Soaring Defense Spending Means Great News for These 2 Stocks

U.S. defense spending is projected to reach nearly $1.5 trillion, driven by global conflicts and weapons stockpile depletion. Lockheed Martin and RTX are well-positioned to benefit from surging defense contracts and record backlogs, with both stocks down from 52-week highs and offering attractive valuations for investors.

10/01/2026, 9:05 AM • The Motley Fool

3 Monster Dividend Stocks to Buy Now and Hold for Decades

The article recommends three dividend stocks for long-term income-focused investors: United Parcel Service (UPS) with a 7% dividend yield despite recent weakness from reduced Amazon volumes; Brookfield Renewable (BEPC) offering 5.5% yield with committed 5-9% annual dividend growth through renewable energy investments; and Lockheed Martin (LMT) with a 2.7% yield but 23 consecutive years of dividend increases, supported by rising global defense spending.

09/29/2026, 10:30 AM • The Motley Fool

Anduril Isn't the Only Private Defense Contractor Building Advanced Air Force Drones

The U.S. Air Force is pursuing a $5 billion contract for 500 Massed Modular Aircraft (MMA) drones to supplement its Collaborative Combat Aircraft program by 2032. These reconnaissance-and-strike drones aim to cost $10 million each, half the price of current MQ-9A Reaper drones. General Atomics and Swarm Aero are among the companies competing for contracts, with the Air Force planning a multi-contractor approach and potentially awarding much larger production contracts in future years.

09/27/2026, 5:05 AM • The Motley Fool

Boeing vs. Lockheed Martin: Which Essential U.S. Aerospace Stock Is a Better Buy in 2026?

The article compares Boeing and Lockheed Martin as aerospace investment options for 2026. Boeing is undergoing a turnaround with strong commercial aviation demand and record backlogs, but faces operational challenges, high debt (10.0x debt-to-equity), and negative free cash flow. Lockheed Martin offers stability with steady profitability, lower leverage (3.2x debt-to-equity), strong free cash flow ($6.9B), and long-term F-35 program revenue visibility. The author recommends Lockheed Martin as the better value investment due to its cheaper valuation multiples (17.3x forward P/E vs. Boeing's 49.7x) and fortress-like business model.

09/24/2026, 5:27 PM • The Motley Fool

Firefly Aerospace vs. SpaceX: Which Space Stock Can Put Your Portfolio Into Orbit in 2026?

The article compares Firefly Aerospace and SpaceX as investment opportunities in 2026. Firefly offers a cheaper valuation with a $1.4B backlog and government contracts, while SpaceX dominates with its Starlink constellation and reusable rockets. Despite SpaceX's massive scale and IPO success, the author favors Firefly's more focused business model and lower price-to-sales ratio for long-term investors.

09/22/2026, 6:15 PM • The Motley Fool

Detroit Automakers Turn Back the Clock on the Arsenal of Democracy -- Investors Should Cheer

General Motors and Ford are entering the defense business to diversify revenue and improve profit margins. GM Defense is expected to generate nearly $700 million in revenue this year with a projected 30%+ compound annual growth rate and 12-15% operating margins, significantly higher than traditional automotive margins. This strategic pivot aims to change investor perception of automakers as low-margin businesses.

09/22/2026, 6:05 PM • The Motley Fool

Great News for RTX Investors (Hint: It Relates to Its Record $289 Billion Backlog)

RTX's $289 billion backlog is expected to grow significantly, potentially reaching $460.5 billion by 2028. CEO Chris Calio highlighted strong demand across commercial aerospace and defense markets, including a $22.9 billion Tomahawk cruise missile order and five framework agreements with the Department of Defense that could increase volumes 2-4x. With 45% of RPO tied to long-term maintenance contracts and lower execution risk compared to competitors, RTX is well-positioned for sustained revenue growth.

09/22/2026, 11:30 AM • The Motley Fool

NightDragon Joins NATO DIANA's Trusted Capital Network

NightDragon, a venture capital firm focused on cybersecurity, defense, and AI, has joined the NATO DIANA Capital Network (NDCN) as part of its first investor cohort. The membership provides NightDragon with access to NATO-validated dual-use technology companies, defense market insights, portfolio support capabilities, and a network of Alliance-aligned co-investors across 32 NATO member nations.

09/21/2026, 11:00 AM • GlobeNewswire

Why Lockheed Martin Stock Popped Today

UBS upgraded Lockheed Martin to buy, citing strong growth prospects from its F-35 fighter jet franchise and missile sales. With a book-to-bill ratio of 3.2x, UBS forecasts 9% annual sales growth and double-digit earnings growth over the next 2-3 years. At 19.2x earnings and less than 14x free cash flow with a 2.6% dividend yield, analysts see Lockheed as an attractive defense stock with earnings growth expected to exceed 19% over five years.

09/08/2026, 12:07 PM • The Motley Fool

Air Traffic Control (ATC) Market Trends and Growth Strategy 2026-2035 | UAV Integration Expands Airspace Management Opportunities

The global air traffic control market is projected to grow from USD 11.83 billion in 2026 to USD 25.89 billion by 2035, with a CAGR of 8.14%. Growth is driven by rising aviation traffic, airport modernization, UAV integration, and adoption of AI, machine learning, digital towers, and satellite-based navigation. North America leads the market, while challenges include complex technology integration and workforce shortages.

09/02/2026, 4:56 AM • GlobeNewswire

The Global Market for Space Materials 2026-2036 Report Now Available, Tracks the Shift to 60,000+ Satellites by 2036 as Launch Costs Fall Below $1,500/kg

A comprehensive market report forecasts significant growth in space materials demand through 2036, driven by mega-constellations (60,000+ satellites), reusable launch systems, lunar missions, and defense space initiatives. The market faces supply chain vulnerabilities in critical materials like ADN, xenon, and carbon fiber, while geopolitical export controls increasingly shape supplier selection alongside traditional cost and performance metrics.

09/01/2026, 4:32 AM • GlobeNewswire

AST SpaceMobile vs. Firefly Aerospace: Which Outer Space Upstart Is a Better Buy in 2026?

The article compares two space economy companies with different business models. AST SpaceMobile is building a satellite-based cellular broadband network with major carrier partnerships, while Firefly Aerospace provides launch services and lunar landers for government and commercial customers. Both are unprofitable but show strong revenue growth. The author recommends Firefly Aerospace as the better buy due to its lower valuation (P/S ratio of 12.9x vs 149x), successful lunar landing achievement, and NASA partnership, despite both companies carrying significant execution risks.

08/27/2026, 4:34 PM • The Motley Fool

Archer Aviation vs. Firefly Aerospace: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace companies: Archer Aviation, which develops electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility, and Firefly Aerospace, which provides space launch services and lunar landers. Firefly is recommended as the better investment due to its lower valuation multiple (12.9x P/S vs. 626x), proven track record with a successful lunar landing, $1.4B in secured contracts, and 163% revenue growth. Archer faces higher risks from FAA certification delays and unproven commercialization, despite strategic partnerships with United Airlines.

08/27/2026, 4:07 PM • The Motley Fool

Is Rocket Lab Stock a Buy After Its Big Contract Win?

Rocket Lab announced participation in the U.S. Space Force's $981 million NITE-STAR program, but the actual value to the company is significantly less impressive. With 15 companies competing for task orders over a 10-year period, Rocket Lab can expect approximately $6.5 million annually—less than 1% of its current $770 million revenue. The analyst concludes this is insufficient to justify the stock's current valuation of 60x sales while unprofitable.

08/20/2026, 3:05 PM • The Motley Fool

Why Did Lockheed Martin Stock Drop Today?

Lockheed Martin stock dropped 2.7% despite positive news about a partnership with Saildrone to mount Lockheed-built missiles on autonomous drone boats. The collaboration, demonstrated at RIMPAC 2026 naval exercises, represents a new market entry for Lockheed in naval weapons systems, with plans to expand to larger vessels carrying vertical launch missiles and sonar systems.

08/20/2026, 2:06 PM • The Motley Fool