strong growth seen in Q4 2025 and the acceleration in early March after the United States and Israel initiated a military conflict with Iran.
Now the good news: there are still opportunities in small-cap defense stocks trading under $20 as of recent market sessions.
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See What He FoundLast year at this time, investors could have bought Red Cat Holdings Inc. (NASDAQ: RCAT) for about $5.30 a share; it recently closed near $15. A similar story applies to Amprius Technologies Inc. (NYSE: AMPX), which traded around $2.10 a year ago and recently closed near $15.
Both RCAT and AMPX remain interesting, but they have nearly moved into mid-cap territory. Below are three true small-cap defense names that offer picks-and-shovels exposure to the sector.
A Picks-and-Shovels Play on the Military Drone Boom
While Red Cat builds drones and Amprius supplies batteries, Unusual Machines Inc. (NYSE: UMAC) provides critical components—motors, FPV cameras, and flight controllers—for tactical drone platforms used by the U.S. military and enterprise customers.
All of its products are NDAA-compliant, which matters as the government tightens restrictions on foreign-made drone components. In December 2025, for example, Unusual Machines received a $3.75 million purchase order from Performance Drone Works to support the AM-FPV program, illustrating its direct ties to active military procurement.
The company recorded its first profitable quarter in Q3 2025, with $1.6 million in net income on $2.1 million in revenue, and gross margins expanded to 34%. Year-to-date revenue through Q3 was up 55% year-over-year. Unusual Machines reports earnings on March 9, and analysts expect revenue of $3.59 million for the quarter.
Management is targeting a $30 million annual revenue run rate to reach break-even. Needham named UMAC a top pick for 2026 and projects 149% revenue growth. The Unusual Machines analyst forecasts on MarketBeat show four analysts rating the stock a Buy, with an average 12-month price target of $20 — roughly 30% above the recent close.
5G Connectivity Powering Mission-Critical Communications
Inseego Corp. (NASDAQ: INSG) is the connectivity-infrastructure play in this group. The company makes 5G and 4G mobile broadband solutions—including the MiFi brand—along with rugged industrial routers and cloud management platforms for government agencies, transportation companies, and enterprise customers. Its devices meet strict government supply-chain security standards and are available on GSA Schedule contracts.
Four of its 5G products carry the Verizon Frontline-Verified designation, validating their use in mission-critical communications for law enforcement, fire, and EMS. At Mobile World Congress in February 2026, Inseego launched the MiFi PRO M4 enterprise router (Wi‑Fi 7 and standalone 5G) and updated its Inseego Subscribe SaaS platform to automate government procurement workflows. The SaaS offering adds recurring revenue, improving the durability of the business model.
Q4 2025 revenue was $48.4 million, the company's third consecutive quarter of sequential growth. Adjusted EBITDA was $6 million, a 12.4% margin, and the business is approaching profitability. Four analysts cover INSG with a consensus price target of $16.50, implying roughly 50% upside from the recent close near $11. Craig-Hallum is the most bullish, with a $20 target.
High-Risk Battery Technology With Defense Drone Potential
SES AI Corp. (NYSE: SES) is the highest-risk, highest-reward name on this list. Trading near $1.55, it qualifies as a penny stock. SES AI develops AI-enhanced lithium metal batteries for EVs, drones, urban air mobility, and robotics—applications where weight and performance are critical—making it a natural fit for tactical drone platforms.
SES AI is executing a pivot that could make the stock more compelling. In 2025 it launched the Molecular Universe platform, using AI to accelerate battery materials discovery, and reported six breakthrough materials currently being tested by more than 40 customers. The company is also converting manufacturing capacity at its South Korea facility from EV to drone form factors and is working toward NDAA compliance. If successful, SES could become a direct supplier for U.S. defense drone procurement.
Revenue more than doubled quarter-over-quarter in Q3 2025 following the UZ Energy acquisition. SES's asset-light model supports a break-even point estimated at about $32 million in annual revenue. The SES AI analyst forecasts on MarketBeat show two analysts covering the stock with a consensus price target of $4.00, implying potential upside of more than 250%.
The Treasure Hunt Trade: Why Ross and TJX Are Winning the Market
Reported by Jeffrey Neal Johnson. Article Published: 3/6/2026.
Key Points
- Both companies recently reported significant increases in comparable-store sales, driven by a notable rise in customer traffic.
- The unique treasure hunt shopping experience, fueled by opportunistic buying, creates strong customer loyalty and a durable competitive advantage.
- Management at both retailers is signaling confidence through substantial new stock buyback programs and generous dividend increases for shareholders.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
In an economic landscape marked by persistent financial pressures, consumers are becoming more deliberate with their spending. That caution has created significant headwinds for many full-price retailers, particularly in areas such as electronics and high-end apparel, where shoppers are postponing non-essential purchases. Still, money rarely disappears; it simply moves to different pockets.
This flight to value is funneling a meaningful portion of consumer spending into the off-price sector, where finding brand-name goods at steep discounts is the core business. In this environment, market leaders Ross Stores (NASDAQ: ROST) and The TJX Companies (NYSE: TJX) are benefiting from the shift. They are not just weathering the storm; they're showing notable strength and offering a compelling story for investors.
Ross Stores' Q4 Results Show Increased Traffic
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Add yourself to the distribution list here.The migration to off-price retailers is evident in the latest financials. Ross Stores delivered a strong performance in its fourth quarter of fiscal 2025, with revenue up 12% year over year to $6.6 billion.
Notably, comparable-store sales rose 9%, a key metric that tracks sales at locations open at least a year.
Importantly, that increase was driven mainly by higher customer transactions, confirming that more shoppers are visiting Ross's stores.
Profitability was also solid: Ross reported earnings of $2.00 per share, beating analyst estimates of $1.90.
TJX's Strong Q4 Performance Highlights Off-Price Defensive Strength
The story is similar at The TJX Companies, which demonstrated market strength with a robust fourth-quarter performance in fiscal 2026. The parent of T.J. Maxx, Marshalls and HomeGoods reported a 5% increase in comparable sales and surpassed $60 billion in annual sales. Adjusted earnings of $1.43 per share represented a 16% year-over-year increase and topped expectations.
Management described the quarter as well above plan. These results, achieved amid widespread retail caution, underscore the defensive qualities of the off-price model.
Investors have noticed, rewarding both companies with solid stock gains over the past year.
More Than a Bargain: Inside the Treasure Hunt Strategy
Their success stems from more than just low prices. It rests on a hard-to-replicate business model that creates a durable competitive moat. Both companies rely on opportunistic buying: large, experienced teams purchase brand-name overstocks, factory closeouts and excess inventory at a fraction of original cost. That sourcing produces a steady stream of desirable merchandise they can sell at roughly 20% to 60% below traditional retail prices.
That approach fuels the "treasure hunt" experience. Unlike traditional stores with predictable assortments, inventory at Ross and TJX is constantly changing, creating a sense of discovery and urgency that drives repeat visits. The combination of that engaging experience, a no-frills store environment and an efficient supply chain helps protect margins while delivering the value consumers seek—advantages many static e-commerce sites and department stores struggle to match.
Doubling Down on Success
This recent momentum appears to be a foundation for further growth rather than a one-off. Both companies have clear expansion plans to capture additional market share from pressured full-price competitors. Ross intends to open 110 new locations in 2026 as it works toward a long-term target of 3,600 stores, while TJX is targeting roughly 146 net new stores for the coming year. Management commentary during earnings calls was upbeat: Ross CEO Jim Conroy said the company is off to a very strong start in the first quarter, and TJX described merchandise availability as outstanding.
That confidence is translating into shareholder-friendly capital allocation. Ross announced a new two-year, $2.55 billion stock repurchase authorization and raised its quarterly dividend by 10%. TJX unveiled plans to buy back up to $2.75 billion of stock and increased its dividend by 13%. Large buybacks and dividend hikes signal management's confidence in sustained cash generation and support future stock performance.
The Enduring Allure of a Great Deal
The conjunction of value-focused consumers and a well-executed, engaging business model is driving the strong results at Ross Stores and The TJX Companies. Their rising sales, growing customer traffic and shareholder-friendly actions from management make a persuasive case.
As long as shoppers prioritize finding a great deal, the off-price sector is well positioned to keep growing. That resilience makes it an attractive area for investors seeking dependable growth in a cautious economic environment.
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