Why Lockheed Martin Rallied in October

Lockheed Martin shares rallied 25.1% in October following strong Q3 earnings that beat expectations and long-term procurement agreements with the Department of Defense. The company reported 11.3% revenue growth to $20.7 billion and 14.6% EPS growth to $7.95, while raising full-year guidance. Key drivers included strong performance in the Aeronautics division (F-35 fighter jets) and Missiles and Fire Control segments, along with a 10-year F-35 agreement guaranteeing minimum 850 aircraft sales and accelerated Joint Advanced Tactical Missile production.

11/10/2026, 6:45 AM • The Motley Fool

Why Voyager Technologies Stock Went to the Moon on Monday

NASA selected eight companies, including Voyager Technologies, to compete for lunar cargo delivery contracts worth up to $10 billion over 10 years, potentially expanding to $15 billion over 15 years. Voyager's stock surged 17% on the news, validating its $300 million acquisition of lunar lander-maker Astrobotic earlier in 2026.

11/09/2026, 2:25 PM • The Motley Fool

iShares U.S. Aerospace & Defense ETF vs. State Street SPDR S&P Aerospace & Defense ETF: These Defense ETFs Have a Surprising Difference Investors Should Know for 2027

The iShares U.S. Aerospace & Defense ETF (ITA) and State Street SPDR S&P Aerospace & Defense ETF (XAR) both provide exposure to military spending and commercial aviation, but differ significantly in their investment approaches. ITA concentrates heavily on industry giants like GE Aerospace, RTX, and Boeing, while XAR spreads investments more evenly across 50 companies using modified equal-weighting. For long-term investors, XAR appears to be the better choice due to its lower expense ratio (0.35% vs 0.37%), more balanced risk profile, and reduced dependence on a few major companies, though both funds face risks from defense budget uncertainty and aviation demand fluctuations.

11/09/2026, 5:30 AM • The Motley Fool

Here's My Top Stock to Buy for November

Boeing is recommended as a value stock with significant upside potential despite recent execution disappointments. The company's three business segments show promise: Boeing Global Services generates solid earnings, Boeing Defense Space & Security has returned to profitability after working through problematic fixed-price contracts, and Boeing Commercial Airplanes is ramping up 737 MAX production with 777X certification expected in 2027. Management's free cash flow guidance may be conservative, with potential to reach $10 billion normalized FCF by 2029.

11/03/2026, 8:45 AM • The Motley Fool

Lorraine Ben, Former Chief Executive of Lockheed Martin Canada, Joins Syntax Defence

Syntax Defence announced that Lorraine Ben, former Chief Executive of Lockheed Martin Canada, has joined as a strategic advisor. The move comes as Canada commits over $500 billion to defence investment over the next decade, including $180 billion in procurement opportunities, and raises defence spending targets to 5% of GDP by 2035.

11/02/2026, 6:26 PM • GlobeNewswire

Prediction: Defense Stocks Like Lockheed Martin, RTX, and Boeing Are Set to Soar

Defense contractors Lockheed Martin, RTX, and Boeing are poised for growth as the Department of Defense shifts toward more favorable contract terms. Recent long-term agreements with Lockheed Martin featuring inflation adjustments, cash flow provisions, and recovery mechanisms signal an improved relationship between the government and defense companies, potentially derisk the sector and drive valuation gains.

11/02/2026, 4:57 AM • The Motley Fool

Golden Dome Is a $185 Billion Program, but Anduril Is Private. Here Are the 3 Public Companies Building It.

The U.S. Golden Dome Initiative, a $185 billion homeland missile defense system designed to protect the continental U.S. from aerial attacks, is being developed by multiple defense contractors. While private company Anduril is involved, three major publicly traded defense firms—Lockheed Martin, RTX Corporation, and Northrop Grumman—are positioned to benefit significantly from this multi-decade program, which could reach $1.2 trillion in long-term sustainment costs over 20 years.

10/31/2026, 7:15 AM • The Motley Fool

Lockheed Martin's Backlog Is Soaring: Time to Buy the Stock

Lockheed Martin's order backlog surged to $292 billion in Q3 from $194 billion at year start, with improvements in both quantity and quality. The company is securing higher-margin contracts like the $58.6 billion PAC-3 missile defense system and establishing more favorable long-term agreements with the Department of Defense that include fixed-price escalators, upfront payments, and cancellation protections. These developments reduce execution risk and suggest improving profit margins, making the stock attractive at 22x earnings.

10/30/2026, 4:45 AM • The Motley Fool

Lockheed Martin: 3 Key Takeaways for Long-Term Investors

Lockheed Martin raised full-year sales guidance after Q3 2026 sales grew 11% YoY to $20.7 billion. The company expanded its record backlog to $292 billion with a 4x book-to-bill ratio, secured a landmark F-35 agreement for 850 jets over 10 years, and committed $8 billion through 2030 to expand munitions manufacturing. Long-term multiyear government contracts provide durable revenue visibility and competitive advantages.

10/29/2026, 10:00 PM • The Motley Fool

Stock Market Today, Oct. 27: Boeing Plummets 11% on Lower Production Rates and Missed Delivery Targets

Boeing stock crashed 10.69% on October 27, 2026, after the aerospace giant announced it would miss its delivery targets for 737 Max jets and that production rate increases would take longer than expected. Despite beating revenue estimates ($24.2B vs $23.8B expected), the company's adjusted loss per share of $0.34 fell short of forecasts, and concerns about its turnaround timeline weighed heavily on investors. Trading volume surged 588% above average as the market reacted negatively to the production delays.

10/27/2026, 5:30 PM • The Motley Fool

Global Drone Defense System Market Report 2026 | Capture 30.6% CAGR Through 2030 as Raytheon Technologies, Lockheed Martin, BAE Systems and DroneShield Scale AI Counter-UAS

The global drone defense system market is projected to grow from $4.72 billion in 2025 to $18.19 billion by 2030, with a CAGR of 30.6%. Growth is driven by increasing unauthorized drone incidents, rising demand for multi-sensor fusion systems, AI integration, and mobile counter-UAS solutions. Major players include Raytheon Technologies, Lockheed Martin, BAE Systems, and others, with North America leading and Asia-Pacific expected to grow fastest.

10/27/2026, 5:00 PM • GlobeNewswire

RTX Has a $340 Billion Backlog and Trades at 32 Times Earnings. Is It the Best Defense Stock to Buy Right Now?

RTX Corporation, with a $340 billion backlog and strong recent results, is fairly valued compared to defense peers like Lockheed Martin and GE Aerospace. While the company's mix of commercial aerospace and defense businesses positions it well, valuation analysis suggests it trades at fair value rather than offering exceptional value, making it more of a long-term buy-and-hold rather than a compelling bargain.

10/27/2026, 3:22 PM • The Motley Fool

Why Lockheed Martin Stock Keeps Going Up

Lockheed Martin stock surged 3.3% after three Wall Street analysts published positive reports. Morgan Stanley upgraded the stock to 'overweight' with a $835 price target, citing a 10-year F-35 production contract and strong missile sales. Bank of America and JP Morgan raised price targets to $620 and $665 respectively, though kept neutral ratings. Concerns remain about potential margin compression from increased F-35 production at bulk rates.

10/26/2026, 12:54 PM • The Motley Fool

Lower Fees, Higher Growth: Why Cost-Conscious Aerospace Investors May Favor XAR Over PPA

XAR and PPA are aerospace and defense ETFs with different strategies. XAR uses a modified equal-weight approach with a lower 0.35% expense ratio and has delivered stronger 5-year returns (112% vs 81%), making it more appealing to cost-conscious investors. PPA uses market-cap weighting, has higher fees at 0.58%, but offers a higher dividend yield of 0.4% versus XAR's 0.2%.

10/23/2026, 1:31 PM • The Motley Fool

3 High-Yielding Dividend Stocks That Investors Can Safely Buy and Hold for Years

The article recommends three dividend stocks as safe long-term investments: Target, Home Depot, and Lockheed Martin. All three offer dividend yields between 2.6% and 3%, have solid underlying businesses, and have consistently increased their dividend payments over multiple years, making them suitable for income-focused investors.

10/20/2026, 3:33 PM • The Motley Fool