Lockheed Martin

LMT

Market cap $151B

Iran's supreme leader, Ayatollah Ali Khamenei, has been killed in a joint military strike. Khamenei assumed power following the death of Ayatollah Ruhollah Khomeini in 1989.

The U.S. attack on Iran will have implications for defense and energy stocks.

A massive backlog of maintenance and software contracts will ensure recurring revenue.

Data and software company Palantir, which holds billions of dollars in government and military contracts, will have to cut off its relationship with Anthropic if it wants to keep working with the Defense Department. Rooted in an agreement inked in 2024, Palantir uses Anthropic's Claude model in its own artificial intelligence platform.

Lockheed Martin surged 44% in three months, outperforming the sector and S&P 500, driven by robust fundamentals and geopolitical demand. LMT posted 9.1% Y/Y revenue growth in 4Q25, with strong segment performance and a record $194B backlog fueling management's bullish 2026 outlook. Management guides for 5% sales growth and 25% operating profit growth in 2026, supported by increased defense spending and major production ramp-ups.

Shifting from higher-risk assets to consistent income sources is a natural progression for retirees.

The Pentagon has asked defense contractors Boeing and Lockheed Martin to provide an assessment of their reliance on Anthropic's AI model, Claude, a first step toward a potential designation of the AI firm as a "supply chain risk," Axios reported on Wednesday.

Rising U.S. defense spending and modernization plans boost prospects for Lockheed Martin and Kratos Defense amid surging demand for advanced military tech.

Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.

Calls for Europe to take charge of its own security are growing stronger. After decades of debate, the idea of an EU army is still facing pushback.