LMT

Both defense giants beat earnings estimates and trade at nearly identical valuations, so picking the better retirement dividend stock comes down to three tiebreakers where the two companies split the vote in a surprising way.

Lockheed Martin has surged on the back of contract wins and a strong defense spending backdrop. The question now is whether a share price near US$636.95 is adequately supported by the cash the business is expected to generate.

Substantial progress for Firefly's business hasn't been enough to support gains for its stock.

Lockheed Martin and Kratos Defense are targeting rising global military spending, but differences in growth prospects, valuation and debt set them apart.

Lockheed Martin is developing better contract conditions with the Department of Defense.

Multiyear government contracts and specialized manufacturing give Lockheed Martin a competitive moat that insulates cash flow from budget volatility.

Lam Research, Lockheed Martin and Equinor headline today's analyst reports, with AI-driven demand, defense contracts and energy growth shaping their investment outlooks.

A double-digit post-earnings surge may cool investor enthusiasm amid rising market anxiety -- but over a 3-to-5-year horizon, is that really the right way to view America's largest defense contractor?

Lockheed Martin (NYSE:LMT) received a US$694 million U.S. Air Force contract to produce the hypersonic ARRW missile system. The award triggers an immediate expansion of Lockheed Martin’s Troy, Alabama facility, with production space planned to roughly triple.

Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here.

Morgan Stanley raised its Lockheed Martin price target after a 10-year F-35 agreement with the Pentagon.

Lockheed Martin’s latest analyst update features only modest shifts in fair value estimates, with one framework moving from US$624.95 to US$645.48 and Street targets clustered in the US$600 to US$700 range.