Notícias

Defense stocks are supposed to surge when conflict breaks out, yet Lockheed Martin investors who bought in on the first day of the Iran war got a painful education in why geopolitics rarely works as a stock thesis.

Expectations for defense earnings are low. That isn’t the case for commercial aerospace earnings, though.

RTX boosts long-term growth by expanding global sustainment and lifecycle support capabilities.

L3Harris Technologies, Inc. (NYSE:LHX) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 1, L3Harris Technologies, Inc. (NYSE:LHX) announced receiving an FAA contract to upgrade and operate the nation’s aircraft tracking network through 2045. ​Management noted that under this contract, the company will modernize more than 700 ground stations. These […]

L3Harris Technologies stock has delivered a 57.7% return over the past three years, and the current checks suggest the shares may still trade below their intrinsic value even after that run. A 57.7% gain over three years points to solid shareholder returns that now need to be weighed against what the current price implies for future cash flows. Fresh US$84 million orders for NGC2 manpack radio systems can support confidence in future defense communications revenue, while reliance on...

L3Harris Technologies is expanding its counter-drone presence with VAMPIRE and other systems built to detect, track and neutralize threats across multiple domains.

L3Harris Technologies (LHX) has drawn investor attention after receiving US$84 million in new U.S. Army orders for Next Generation Command and Control manpack Falcon systems, its second contract tied to the NGC2 program. See our latest analysis for L3Harris Technologies. Despite the fresh US$84 million NGC2 orders, L3Harris Technologies' share price has moved lower in the short term, with the 30 day share price return down 5.94% and the 90 day share price return down 18.02%, while the 1 year...

The company landed a new government contract, so why did the stock suffer one of its worst days of the year.

RKLB expands long-term revenue visibility as rising contract assets reflect continued execution across launch and space systems programs.

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.

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.

Record contracts and mission successes paint a strong picture, but the stock's behavior during market shocks reveals a much steeper risk profile.

A new Air Force contract sent the stock soaring, but investors were reading between the lines of this particular win.

The stock's recent tear is grabbing attention, but its real value for your portfolio lies in its independent trajectory from the broader market.

RKLB expands mission software capabilities, strengthening integrated space solutions from launch planning to on-orbit operations.

L3Harris Technologies is expected to announce its second-quarter earnings soon, and Wall Street expects the company’s EPS to rise marginally.

The president is traveling to North Dakota on Wednesday for the opening of Theodore Roosevelt’s presidential library.

Before the stock took flight, the company was quietly telling investors it had just been handed the keys to a much, much bigger kingdom.

The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year

If you are wondering whether L3Harris Technologies is priced attractively right now, the starting point is to understand what the current share price reflects and what it might be missing. The stock last closed at US$287.27, with the share price down 8.3% over the past week and 7.9% over the past month, while still showing a 17.8% gain over the past year and a 59.0% return over three years. Recent price moves sit alongside ongoing attention on L3Harris Technologies' position in the Aerospace...

L3Harris Technologies recently broke ground on two new facilities at its Arkansas Advanced Propulsion Facilities campus in Camden to expand PAC-3 missile propulsion production, while also securing two Foreign Military Sales orders for Falcon communication systems supporting Germany’s D-LBO and special operations forces. Together, the expanded U.S. propulsion footprint and fresh German orders highlight how L3Harris is deepening its role in both advanced missile systems and interoperable NATO...

SpaceX receives bond ratings from major agencies after raising $25 billion. Space Force taps Rocket Lab, Lockheed for orbital defense program.

RKLB is expanding its national security space footprint through launch services, spacecraft technologies and mission systems for government customers.

The Pentagon awarded Lockheed Martin a seven-year contract to produce THAAD missile interceptors. Defense stocks tumbled this week.

Tony Bancroft, portfolio manager at Gabelli Funds and head of the firm’s commercial aerospace and defense ETF, argued in a recent CNBC segment that U.S. missile and aircraft production is on the cusp of a multi-year trend. His thesis rests on two pillars: immediate replenishment of arsenals depleted in recent conflict, and longer-term rearmament against ... Top National Security Investor: Missile Production Is About to Explode as U.S. Rebuilds Arsenal

Lockheed Martin and L3Harris are benefiting from defense spending trends, but key differences in growth drivers, backlog, valuation and debt set them apart.

BA wins a $2 billion MUOS contract to extend military satellite communications, strengthening its long-term position in the space and defense market.

The Iran war proves that America’s ability to spend heavily on exquisite weapon systems no longer cuts it in conflicts dominated by cheap drones.

RTX expands connected aviation capabilities through advanced avionics, communications and data-management technologies.

On CNBC’s June 18, 2026 segment, Tara Murphy Dougherty, CEO of Air (recently rebranded from Govini), delivered a blunt diagnosis of America’s defense-industrial posture. “There’s a lot of pressure on defense companies right now to deliver,” she said. “The Department of War is saying we need more equipment, we need more material, we need more ... U.S. Military Expert Issues Grave Warning: ‘We Need More Munitions, and Deliveries Are Years Behind.’ What Stocks Can Benefit?