Lockheed Martin looks like a really great opportunity in defense, with orders outpacing deliveries at a reasonable valuation. Its backlog is a record $230B, almost 3x expected 2026 revenue, after $65B of new Q2 orders. Q2 sales grew 11% to $20.1B, and management raised free cash flow guidance to over $7B for 2026. It trades at about 18-19x 2026 earnings, reasonable for a sector leader; the next few weeks are about finding an entry point. x.com 

Lockheed Martin's earnings beat and raised guidance point to a defense-stock shortage quietly approaching. Per TrendSpider, third-quarter EPS was $7.97 against $7.42 expected and sales were $20.711 billion against $20.495 billion expected; FY2026 GAAP EPS and sales guidance were raised. x.com 

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more

Lockheed Martin, now down for the year, is a buy for the long-term portfolio because defense is always needed. x.com 

Lockheed Martin is cheap against its earnings, trading at 22x trailing and 18x next year's, versus the 24x aerospace and defense suppliers usually get. At 24x next year's $32.72 EPS, give or take 12%, fair value runs $690.97 to $879.42, so the stock sits 15% below where fair value starts. This is a valuation read on reported earnings and estimates only, not fundamental work. x.com 

Defense contractors such as Lockheed Martin and RTX always dump the day peace headlines land, because the conflict buildup was the trade. Explanations about how Patriot and THAAD performed, as @HyperTechInvest suggests, are what people tell themselves afterward. x.com 

Lockheed Martin's strong earnings, raised guidance and a potential historic F-35 deal support its stock as the price presses toward a wedge breakout. Q3 EPS and sales exceeded estimates; the F-35 deal remains potential. x.com 

Lockheed Martin's $4.7 billion Patriot interceptor contract shows a defense supercycle whose backlog Wall Street has not fully priced. Patriot is the backbone of US and allied air defense, countries are asking how fast they can get one, and more contracts are behind this one. Defense budgets are accelerating globally with bipartisan political will, and governments rarely cut them once they start; the money also flows down to suppliers. x.com  x.com 

Lockheed Martin is a strong geopolitical diversifier alongside the energy complex for investors heavily long semiconductors. It landed a Pentagon deal for 850 F-35 jets and raised its annual forecast; the multi-model signal has been long since October 16. x.com 

Government spending is defense's version of AI hyperscaler capex but more dependable, and the market isn't pricing it in. Global defense is seen at $3T+ for 2027 versus about $1T of hyperscaler capex, and the Pentagon seeks $80B in wartime spending on top of a $1.5T budget. With Lockheed Martin, Northrop Grumman, Kratos, AeroVironment, AEVEX and Kraken Robotics 24-58% off highs, capital could rotate back soon, especially if institutions diversify from AI, rewarding contrarians in 3-6 months. … Show more