GE Aerospace is investing heavily in MRO and manufacturing expansion to support long-term engine demand growth.
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Are analysts bullish or bearish on L3Harris Technologies after its Q1 results?
The commercial space sector has crossed into recurring commercial revenue at scale. SpaceX’s Starlink unit is now throwing off subscription cash flow at a scale that supports an IPO pipeline being shepherded by Bank of America as lead underwriter. Pure-play satellite operators are booking recurring service revenue rather than one-off launch fees. Even prime defense ... The Commercial Space Economy Just Crossed a Real Revenue Threshold and After Following This Industry for Years These Are the 3 E
Earlier in May 2026, L3Harris Technologies announced plans to ramp up production of its fiber-optic tether systems used to maintain secure communications with military drones and underwater platforms amid rising electronic warfare threats. This expansion highlights how L3Harris is leaning into demand from the Pentagon and allied forces for more resilient communications technology across defense and commercial applications. Now we’ll explore how this production ramp in fiber-optic tether...
L3Harris Technologies (LHX) is expanding production of its fiber-optic tether systems for military drones and underwater platforms, responding to heightened electronic warfare threats and growing demand for secure communications in situations where radio signals risk disruption. See our latest analysis for L3Harris Technologies. The recent decision to ramp up fiber optic tether production comes as the stock shows mixed momentum, with a 1 day share price return of 1.84% and a 7 day return of...
L3Harris Technologies (NYSE:LHX) is expanding production of its advanced fiber-optic tether systems. The ramp up targets rising demand from the Pentagon and allied forces for secure links to drones and underwater platforms. The move is a response to growing electronic warfare threats affecting military communications. L3Harris Technologies operates as a defense technology company focused on communications, sensors, and mission systems for government and allied customers. The decision to...
CGNT lands a $5M APAC agency upgrade deal, boosting AI-driven investigative tools as governments ramp digital intelligence spending.
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
RKLB is building an end-to-end space model launch, spacecraft systems and mission ops to diversify revenues and deepen its market position.
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,...
RTX lands a Naval Research contract to advance software-defined radar, enabling future naval systems to run multi-mission sensing in a crowded spectrum.
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.
We recently compiled a list of the 8 Most Oversold Large Cap Stocks to Buy. L3 Harris Technologies, Inc. (NYSE:LHX) is among the most oversold stocks. TheFly reported on May 4 that LHX saw its valuation outlook adjusted as Bernstein reduced the price target to $405 from $435 while maintaining an Outperform rating on the […]
KTOS pushes deeper into space communications with software-based ground systems like OpenSpace, aiming for flexible, scalable control of complex satellite networks.
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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 […]
AVAV advances AI-enabled multi-domain autonomy with Kinesis command software and MacCready Works to support faster, coordinated defense missions.
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, […]
The fact that multiple L3Harris Technologies, Inc. ( NYSE:LHX ) insiders offloaded a considerable amount of shares over...
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 […]
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
Investors need to pay close attention to LHX stock based on the movements in the options market lately.
Cognyte Software has surged 38% in 3 months as revenue grows, margins expand and backlog builds - can its AI investigative analytics momentum keep going?
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 (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
L3Harris Technologies' (LHX) 2026 outlook seems "incrementally conservative," given the strong Q1, w