Motley Fool96d agoneutral
Villere St Denis Dumps 134,000 Tidewater (TDW) Shares Worth $9.3 MillionSpecializing in offshore marine support, Tidewater serves global energy clients across oil, gas, and windfarm projects.
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Simply Wall St.97d agobearish
A Look At Lockheed Martin (LMT) Valuation After Q1 Earnings Miss And Production DelaysLockheed Martin (LMT) stock is in focus after first quarter revenue and profit came in below analyst expectations, tied to F-16 and C-130 production delays, even as management reaffirmed full year guidance. See our latest analysis for Lockheed Martin. The share price reaction has been sharp, with a 30 day share price return of 17% and a 90 day share price return of 19.1%, even though the 1 year total shareholder return is 11.4% and the 5 year total shareholder return is 50.4%. This points to...
Investing.com97d agobearish
Germany’s defense minister reacts to Trump’s decision to recall 5,000 US troopsInvesting.com -- Reacting to Trump’s latest decision, Germany’s Defence Minister, Boris Pistorius, said: "The presence of U.S. soldiers in Europe and especially Germany is in our interest and the interest of the U.S."He added that his country was growing its armed forces, procuring more equipment more quickly, and building more infrastructure."
Motley Fool97d agobullish
The U.S. Has 9 Damaged Military Bases to Rebuild in the Middle East. Is Now the Time to Buy Defense Stocks?Defense stocks appear to be a volatile play right now.
Zacks97d agoneutral
Northrop Grumman Gains From Strong Backlog and Rising Defense DemandNOC rides a $95.6B backlog and rising defense demand, but labor shortages and compliance costs threaten near-term performance.
ETF Trends97d agoneutral
Q2 Symposium: 4 Key Drivers Powering Global Drone EconomyThe defense investing playbook is getting rewritten. However, portfolios built around legacy names like Lockheed Martin Corp. (LMT) miss the shift toward autonomous systems and next-generation warfare technology reshaping Pentagon priorities. The REX Drone ETF (DRNZ) posted a 120.1% return over the past year as government spending pivots toward mass-produced autonomous drones, according to VettaFi [...]
Investor's Business Daily98d agobullish
Textron Leads Defense Advance On Earnings, Analyst Rates AeroVironment A BuyTextron clears earnings views, announces plans to separate industrials business. Analyst rates AeroVironment a buy. Lockheed Martin, RTX land contracts.
Zacks98d agobullish
L3Harris Q1 Earnings and Revenues Beat Estimates, '26 EPS View RaisedLHX tops first-quarter estimates as revenues rise across all segments on new program ramp-up and higher international volume, and lifts its 2026 EPS outlook.
Zacks98d agoneutral
Bloom Energy and KB Home have been highlighted as Zacks Bull and Bear of the DayBloom Energy rides AI data center power demand with a major Oracle deal, while KB Home faces pressure from high rates, weak demand, and shrinking margins.
Manufacturing Dive98d agoneutral
Lockheed Martin, e-Vac Magnetics, Oerlikon air critical minerals concernsThe companies had to “get creative” to mitigate the costs of procuring critical materials such as rare earth minerals.