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Lockheed Martin (LMT) Gained from Global Conflicts
Insider Monkey61d agoneutral
Lockheed Martin (LMT) Gained from Global Conflicts

Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q1 2026 scorecard. A copy is available to download here. The Middle East conflict triggered a sharp stock sell-off in the market, resulting in the Greenskeeper Value Fund posting a -8.1% return in Q1. Despite this challenging quarter, the fund […]

Lockheed Martin (LMT) Stock After New US$10b Defense Awards Is The Undervaluation Case Intact
Simply Wall St.63d agoneutral
Lockheed Martin (LMT) Stock After New US$10b Defense Awards Is The Undervaluation Case Intact

Lockheed Martin (LMT) stock is in focus after the company secured nearly US$10b in new defense awards, added large F-35 and helicopter support contracts, and opened a new missile assembly facility. See our latest analysis for Lockheed Martin. Despite a busy few weeks of new contracts and facility openings, Lockheed Martin’s recent momentum has been mixed, with the share price up 3.9% over 30 days but down 16.4% over 90 days. The 1 year total shareholder return of 14.1% points to steadier long...

3 High Backlog Defense Stocks to Buy in June
24/7 Wall St.63d agobullish
3 High Backlog Defense Stocks to Buy in June

Defense contractors have spent the past year doing exactly what they are designed to do: Deliver predictable cash flow, lean on multi-year backlogs and reprice higher as geopolitical risk refuses to fade. With $52.9 billion earmarked for critical munitions in the FY 2027 Department of War budget request and defense ranked the standout ETF theme ... 3 High Backlog Defense Stocks to Buy in June

SpaceX stock gains, space companies fall, chips mixed on IPO news
Yahoo Finance Video64d agobearishVIDEO
SpaceX stock gains, space companies fall, chips mixed on IPO news

Yahoo Finance Senior Reporter Brooke DiPalma joins Market Domination to tackle today's top trending tickers, including the momentum driving SpaceX (SPCX) shares in Friday's session after the company's IPO, the impact it is having on other space stocks Virgin Galactic (SPCE) and Rocket Lab (RKLB), and how semiconductor stocks such as Micron Technology (MU) and Nvidia (NVDA) are moving on the historic public offering.

3 S&P 500 Stocks Walking a Fine Line
StockStory64d agoneutral
3 S&P 500 Stocks Walking a Fine Line

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Acquisition Odds: How These 4 Cult Stocks Stack Up as Buyout Targets
24/7 Wall St.64d agobullish
Acquisition Odds: How These 4 Cult Stocks Stack Up as Buyout Targets

Acquisition speculation is the lifeblood of cult-stock trading. The cleanest takeover targets share three traits: strategic value to a deep-pocketed partner, a cash runway that does not force a fire sale, and proprietary intellectual property that a giant cannot easily replicate. This is a scenario analysis, not a report on any announced or imminent deal. ... Acquisition Odds: How These 4 Cult Stocks Stack Up as Buyout Targets

Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons
24/7 Wall St.65d agoneutral
Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons

The Pentagon’s FY2027 budget request totals $1.5 trillion, with $54 billion earmarked for autonomous and remotely operated systems and another $39 billion routed through what the Department of War now calls “Drone Dominance. That structural tailwind is the entire pitch behind Global X Defense Tech ETF (NYSEARCA:SHLD), a thematic vehicle that has gathered roughly $7.5 ... Forget AI Software: Why the Smart Money is Betting Billions on Autonomous Weapons

Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes
Barrons.com66d agobearish
Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes

President Donald Trump said Wednesday the U.S. would resume attacks on Iran, after a Shahed drone downed a U.S. Apache helicopter. “We’re gonna be attacking them, attacking them very hard,” Trump told reporters, according to The Wall Street Journal. Defense stocks were down in midday trading.

Why Is Wall Street Betting Big On RKLB Stock?
Trefis66d agoneutral
Why Is Wall Street Betting Big On RKLB Stock?

Here’s the real story behind Rocket Lab’s astronomical one-year run, and it has nothing to do with a single earnings report. If you held Rocket Lab (RKLB) over the past year, congratulations. You’ve probably stopped checking your brokerage account out of sheer vertigo. The stock’s +265% return vastly outpaced the S&P 500’s respectable +24% gain, leaving its defense-giant peers like LMT (+13.2%) and NOC (+13.4%) sitting on the launchpad. So, what lit the fuse on this thing? A single quarter of st

Jim Cramer on Lockheed Martin: “This Stock’s Been Very Volatile”
Insider Monkey67d agoneutral
Jim Cramer on Lockheed Martin: “This Stock’s Been Very Volatile”

Lockheed Martin Corporation (NYSE:LMT) was among the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market. A caller asked if it was a good time to start a position in the stock, and Cramer replied: You know… First of all, you sound like a smart fella. I think that […]

Why The Story Around Lockheed Martin (LMT) Is Shifting After New Contracts And Analyst Resets
Simply Wall St.67d agoneutral
Why The Story Around Lockheed Martin (LMT) Is Shifting After New Contracts And Analyst Resets

Lockheed Martin’s updated Street fair value estimate shifts from US$637.60 to about US$625.16, a modest reset that reflects the latest round of price target revisions. Recent research shows this move is being shaped by a blend of optimism on long term defense demand and caution as analysts recalibrate sector timing and valuation after prior moves in the stock. As you read on, you will see how these changing targets fit into the broader story and how to keep up with the evolving analyst...

Lockheed Martin Counter Drone Breakthrough Tested As Governance Questions Rise
Simply Wall St.67d agobullish
Lockheed Martin Counter Drone Breakthrough Tested As Governance Questions Rise

Lockheed Martin (NYSE:LMT) completed a live fire test of a containerized Joint-Air-to-Ground Missile system with integrated battle management and radar, showcasing an agile, mobile launcher for counter drone and distributed lethality missions. A law firm initiated an investigation into Lockheed Martin over alleged misleading statements related to defense contract losses, financial disclosures, and governance practices. Lockheed Martin, a major defense and aerospace contractor, is closely...

ITA Investors: Watch These Two Events Over the Next 30 Days
24/7 Wall St.67d agoneutral
ITA Investors: Watch These Two Events Over the Next 30 Days

The iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA) is sitting on a 34% one-year gain heading into June, with shares at roughly $235 and $13.5 billion in net assets. Two events in the next four weeks will largely decide whether ITA keeps running: the Pentagon’s FY2027 budget moving through Congress, and the June 29 Honeywell ... ITA Investors: Watch These Two Events Over the Next 30 Days

Earn $5,000+ Yearly With These 4 Dividend Stocks
24/7 Wall St.67d agoneutral
Earn $5,000+ Yearly With These 4 Dividend Stocks

Earned income has a ceiling. Hours in a day, headcount budgets, layoff cycles, and corporate restructurings all cap how much a paycheck can deliver. Passive income flips that dynamic. A properly built dividend portfolio pays you on a schedule independent of whether you showed up to work or whether your employer hit its quarter. Real ... Earn $5,000+ Yearly With These 4 Dividend Stocks