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Intuitive Machines has plunged 46.4% in three months, but record backlog and rising production face profitability, valuation and execution risks.

Intuitive Machines' surging revenues and record backlog strengthen its growth case, but rich valuation, cash use and execution risks keep the investment setup balanced.

Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.

LHX's $1 billion strategic investment targets missile manufacturing expansion, creating a potential path for greater capacity and growth.

Recently, Artisan Partners highlighted L3Harris Technologies’ stronger-than-expected results, with 15% organic growth led by its space, mission systems, and missile solutions businesses, while Marotta Controls announced new contracts supporting the U.S. Navy’s Next Generation Jammer – Low Band program under L3Harris as prime contractor. Together, these developments underline L3Harris’ central role in next-generation defense electronics and mission systems even as investors weigh future...

L3Harris Technologies (NYSE:LHX) awarded Marotta Controls a contract to support the U.S. Navy's Next Generation Jammer, Low Band program for airborne electronic warfare. The agreement centers on critical hardware for the NGJ-LB pod that will equip Navy aircraft with advanced jamming capability. The contract adds to L3Harris Technologies' role as prime contractor on NGJ-LB and contributes to its long-term government project pipeline. Defense related electronic systems are drawing wider...

L3Harris Technologies (LHX) is in focus after law firm Bronstein, Gewirtz & Grossman began investigating potential securities claims following CEO Christopher Kubasik’s August 17 resignation for conduct inconsistent with company values. L3Harris Technologies’ share price has softened recently, with a 30-day share price return down 4.87% and a year to date share price return down 13.44%, even though the 3-year total shareholder return of 61.12% points to stronger long term compounding. Scan...

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Space is recapturing Americans’ imagination, mainly thanks to SpaceX Elon Musk, and his trillion-dollar dreams to make humans a multi-planetary species. There’s more to space than just SpaceX, which will benefit other shares beyond Musk’s rocket and AI company. On Sunday, NASA is scheduled to launch the Nancy Grace Roman Space Telescope.

L3Harris (LHX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LHX's Viper Shield gains international traction, strengthening its electronic warfare portfolio for F-16 aircraft.

L3Harris shares are down roughly 11% this year, lagging other big U.S. defense companies. The abrupt exit of CEO Christopher Kubasik after a probe into allegations of inappropriate conduct with a subordinate has weighed on the stock, which now looks like a cheap way to bet on missile rearmament.

The defense contractor’s shares have had a punishing year amid headlines that don’t hurt its solid fundamentals.

The multiple rests on a launch vehicle that has yet to fly and an acquisition that has yet to close, while most of the revenue arriving today comes from satellites.

RDW's record revenues, improving margins and rising Defense Tech contribution signal growing momentum in space and autonomous defense systems.

LHX is expanding its electronic warfare footprint as Viper Shield adoption grows and production ramps toward 233 systems for global F-16 programs.

XPeng’s strong earnings did little to calm delivery concerns, while On Holding faced retail pressure and L3Harris dealt with leadership changes and higher spending concerns.

L3Harris Technologies stock has pulled back in recent weeks after leadership upheaval, yet the current valuation checks, including an intrinsic value estimate, still point to a potential disconnect between price and underlying cash flow value. With a high value score and both Discounted Cash Flow (DCF) and market multiple views leaning toward undervaluation, investors are weighing whether the recent drop has moved the stock too far away from its intrinsic value. Over the past 3 years the...

A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.

RTX and L3Harris bring distinct strengths in aerospace and defense, with growth outlooks, stock trends, valuation and ROIC shaping the comparison.

RKLB joins the $981 million NITE-STAR program, opening new opportunities in space test, training and mission infrastructure.

L3Harris Technologies has underperformed the broader market, while analysts remain moderately optimistic about its future prospects.

Rocket Lab's flight rate moved one way over the past year; its share price moved both ways.

On August 4, when Intuitive Machines, Inc. (NASDAQ:LUNR) was selected by L3Harris Technologies, Inc. (NYSE:LHX) to build 18 advanced spacecraft platforms for the Space Development Agency’s Accelerated Missile Defense Tranche 3 (AMDT3) mission, it highlighted a growing trend in aerospace: large defense primes partnering with agile commercial space firms to build missile tracking infrastructure. Under […]

Washington just started writing checks specifically to prevent a Starlink monopoly in orbit, and five U.S.-listed stocks sit directly in the path of that money before the window closes.

L3Harris Technologies, Inc. (NYSE:LHX) fell 4.6% on August 17 after abruptly replacing Chairman and CEO Christopher Kubasik following a board investigation that found his conduct was inconsistent with company values outlined in its Code of Conduct. The company said the matter was unrelated to financial reporting, controls, customer relationships or operational performance. That distinction mattered, […]

NVIDIA, Applied Materials and ConocoPhillips headline today's research, with AI demand, semiconductor spending and energy assets in focus.

Chris Kubasik was ousted after an investigation into conduct with a subordinate. Years earlier, another employee had made a harassment complaint

L3Harris ousts CEO Christopher Kubasik and names Sam Mehta as new chief executive. Here’s what the leadership change really means for LHX shares.

Coming into Tuesday trading, shares of 10 major defense contractors Barron’s looked at—including Lockheed Martin Northrop Grumman Huntington-Ingalls Industries and others—were down an average of 17% since fighting started in Iran. Only RTX and General Dynamics were up. U.S. defense spending is at a record high, European defense spending is growing, and the Iran war is teaching the American military how to build more autonomous weapons systems and smart munitions.