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China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.
Why Short Sellers Are Running Scared from These Stocks
GE Aerospace (GE) stock trades at about $329.50, about 14% below the $381.22 high it set inside the past year, and most of the decline is recent. It has fallen 12.7% over the past month. In July the company raised its 2026 guidance across the board.
Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.
Toward the end of the lightning round of the September 1 episode of Mad Money, a caller asked for Jim Cramer’s opinion of General Dynamics Corporation (NYSE:GD). Here’s what he had to say in response: You’re not going to go wrong with General Dynamics, buying it here at 20 multiple. I think it’s fine… I […]
Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.
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.
(Updates with the latest stock price movement in the headline and first paragraph.) Albany Intern
Rocket Lab shares have shed nearly all their 2026 gains despite a record backlog and a deal that could fundamentally transform the company's revenue profile, and the gap between where the stock sits today and where our model puts it in 12 months is hard to ignore.
LMT's shares are outperforming as defense demand drives record backlog and new opportunities, but program risks and debt cloud the outlook.
Although Lockheed Martin has outperformed relative to the industrial sector over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
Lockheed Martin (NYSE:LMT) won a multi year, multi billion dollar Pentagon contract to triple production of its Patriot missile systems. The award comes as U.S. and Iran relations remain strained and demand for air and missile defense capacity draws greater attention. The contract further anchors Lockheed Martin's role as a core supplier to U.S. and allied defense programs focused on regional security. This kind of contract highlights Lockheed Martin's exposure to renewed defense and...
Lockheed Martin (LMT) closed the most recent trading day at $544.5, moving 2.98% from the previous trading session.
Renewed U.S.-Iran tensions are fueling defense demand, spotlighting ETFs offering diversified exposure to aerospace and defense stocks.
Six months into the Iran war, the global economy has avoided the worst-case scenario many feared, even as the conflict continues to reshape oil markets, travel, food costs and defense spending. The war initially triggered a sharp rise in oil...
The government wants far more interceptors, fast, and only these companies can deliver them.
Defense ETFs like ITA offer diversified exposure as the latest U.S.-Iran escalation boosts demand for defense products.
MP and NioCorp offer distinct critical-minerals opportunities, but operational maturity and execution risks set them apart.
Space Exploration Technologies Corp. has redefined the launch business, flying at a pace no other company has matched. The company recently completed its 100th Falcon mission of 2026 following a record of 165 Falcon launches in 2025, underscoring its dominance...
The European CEO of US defence company Lockheed Martin said transatlantic partnerships such as the one with Rheinmetall will build a credible deterrence and economic benefits on both sides. Dennis Goege spoke with Bloomberg's Lizzy Burden from Frankfurt.
Lockheed Martin (LMT) concluded the recent trading session at $565.62, signifying a +1.64% move from its prior day's close.
NOC is expanding its global defense reach as allied spending rises, with international sales climbing and a $10B annual target by 2031.
Lockheed Martin (NYSE:LMT) showcased its NetSense Airspace Awareness-as-a-Service system, which uses AI and commercial 5G networks to detect unmanned aircraft systems. The NetSense demonstration highlighted potential applications in monitoring airspace around critical infrastructure, public events, and government facilities, in collaboration with partners including Verizon and NVIDIA. Lockheed Martin extended its multi-launch rocket agreement with Firefly Aerospace and agreed to work...
Over the past six months, Lockheed Martin’s shares (currently trading at $564.17) have posted a disappointing 12.9% loss, well below the S&P 500’s 10.5% gain. This might have investors contemplating their next move.
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