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IBM and Lockheed Martin Expand Quantum Deal in Europe: What Investors Need to Know
Barrons.com9d agoneutral
IBM and Lockheed Martin Expand Quantum Deal in Europe: What Investors Need to Know

International Business Machines and Lockheed Martin may seem like an unlikely pairing, but the storied tech giant and defense titan share common ground: quantum computing. The companies are taking their existing partnership a step further with the formation of a quantum innovation hub in Switzerland, IBM and Lockheed announced Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country.

IBM and Lockheed Bet Big on Europe’s Thriving Quantum Scene
Barrons.com9d agoneutral
IBM and Lockheed Bet Big on Europe’s Thriving Quantum Scene

International Business Machines and Lockheed Martin are strengthening their existing relationship by creating a quantum innovation hub in Switzerland, the partners announced early Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country. The IBM system will be deployed at the Swiss National Supercomputing Center, which is affiliated with ETH Zurich, a prominent public research university.

Time to Buy the Dip on Defense Stocks?
Barrons.com10d agobullish
Time to Buy the Dip on Defense Stocks?

FEATURE Defense stocks have been surprisingly lousy lately. That could change as the midterm elections approach. Wall Street has some new ideas for investors to consider. Coming into Tuesday trading, the exchange-traded fund was down 7% since the start of the Iran war in late February, underperforming the by almost 20 percentage points.

How Far Could RKLB Stock Fall In The Next Shock?
Trefis11d agobearish
How Far Could RKLB Stock Fall In The Next Shock?

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

Should You Buy GE Aerospace Stock On Cash That Came Early?
Trefis11d agobullish
Should You Buy GE Aerospace Stock On Cash That Came Early?

At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.

Investing.com11d agobullish
UBS upgrades Lockheed Martin to Buy, sees 26% upside on missile growth

Investing.com -- Lockheed Martin is poised for stronger and more durable earnings growth than investors currently expect, with rising missile demand, F-35 sustainment and other defense programs supporting a multi-year expansion, UBS said on Tuesday as it upgraded the defense contractor to Buy from Neutral. UBS raised its 12-month price target to $674 from $581, implying about 26% upside from the report's Sept. 4 share price of $524.48. The bank expects the company to deliver a 9% revenue compoun

Lockheed Martin (LMT)’s HIMARS Win in Sweden Strengthens its European Defense Footprint
Insider Monkey11d agoneutral
Lockheed Martin (LMT)’s HIMARS Win in Sweden Strengthens its European Defense Footprint

Sweden has decided to purchase around 10 Lockheed Martin Corporation (NYSE:LMT) HIMARS launchers plus ammunition in a deal worth roughly $729 million, with deliveries expected to begin in 2027. The agreement also includes cooperation between Lockheed Martin and Swedish defense company Saab to produce HIMARS ammunition in Sweden. The deal is strategically important because Sweden […]

Lockheed Martin’s (LMT) Javelin JV Signs Co-Production MOU With Tata Advanced Systems
Insider Monkey12d agoneutral
Lockheed Martin’s (LMT) Javelin JV Signs Co-Production MOU With Tata Advanced Systems

The Javelin Joint Venture, which is a partnership between Lockheed Martin Corp. (NYSE:LMT) and Raytheon, entered an MOU with Tata Advanced Systems Limited to collaborate around the production of Javelin All Up Round missile system in India. Signed on August 30, the agreement came after JJV chose Tata as its prime partner for future in-country […]

Lockheed Martin (LMT) Stock Still Looks Below Fair Value After A 74% Run
Simply Wall St.14d agoneutral
Lockheed Martin (LMT) Stock Still Looks Below Fair Value After A 74% Run

Lockheed Martin stock has delivered a strong 73.6% gain over the past five years, yet a fresh valuation check suggests the current share price may still sit below a conservative view of its intrinsic value. Over the past five years, Lockheed Martin has returned 73.6%, which means many long term holders are already sitting on sizeable gains. New multi year defense contracts and expansion into areas like AI enabled airspace monitoring can support long term cash flows, while any pullback in...

Lockheed Martin (LMT) Could Be 22% Undervalued On Credit Deal Extension
Simply Wall St.14d agoneutral
Lockheed Martin (LMT) Could Be 22% Undervalued On Credit Deal Extension

Lockheed Martin (LMT) extended its existing US$3.0b five year revolving credit agreement by one year to August 24, 2031. The stock gives investors another financing decision to weigh following recent price softness. Lockheed Martin’s share price has pulled back recently, with the stock down 6.84% over the past week and 9.06% over the past month, even though the year to date share price return is 5.68% and the 1 year total shareholder return is 16.16%. This suggests that shorter term momentum...