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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense
Investor's Business Daily34d agobullish
NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense

NLight stock blasted higher on Thursday, flashing an early buy signal after the Defense Department tapped the Camas, Wash., company to create the next-generation architecture for low-cost U.S. missile and drone defense. Lockheed Martin's Aculight unit also was selected for the Joint Laser Weapon System program. Craig-Hallum hiked its price target on NLight to 100 from 80, keeping a buy rating, according to The Fly investment news site.

Lockheed Martin (LMT) Lands $502 Million Sensor Deal And Closes $3.5 Billion Buyout
Simply Wall St.35d agobullish
Lockheed Martin (LMT) Lands $502 Million Sensor Deal And Closes $3.5 Billion Buyout

Lockheed Martin (NYSE:LMT) has announced a US$502 million global contract to provide post production support for advanced sensor systems used in AH-64 helicopters worldwide. The company has also closed its US$3.5b acquisition of Ultra Maritime, expanding its presence in undersea defense technologies. Lockheed Martin is a major defense contractor with a long history in aerospace and security technologies, and these latest moves add fresh detail to its current activity. The new helicopter...

The Reason Behind Blue Origin’s Eye-Popping Valuation
Barrons.com36d agoneutral
The Reason Behind Blue Origin’s Eye-Popping Valuation

Space is the hot new sector on Wall Street, and market optimism has sent Jeff Bezos’ Blue Origin valuation to the moon. Wednesday, CNBC reported that Blue Origin raised $10 billion, valuing the rocket company at $130 billion. Blue Origin didn’t immediately return a request for comment.

Northrop, Lockheed, Other Defense Stocks Rise as Trump Sparks Iran War Fears
Barrons.com36d agobearish
Northrop, Lockheed, Other Defense Stocks Rise as Trump Sparks Iran War Fears

President Donald Trump said the ceasefire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at a NATO summit in Ankara on Wednesday, according to the Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.

Northrup, Lockheed, Other Defense Stocks Rise as Trump Sparks Iran War Fears
Barrons.com36d agoneutral
Northrup, Lockheed, Other Defense Stocks Rise as Trump Sparks Iran War Fears

President Donald Trump said the ceasefire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at a NATO summit in Ankara on Wednesday, according to the Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.

Hormuz Tolls Are Just the Beginning: The World’s Busiest Shipping Route Could Be Next
24/7 Wall St.36d agoneutral
Hormuz Tolls Are Just the Beginning: The World’s Busiest Shipping Route Could Be Next

When Iran attempted to impose transit tolls on ships through the Strait of Hormuz this spring, Secretary of State Marco Rubio dismissed it as illegal: “No country is allowed to charge tolls or fees on an international waterway.” Treasury Secretary Scott Bessent warned Washington would “aggressively target any actors involved directly or indirectly in facilitating ... Hormuz Tolls Are Just the Beginning: The World’s Busiest Shipping Route Could Be Next

Lockheed Martin seals $3.5B deal amid global defense spending spree
TheStreet36d agoneutral
Lockheed Martin seals $3.5B deal amid global defense spending spree

Valued at a market cap of $118 billion, Lockheed Martin is among the largest defense companies globally. The defense manufacturer is buying its way deeper into undersea warfare, a corner of the military business that has quietly become one of the most valuable in the world. The timing ...

Rheinmetall (XTRA:RHM) Stock Looks Fairly Valued While Its Earnings Stay Pricey
Simply Wall St.37d agoneutral
Rheinmetall (XTRA:RHM) Stock Looks Fairly Valued While Its Earnings Stay Pricey

Rheinmetall’s share price has swung sharply in recent months. After a very large five year return, the stock now screens as neither clearly cheap nor clearly expensive on Simply Wall St’s broader valuation checks. Rheinmetall has delivered a very large 5 year return of 1,385.4%, which puts extra attention on whether the current price still fairly reflects its long term prospects. The new missile production partnership with Lockheed Martin can support expectations for future defense orders,...

Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In July
24/7 Wall St.37d agobullish
Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In July

Lockheed Martin (NYSE: LMT) and Boeing (NYSE: BA) both posted Q1 2026 results that read like two different industries. Lockheed runs a pure defense execution engine with messy program charges but reaffirmed guidance. Boeing claws back from manufacturing, certification, and legal scars while its commercial unit loses money on every plane it ships. Program Charges ... Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In July

Is Lockheed Martin (LMT) Undervalued On Its Europe ATACMS Deal?
Simply Wall St.37d agoneutral
Is Lockheed Martin (LMT) Undervalued On Its Europe ATACMS Deal?

Lockheed Martin (LMT) has signed a memorandum of understanding with Rheinmetall to co produce ATACMS missiles in Europe, creating a proposed centre of excellence that could matter for investors tracking the company’s missile portfolio. See our latest analysis for Lockheed Martin. At a US$538.0 share price, Lockheed Martin has seen short term momentum cool with a 1 day share price return that declined 1.45%. A 7 day share price return of 7.16% and year to date share price return of 8.23% sit...