The evolving priorities of U.S. Immigration and Customs Enforcement (ICE) in recent years have both reshaped policy landscapes and created lucrative opportunities for technology companies tied to its operations. In 2025, stocks tied to ICE’s growing technological needs delivered outstanding returns, leaving investors wondering if the momentum will continue into 2026.
Why ICE-Related Stocks Are Booming
The second term of President Donald Trump has turned ICE into a dominant force, backed by historic funding increases and a broadened operational mandate. Among the key beneficiaries of this trend are tech companies providing ICE with data analytics, AI solutions, and surveillance technology. Their critical role in supporting enforcement measures has spurred significant stock price gains, positioning these companies as potential gold mines for investors.
Palantir Technologies (NASDAQ: PLTR)
Palantir Technologies emerged as a major player in 2025, delivering cutting-edge data integration and artificial intelligence (AI) solutions for ICE’s investigative and operational needs. The company secured a $30 million contract in April 2025 to develop ImmigrationOS – a comprehensive system aimed at streamlining immigrant tracking, deportation logistics, and enforcement prioritization.
The project has garnered attention due to its scale, with total contract obligations exceeding $86 million by the end of 2025. Palantir’s stock experienced a remarkable rise, surging from $75 at the start of 2025 to a year-end price of $177, marking a 135% increase. This growth highlights the company’s potential as a strong investment opportunity as the trend continues into 2026.
Learn more about Palantir’s innovations.
L3Harris Technologies (NYSE: LHX)
Another key company benefiting from ICE’s expanded operations is L3Harris Technologies, which specializes in supplying communications systems and advanced surveillance equipment. These tools are pivotal for real-time location tracking and border enforcement operations. L3Harris secured contracts worth nearly $9.2 million in 2025, including agreements supporting mobile handset tracking – an essential tool in ICE’s fieldwork.
The stock showed steady growth last year, rising from $210 to $293.57 by year-end, a 40% gain. As ICE’s funding and operations continue to grow, L3Harris Technologies remains a critical player in the agency’s operations, suggesting enduring appeal for investors in 2026.
Explore L3Harris Technologies’ products.
Should You Invest in ICE-Related Stocks?
The combined average return of 87% between Palantir and L3Harris stocks in 2025 demonstrates the financial rewards of investing in companies tied to government contracts. However, investors should remain cautious of potential market volatility and political developments that could impact ICE’s priorities and budgets in the years to come.
If you’re exploring reliable tech stocks tied to government infrastructure, Palantir and L3Harris point to promising opportunities, particularly as their products remain integral to ICE operations.
Final Thoughts
While investing in government-related stocks offers high rewards, it is critical to weigh the risks, such as unexpected legislative changes. For investors looking to ride the growth wave of ICE-related tech companies, both Palantir and L3Harris present attractive options as enforcement priorities continue into 2026.
If you plan to diversify your portfolio, consider platforms like eToro, which allows you to invest in stocks, cryptocurrencies, ETFs, and more, all on one platform. Start investing today, but remember to carefully assess risks beforehand.
