President Trump declared the Moon as U.S. property on social media, though this does not change the 1967 Outer Space Treaty. However, the U.S. Fiscal Year 2027 budget boosts the Space Force funding by $39.4 billion to $71.2 billion, driving record contract backlogs for space companies like Lockheed Martin, Rocket Lab, Intuitive Machines, Redwire, and SpaceX. These firms are positioned to benefit from increased defense and lunar exploration spending, with key upcoming milestones including NASA contract awards and new rocket tests. Investors should watch if this rhetoric leads to faster procurement or remains symbolic, impacting stock valuations accordingly.
UBS analyst Gavin Parsons upgraded Lockheed Martin to a Buy rating with a $674 price target, implying a 28.3% potential gain. The aerospace and defense firm secured a $729 million contract with Sweden for its Himars rocket system, contributing to a r...
Lockheed Martin received a Buy rating due to its record $230 billion backlog and strong demand for PAC-3 and THAAD missile defense systems. The company’s moderate valuation compared to peers and steady free cash flow yield of about 5.8% support the p...
Lockheed Martin received a Strong Buy rating as its Q2 sales increased 11% to $20.1 billion, supported by a record backlog of $230.4 billion and strong demand visibility. The company upgraded its free cash flow guidance for 2026 to $7–7.2 billion, dr...
Lockheed Martin received a buy rating driven by its record $230 billion backlog and strong growth across multiple business segments, including missile and air defense programs like PAC-3 and THAAD. The F-35 program continues to be a major revenue and...
China has restricted access to 12 critical minerals essential for manufacturing advanced laser weapons, posing a supply risk for defense contractors like Raytheon. Raytheon's $289 billion backlog, driven by missile systems and munitions, depends heav...
