#lockheed martin
- Wall Street's favorite defense stock fell 74%. Analysts still say buy
We pulled 214 analyst ratings on nine US defense stocks. The biggest upside belongs to Kratos, the stock that fell the most; Lockheed Martin, the one that rose the most, has the smallest. What sank the drone makers, what the midterms did to the old giants, why peace talks in Ukraine are not the story, and why the targets always come last.
KTOS$35.10 → ……AVAV$112.76 → ……RTX$189.53 → ……LMT$567.08 → …… - Spiderweb: a $234,000 recipe against a nuclear power. Now America wants it too
On June 1, 2025, 117 cheap drones hit Russia's strategic bombers 4,300 km from Ukraine, and no one in Russia's security services saw it coming. Two weeks later Israel used the same recipe in Iran. Why it scares Washington as much as Moscow, why the US now wants Ukrainian prices, and why the only drone stock that won makes parts, not drones.
UMAC$21.88 → ……RCAT$6.15 → ……AVAV$138.86 → ……LMT$499.22 → ……