Amid rising tensions in the Middle East, investment strategist Shay Boloor has selected 10 growth stocks he believes are well-positioned to gain from the unfolding conflict.
In a June 22 post on X, Boloor highlighted a mix of tech and defense-focused companies likely to draw increased investor attention as geopolitical instability deepens.
His picks followed news that the U.S. had joined Israel in striking Iran’s nuclear facilities, escalating fears of a broader regional war. The strikes came just days after Israel launched ‘Operation Rising Lion’ on June 13, triggering Iranian retaliation.
Palantir Technologies (NASDAQ: PLTR)
Wartime often prompts governments to ramp up spending on surveillance and data-driven intelligence, which is Palantir’s (NASDAQ: PLTR) specialty. Its AI-powered platforms are already integrated across U.S. and allied military systems. The stock has surged 82% year-to-date, trading at $137.30.
Axon Enterprise (NASDAQ: AXON)
Known for body cameras and Tasers, Axon (NASDAQ: AXON) also offers cloud-based evidence systems, making it relevant as nations bolster internal security. AXON is up 30% in 2025, recently closing at $777.32.
Cloudflare (NYSE: NET)
In today’s conflicts, cyberattacks are as critical as physical strikes. Cloudflare’s (NYSE: NET) DDoS protection and secure infrastructure make it highly demanded by governments and enterprises. NET is up 60% YTD, trading at $179.
CrowdStrike (NASDAQ: CRWD)
If Iranian-backed hackers intensify attacks, CrowdStrike’s (NASDAQ: CRWD) Falcon platform is a key line of defense. Already widely deployed across sensitive sectors, CRWD has gained 37% this year to $476.
Archer Aviation (NYSE: ACHR)
If conflict blocks traditional routes, Archer’s (NYSE: ACHR) electric aircraft could aid logistics, medevac, and urban mobility. ACHR is up nearly 5% in 2025, trading at $10.04.
Rocket Lab (NASDAQ: RKLB)
Rocket Lab’s (NASDAQ: RKLB) rapid satellite launches support real-time surveillance and secure communications, which are vital in wartime scenarios. RKLB has risen over 20% YTD, recently hitting $30.04.
AST SpaceMobile (NASDAQ: ASTS)
With infrastructure at risk, AST’s (NASDAQ: ASTS) satellite-to-smartphone service can keep communications running even when towers fail. ASTS has jumped 112% this year and is trading at $45.94.
Eos Energy Enterprises (NASDAQ: EOSE)
As infrastructure threats mount, Eos’s (NASDAQ: EOSE) long-duration zinc batteries offer reliable off-grid power for military and emergency use. However, EOSE is down 18% in 2025, trading at $4.49.
Rubrik (NYSE: RBRK)
Rubrik (NYSE: RBRK) provides backup and recovery solutions to counter ransomware and data sabotage. Since going public in April, RBRK has rallied 125% to $85.51.
Enovix Corporation (NASDAQ: ENVX)
Enovix (NASDAQ: ENVX) makes compact, safe lithium-ion batteries, essential for powering drones and field equipment. Despite its strategic relevance, ENVX is down over 30% in 2025, trading at $8.23.
Featured image via Shutterstock
