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One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
24/7 Wall St.84d agoneutral
One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

Is It Too Late To Consider L3Harris Technologies (LHX) After Its Recent Share Price Pullback
Simply Wall St.85d agoneutral
Is It Too Late To Consider L3Harris Technologies (LHX) After Its Recent Share Price Pullback

Investors may be wondering whether L3Harris Technologies at around US$308 a share is still offering value, or if most of the upside is already reflected in the price. The stock is up 35.8% over the last year and 77.5% over three years, even though it is down 12.0% over the past month and has slipped 0.4% in the last week, with a modest 1.2% gain year to date. Recent attention on L3Harris has centered on its role in the Aerospace & Defense sector, with investors watching contract activity,...

This Arkansas Town Is Humming With the Sound of Missile Making
The Wall Street Journal87d agobearish
This Arkansas Town Is Humming With the Sound of Missile Making

Camden, Ark.—When the Pentagon put out an urgent call for rocket launchers and ammunition to send to Ukraine and replenish supplies at home in 2022, an answer came from an unlikely place: this remote southern pine-belt town, population around 10,000. Lockheed Martin one of the defense contractors clustered in the east part of Camden and already one of the town’s biggest employers, was reeling in government orders to produce more mobile rocket launchers. Other big defense contractors in the area also soon landed contracts to produce ammunition and expand their rocket facilities in Camden.

Bernstein Maintains Outperform on L3Harris (LHX) as Revenue Tops Estimates
Insider Monkey91d agobullish
Bernstein Maintains Outperform on L3Harris (LHX) as Revenue Tops Estimates

L3Harris Technologies, Inc. (NYSE:LHX) is included among the 10 Best Stocks to Buy Now for a $1 Million Portfolio. On May 4, Bernstein analyst Douglas Harned lowered the firm’s price recommendation on L3Harris Technologies, Inc. (NYSE:LHX) to $405 from $435. It reiterated an Outperform rating on the shares. The firm pointed to the company’s first-quarter […]

Wall Street Bullish on L3Harris Technologies, Inc. (LHX) Despite Price Target Cuts
Insider Monkey92d agobearish
Wall Street Bullish on L3Harris Technologies, Inc. (LHX) Despite Price Target Cuts

L3Harris Technologies, Inc. (NYSE:LHX) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. As of the close of business on May 8, the stock is a Strong Buy with an average share-price upside potential of 30%. This is despite recent price target reductions following first-quarter financial results. On May 4, […]

A Lower Price Target On CACI May Reflect More Than Just Valuation Concerns
Insider Monkey96d agoneutral
A Lower Price Target On CACI May Reflect More Than Just Valuation Concerns

With an upside potential of 35.61%, CACI International Inc (NYSE:CACI) is among the 10 Tech Stocks That Could Make You a Millionaire. On April 26, Jefferies analyst Sheila Kahyaoglu lowered the firm’s price target on CACI International Inc (NYSE:CACI) to $550 from $645 while maintaining a Hold rating on the shares. The revision follows solid fiscal third-quarter […]

Why Rocket Lab Stock Is No Longer Just A Launch Story
Trefis96d agoneutral
Why Rocket Lab Stock Is No Longer Just A Launch Story

Rocket Lab (RKLB) has undergone a fundamental valuation rerating, with its stock delivering a 240 percent return over the past year to reach a 45.4 billion dollar market capitalization. (See why RKLB stock moved). The Q1 2026 results indicate that the company has transitioned from its origins as a small-cap launch provider into a large-cap aerospace prime mover. Revenue surged 63.5 percent year-over-year to a record $200.3 million, surpassing the $193.5 million consensus estimate. This growth is

A Look At L3Harris Technologies (LHX) Valuation After Recent Share Price Pullback
Simply Wall St.103d agoneutral
A Look At L3Harris Technologies (LHX) Valuation After Recent Share Price Pullback

Event context and recent share performance L3Harris Technologies (LHX) shares recently reflected mixed short term performance, with a 1 day return of 2.24% and a past month decline of 11.45%. This has prompted some investors to reassess the defense contractor’s current positioning. See our latest analysis for L3Harris Technologies. At a share price of $313.37, L3Harris Technologies has paired a softer 30 day share price return of 11.45% with a much stronger 1 year total shareholder return of...

L3Harris Technologies Q1 Earnings Call Highlights
MarketBeat103d agoneutral
L3Harris Technologies Q1 Earnings Call Highlights

L3Harris Technologies (NYSE:LHX) reported strong first-quarter results and reaffirmed its full-year revenue outlook while raising its GAAP earnings guidance, as executives pointed to accelerating demand tied to U.S. and allied defense modernization, a growing backlog, and increased investment in cap

Apple Earnings Become Sideshow With New CEO Ready to Grab Reins
Bloomberg104d agoneutral
Apple Earnings Become Sideshow With New CEO Ready to Grab Reins

(Bloomberg) -- Apple Inc. reports quarterly earnings after the close on Thursday, but investors will be largely looking past the numbers and seeking clues to incoming Chief Executive Officer John Ternus’ strategic plans.Most Read from BloombergUS Seeks to Deploy Hypersonic Missile for the First Time Against IranNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesTwo NJ Malls Separated by Just Four Miles — and Very Different FatesJunior Bankers Sick of Grunt Work Build $2 Billion AI To

L3Harris (LHX) Q1 2026 Earnings Transcript
Motley Fool104d agoneutral
L3Harris (LHX) Q1 2026 Earnings Transcript

Ken is now focused full time on expanding solid rocket motor production capacity in support of the Munitions Acceleration Council program. Capacity is the new capability, and that is what L3Harris Technologies, Inc. has.