Back to top

defense: Archive

Andrew Rocco

Is the War Over? If so, Bears are Trapped

Is the recent 8% slide in the S&P 500 a structural collapse or just a textbook mid-term correction?

MUNegative Net Change NVDAPositive Net Change MRVLPositive Net Change COHRPositive Net Change LITEPositive Net Change NBISPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Lockheed Martin, Northrop Grumman, Apple and Microsoft

Lockheed Martin, Apple and others highlight how investors navigate war-driven volatility with defense, commodities and long-term equity strategies.

LMTNegative Net Change NOCNegative Net Change AAPLNo Net Change MSFTNegative Net Change

Shaun Pruitt

Lockheed Martin and RTX Stock: Rising Pillars of Modern Defense

Defense contractors are being summoned to increase the production of both missiles and defense systems, specifically Lockheed Martin (LMT) and RTX Corporation (RTX).

LMTNegative Net Change RTXNegative Net Change

Shaun Pruitt

Why Lockheed Martin & Palantir Technologies Should Be in Your Portfolio Right Now

Lockheed Martin and Palantir offer distinct but complementary reasons to be in investors' portfolios right now, especially in an environment shaped by rising geopolitical tensions.

LMTNegative Net Change PLTRNegative Net Change

Andrew Rocco

As Missiles Fly, is it Time to Buy?

For the disciplined investor, the current volatility isn't a signal to flee, but rather a rare opportunity to capture high-quality stocks at a discount.

NVDAPositive Net Change COHRPositive Net Change USONegative Net Change MSTRNegative Net Change AAOIPositive Net Change LITEPositive Net Change IGVNegative Net Change RCATPositive Net Change

Kevin Cook

Bear of the Day: AST SpaceMobile (ASTS)

Q4 report tonight, but all eyes on guidance as 2026 sales and profit estimates have taken a hit recently

ASTSPositive Net Change PLTRNegative Net Change

Avisekh  Bhattacharjee

GE Aerospace vs. RTX: Which Aerospace & Defense Stock Should You Bet On?

GE outpaces RTX with stronger growth, bigger engine wins and rising estimates, even as RTX boasts a record $268B backlog and lower valuation.

GENegative Net Change RTXNegative Net Change

Debanjana Dey

SIFCO Stock Surges 109.7% in Three Months: What's Behind the Rally?

SIF is riding a sharp rally as a return to profitability, stronger margins and rising aerospace demand lift investor sentiment.

PKENegative Net Change SIFPositive Net Change OPXSNegative Net Change

Zacks Equity Research

Implied Volatility Surging for ATI Stock Options

Investors need to pay close attention to ATI stock based on the movements in the options market lately.

ATIPositive Net Change