Stratasys, 3D Systems, Park-Ohio, Stanley Black & Decker, and RBC Bearings Stocks Are Surging—Here’s What’s Important

Market Movers: What Drove the Surge?

Several stocks experienced notable gains during the afternoon trading session as investors shifted toward defensive sectors in anticipation of substantial government expenditure.

This momentum was sparked by President Trump's proposal for a $1.5 trillion defense budget for 2027—a considerable boost that propelled defense-related companies higher. Northrop Grumman soared by more than 10%, while Lockheed Martin advanced nearly 8%, leading the sector’s strong performance. In addition to the defense rally, the industrial sector benefited from a rebound in energy prices, particularly crude oil. The combination of increased policy-driven demand and more stable input costs made industrial stocks particularly appealing.

Market reactions to news can sometimes be excessive, and sharp declines may create attractive entry points for quality stocks.

Key Stocks Affected

• Stratasys (NASDAQ:SSYS), a custom parts manufacturer, climbed 4.8%.

• 3D Systems (NYSE:DDD), another custom parts manufacturer, surged 12.8%.

• Park-Ohio (NASDAQ:PKOH), specializing in engineered components and systems, rose 2.5%.

• Stanley Black & Decker (NYSE:SWK), a provider of professional tools and equipment, gained 4.1%.

• RBC Bearings (NYSE:RBC), another engineered components and systems company, advanced 2.9%.

Spotlight on 3D Systems (DDD)

3D Systems has been known for its significant price swings, recording 69 instances of moves greater than 5% over the past year. However, the latest surge stands out even for this volatile stock, signaling a major shift in investor sentiment.

Just three days earlier, the company’s shares jumped 6.5% following an announcement highlighting strong momentum and ambitious growth targets for its Aerospace & Defense division.

The company projects that its Aerospace & Defense segment will become its largest and fastest-expanding industrial business by 2026. Revenue for this division grew by over 15% in 2025 and is expected to accelerate to more than 20% growth in 2026. This rapid expansion is fueled by rising demand for U.S.-based manufacturing, bolstered by new National Defense Authorization Act measures that limit the use of foreign-made 3D printing systems in Department of Defense projects. To accommodate this growth, 3D Systems is also enlarging its facility in Littleton, Colorado.