Lockheed Martin (LMT) and Boeing (BA) have not joined the recent surge in space-related stocks, largely due to ULA's lack of cost innovation and limited market fit compared to SpaceX. Their space segments contribute only a small portion of overall revenue and profit, making their stock less sensitive to space sector momentum. Despite this, LMT has been upgraded to a strong buy with an expected upside of 27–37%, and BA is rated a buy with 18–43% upside, based on strong core business performance and valuation. The space market's growth potential remains significant, but these companies' exposure is currently limited.
Senra, a startup founded by former SpaceX engineer Jordan Black, secured $65 million in Series B funding to modernize the production of wire harnesses—critical electrical cabling used in rockets, vehicles, and satellites. The company uses proprietary...
BTG Pactual has initiated coverage on Boeing with a Neutral rating and a $260 price target, suggesting a nearly 20% upside from the current $217 stock price. Boeing reported strong Q2 2026 results, delivering 171 commercial airplanes and 35 defense u...
Boeing announced its delivery numbers for the second quarter of 2026, showing robust output in both commercial and defense sectors. The company delivered 171 commercial airplanes, including 129 units of the 737 model, and a total of 65 defense aircra...
At the Farnborough International Airshow 2026, Boeing unveiled its MQ-28 Ghost Bat uncrewed combat aircraft for the first time, highlighting its role in surveillance and electronic warfare. The company also showcased a full-size 777X cabin section an...
