If Trump follows through on his dividend ban threat, two (or three) defense stocks could be at particular risk.No doubt about it -- President Donald Trump spooked a lot of investors in defense stocks earlier this month.Writing on Truth Social about "exorbitant and unjustifiable" executive compensation in the defense industry, "massive Dividends," and "massive Stock Buybacks," all paid "at the expense and detriment of investing in Plants and Equipment," the president declared that "no Executive should be all ...

Seaport Global将洛克希德马丁的目标价从544美元上调至664美元，维持"买入"评级。(格隆汇) ...

Key Takeaways Boeing is benefiting from rising defense priorities and a sharp rebound in commercial aircraft deliveries.BA sees long-term support from a projected $4.7T services market and a $24.63B backlog.Lockheed Martin is supported by the F-35 program, major contract wins and a $179.1B backlog.Geopolitical instability across the globe has been a major catalyst for the growth of defense giants, such as Boeing (BA) and Lockheed Martin (LMT) . Both companies earn a large portion of their revenues from the ...

In this article I initiate coverage of Lockheed Martin ( LMT ). My thesis is that despite a wide competitive moat and number of robust business lines, the recent 33% increase in the stockMy name is David B McMillan and I am an investor interested in fundamental valuation. My philosophy is fundamental investing - I seek to identify underpriced securities relative to their potential future cash flows. I also use tactical allocation, investing more aggressively when equity prices are lower, and more conservati ...

Key Points Chevron is an oil supermajor with a long history of rewarding shareholders. Generating steady free cash flow makes Lockheed Martin worthy of consideration. There's plenty of growth potential for Brookfield Renewable's business. 10 stocks we like better than Chevron › Dividend stocks don't often offer the same thrill as cutting-edge technology tickers, but that's not to say they don't merit attention. Whether you're a more veteran investor who's preparing for retirement or you're less e ...

A rendering of Mexico's C-130J-30 Super Hercules. Mexico will be the first Latin American country to operate the C-130J. The FAM's acquisition of the Super Hercules was the first of two international C-130J contract awards to close out in 2025, with the second new international customer yet to be disclosed. In choosing the C-130J-30 Super Hercules, the most advanced Hercules ever built, Mexico joins 24 other nations and a global fleet of more than 560 C-130Js operating today. Mexico becomes first country in ...

Lockheed has also ramped up production of its PAC-3 MSE missile defense system, aiming to reach 2,000 units per year. Military hardware is typically a lower margin business than software like cybersecurity or AI, but a $1.5 trillion defense budget likely means expensive hardware like planes, ships, and missiles will be a priority. Lockheed already boasts a backlog of nearly $180 billion, and its valuation and dividend yield make it an attractive investment for both income and stock price appreciation.The co ...

格隆汇1月21日｜加拿大皇家银行将洛克希德·马丁公司目标价从525美元上调至615美元。 ...

Core Viewpoint - Rising US-NATO tensions over tariffs and Greenland's strategic resources are expected to drive a rally in defense, mining, and industrial stocks, with five companies highlighted as key beneficiaries: Lockheed Martin, RTX, Critical Metals, Teck Resources, and Caterpillar [1] Group 1: Lockheed Martin - Lockheed Martin is positioned as a major beneficiary of escalating US-NATO tensions, particularly due to Greenland's strategic importance and the need for advanced military systems [2] - The company's F-35 fighter jets and missile defense technologies are critical for Arctic operations, with shares climbing about 19% year-to-date in 2026, driven by a proposed $1.5 trillion defense budget for 2027 [3][4] Group 2: RTX - RTX, formerly Raytheon, benefits from its defense technology portfolio that meets the complex requirements of Arctic operations, with its Patriot missile defense system gaining renewed importance [5][6] - RTX stock has risen approximately 7% year-to-date in 2026, building on a 60% gain in 2025, supported by a record $251 billion backlog and surging orders from the Middle East [6][7] Group 3: Critical Metals - Critical Metals owns the Tanbreez project, the largest non-Chinese rare earth deposit in Greenland, which aligns with U.S. acquisition ambitions amid geopolitical tensions [8][9] - The company has seen its stock skyrocket almost 150% in 2026, driven by high-grade drilling results and approval for its Greenland pilot plant, with potential to control 50% of the Western rare earth market [9][10] Group 4: Teck Resources - Teck Resources is a diversified miner with exposure to key industrial metals, positioned to benefit from strong commodity demand and geopolitical competition [11][12] - The company has gained around 5% year-to-date, reaching new 52-week highs amid copper price surges, with analysts targeting $80–90 per share due to structural supply deficits [12][13] Group 5: Caterpillar - Caterpillar is a significant beneficiary through its heavy machinery essential for Arctic infrastructure development and military base construction [14][15] - The company has advanced about 10% year-to-date in 2026, following a 58% run in 2025, with a record $39.9 billion backlog and projected 20.5% EPS growth [15][16]

Lockheed Martin (LMT) hit a new 52-week high on Tuesday, Jan. 20. Shares are up nearly 20% over the past year. LMT maintains a 100% “Buy” technical opinion from Barchart. Shares are benefitting from a proposal to increase the U.S. defense budget and from heightened tensions surrounding Greenland. Today’s Featured Stock Valued at $134 billion, Lockheed Martin (LMT) is the largest defense contractor in the world. Its business serves various needs in defense, space, homeland security, and cybersecu ...