The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies...
In turn, enforcing that means a $5.39 billion pot must be paid out to everyday Americans.
See, virtually every AI model is built off stolen data...
AI firms have used virtually everything from your Facebook posts to words uttered next to Alexa devices to pocket billions...
So it’s only fair that you deserve some kind of compensation...
And the U.S. government seems to agree.
Which is why you could now receive as much as $3,452.50 per month on average from "AI Equity Checks."
That’s $41,430 every year from one passive income stream.
And it only takes five minutes to get set up.
To your wealth,
Keith Kohl
Investment Director, Technology and Opportunity
P.S. Although the average monthly check is $3,452.50 — some payouts have been as high as $4,010, $7,966.61, and $11,803. Go here to get set up before the next payout next month.
This Defense Stock Has a $57B Backlog and New AI Tailwinds
Written by Gabriel Osorio-Mazilli. Published 10/24/2025.
Key Points
- Huntington Ingalls' stock now trades near a 52-week high, although its market capitalization is significantly below the sector average.
- Government defense spending has led to an increase in the company's backlog, boosting EPS forecasts.
- AI implementation could raise margins to new highs, justifying the continuation of its bullish price action.
In the world of defense investing, some of the best opportunities come not from discovering new names, but from re-evaluating essential companies that Wall Street may be underpricing relative to their strategic value.
One such case is Huntington Ingalls Industries (NYSE: HII), a major player in the U.S. defense sector with a market cap of $11.5 billion.
Bitcoin's surge reveals a hidden opportunity most are missing (Ad)
Bitcoin grabs headlines, but smart money likes this token
My research team has identified the token positioned at the absolute center of this incoming capital flood— a project so fundamentally essential to the crypto ecosystem that institutional investors simply cannot ignore it.
With geopolitical tensions heating up between the United States, China, and the Middle East, Huntington Ingalls stands to benefit from expanding government defense budgets.
Huntington Ingalls' record backlog, artificial intelligence (AI) adoption, and strong defense spending are creating a rare setup for long-term earnings growth and valuation expansion, despite the stock currently trading near its highs.
Huntington Ingalls Is at the Center of Naval Power
The United States Navy is one of the most extensive and well-equipped in the world.
The 2025 defense budget stands just under $850 billion, with roughly $40 billion dedicated to aircraft carriers and other major platforms across the services. These allocations translate to direct revenue opportunities for the contractors that supply critical military infrastructure, like Huntington Ingalls.
Despite being the largest military shipbuilder in the United States and a major supplier of aircraft carriers, destroyers, and submarines for the Navy, the company trades at a modest valuation relative to its strategic importance.
In its most recent quarter, Huntington Ingalls secured $11.9 billion in new contract awards, boosting its backlog to a record $56.9 billion. These backlog levels have not been seen since the COVID-19 pandemic and provide a long runway of predictable revenue.
But there's a new factor that could significantly accelerate value realization: AI integration.
How Artificial Intelligence Is Changing the Game
According to management, Huntington Ingalls' AI implementation is set "to accelerate shipbuilding throughout," which translates to faster production cycles, lower costs, and expanded margins.
It could also shift long-lead government contracts into more immediate earnings drivers. This transformation is a key reason why HII stock is up 48.1% year-to-date and is now trading at 95% of its 52-week high, despite the long timelines typically associated with defense contracts.
Analysts May Still Be Behind the Curve
It's understandable that some investors do not feel comfortable buying a stock near its 52-week high, especially when analysts are not yet boosting ratings or targets.
Investors will soon learn whether the company meets—or beats—the Q3 analyst consensus forecast of $3.40 when the report is expected on Oct. 30.
The MarketBeat consensus Q4 earnings per share (EPS) forecast for HII is $4.24, roughly 10% higher than the Q2 reported EPS of $3.86. The company's Q2 EPS had already beaten the consensus estimate of $3.23 by a wide margin—an example of analysts underestimating near-term performance.
This pattern suggests that analysts may still be too conservative, especially if AI gains continue to compress production timelines and improve margins. If these trends persist, Huntington Ingalls could see upside EPS revisions in future quarters—a key catalyst for further stock gains.
Institutional investors appear to be taking notice. In August 2025, Bank of America boosted its stake in Huntington Ingalls by 4%, bringing its total position to $160.9 million, equal to 1.7% ownership. This move signals conviction in HII's long-term trajectory, given a business that delivers both national importance and expanding financial returns.
Huntington Ingalls: A Strategic Play on Defense and AI
Huntington Ingalls is uniquely positioned at the intersection of national defense urgency and technological transformation. A $57 billion backlog, a proven track record as the Navy's shipbuilder of choice, and AI-powered efficiency gains make the company a rare combination of stability, growth, and upside surprise potential.
Because of these factors, HII stock remains a compelling opportunity for investors who can look beyond short-term noise and focus on long-term fundamentals.
This email content is a sponsored message for Angel Publishing, a third-party advertiser of DividendStocks.com and MarketBeat.
If you need assistance with your account, don't hesitate to email MarketBeat's U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
Copyright 2006-2025 MarketBeat Media, LLC.
345 N Reid Place, Sixth Floor, Sioux Falls, South Dakota 57103. U.S.A..