LMT - Lockheed Martin Corporation

Key Golden Dome contractor but classified as a slow mover; likely to underperform the S&P in this space cycle.

Lockheed is a prime defense contractor with Golden Dome work, but the host considers it a 'slow mover' and likely to underperform the S&P.

Host notes Lockheed and Raytheon are worried that Ukraine will improve Patriot missiles and produce them more cheaply, implying potential long-term competitive pressure on their defense monopoly.

Avoids defense/weapons companies entirely for personal ESG reasons.

Momentum play to the upside with potential break past $588.50; requires confirmation.

Strong earnings and raised guidance. Bounced off key support zone around $490-$500. Good opportunity after 29% pullback.

Steven is considering a position in Lockheed Martin, citing potential defense spending under Trump, a dividend yield of 2.5%, and 23 years of dividend growth. He hasn't bought yet but is analyzing.

Blue-chip defense contractor benefiting from U.S.-Iran war tensions and SpaceX IPO driving attention to space/defense sector. Stock is down ~22% from all-time highs, offering attractive risk/reward for coming weeks, months, and years.

Defense stock that rose 4.5% today, benefiting from geopolitical tensions. Blue chip company with growth opportunities. Dipped from $690 highs to $500 support and is now at $548. Short-term momentum opportunities if buyers continue pushing it up. Further Iran escalation would benefit defense companies.

One of the largest defense companies globally. Stock has pulled back from highs despite unchanged long-term thesis. Q1 results were soft (flat revenue, slight margin contraction) but Q1 is historically the slowest quarter for defense companies. US defense budgets are not declining and European countries are spending more on defense than in decades.