The defense sector is considered a strong candidate for long-term investment through 2026. Consistent government orders and growing exports are providing stability to companies in this sector....

2026 could open a wealth vault; these defense stocks could make investors rich, a brokerage firm expressed confidence.

Best Defense Stocks 2026: The year 2025 was full of ups and downs for investors. While the market sometimes raised hopes, it also sometimes signaled caution. Today, December 31st, 2025, ends. Investors will now be focused on market performance in 2026. With this thought in mind, many investors may shift their focus toward sectors that offer a clearer picture of the future.

The defense sector is considered a strong long-term investment option for the year 2026. Consistent government orders and growing exports are providing stability to companies in this sector. According to brokerage firm Motilal Oswal, companies like Hindustan Aeronautics and Bharat Electronics are expected to perform well going forward due to their strong order books, improved profitability, and their significant role in indigenous manufacturing.

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This could lead to better long-term returns for investors in 2026. Let's find out which companies the brokerage firm has expressed its confidence in...

Motilal Oswal's Favorite Stocks

According to brokerage firm Motilal Oswal, Bharat Heavy Electricals' current market price (CMP) is ₹393, with a target price of ₹500. HAL's current share price is ₹4,377, with a target price of ₹5,800. Furthermore, Bharat Dynamics has a target price of ₹2,000, compared to a CMP of ₹1,473.

The brokerage firm has a positive bet on Astra Microwave Products, setting a target of Rs 1,100 against a CMP of Rs 979. Motilal Oswal has a neutral stance on Zen Technologies. The company's CMP is Rs 1,386, and it has a target of Rs 1,400.