Daily Digest
Daily Digest
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Everything Pomegra has published on LMT: 30 news articles and 7 market briefs, newest first.
Lockheed Martin (LMT) fell to $595.04 as Democrats eye the Dec. 11 funding deadline to cut Iran war money.
3d ago
CACI International (CACI) closed up 4.9% as Jefferies cited faster growth; Lockheed rose 5.1% too.
Oct 27
Lockheed Martin (LMT) gets a $835 price target as a 10-year deal for 850 F-35 jets cuts a key risk.
Oct 26
Lockheed Martin (LMT) is set to report $20.5B in sales, alongside Blackstone, Comcast, Honeywell and P&G
Oct 22
Northrop Grumman (NOC) lifted its 2026 profit outlook and reported a record $110B order backlog.
Oct 20
Boeing (BA) shares closed at $192.28 as its $20B Navy deal gave it both US next-generation fighters.
Oct 2
Trump's call on a $14B Taiwan arms package could cancel Xi's Sept. 24 visit and boost Lockheed Martin (LMT).
Sep 21
NASA's CLPS 2 contract gives eight firms, including SpaceX, access to up to $10 billion in moon base deliveries over 10 years; SpaceX shares rose about 5.6%.
Defense stocks sold off after Democrats swept Congress, with Lockheed Martin down about 7% and Kratos off 8-12% on fears of a tighter 2027 Pentagon budget.
Trump says US military aid to Israel ends in 2026, but Congress holds the $3.8B appropriation and the 2028 MOU stands. Here is what changes and what does not.
Lockheed Martin (LMT) beat third-quarter estimates, reached a record $292 billion backlog and raised its 2026 outlook, sending shares up about 9% and lifting defense peers.
Lockheed Martin (LMT) beat third-quarter 2026 estimates with $7.97 EPS on $20.7B revenue and raised its full-year outlook. A record $292B backlog, built on missile demand, supports the guidance.
Boeing won a Navy contract worth more than $20 billion to build the F/A-XX stealth fighter, lifting its shares about 2% as Northrop Grumman fell 3.5%.
Democratic polling gains trigger a sector shift into healthcare and utilities while defense and energy sell off on a volatile triple-witching Friday.
US forces struck three Iranian tankers overnight as Iran fired a ballistic missile at American warships, collapsing 95% of strait traffic and driving Brent crude to $100 in the worst oil supply…
RTX, NOC, and LMT surged as Iran campaign combat deployments spotlight hardware demand with US defense spending on track to exceed $1.5 trillion by 2027.
U.S. and Iranian forces are exchanging direct missile strikes in the Persian Gulf, threatening Strait of Hormuz transit and pushing Brent crude near $108 as a second oil-shock front opens in the…
UBS raised its Lockheed Martin price target to $674, implying 26% upside, as Iran-driven munitions depletion locks in a decade's worth of accelerated missile production demand compressed into a…
Houthi drone-missile strikes hit Saudi Aramco installations across four southern Saudi cities, wounded 73 workers, and pushed Brent crude $8.61 higher, fueling a second consecutive oil-driven Wall…
UBS upgrades Lockheed Martin to Buy with a $74 price target, forecasting 150% missile revenue growth and 9% annual expansion through 2028 as Middle East tension lifts the defense sector.
The ITA ETF hit all-time highs as Trump's $1.5 trillion FY2027 defense budget and Iran conflict transform geopolitical risk into contractor revenue.
Iran's retaliatory ballistic-missile strikes on U.S. installations in Jordan and the UAE sent LMT, RTX, NOC, and LHX each 3-5% higher Monday, accelerating Pentagon missile-defense procurement urgency.
Iran's IRGC strikes U.S. military facilities in Jordan and the UAE with ballistic missiles and drones, marking the sharpest direct U.S.-Iran confrontation in seven months as crude oil prices surge…
The U.S. Senate narrowly voted down a war powers resolution that would have constrained President Trump's military authority over Iran, as the six-month-old conflict shows no signs of diplomatic…
A 108-day military campaign against Iran has added more than $113 billion to a US balance sheet already groaning under a $39 trillion national debt, forcing painful trade-offs between war-fighting…
US Central Command completed a twelfth consecutive night of strikes against Iranian military targets on July 22, 2026, as the conflict spread to Red Sea shipping lanes and Strait of Hormuz transit…
An Iranian ballistic missile and drone barrage on a Jordan air base kills two American service members and collapses the June 17 peace accord, pushing the five-month conflict into its most…
Israel and the United States struck Iranian military and nuclear infrastructure for the seventh consecutive night on July 18, as Tehran formally suspended its ceasefire commitments, driving Brent…
U.S. forces destroyed highway and rail bridges at Bandar Khamir in a seventh consecutive night of Iran infrastructure strikes, physically cutting Bandar Abbas from its overland supply routes to…
The United States conducted its fourth consecutive night of airstrikes against Iran on July 14–15, 2026, while reinstating a naval blockade and threatening to target the country's civilian power…
American air and naval forces struck approximately 9,000 Iranian military targets over the weekend in the latest escalation of the 2026 Middle East war, pushing Brent crude back toward $108 a…
The US-Iran ceasefire has collapsed as Washington and Tehran trade Middle East missile strikes across Gulf states, driving Brent crude back toward $80.
Washington and Tehran have stepped back from active hostilities, with mediators in Islamabad and Doha racing to convert a fragile operational pause into a durable Middle East truce before the…
The United States Air Force has repositioned F-22 Raptor stealth fighters across the Middle East as renewed Iranian attacks on Strait of Hormuz shipping and U.S. bases threaten to collapse a…
Ukraine gains rights to manufacture PAC-3 interceptors under a U.S. production license announced at the Ankara NATO summit, addressing a critical gap of 2,000 missiles per year.
Iran targeted a U.S. satellite communications antenna in Qatar with drone strikes on July 9, intensifying the Middle East war after President Trump declared the April ceasefire "over" and U.S.…
Defense stocks and the ITA ETF rally on the Pentagon's $54.6 billion autonomous weapons request as global military spending hits a record $2.9 trillion.
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