2 Homeland Security Stocks Well-Priced for Long Call Strategies as the Iran War Drags On

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But right now, investors can advance their trading accounts in BigBear.ai (BBAI) and Ondas Holdings (ONDS) with battle-ready long call deployments.Iran. Venezuela. Gaza. Ukraine. The current U.S. administration has had its share of challenges navigating foreign policy and a transactional “America First” approach.Stop Fighting Time Decay: How Credit Spreads Change the Game for Options TradersOption Plays in Palantir Stock Are Doing Well as PLTR RisesThis Microsoft Stock Bear Call Spread Could Net 14% in 4 WeeksMarkets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines.Of late, the conflict with Iran has been wearing thin on Wall Street.But BBAI and ONDS stocks are amongst those select companies which stand to benefit from the turmoil.The reason is due to a President Donald Trump-era policy shift toward increased Homeland Security and government spending using AI-driven, decentralized, and homegrown technologies.The mandate offers potentially huge tailwinds for smaller, agile operators like BigBear.ai and Ondas, which have shown the ability to successfully integrate AI into security and battlefield processes.And today, an alignment of attractively priced options and positional advantage on BBAI and ONDS price charts point towards marching orders to victory utilizing a long call or bull call spread strategy.BBAI stock is a heavily traded Homeland Security and defense spending play with shares averaging daily volume of 38.5 million.Options traders are equally active. BigBear’s call and put activity checks in at nearly 55K contracts daily based on its 30-day average.BigBear is a smaller-cap tech company valued at $1.88 billion and profits remain M.I.A. But the prospects for growth and a rapidly changing fundamental picture look good.  BBAI enjoys a war chest of $462 million in cash and investments and reduced its debt by 90% in 2025.And with BigBear’s focused, AI-driven predictive analytics and decision intelligence increasingly popular with U.S. agencies, and a CEO with ties to Homeland Security, the sky may not be the limit, but bullish investors have reasons to put their boots to the ground.www.barchart.comIn particular, bullish options traders are in a strong position to consider a long call strategy and gain limited-risk, directional exposure to a rally in BBAI stock.As Barchart’s Options Data Dashboard shows, the current implied or market pricing in relation to BBAI’s stock volatility (IV/HV) is at 0.96.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoTrending tickersSMCI Super Micro Computer, Inc. 30.79 +0.44 (+1.45%)BTC-USD Bitcoin USD 70,434.56 -353.98 (-0.50%)GE GE Aerospace 291.61 -9.35 (-3.11%)SPOT Spotify Technology S.A. 482.52 -34.20 (-6.62%)FDX FedEx Corporation 356.11 +6.37 (+1.82%)PortfolioSign in to access your portfolioSign inTop gainersAXTI AXT, Inc. 58.09 +9.33 (+19.13%)TSEM Tower Semiconductor Ltd. 166.08 +24.12 (+16.99%)VET Vermilion Energy Inc. 14.42 +1.81 (+14.35%)SRRK Scholar Rock Holding Corporation 45.50 +5.71 (+14.35%)SIG Signet Jewelers Limited 89.56 +10.79 (+13.70%)Top losersHYMC Hycroft Mining Holding Corporation 31.76 -4.48 (-12.36%)CENX Century Aluminum Company 49.65 -5.69 (-10.28%)FAF First American Financial Corporation 58.24 -5.73 (-8.96%)AA Alcoa Corporation 58.65 -5.58 (-8.69%)LB LandBridge Company LLC 71.05 -6.61 (-8.51%)Most activeNVDA NVIDIA Corporation 178.56 -1.84 (-1.02%)VG Venture Global, Inc. 14.29 -0.56 (-3.77%)PLUG Plug Power Inc. 2.4000 +0.0800 (+3.45%)RIVN Rivian Automotive, Inc. 16.12 +0.59 (+3.80%)MU Micron Technology, Inc. 444.27 -17.46 (-3.78%)Top economic eventsEarnings eventsMy earnings eventsEarnings events