News

The Pentagon expanded General Motors' contract to build lightweight troop carriers. Shares of GM rose about 1% on Tuesday.

Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.

AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.

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

Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.

A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...

Loar stock sets up a new buy point amid the recent market strength. The aerospace and defense giant is looking for support at a key level.

D-Wave Quantum posts lower-than-expected revenue in its latest quarter, even as the number of revenue-generating customer orders soars.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr

Lockheed Martin stock rallies on blockbuster Q2 earnings and raised full-year guidance. Options pricing suggests continued gains ahead in LMT shares.

The defense contractor posted $20.1 billion in quarterly sales and now projects free cash flow of more than $7 billion for the year

Lockheed Martin and RTX both rose more than 5% before the market open. Their stocks are taking very different directions.

Investing.com -- Lockheed Martin Corporation (NYSE: LMT) reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 7.3% premarket on Thursday.

Lockheed Martin delivered the beat-and-raise quarter the stock and the sector badly needed. The defense contractor reported second-quarter earnings per share of $7.94 from sales of $20.1 billion on Thursday morning. Wall Street was looking for earnings per share of $7.19 from sales of $19.3 billion.

Wall Street is coming into a busy week of earnings with high expectations.

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.

July 6 () - Lockheed ‌Martin ‌has ​agreed to buy ‌naval ⁠defense company Ultra ⁠Maritime ​from ​Advent ​for $3.45 ‌billion, the private equity ‌firm ​said ​on ​Monday.

(Bloomberg) -- Lockheed Martin Corp. agreed to buy a naval defense business owned by private equity firm Advent for $3.45 billion as demand for sea-based weapons system surges. Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking Upro

GM’s stock, however, is up more than 40% over the past five years even as its market cap clocks in around $75 billion today. The magic is share repurchases: GM has spent roughly $30 billion retiring 500 million shares over that span. Since 2021, GM has generated about $53 billion in free cash flow, despite Covid, inflating prices, tariffs, and ever-changing EV policies.

Acquisition speculation is the lifeblood of cult-stock trading. The cleanest takeover targets share three traits: strategic value to a deep-pocketed partner, a cash runway that does not force a fire sale, and proprietary intellectual property that a giant cannot easily replicate. This is a scenario analysis, not a report on any announced or imminent deal. ... Acquisition Odds: How These 4 Cult Stocks Stack Up as Buyout Targets

You could buy all the aerospace companies in the S&P 500 and still have $300 billion left over for what investors are going to shell out for SpaceX.

Back in late April, Apr 25, 2026, I wrote about Lockheed Martin CEO Jim Taiclet calling the current defense environment a "golden opportunity." These are two words that don't often come up in earnings calls, and two words that were starting to be backed up by serious contract momentum. The ...

Record revenue, upbeat guidance, and a swelling defense-backed backlog put this space contractor in sharp focus, today, May 8, 2026.

Textron clears earnings views, announces plans to separate industrials business. Analyst rates AeroVironment a buy. Lockheed Martin, RTX land contracts.

L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-