Browsing Tag
Lockheed Martin
97 posts
Rocket Lab’s GEO satellite breakthrough could unlock bigger defense contracts
Rocket Lab Corporation’s GEO satellite breakthrough could unlock bigger defense contracts. Discover why the Space Force deal matters now.
May 22, 2026
Lockheed Martin (LMT) breaks ground on Alabama THAAD interceptor plant as missile demand surges
Lockheed Martin (LMT) breaks ground on a new Alabama THAAD plant as wartime demand strips US stockpiles, yet the stock sits near a 52-week low. Read more.
May 22, 2026
Northrop Grumman (NOC) lands $697m Marine Corps radar sustainment BOA as G/ATOR enters life-cycle phase
Northrop Grumman captures a $697M Marine Corps radar sustainment BOA, deepening its grip on G/ATOR economics as NOC sits 28% off highs. Read more.
May 20, 2026
Elsight (ASX: ELS) stock up 11.02% as Halo Blue UAS clearance drives 12x revenue surge
Modern drones need bulletproof comms in jammed airspace. Elsight (ASX: ELS) just cleared the US Blue UAS List and grew revenue twelve-fold. The procurement story is now real.
May 15, 2026
Can Havoc make one warfighter command thousands of autonomous systems?
Defense needs autonomous scale, not isolated drones. Havoc’s $100 million raise shows why all-domain autonomy is becoming strategic infrastructure.
May 12, 2026
Sunrise Energy Metals (ASX: SRL) jumps 5.6% as scandium thesis hits FID stretch
China controls 85% of scandium supply. Lockheed Martin wants a Western source. Sunrise Energy Metals (ASX: SRL) is months from FID.
May 12, 2026
nLIGHT stock surges 22% on directed energy breakout: What LASR investors need to watch next
Defense buyers stopped treating laser weapons as an experiment. nLIGHT's record quarter just turned the directed energy thesis into a credible revenue line.
May 9, 2026
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
May 9, 2026
Why Sunrise Energy Metals (ASX: SRL) is rallying as US-Australia critical minerals pact reshapes the scandium trade
Sunrise Energy Metals trades 66% above analyst consensus. The H2 2026 final investment decision is where the geopolitical premium either converts or unwinds.
May 4, 2026
LMT stock falls 4.6% on Q1 2026 earnings miss as Lockheed Martin’s free cash flow swings to minus $291m
Lockheed Martin Q1 2026 EPS of $6.44 missed estimates as margins fell across three segments. Full-year guidance reaffirmed. Read the full analysis.
April 24, 2026