Russia has up to 700 ballistic missiles and thousands of cruise missiles – Ukraine's intelligence
Published . Updated .
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
Russia continues to maintain a large arsenal of long-range missiles and expand production despite international sanctions.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-3.5% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “missile” (defense) in this story.
- XLY Consumer Discretionary Select Sector SPDR+5.7% 30d
Consumer Discretionary Select Sector SPDR: it holds travel and leisure firms. Linked by “cruise” (travel) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story.
- LMT Lockheed Martin+20.6% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
- RTX Rtx+4.1% 17d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
- NOC Northrop Grumman+14.3% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
- GD General Dynamics+10.4% 30d
General Dynamics (ship and boat building and repairing): defense contractors gain when military spending rises. Linked by “missile” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | -4.02% | -3.08% | base | -1.67% | -5.60% | -4.31% | -0.65% |
| XAR | -3.84% | -2.83% | base | -3.63% | -8.47% | -4.14% | +1.09% |
| XLY | -1.73% | -1.67% | base | +4.27% | +0.01% | +0.19% | +3.09% |
| USO | +5.38% | +6.75% | base | -8.03% | -6.32% | -5.71% | -9.82% |
| LMT | -1.51% | -0.41% | base | -7.03% | -9.64% | -11.35% | -8.16% |
| RTX | -3.80% | -1.96% | base | -2.65% | -5.83% | -7.03% | -3.69% |
| NOC | +0.45% | +1.37% | base | -4.53% | -4.51% | -4.52% | -2.10% |
| GD | -5.31% | -0.39% | base | -2.53% | -4.76% | -5.37% | -3.18% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Russia has up to 700 ballistic missiles and thousands of cruise missiles – Ukraine's intelligence RBC-Ukraine
Source: RBC-Ukraine
Defense
| Company | When | Move | Status |
|---|---|---|---|
| GD | that day | -2.53% | final price |
| GD | the next day | -4.76% | final price |
| GD | two days later | -5.37% | final price |
| GD | three days later | -3.18% | final price |
| GD | three days earlier | -0.39% | final price |
| GD | five days earlier | -5.31% | final price |
| ITA | that day | -1.67% | final price |
| ITA | the next day | -5.60% | final price |
| ITA | two days later | -4.31% | final price |
| ITA | three days later | -0.65% | final price |
| ITA | three days earlier | -3.08% | final price |
| ITA | five days earlier | -4.02% | final price |
| LMT | that day | -7.03% | final price |
| LMT | the next day | -9.64% | final price |
| LMT | two days later | -11.35% | final price |
| LMT | three days later | -8.16% | final price |
| LMT | three days earlier | -0.41% | final price |
| LMT | five days earlier | -1.51% | final price |
| NOC | that day | -4.53% | final price |
| NOC | the next day | -4.51% | final price |
| NOC | two days later | -4.52% | final price |
| NOC | three days later | -2.10% | final price |
| NOC | three days earlier | +1.37% | final price |
| NOC | five days earlier | +0.45% | final price |
| RTX | that day | -2.65% | final price |
| RTX | the next day | -5.83% | final price |
| RTX | two days later | -7.03% | final price |
| RTX | three days later | -3.69% | final price |
| RTX | three days earlier | -1.96% | final price |
| RTX | five days earlier | -3.80% | final price |
| USO | that day | -8.03% | final price |
| USO | the next day | -6.32% | final price |
| USO | two days later | -5.71% | final price |
| USO | three days later | -9.82% | final price |
| USO | three days earlier | +6.75% | final price |
| USO | five days earlier | +5.38% | final price |
| XAR | that day | -3.63% | final price |
| XAR | the next day | -8.47% | final price |
| XAR | two days later | -4.14% | final price |
| XAR | three days later | +1.09% | final price |
| XAR | three days earlier | -2.83% | final price |
| XAR | five days earlier | -3.84% | final price |
| XLY | that day | +4.27% | final price |
| XLY | the next day | +0.01% | final price |
| XLY | two days later | +0.19% | final price |
| XLY | three days later | +3.09% | final price |
| XLY | three days earlier | -1.67% | final price |
| XLY | five days earlier | -1.73% | final price |
Defense
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 48 days before publication. Filed 13 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the defense case looks
12 out of 100
“Russia has up to 700 ballistic missiles and thousands of cruise missiles – Ukraine's intelligence” scores 12 out of 100. The score uses 1 sources.