La vendita allo scoperto per Lockheed Martin dà agli investitori un'idea del grado in cui gli investitori stanno scommettendo sul declino delle azioni di Lockheed Martin. I dati relativi alle vendite allo scoperto vengono aggiornati ogni due settimane.

Lockheed Martin (NYSE:LMT) Azioni, Report sulle vendite allo scoperto

LOCKHEED MARTIN CORP

Lockheed Martin

Lockheed Martin is the world's largest defense contractor and has dominated the Western market for high-end fighter aircraft since it won the F-35 Joint Strike Fighter program in 2001. Aeronautics is Lockheed's largest segment, which derives upward of two-thirds of its revenue from the F-35. Lockheed's remaining segments are rotary and mission systems, mainly encompassing the Sikorsky helicopter business; missiles and fire control, which creates missiles and missile defense systems; and space systems, which produces satellites and receives equity income from the United Launch Alliance joint venture.

Palantir,Company,Logo,On,The,Screen,Of,Smartphone,,Dhaka,,Bangladesh-

Equities

MSFT

PLTR

L&#39;accordo pluriennale segna un passo decisivo per Palantir nella difesa. Cresce la pressione competitiva nel settore IA militare.

Palantir: altro maxi contratto militare, il futuro dell&#39;IA nella difesa vale miliardi

Palantir Technologies Inc.

Tech

AMZN

Il Pentagono esplora nuove IA. Potrebbe cambiare i suoi partner tech. Analisi delle implicazioni per il futuro dei contratti di difesa.

Il Pentagono testa i modelli IA di Microsoft e OpenAI a discapito di Palantir

Usa,,California,-,01,October,2019:,Coca,Cola,Bottle,With

Pre-Market Outlook

FARM

MEDP

Giornata di trimestrali per i big di Wall Street. Ma sono due azioni inattese a scatenare gli acquisti con performance eccezionali.

I 5 titoli da monitorare oggi: da Coca-Cola a due sorprese nel pre-market

Lockheed Martin Corp

LASER MASTER INTL INC by Laser Master International, Inc.

Laser Master International Inc

DIREX DLY LMT BUL 2X

DIREX DLY LMT BR 1X

Whether you're watching flash sales or flashpoints, there's now a high-octane ETF for that. Direxion just launched four <a href="https://www.benzinga.com/etfs/new-etfs">new single-stock ETFs</a> targeting two very different beasts: e-commerce disruptor Shopify Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) and defense giant Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>). And both are loaded for short-term tactical trading.
Track SHOP stock <a href="https://www.benzinga.com/quote/SHOP">here</a>, LMT stock <a href="https://www.benzinga.com/quote/LMT">here</a>.
<h2 class="wp-block-heading">TikTok Carts Vs. Tactical Jets</h2>
In one corner: Shopify, the darling of digital storefronts and meme stock traders. In the other: Lockheed Martin, the heavyweight of global military contracts and defense sector rotations. On the surface, they couldn't be further apart—but both are magnets for news-driven volatility. That's exactly what Direxion is betting on.
The new ETFs—Direxion Daily SHOP Bull 2X ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHPU#NYSE">SHPU</a>) and Direxion Daily SHOP Bear 1X ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHPD#NYSE">SHPD</a>) for Shopify, Direxion Daily LMT Bull 2X ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMTL#NYSE">LMTL</a>) and Direxion Daily LMT Bear 1X ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMTS#NYSE">LMTS</a>) for Lockheed—let experienced traders juice their exposure to daily swings triggered by earnings, headlines, or even posts from Capitol Hill.
Read Also: <a href="https://www.benzinga.com/news/politics/25/08/46829318/us-defense-firms-face-tough-times-as-chinas-mineral-curbs-trigger-global-scramble-for-critical-supplies-report">US Defense Firms Face Tough Times As China&#8217;s Mineral Curbs Trigger Global Scramble For Critical Supplies: Report</a>
<h2 class="wp-block-heading">Built For The Brave</h2>
These are not gentle, buy-and-hold tools. Direxion's single-stock leveraged and inverse ETFs are designed for traders who want to react fast and with conviction. That means no diversification, daily resets, and a strong stomach for sharp turns—whether it's a surprise Fed decision or a Middle East flare-up.
"Shopify and Lockheed represent opposite ends of the tactical spectrum," said Mo Sparks, Direxion's chief product officer. "But both are ideal for traders chasing big short-term moves."
<h2 class="wp-block-heading">From Sales Charts To Strike Zones</h2>
With these launches, traders now have precision tools to capitalize on Shopify's next e-commerce pivot—or Lockheed's next defense deal. 
Whether you're betting on a cart checkout surge or a conflict-driven stock spike, these ETFs are locked, loaded, and anything but boring.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://benzinga.com/analyst-stock-ratings/price-target/25/08/46883188/shopify-gears-up-for-q2-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts">Shopify Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a></li>
</ul>
Photo: Shutterstock

New ETFs

ETFs

LMTL

LMTS

SHOP

SHPD

SHPU

Shopify And Lockheed Martin: New Direxion ETFs Turn Daily Moves Into Trading Ammo

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ETN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$400.00</td>
<td>$76.5K</td>
<td>913</td>
<td>3.2K</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$26.00</td>
<td>$59.4K</td>
<td>1.3K</td>
<td>960</td>
</tr>
<tr>
<td>WMS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$115.00</td>
<td>$123.4K</td>
<td>89</td>
<td>501</td>
</tr>
<tr>
<td>VRT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$105.00</td>
<td>$207.9K</td>
<td>1.3K</td>
<td>404</td>
</tr>
<tr>
<td>BA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/22/25</td>
<td>$225.00</td>
<td>$29.7K</td>
<td>728</td>
<td>186</td>
</tr>
<tr>
<td>LMT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/29/25</td>
<td>$435.00</td>
<td>$30.0K</td>
<td>97</td>
<td>140</td>
</tr>
<tr>
<td>RRX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$150.00</td>
<td>$49.2K</td>
<td>292</td>
<td>125</td>
</tr>
<tr>
<td>UPS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$80.00</td>
<td>$109.0K</td>
<td>170</td>
<td>119</td>
</tr>
<tr>
<td>PSIX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/21/25</td>
<td>$120.00</td>
<td>$28.0K</td>
<td>42</td>
<td>84</td>
</tr>
<tr>
<td>GEV</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>10/17/25</td>
<td>$650.00</td>
<td>$48.2K</td>
<td>110</td>
<td>44</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For ETN (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>), we notice a call option trade that happens to be bearish, expiring in 45 day(s) on September 19, 2025. This event was a transfer of 450 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $76.5K, with a price of $170.0 per contract. There were 913 open contracts at this strike prior to today, and today 3243 contract(s) were bought and sold. 
• For GEO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>), we notice a call option sweep that happens to be bearish, expiring in 10 day(s) on August 15, 2025. This event was a transfer of 440 contract(s) at a $26.00 strike. This particular call needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $59.4K, with a price of $135.0 per contract. There were 1382 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
• For WMS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMS#NYSE">WMS</a>), we notice a call option sweep that happens to be bearish, expiring in 45 day(s) on September 19, 2025. This event was a transfer of 143 contract(s) at a $115.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $123.4K, with a price of $853.0 per contract. There were 89 open contracts at this strike prior to today, and today 501 contract(s) were bought and sold. 
• For VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we notice a put option sweep that happens to be bearish, expiring in 164 day(s) on January 16, 2026. This event was a transfer of 396 contract(s) at a $105.00 strike. This particular put needed to be split into 23 different trades to become filled. The total cost received by the writing party (or parties) was $207.9K, with a price of $525.0 per contract. There were 1342 open contracts at this strike prior to today, and today 404 contract(s) were bought and sold. 
• Regarding BA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), we observe a call option sweep with bearish sentiment. It expires in 17 day(s) on August 22, 2025. Parties traded 50 contract(s) at a $225.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $29.7K, with a price of $595.0 per contract. There were 728 open contracts at this strike prior to today, and today 186 contract(s) were bought and sold. 
• For LMT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), we notice a call option trade that happens to be bullish, expiring in 24 day(s) on August 29, 2025. This event was a transfer of 40 contract(s) at a $435.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $750.0 per contract. There were 97 open contracts at this strike prior to today, and today 140 contract(s) were bought and sold. 
• For RRX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RRX#NYSE">RRX</a>), we notice a call option sweep that happens to be bullish, expiring in 10 day(s) on August 15, 2025. This event was a transfer of 107 contract(s) at a $150.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $49.2K, with a price of $460.0 per contract. There were 292 open contracts at this strike prior to today, and today 125 contract(s) were bought and sold. 
• Regarding UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>), we observe a call option trade with bearish sentiment. It expires in 317 day(s) on June 18, 2026. Parties traded 92 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $109.0K, with a price of $1185.0 per contract. There were 170 open contracts at this strike prior to today, and today 119 contract(s) were bought and sold. 
• For PSIX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSIX#NASDAQ">PSIX</a>), we notice a call option trade that happens to be bullish, expiring in 108 day(s) on November 21, 2025. This event was a transfer of 25 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $28.0K, with a price of $1120.0 per contract. There were 42 open contracts at this strike prior to today, and today 84 contract(s) were bought and sold. 
• For GEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>), we notice a put option trade that happens to be neutral, expiring in 73 day(s) on October 17, 2025. This event was a transfer of 10 contract(s) at a $650.00 strike. The total cost received by the writing party (or parties) was $48.2K, with a price of $4825.0 per contract. There were 110 open contracts at this strike prior to today, and today 44 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

PSIX

10 Industrials Stocks With Whale Alerts In Today's Session

American defense manufacturers are reportedly grappling with China&#8217;s decision to limit the supply of critical minerals. This move has resulted in production delays and a global scramble for mineral stockpiles.
<h2 class="wp-block-heading">Defense Firms Struggle As China Tightens Mineral Grip</h2>
Amid rising U.S.-China trade tensions, China tightened its export controls on rare earths earlier this year. Despite easing these restrictions following trade concessions from the Trump administration in June, China continues to control&nbsp;critical minerals for defense purposes, <a href="https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51?mod=hp_lead_pos1">reported</a> The Wall Street Journal.
China&#8217;s dominance in the global production of many critical minerals, including supplying about 90% of the world&#8217;s rare earths, has significant implications. Leonardo DRS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRS#NASDAQ">DRS</a>), for instance, had to postpone orders by two months while seeking&nbsp;non-Chinese magnet sources,&nbsp;which are made from rare earths.
The restrictions have led to a sharp increase in the prices of materials required by the defense industry. One company was quoted a price for samarium, a crucial element for making jet-fighter engine magnets, at 60 times the standard rate. This has resulted in&nbsp;the cost of defense systems&nbsp;skyrocketing, according to suppliers and defense executives. 
<h2 class="wp-block-heading">AI, Drones Drive Urgency In Rare Earth Supply Effort</h2>
The U.S. has been grappling with a <a href="https://www.benzinga.com/markets/equities/25/07/46214341/china-showed-its-death-grip-on-rare-earths-during-trump-tariff-war-but-craig-shapiro-says-this-2-billion-plan-will-secure-us-supply-heres-how">critical vulnerability </a>in its supply chain concerning rare earth supply amid rising tensions and<a href="https://www.benzinga.com/markets/equities/25/07/46214341/china-showed-its-death-grip-on-rare-earths-during-trump-tariff-war-but-craig-shapiro-says-this-2-billion-plan-will-secure-us-supply-heres-how"> ongoing trade</a> talks.&nbsp;
Defense contractors depend on Chinese-sourced minerals for microelectronics, drone motors, night-vision goggles, missile-targeting systems, and defense satellites.
Furthermore, the Defense Secretary Pete Hegseth&#8216;s move to fast-track drone manufacturing and <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46356963/drone-stocks-fly-as-defense-secretary-fast-tracks-drone-production-deployment">deployment</a> has added to the urgency of securing a stable supply of rare earths.
In a recent development, MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) CEO James Litinsky highlighted the critical role of rare earth magnets in powering the AI industry and how the U.S. can secure its position in the <a href="https://www.benzinga.com/markets/tech/25/07/46654958/mp-materials-ceo-james-litinsky-says-us-can-beat-china-in-ai-hardware-race-backed-by-400-million-pentagon-deal-to-secure-rare-earth-supply-chain">global AI race</a>. This comes on the heels of its $400 million Pentagon deal to secure the rare earth supply chain. 
On its recent earnings call, Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) CEO James Taiclet hailed the MP Materials deal as groundbreaking for securing magnet supplies for F-35 jets and cruise missiles, but noted that establishing new supply chains will take time.
READ MORE:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/08/46782374/palantir-lands-10-billion-army-deal-to-unify-75-contracts-into-one-ai-powered-defense-software-framework">Palantir Lands $10 Billion Army Deal To Unify 75 Contracts Into One AI-Powered Defense Software Framework</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

News

US Defense Firms Face Tough Times As China's Mineral Curbs Trigger Global Scramble For Critical Supplies: Report

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the industrials sector.
<h3 class="wp-block-heading">Paychex, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAYX#NASDAQ">PAYX</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 3.10%</li>
<li>BMO Capital analyst Daniel Jester initiated coverage on the stock with a Market Perform rating and a price target of $160 on July 10, 2025. This analyst has an accuracy rate of 68%.</li>
<li>Morgan Stanley analyst James Faucette maintained an Equal-Weight rating and cut the price target from $150 to $148 on June 27, 2025. This analyst has an accuracy rate of 65%.</li>
<li>Recent News: On June 25, Paychex reported worse-than-expected fourth-quarter sales results..</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest PAYX <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0804">news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0804"><img loading="lazy" decoding="async" width="916" height="830" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053209/image-29.png" alt="" class="wp-image-1012952" style="width:563px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053209/image-29.png 916w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053209/image-29-300x272.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053209/image-29-768x696.png 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure>
<h3 class="wp-block-heading">Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 3.14%</li>
<li>UBS analyst Gavin Parsons maintained a Neutral rating and cut the price target from $498 to $453 on July 23, 2025. This analyst has an accuracy rate of 71%.</li>
<li>JP Morgan analyst Seth Seifman maintained an Overweight rating and slashed the price target from $520 to $465 on July 23, 2025. This analyst has an accuracy rate of 82%.</li>
<li>Recent News: On July 22, Lockheed Martin lowered 2025 EPS guidance.</li>
<li>Benzinga Pro's real-time newsfeed alerted to latest LMT <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0804">news </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0804"><img loading="lazy" decoding="async" width="917" height="828" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053243/image-30.png" alt="" class="wp-image-1012957" style="width:557px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053243/image-30.png 917w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053243/image-30-300x271.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053243/image-30-768x693.png 768w" sizes="(max-width: 917px) 100vw, 917px" /></a></figure>
<h3 class="wp-block-heading">Alight, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALIT#NYSE">ALIT</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 3.14%</li>
<li>Needham analyst Kyle Peterson reiterated a Buy rating with a price target of $8 on June 20, 2025. This analyst has an accuracy rate of 63%.</li>
<li>Wedbush analyst Daniel Ives maintained an Outperform rating and cut the price target from $11 to $9 on May 9, 2025. This analyst has an accuracy rate of 80%.</li>
<li>Recent News: Alight will release second quarter earnings results before market open on Tuesday, Aug. 5.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest ALIT <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0804">news</a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0804"><img loading="lazy" decoding="async" width="907" height="822" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053326/image-31.png" alt="" class="wp-image-1012961" style="width:636px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053326/image-31.png 907w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053326/image-31-300x272.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/04053326/image-31-768x696.png 768w" sizes="(max-width: 907px) 100vw, 907px" /></a></figure>
<a href="https://www.youtube.com/watch?time_continue=1&amp;v=pVF0O2lsEH4&amp;embeds_referring_euri=https%3A%2F%2Fwww.benzinga.com%2F">https://www.youtube.com/watch?time_continue=1&amp;v=pVF0O2lsEH4&amp;embeds_referring_euri=https%3A%2F%2Fwww.benzinga.com%2F</a>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?start=1&#038;feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/25/08/46792424/wall-streets-most-accurate-analysts-weigh-in-on-3-health-care-stocks-with-over-3-dividend-yields-4">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Health Care Stocks With Over 3% Dividend Yields</a></li>
</ul>
Photo via Shutterstock

Long Ideas

Dividends

Price Target

Markets

Analyst Ratings

Trading Ideas

ALIT

PAYX

Wall Street's Most Accurate Analysts Spotlight On 3 Industrials Stocks Delivering High-Dividend Yields

V2X, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VVX#NYSE">VVX</a>) has secured a $4.3 billion contract from the U.S. Air Force to provide Contractor Operated and Maintained Base Supply (COMBS) services<a target="_blank" href="https://www.benzinga.com/pressreleases/25/08/n46788464/v2x-awarded-4-3-billion-contract-to-support-u-s-air-force-t-6-combs-program" rel="noreferrer noopener"> for the T-6 aircraft program</a>.
This initiative is designed to enhance the availability and safety of aircraft used for pilot training across multiple military branches.
The contract, structured as an indefinite-delivery/indefinite-quantity agreement, covers supply chain management to ensure aircraft meet daily operational and depot maintenance needs for the U.S. Air Force, Navy, and Army.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46453684/defense-stocks-earnings-q2-2025-preview" rel="noreferrer noopener">Defense Stocks Head Into Earnings At Record Highs — Is The Boom Just Beginning?</a>
The Department of Defense emphasizes this approach as a key strategy for aligning military procurement with modern commercial standards.
Jeremy C. Wensinger, president and CEO of V2X, expressed gratitude for the opportunity, stating, "This contract reflects the dedication of our team and the pride we take in supporting the readiness of our nation&#8217;s aircraft." He noted that the contract represents the company's ongoing commitment to supporting the operational readiness of U.S. military aircraft.
Vinny Caputo, senior vice president of aerospace systems at V2X, added that the company's expertise in supply chain operations would ensure consistent delivery of parts and services.
Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) are two major defense contractors operating in similar aerospace and military support sectors.
The contract work will be executed at various military bases across the United States and is slated to continue through July 2034, further cementing V2X's role as a key partner in supporting the U.S. defense infrastructure.
Price Action: VVX shares are trading higher by 0.084% to $47.34 at last check, Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/08/46791008/bitcoin-plummets-to-115000-ethereum-xrp-dogecoin-follow-lower" target="_blank" rel="noreferrer noopener">Bitcoin Plummets To $115,000, Ethereum, XRP, Dogecoin Follow Lower</a></li>
</ul>
Image: Shutterstock

Movers

General

V2X Clinches $4.3 Billion US Air Force Deal For T-6 Support

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) secured a major victory with the U.S. Army&#8217;s new Enterprise Agreement that establishes a comprehensive framework for the Army&#8217;s future software and data needs. The 10-year contract, valued at up to $10 billion, represents the maximum potential value rather than guaranteed obligations.
<h2 class="wp-block-heading">Army Consolidates 75 Contracts Into Single Enterprise Agreement</h2>
The Army consolidated 75 contracts—15 prime contracts and 60 related contracts—into this single agreement. This streamlined approach eliminates contract and reseller pass-through fees while accelerating delivery of proven commercial software to warfighters.
<h2 class="wp-block-heading">Cost Efficiencies Drive Military Modernization</h2>
&#8220;This Enterprise Agreement represents a pivotal step in the Army&#8217;s commitment to modernizing our capabilities while being fiscally responsible,&#8221; said Leo Garciga, the Army&#8217;s Chief Information Officer. The framework establishes volume-based discounts and reduces procurement timelines.
The agreement allows flexible purchasing of goods and services as needed, delivering significant cost efficiencies across mission-critical programs. Other Department of Defense agencies can also purchase Palantir&#8217;s commercial products during the contract period.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46781721/apple-surges-after-hours-as-q3-earnings-crush-estimates-iphone-and-services-lead-growth">Apple Surges After-Hours As Q3 Earnings Crush Estimates, iPhone And Services Lead Growth</a>
<h2 class="wp-block-heading">Market Position Strengthens Amid Pentagon AI Testing</h2>
The deal comes as the Pentagon tests AI models from Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and OpenAI to reduce dependency on vendors like Palantir and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>). These <a href="https://www.benzinga.com/markets/tech/25/07/46681403/department-of-defense-tests-ai-models-by-microsoft-openai-to-ease-transition-from-palantir-lockheed-martin">competing models aim to extract data</a> from analytics applications, potentially threatening vendor lock-in situations.
Despite competitive pressures, Piper Sandler analyst Brent Bracelin initiated coverage on PLTR with an Overweight rating and $170 price target, calling it an &#8220;AI All-Star.&#8221; The analyst projects Palantir could <a href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46636083/the-secret-ai-powerhouse-winning-big-in-defense-and-beyond">achieve a $24 billion annual revenue run rate</a> by 2032.
<h2 class="wp-block-heading">Financial Performance and Growth Trajectory</h2>
Palantir shares closed at $158.35 on Thursday, down 0.16%, with after-hours trading at $157.40. The company is set to report its second-quarter earnings on Monday after the market closes.
The company has achieved approximately $4 billion in revenue run-rate with free cash flow margins exceeding 40%, spanning over two decades of strategic development in <a href="https://www.benzinga.com/analyst-stock-ratings/initiation/25/07/46636083/the-secret-ai-powerhouse-winning-big-in-defense-and-beyond">the defense technology sector</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46781583/trump-slaps-35-tariff-on-canadian-goods-hits-68-other-nations-with-new-trade-war-amid-fentanyl-security-china-tensions" target="_blank" rel="noreferrer noopener">Trump Slaps 35% Tariff On Canadian Goods, Hits 68 Other Nations With New Trade War Amid Fentanyl, Security, China Tensions</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Mamun_Sheikh via Shutterstock

Palantir Lands $10 Billion Army Deal To Unify 75 Contracts Into One AI-Powered Defense Software Framework

Lockheed Martin's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) short percent of float has risen 4.35% since its last report. The company recently reported that it has 2.83 million shares sold short, which is 1.44% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.47 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Lockheed Martin Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753902024_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Lockheed Martin has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Lockheed Martin's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Lockheed Martin's peer group average for short interest as a percentage of float is 4.94%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is the Market Bullish or Bearish on Lockheed Martin?

Draganfly Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPRO#NASDAQ">DPRO</a>) announced Wednesday the successful sale of multiple Draganfly Heavy Lift Drones to a Fortune 50 telecommunications company.
Draganfly is a developer of drone solutions and systems, and Infinity Communications, a provider of rapid deployment communications infrastructure.
The sale, finalized following extensive field testing, will support UAV-based emergency response operations and enhance the customer&#8217;s emergency communication network capabilities.
The transaction marks a significant step in integrating advanced unmanned aerial systems into large-scale disaster response strategies, the company said.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46494422/draganfly-dpro-stock-plummets-on-25m-offering-what-investors-need-to-know" rel="noreferrer noopener">Draganfly (DPRO) Stock Plummets On $25M Offering: What Investors Need To Know</a>
Draganfly&#8217;s Heavy Lift drone platform is outfitted with advanced remote sensors, logistics, and communication payloads, making it ideally suited for delivering critical supplies and restoring connectivity in areas impacted by storms, infrastructure failure, or other emergencies.
&#8220;Thanks to our collaboration with Draganfly, our Fortune 50 customer can now leverage the critical role UAV technology and automation play in disaster response,&#8221; said Chris Coltrain, National Disaster Recovery Director at Infinity Communications.
Coltrain noted that by integrating Draganfly&#8217;s Heavy Lift drones into their deployment strategy, they demonstrated rapid, reliable delivery of life-saving equipment and swift restoration of communications in even the most challenging conditions.
&#8220;The Draganfly Heavy Lift platform is designed for high-stakes missions,&#8221; commented Cameron Chell, CEO of Draganfly. &#8220;Working with the outstanding team at Infinity Communications allows us to demonstrate the unmatched versatility of our modular design and the innovation that stems from over 25 years of UAV development.&#8221;
Price Action: DPRO shares are trading higher by 3.27% at $ 4.74 premarket at the last check on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/space/25/07/46713112/spacexs-heavy-handed-diplomacy-stalled-bahamas-spacex-falcon-9-landing-deal-report" target="_blank" rel="noreferrer noopener">SpaceX&#8217;s Heavy-Handed Diplomacy Stalled Bahamas SpaceX Falcon 9 Landing Deal: Report</a></li>
</ul>
Photo by MacroEcon via Shutterstock

Market-Moving Exclusives

Exclusives

DPRO

FITE

iShares Dow Jones US Aerospace & Defense Index Fund

EXCLUSIVE: Draganfly Sells Heavy Lift Drones To Fortune 50 Giant For Emergency Missions

In a bid to reduce dependency on vendors like Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), the Pentagon is experimenting with AI models from Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and OpenAI.
What Happened: The Pentagon and other federal agencies are evaluating AI models developed by Microsoft and OpenAI. These models are designed to extract data from analytics applications managed by contractors such as Palantir and Lockheed Martin, as reported <a href="https://www.investing.com/news/stock-market-news/dod-test-ai-models-that-make-it-easy-to-switch-from-vendors-like-palantir-4155825">by</a> investing.com on Monday.
The aim is to potentially free customers from vendor lock-in situations.
Major tech companies, including Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft, and Salesforce.com Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), are developing AI tools to simplify platform transitions for their customers. 
These tools can write code to transfer corporate data between applications or convert older programs into newer formats.
These AI capabilities could be used as leverage in contract negotiations with current providers like Palantir, as they could threaten to move agency data to competing analytics platforms such as Microsoft&#8217;s Power BI.
See Also: <a href="https://benzinga.com/markets/tech/25/07/46651922/samsung-inks-decade-long-16-5-billion-chip-manufacturing-pact-with-mystery-tech-giant-as-it-fights-t" target="_blank" rel="noopener">Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: &#8216;I Will Walk The Line Personally&#8217; To Boost Progress</a>
Why It Matters: This development comes in the wake of a growing interest in AI technologies. Just earlier this month, tech analyst Dan Ives of Wedbush Securities raised his price target for Palantir, citing the company&#8217;s <a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46339022/palantir-could-be-the-next-big-ai-winner-says-dan-ives-sees-12-pltr-stock-surge">AI strategy</a> as a key factor.
On the other hand, Microsoft has been under scrutiny for its <a href="https://www.benzinga.com/markets/tech/25/07/46507658/microsoft-ends-china-based-tech-support-for-pentagon-projects-amid-national-security-backlash">China-based tech support</a> for Pentagon projects. The company&#8217;s decision to discontinue this support could have influenced the DoD&#8217;s decision to explore alternative AI models.
Meanwhile, Palantir&#8217;s position in the AI landscape has also been a topic of debate, with co-founder Joe Lonsdale outlining a six-layer <a href="https://www.benzinga.com/markets/tech/25/07/46680292/peter-thiel-debates-6-layer-ai-future-with-palantir-cofounder-why-nvidia-is-untouchable-at-level-1-and-pltr-may-be-at-risk-in-level-4">AI investment framework</a> that raises concerns about the company&#8217;s competitive position.
Price Action: Palantir shares dipped 0.58% on Monday to close at $157.88, but gained 0.39% in premarket trading on Tuesday, according to <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://benzinga.com/markets/macro-economic-events/25/07/46653477/trump-mulls-little-rebate-for-americans-funded-by-tariff-revenue-but-heres-the-big-" target="_blank" rel="noopener">Trump Mulls &#8216;Little Rebate&#8217; For Americans Funded By Tariff Revenue — But Here&#8217;s The &#8216;Big Thing&#8217; He Wants To Do First</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Pentagon Tests AI Models By Microsoft, OpenAI To Ease Transition From Palantir, Lockheed Martin

Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) has outperformed the market over the past 20 years by 1.51% on an annualized basis producing an average annual return of 10.06%. Currently, Lockheed Martin has a market capitalization of $99.72 billion. 
Buying $100 In LMT: If an investor had bought $100 of LMT stock 20 years ago, it would be worth $678.55 today based on a price of $427.15 for LMT at the time of writing.
<h3>Lockheed Martin's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753713029_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Lockheed Martin Stock In The Last 20 Years

Wall Street ended the week on a high, with tech-driven indices hitting fresh records as strong corporate earnings, robust economic data, and breakthrough trade <a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/07/46643937/trade-deals-wall-street-trump-fed-attack" rel="noreferrer noopener">deals lifted investor sentiment.</a>
The U.S. finalized new trade agreements with Indonesia, the Philippines, and Japan—Tokyo's pact being the most notable, cutting tariffs on Japanese autos <a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/07/46648088/benzinga-bulls-and-bears-t-mobile-lendingtree-molina-healthcare-and-trade-deal-optimism-boosts-markets" rel="noreferrer noopener">and goods from 25% to 15%.</a>
In return, Japan committed $550 billion in investments and expanded access to U.S.-made products.
A U.S.-EU trade deal is reportedly nearing completion and could mirror the Japan agreement, with tariff relief expected before the August 1 deadline.
Also :&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46612914/bitcoin-could-go-to-300000-before-great-depression-crisis-traders-argue?tblci=GiAIRlI0k8093O7NDun8A3VPr6xAR70_aoZJ6XnLiAtCAyCN1Vcoz7Dpifi1v-7FATDviEo" target="_blank" rel="noreferrer noopener">Bitcoin Could Go To $300,000 Before ‘Great Depression' Crisis, Traders Argue – Benzinga</a>
Meanwhile, President Donald Trump signed an Executive Order to bolster America's artificial intelligence leadership by facilitating the export of full-stack AI systems to trusted allies.
The White House said the move aims to advance both economic competitiveness and national security.
Earnings:
Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) &nbsp;reported second-quarter revenue of $96.43 billion, beating analyst<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587283/alphabet-q2-earnings-revenue-eps-beat-estimates-google-parent-raises-capex-outlook-due-to-strong-and-growing-cloud-demand" rel="noreferrer noopener">&nbsp;estimates of $93.72 billion.</a>
The Google parent reported second-quarter earnings of $2.31 per share, beating estimates of $2.16 per share.
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) reported second-quarter revenue of $22.5 billion, down 12% year-over-year. The revenue missed a Street <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587882/tesla-q2-earnings-highlights-revenue-and-earnings-fall-short-new-models-still-set-for-2025-2026" rel="noreferrer noopener">consensus estimate of $22.8 billion.</a>
International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) reported quarterly earnings of&nbsp;$2.80&nbsp;per share, which beat the <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587952/ibm-shares-slide-after-q2-results-eps-beat-revenues-beat" rel="noreferrer noopener">Street consensus estimate of&nbsp;$2.64. </a>Quarterly revenue came in at&nbsp;$16.977 billion, which beat the consensus estimate of&nbsp;$16.576 billion.
General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>): &nbsp;registered second-quarter adjusted earnings per share of $2.53, beating the&nbsp;analyst consensus estimate of $2.40. Quarterly sales of $47.12 billion outpaced<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46542820/general-motors-faces-tariffs-heat-margins-shrink" rel="noreferrer noopener"> the Street view of $45.57 billion.</a>
Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) reported second-quarter revenue of $12.86 billion, beating <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46617195/intel-q2-earnings-revenue-beat-eps-miss-chipmaker-sees-clear-opportunities-to-enhance-competitive-position" rel="noreferrer noopener">analyst&nbsp;estimates of $11.91 billion</a>. The chipmaker reported a second-quarter adjusted loss of 10 cents per share, missing analyst estimates for earnings of one cent per share.
SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) reported quarterly adjusted earnings of $1.70,&nbsp;which beat the <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46559325/sap-reports-better-than-expected-q2-results-details" rel="noreferrer noopener">consensus estimate of&nbsp;$1.47</a>. Quarterly revenue of $10.23 billion beat the&nbsp;$9.11 billion Street estimate.
Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) reported second quarter net sales of $18.16 billion, marginally missing the Street estimate of $18.63 billion, while adjusted earnings per share of $7.29 topped the<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46546336/missile-wins-cant-offset-margin-collapse-lockheed-martin-tumbles-after-q2-report" rel="noreferrer noopener"> consensus forecast of $6.63.</a>
T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) reported second-quarter earnings of&nbsp;$2.84&nbsp;per share, which beat the analyst<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587855/t-mobile-stock-climbs-after-q2-results-crushed-growth-records" rel="noreferrer noopener"> consensus estimate of&nbsp;$2.68.</a>&nbsp;Quarterly revenue came in at $21.13 billion,&nbsp;which beat the Street estimate of&nbsp;$20.98 billion&nbsp;and is up from revenue of&nbsp;$19.77 billion&nbsp;from the same period last year.
Technology:
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) is investigating whether a leak from its early alert system for cybersecurity companies allowed Chinese hackers to exploit flaws in its&nbsp;SharePoint&nbsp;service before <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647734/microsoft-probes-possible-breach-of-its-cyber-threat-notification-system-after-suspected-chinese-hack-report" rel="noreferrer noopener">they were patched.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is facing mounting pressure from investors as concerns intensify over its lagging generative AI (GenAI) strategy, a key driver of growth <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46636565/apple-faces-existential-threat-if-it-fails-to-act-on-genai" rel="noreferrer noopener">across the tech sector.</a>
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) advanced AI processors worth over $1 billion were reportedly smuggled to China after the U.S. government's <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46600247/nvidia-ai-chips-worth-1-billion-flood-chinas-black-market-after-trumps-export-curbs-its-like-a-seafood-market" rel="noreferrer noopener">efforts to restrict chip exports</a>.
Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) launched an&nbsp;upgraded version&nbsp;of its third-generation&nbsp;Qwen3 family&nbsp;of large language models (LLMs), enhancing its AI capabilities in math and coding to outperform top models from OpenAI <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46566307/alibabas-upgraded-qwen3-outperforms-openai-deepseek" rel="noreferrer noopener">and DeepSeek in key benchmarks.</a>
Jeff Bezos, founder and executive chairman of Amazon.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), has offloaded $1.5 billion worth of company stock just days ahead of the e-commerce giant&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46623965/jeff-bezos-offloads-1-5-billion-in-amazon-stock-ahead-of-q2-earnings-report-plans-to-sell-more" rel="noreferrer noopener">upcoming Q2 earnings report.</a>
The National Highway Traffic Safety Administration (NHTSA) has concluded its 14-month investigation into&nbsp;Alphabet&#8217;s&nbsp;self-driving company,&nbsp;Waymo. The investigation was initiated due to a series of minor collisions and<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647825/alphabets-waymo-cleared-as-nhtsa-closes-14-month-robotaxi-safety-probe" rel="noreferrer noopener"> unexpected vehicle behavior.</a>
Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) is facing legal scrutiny over its&nbsp;$61 billion acquisition of&nbsp;VMware, as European Union judges assess a challenge to the deal's approval filed by <a target="_blank" href="https://www.benzinga.com/m-a/25/07/46634755/broadcoms-61-billion-vmware-deal-faces-eu-court-challenge-could-regulatory-blowback-hit-growth" rel="noreferrer noopener">a cloud computing group.</a>
Artificial Intelligence
A new plan to make the U.S. the powerhouse in the artificial intelligence sector and win the global AI race could make several tech <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46580004/trumps-ai-action-plan-to-unleash-4th-industrial-revolution-dan-ives-picks-6-stock-winners" target="_blank" rel="noreferrer noopener">giants stand out, according to tech analyst Dan Ives</a>.
Here are Ives' picks and why he thinks the push into AI is so important now.
Amid growing concerns about the financial burden of developing new AI models,&nbsp;Bret Taylor, chairman of&nbsp;OpenAI, has issued a cautionary <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647201/openai-chairman-says-only-tech-giants-can-afford-new-ai-models-startups-should-focus-on-applications" rel="noreferrer noopener">note to AI entrepreneurs.</a>
Taylor, who has a background with tech giants like Google and Facebook, highlighted the substantial costs involved in training new AI models.
Chinese Premier&nbsp;Li Qiang&nbsp;has proposed the establishment of a global organization to promote international cooperation in the field <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647539/china-pushes-for-global-ai-body-amid-rising-tensions-with-us-over-tech-exports-report" rel="noreferrer noopener">of artificial intelligence (AI).</a>
Premier Li made this proposal during the World Artificial Intelligence Conference (WAIC) in Shanghai, Reuters reported on Friday.
Automobiles:
Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)&nbsp;launched 24/7&nbsp;Robotaxi operations on&nbsp;Friday in Guangzhou and Shenzhen, significantly expanding its service hours in two of<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46625780/pony-ai-kicks-off-24-7-robotaxi-service-in-guangzhou-and-shenzhen" rel="noreferrer noopener"> China's most dynamic economic hubs</a>.
This shift marks a key milestone in the company's Chinese expansion, increasing availability from 15 hours daily to full round-the-clock access. Pony.ai also extended its Robotaxi testing in Beijing to 24 hours a day.
Tesla is offering a range of incentives and discounts on all the vehicles in its lineup as sales continue to plummet.
The offers were shared by influencer&nbsp;Sawyer Merritt&nbsp;on X on Thursday, detailing the incentives the company<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46625917/elon-musk-led-tesla-announces-new-offers-incentives-on-entire-lineup-amid-sluggish-us-sales" rel="noreferrer noopener"> offers on all its models.</a>
Tesla said that it has received multiple shareholder proposals concerning the company&#8217;s&nbsp;potential investment&nbsp;in&nbsp;Elon Musk&#8217;s&nbsp;artificial intelligence startup,&nbsp;xAI.
In a statement shared on&nbsp;X, Tesla acknowledged growing shareholder interest in the proposed investment in&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46646932/elon-musks-tesla-to-include-shareholder-proposal-on-xai-investment-in-proxy-after-receiving-multiple-requests" rel="noreferrer noopener">Grok&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46646932/elon-musks-tesla-to-include-shareholder-proposal-on-xai-investment-in-proxy-after-receiving-multiple-requests" rel="noreferrer noopener">&nbsp;parent company.</a>
Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>)&nbsp;Interim CEO,&nbsp;Marc Winterhoff, hailed Chinese electric vehicles and Robotaxis, saying he was &#8220;impressed by how much they came of age,&#8221;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46571454/tesla-rival-lucids-ceo-hails-chinese-evs-reiterates-commitment-to-us-robotaxi-operations-with-uber" rel="noreferrer noopener"> amid&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46571454/tesla-rival-lucids-ceo-hails-chinese-evs-reiterates-commitment-to-us-robotaxi-operations-with-uber" rel="noreferrer noopener">Uber Technologies, Inc.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>).
AutoNation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>)&nbsp;is benefiting from a broader trend of robust consumer spending in the automotive sector,<a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46633103/autonation-expands-financing-program-strengthening-its-cash-flow" rel="noreferrer noopener"> propelling its stock upward. </a>The company reported second-quarter adjusted earnings per share of $5.46 on Friday, beating the analyst consensus estimate of $4.60.
Quarterly sales of $6.974 billion outpaced the Street view of $6.769 billion.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46497814/3-dividend-bargains-for-the-rest-of-2025" target="_blank" rel="noreferrer noopener">3 Dividend Bargains For The Rest Of 2025</a></li>
</ul>

AAPL

AVGO

BABA

GOOG

GOOGL

INTC

LCID

NVDA

PONY

TMUS

TSLA

UBER

Consumer Tech News (July 21–July 25): Big Tech Earnings, Pony AI Robotaxi, Tesla Discounts And More

The Donald Trump administration is preparing to launch one of the most expensive defense initiatives in U.S. history, kicking off a $151 billion procurement drive for its "Golden Dome" <a href="https://www.benzinga.com/markets/tech/25/07/46544230/trump-turns-to-jeff-bezoss-project-kuiper-as-elon-musk-feud-threatens-spacex-role-in-175-billion-golden-dome-defense-project-report">missile shield</a>.
What Happened: On Friday, the U.S. Missile Defense Agency said it would soon invite proposals for an "advanced, multi-domain defense system" under the project officially known as Scalable Homeland Innovative Enterprise Layered Defense, or SHIELD, <a href="https://www.ft.com/content/b8cbefc9-9e68-4ba9-a621-667024481a5b">reported</a> the Financial Times.
The 10-year plan seeks to fund a sweeping array of contracts covering research and development, cybersecurity and the design and deployment of systems capable of defending against ballistic, hypersonic, and cruise missile threats.
Trump has pledged $175 billion toward the Golden Dome initiative, modeled loosely on Israel's Iron Dome and vowed to have it operational within three years.
See Also:&nbsp;<a href="https://benzinga.com/news/topics/25/07/46590373/elon-musk-richest-man-alive-is-asked-how-he-feels-about-being-labeled-evil-billionaire-its-not-like-ive-got-some-massive-cash-balance" target="_blank" rel="noreferrer noopener">Elon Musk, Richest Man Alive, Is Asked How He Feels About Being Labeled ‘Evil Billionaire' — ‘It's Not Like I've Got Some Massive Cash Balance'</a>
Why It's Important: On the same day, Booz Allen Hamilton Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) CEO Horacio Rozanski told analysts the firm "can play a variety of roles" and is "participating in the procurement process as it ramps up."
During its <a href="https://www.benzinga.com/markets/earnings/25/07/46600670/l3harris-q2-earnings-revenue-beat-eps-beat-raised-guidance-clear-inflection-point">second-quarter earnings</a> call on Thursday, L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>) also said that the company is preparing to deploy 40 to 45 Hypersonic Ballistic Tracking Space Sensor (HBTSS) satellites, which are vital to the Golden Dome missile defense system.
Major defense contractors—Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOX#NYSE">NOX</a>), RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)—have <a href="https://www.benzinga.com/markets/earnings/25/07/46565953/lockheed-martin-confirms-talks-with-us-over-trumps-175-billion-golden-dome-missile-shield-ceo-james-taiclet-says-no-contracts-yet-lmt-is-all-in">also signaled interest</a>.
While Trump's initial defense bill allocates just $25 billion toward the project, the Congressional Budget Office estimates a full-scale missile shield could cost up to $542 billion over 20 years, the report stated.
If executed, the plan could trigger a massive windfall for aerospace firms and defense startups alike, with Elon Musk's SpaceX—despite recent tensions with the administration—well-positioned to <a href="https://www.benzinga.com/25/04/44861620/spacex-palantir-frontrunners-in-bid-that-could-build-donald-trumps-golden-dome-report">secure satellite launch contracts</a>.
The Golden Dome project marks a dramatic expansion of U.S. homeland defense ambitions, potentially reshaping military procurement and creating new frontiers for defense technology and private-sector collaboration.
Benzinga&#8217;s Edge Stock Rankings indicate that Booz Allen Hamilton Corp is showing strong upward momentum in the short and medium term, but exhibits a downward trend over the long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance metrics can be found here</a>.
<figure class="wp-block-image aligncenter size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/26042123/Screenshot-2025-07-26-at-1.50.01%E2%80%AFPM.png" alt="" class="wp-image-1001868" /></a></figure>
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://benzinga.com/crypto/cryptocurrency/25/07/46567973/ethereum-treasury-company-trend-will-accelerate-says-bitwises-matt-hougan-heres-what-it-means-for-eths-price" target="_blank" rel="noreferrer noopener">Ethereum Treasury Company Trend ‘Will Accelerate', Says Bitwise's Matt Hougan—Here's What It Means For ETH's Price</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock

Trump's $151 Billion 'Golden Dome' Shield Program Will Soon Open Bidding For Defense Tech Giants, Startups: Report

Leading defense contractor, L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>) says that it is fully prepared to deliver on the requirements of President Donald Trump&#8217;s &#8220;Golden Dome&#8221; missile defense initiative. 
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/LHX" target="_blank" rel="noreferrer noopener">LHX stock here</a>.
What Happened: During its <a href="https://www.benzinga.com/markets/earnings/25/07/46600670/l3harris-q2-earnings-revenue-beat-eps-beat-raised-guidance-clear-inflection-point">second-quarter earnings</a> call on Thursday, the company&#8217;s CEO, Christopher Kubasik, said, &#8220;We're preparing to deploy a full constellation of 40 to 45 proven HPTSS satellites in a timely manner,&#8221; referring to Hypersonic Ballistic Tracking Space Sensor satellites, a key component of the Golden Dome missile defense system.
Kubasik called the effort &#8220;one of the most consequential homeland security initiatives in our history,&#8221; referring to the $175 billion plan that was outlined by Trump in May.
See Also: <a href="https://www.benzinga.com/trading-ideas/previews/25/07/46530432/lockheed-vs-rtx-vs-northrop-defense-giants-go-head-to-head-before-earnings-blastoff">Lockheed Vs. RTX Vs. Northrop: Defense Giants Go Head-To-Head Before Earnings Blastoff</a>
He says, the company&#8217;s ability to detect hypersonic threats will be crucial for the development and functioning of the missile defense system. 
L3Harris said it expects Golden Dome-related satellite work to contribute to 2026 revenue and noted that ground-based production efforts are also scaling. &#8220;We are rapidly scaling solid rocket motor manufacturing to meet the nation's urgent demand,&#8221; Kubasik said. &#8220;I made a commitment… to increase capacity and accelerate deliveries, and I intend to keep it.&#8221;
Why It Matters: Earlier this week, Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) said that it <a href="https://www.benzinga.com/markets/earnings/25/07/46565953/lockheed-martin-confirms-talks-with-us-over-trumps-175-billion-golden-dome-missile-shield-ceo-james-taiclet-says-no-contracts-yet-lmt-is-all-in">was holding talks</a> with the government on the architecture of the proposed missile defense system. The company did, however, emphasise that there were no contracts or bid proposals out just yet.
L3Harris released its <a href="https://www.benzinga.com/markets/earnings/25/07/46600670/l3harris-q2-earnings-revenue-beat-eps-beat-raised-guidance-clear-inflection-point">second-quarter earnings</a> on Thursday, reporting $5.43 billion in revenue, ahead of consensus estimates at $5.32 billion. Profits during the quarter stood at $2.78 per share, again beating analyst estimates of $2.49 per share.
Price Action: Shares of L3Harris were up 1.34% on Thursday, trading at $273.22, and are are up another 0.65% after hours.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="148" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25023828/Screenshot-2025-07-25-at-12.08.17-PM-1024x148.png" alt="" class="wp-image-1000178" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25023828/Screenshot-2025-07-25-at-12.08.17-PM-1024x148.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25023828/Screenshot-2025-07-25-at-12.08.17-PM-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25023828/Screenshot-2025-07-25-at-12.08.17-PM-768x111.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25023828/Screenshot-2025-07-25-at-12.08.17-PM.png 1524w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, L3Harris shares score high on Momentum and Quality, and have a favorable price trend in the short, medium and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock, its peers and competitors. 
Photo Courtesy: Piotr Swat on Shutterstock.com
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46566039/northrop-grumman-eyes-multi-billion-dollar-opportunities-in-middle-east-air-defense-europe-amid-regional-instability">Northrop Grumman Eyes &#8216;Multi-Billion Dollar Opportunities&#8217; In Middle East Air Defense, Europe Amid Regional Instability</a></li>
</ul>

Earnings

Government

Large Cap

Global

Trump's Golden Dome Shield Advances As L3Harris Says It's Ready To Deploy 'A Full Constellation' of 40 To 45 Proven Hypersonic Missile Tracking Satellites

Momentum is back in the stock market in a big way, and investors are digging into speculative assets like meme stocks and crypto with a fervor not seen since 2021.
However, while short squeezes and YOLO trading dominate social media, there are still numerous stocks flashing traditional bullish signals. These can pay off with much less risk of the kind of 40% drop OPEN saw earlier this week, after the stock&#8217;s meme hype fizzled.
Even better, you don't need to be a technical wizard to understand the bullish undertones on some of these stock charts. Today, we&#8217;re focusing on stocks with a Golden Cross, one of the most heavily used bullish trading signals.
It happens when a stock's 50-day moving average crosses above its 200-day moving average. Golden Crosses often form during a steady uptrend, often causing an additional upswing in stock price once the market identifies the signal.
Here are five stocks flashing the buy signal thanks to a Golden Cross.
<h2 class="wp-block-heading">30-Minute Trading Advantage, Free for 2 Weeks</h2>
Benzinga Pro alerts have led to major gains, like 270% on BLPH and 147% on CRBP. Access this market-shaping news before anyone else with Benzinga Pro's free two-week trial. <a href="https://www.benzinga.com/pro/register?utm_campaign=14daytrial&amp;el=ResearchDaily&amp;he=%7B%7Bemail%7D%7D&amp;adt_ei=%7B%7Bemail%7D%7D&amp;utm_adType=SponsorAd&amp;utm_ad=RD072425">Click HERE to start now</a>.
<h2 class="wp-block-heading">Datadog Inc.</h2>
Datadog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) is an SaaS data analysis darling from a previous bull market, but it's once again making noise following a 58% gain over the last three months. The company reported record revenue of $762 million in Q1 2025, representing year-over-year (YOY) growth of more than 24%. This impressive growth is why Datadog's Benzinga Edge Growth score is 96.01, the highest of any entry on our list today.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdO7qiO9gzrka_MELfjB5kRB2dI8Tcpqn3XavUO26VSE4nX5Q1afHotNADoDKKUjZ_1S5aoa43GRLOIs6enDVy5m0gsoVKGG9T1NLY3smnEJmlAHwRv_-Y0eWc03XoZny33aRPEkw?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
DDOG is also our first entry on this list because its chart shows several promising signals. An uptrend that began in April has finally brought the stock price back over the 50-day and 200-day moving averages, a gain of more than 60% in just three months. While it might be tempting to take profits here, the appearance of a Golden Cross and the Relative Strength Index (RSI) retreating under 70 indicates that more upside could be on the horizon.
<h2 class="wp-block-heading">NXP Semiconductors NV&nbsp;</h2>
Semiconductor stocks have led this market rally, driven by seemingly endless demand for AI capital expenditures. While NVDA and AMD dominate most chip headlines, NXP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) has been quietly demonstrating solid growth, consistently beating analyst expectations. The company reported earnings on Monday, and while revenue growth slowed YOY, EPS and revenue results both bested expectations. The Q3 revenue guidance of $3.15 billion prompted analysts at Cantor Fitzgerald and Needham &amp; Company to raise their price targets to $250, suggesting potential future upside of more than 10% from current levels.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeLU-KJGOc50gtXxmO-FcedrtyZKpMV9DLgKnmQb_ujZ2Ty8YI_LNkxyWk7HTR5zNR_FC0-2FRQgvbfRfCdfwv989DUHIcuM0jHaqdsbBThhi0zQXa6zJx2dt0YKoXXCjc68qbqnQ?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
NXPI shares have been steadily grinding upward since late April, but only recently have bullish patterns begun to emerge on the stock chart. The price didn't break above the 200-day MA until late May, and now a Golden Cross has triggered a significant volume spike of buyers. An upbeat earnings call can only add to the bullish energy, and the Benzinga Edge Growth score of 91.72 indicates higher prices are on the way for this stock.
<h2 class="wp-block-heading">Northrop Grumman Corp.&nbsp;</h2>
Defense conglomerate Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) is riding fundamental and technical tailwinds as it seeks to break out of a tight range. The company reported earnings on Tuesday, July 22, and while it posted a slight miss on both EPS and revenue, the full-year guidance figures grabbed investors' attention, and the stock finished the day up over 9%. Compared to Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), which dropped more than 10% following earnings, Northrop appears to be in the driver's seat for large-cap defense contractors.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe0sojbQ5wI0jCg7LbRoFdL1hE5P9MfCX9xdY6MMYSh8TNXFpUn7Ng-Txxp77oGcN9arwyMO4ulkYZtJ5Tee2ICC7bslwDivnCUtRDDGVVl7ipi6YASdnvmbojoNdJA2XZm3HfW2w?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
NOC shares were already up 10% year-to-date (YTD) before this earnings release, but the path to this gain has been anything but straightforward. The stock gyrated around the 50- and 200-day MAs for most of May and June before finally breaking both levels at the start of July. The MACD confirmed this uptrend, and with a Golden Cross triggering a large post-earnings move, this stock could surge higher in the next few sessions. The Benzinga Edge Growth score of 88.60 also indicates more upside ahead.
<h2 class="wp-block-heading">United Rentals Inc.&nbsp;</h2>
The largest equipment rental supplier in the country, United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>), reports earnings after the market close on Wednesday, and is looking to build on last quarter's report that saw revenue growth of 6% YOY and strong margins of 45%. The adjusted EBITDA of $1.7 billion was also a record for United Rentals.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcbLQ471ULZ8IrYO90BXLRxJYFGH_M1cffWfsa7G2nBvvHmoLa37ALHJV1KYke3Vh9Na9g2HC_Rb_SoCT1F855_O3rMm_ahm8l9moA-NSSU5An2fVCXsdAur9R3caeIH1-HTb8l?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
The chart is sending some conflicting information about the next move after earnings, but we continue to lean bullish based on recent trends. The stock formed a Golden Cross earlier this month, although this resulted in the RSI spiking over 70, and investors took profits following the post-tariff runup from April. But now that the RSI is comfortably back under 70 with the stock price still firmly above the 50-day and 200-day MAs, any upside earnings surprise will likely trigger another wave of bullish activity.
<h2 class="wp-block-heading">AMETEK Inc.&nbsp;</h2>
AMETEK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AME#NYSE">AME</a>) is a large-cap industrial firm that's undergone more transformations than a Decepticon. The company planted its roots as a metal and machine shop in 1930 in the Philadelphia suburb of Berwyn and has since evolved into a conglomerate of 40 different industrial businesses, specializing in electronic parts and automated systems. AMETEK went shopping again this month, acquiring FARO Technologies in an <a href="https://www.benzinga.com/m-a/25/07/46430120/faro-shareholders-approve-proposed-merger-with-ametek">all-cash deal worth $920 million</a> and adding it to the Ultra Precision Technologies Division. FARO focuses on 3D imaging and measurement, which has been a key area of focus for AMETEK following its acquisitions of Virtek and Creaform. The stock is down 1.5% YTD, but up over 14% in the last three months, and the daily chart shows a distinct area of interest.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXed_FQIocJHhZZlY5jPv95wo6J2oxo1vgBeFs825olCSPMuSg6grtXeEBiA7J-EyjB5SiamvNhqrGuRV48aMcH0Ivb7Ii4ReMnJwS5Z_SkNi_z1mM6qd6TNXp5uAbN_cNrNcXS4Hg?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
AME shares quickly recovered from the Liberation Day tariff selloff, but have now been stuck in a tight range since early May. However, the consolidation could be coming to an end now that a Golden Cross has formed, and the RSI indicates an upswing would have plenty of room to run. The Benzinga Edge Growth score of 95.62 hints at more upside potential as well. AMETEK has a catalyst coming up when it reports Q2 2025 earnings on July 31 and will look to build on a Q1 release that saw EPS beat expectations but revenue fall slightly short of expectations.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Image: Shutterstock

Opinion

DDOG

NXPI

5 High-Momentum Stocks With A 'Golden Cross' Buy Signal

UBS analyst Gavin Parsons maintains Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) with a Neutral and lowers the price target from $498 to $453.

UBS Maintains Neutral on Lockheed Martin, Lowers Price Target to $453

Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) faces growing pressure from Wall Street after delivering mixed second-quarter results and absorbing nearly $1.6 billion in charges across key segments.
Goldman Sachs analyst Noah Poponak reiterated a Sell rating on Lockheed Martin and lowered his 12-month price forecast to <a target="_blank" href="https://www.benzinga.com/quote/LMT/analyst-ratings" rel="noreferrer noopener">$398 from $406</a>. He pointed to ongoing problems that could hurt profits, reduce cash flow, and make future earnings less predictable.
Poponak noted that the latest charges in classified Aeronautics and helicopter programs within Rotary and Mission Systems (RMS) reduce segment margin expectations and may drag free cash flow lower beyond 2025.
Also Read: <a href="https://www.benzinga.com/markets/earnings/25/07/46565953/lockheed-martin-confirms-talks-with-us-over-trumps-175-billion-golden-dome-missile-shield-ceo-ja">Lockheed Martin Confirms Talks With US Over Trump&#8217;s $175 Billion &#8216;Golden Dome&#8217; Missile Shield — CEO James Taiclet Says No Contracts Yet, LMT Is &#8216;All In&#8217;</a>
He also highlighted risks tied to NGAD program losses and uncertainty around future F-35 funding, both of which threaten a substantial share of Lockheed&#8217;s earnings base.
Despite continued demand in missile defense and other high-profile programs, Poponak believes Lockheed is entering a more challenging phase. He cut his 2025-2028 EPS estimates and lowered his 12-month price target to $398 from $406, while maintaining a target P/E multiple of 0.81x relative to the S&amp;P 500.
Other Analysts Also Turned Cautious Following The Results:
<ul class="wp-block-list">
<li>Susquehanna&#8217;s Charles Minervino maintained a Positive rating and lowered his price forecast from $550 to $490.</li>
<li>RBC Capital&#8217;s Ken Herbert kept a Sector Perform rating and cut his forecast from $480 to $440.</li>
<li>Truist&#8217;s Michael Ciarmoli downgraded the stock from Buy to Hold and reduced his forecast from $554 to $440.</li>
<li>Baird&#8217;s Peter Arment maintained an Outperform rating while trimming his forecast from $540 to $500.</li>
<li>JP Morgan&#8217;s Seth Seifman maintained an Overweight rating while lowering the price forecast from $520 to $465.</li>
</ul>
<h2 class="wp-block-heading">Earnings Recap: Margins Hit by Legacy Program Charges</h2>
Lockheed <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46546336/missile-wins-cant-offset-margin-collapse-lockheed-martin-tumbles-after-q2-report" rel="noreferrer noopener">reported</a> net sales of $18.16 billion, slightly missing estimates, while adjusted EPS of $7.29 beat the $6.63 consensus. However, GAAP earnings fell to $1.46 per share, down sharply from $6.63 a year ago due to charges related to cost overruns and schedule slippage in legacy programs.
Operating margin collapsed to 4.1% from 11.9%, and free cash flow turned negative at $150 million. The company reaffirmed its 2025 sales guidance of $73.75 billion to $74.75 billion and free cash flow outlook of $6.6 billion to $6.8 billion, but lowered its GAAP EPS forecast to $21.70-$22.00, from $27+ previously.
<h2 class="wp-block-heading">IRS Dispute and &#8216;Golden Dome&#8217; Talks</h2>
Adding to the pressure, Lockheed&#8217;s CFO reportedly confirmed that the IRS is seeking $4.6 billion in additional income taxes. According to Reuters, the company is challenging the claim through the IRS Independent Office of Appeals and is prepared to pursue judicial action if necessary.
Meanwhile, CEO James Taiclet <a href="https://www.benzinga.com/markets/earnings/25/07/46565953/lockheed-martin-confirms-talks-with-us-over-trumps-175-billion-golden-dome-missile-shield-ceo-james-taiclet-says-no-contracts-yet-lmt-is-all-in" target="_blank" rel="noreferrer noopener">confirmed</a> discussions with U.S. officials over former President Trump&#8217;s proposed $175 billion &#8216;Golden Dome&#8217; missile shield. While no contracts have been awarded, Taiclet said Lockheed is &#8220;all in&#8221; on the concept.
Lockheed Martin reached a 52-week high of $618.95 on Oct.&nbsp;21, 2024, and a 52-week low of $410.11 on July&nbsp;22, 2025, the day after it reported second-quarter results, marking an approximate 34% decline from its peak.
Price Action: At last check Wednesday, LMT shares were trading higher by 2.70% to $421.82.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46574192/general-dynamics-ceos-upbeat-2025-outlook-propels-stock-to-all-time-high" target="_blank" rel="noreferrer noopener">General Dynamics CEO&#8217;s Upbeat 2025 Outlook Propels Stock To All-Time High</a></li>
</ul>
Photo by JHVEPhoto via Shutterstock

Analyst Color

Lockheed Martin Under Intense Wall Street Pressure On Mounting Program Risks, Q2 Woes

WIIM

Lockheed Martin shares are trading higher after the company confirmed it's in talks with the U.S. over Trump's "Golden Dome" project.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>JP Morgan raised Northrop Grumman Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) price target from $480 to $585. JP Morgan analyst Seth Seifman maintained a Neutral rating. Northrop Grumman shares closed at $563.79 on Tuesday. <a href="https://www.benzinga.com/quote/noc/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Bernstein cut the price target for Tyson Foods, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSN#NYSE">TSN</a>) from $74 to $59. Bernstein analyst Alexia Howard downgraded the stock from Outperform to Market Perform. Tyson Foods shares closed at $54.47 on Tuesday. <a href="https://www.benzinga.com/quote/tsn/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Stifel slashed Halliburton Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) price target from $31 to $29. Stifel analyst Stephen Gengaro maintained a Buy rating. Halliburton shares closed at $21.39 on Tuesday. See how other <a href="https://www.benzinga.com/quote/hal/analyst-ratings">analysts view this stock</a>.</li>
<li>Truist Securities boosted the price target for Zions Bancorporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZION#NASDAQ">ZION</a>) from $57 to $59. Truist Securities analyst Jennifer Demba maintained a Hold rating. Zions Bancorporation shares closed at $56.85 on Tuesday. <a href="https://www.benzinga.com/quote/zion/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Deutsche Bank boosted the price target for Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) from $700 to $775. Deutsche Bank analyst Benjamin Black maintained a Buy rating. Spotify shares closed at $675.74 on Tuesday. <a href="https://www.benzinga.com/quote/spot/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wells Fargo cut Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) price target from $215 to $195. Wells Fargo analyst Joe Quatrochi maintained an Equal-Weight rating. Texas Instruments shares settled at $214.92 on Tuesday. <a href="https://www.benzinga.com/quote/txn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>RBC Capital slashed Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) price target from $480 to $440. RBC Capital analyst Ken Herbert maintained a Sector Perform rating. Lockheed Martin shares closed at $410.74 on Tuesday. <a href="https://www.benzinga.com/quote/lmt/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Susquehanna cut ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>) price target from $114 to $113. Susquehanna analyst Biju Perincheril maintained a Positive rating. ConocoPhillips shares closed at $92.98 on Tuesday.  <a href="https://www.benzinga.com/quote/cop/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities raised the price target for Carnival Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) from $31 to $38. B of A Securities analyst Nicholas Thomas maintained a Buy rating. Carnival shares settled at $29.89 on Tuesday. <a href="https://www.benzinga.com/quote/ccl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Guggenheim increased Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) price target from $190 to $210. Guggenheim analyst Michael Morris maintained a Buy rating. Alphabet shares closed at $191.34 on Tuesday. <a href="https://www.benzinga.com/quote/googl/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying GOOGL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="586" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23113706/image-336-1024x586.png" alt="" class="wp-image-997462" style="width:598px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23113706/image-336-1024x586.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23113706/image-336-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23113706/image-336-768x439.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23113706/image-336.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46541326/wall-streets-most-accurate-analysts-weigh-in-on-3-industrials-stocks-with-over-5-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Industrials Stocks With Over 5% Dividend Yields</a></li>
</ul>
Photo via Shutterstock

Intraday Update

SPOT

ZION

Alphabet To Rally Around 10%? Here Are 10 Top Analyst Forecasts For Wednesday

JP Morgan analyst Seth Seifman maintains Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) with a Overweight and lowers the price target from $520 to $465.

JP Morgan Maintains Overweight on Lockheed Martin, Lowers Price Target to $465

Truist Securities analyst Michael Ciarmoli downgrades Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) from Buy to Hold and lowers the price target from $554 to $440.

Downgrades

Truist Securities Downgrades Lockheed Martin to Hold, Lowers Price Target to $440

Legal

Press Releases

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Lockheed Martin Corporation of Class Action Lawsuit and Upcoming Deadlines – LMT

DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Lockheed Martin

LMT Investors Have Opportunity to Lead Lockheed Martin Corporation Securities Fraud Lawsuit with the Schall Law Firm

Deadline Alert: Lockheed Martin Corporation (LMT) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit

Lockheed Martin Corporation Sued for Securities Law Violations – Investors Should Contact Levi & Korsinsky for More Information – LMT

LMT INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Lockheed Martin Corporation Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit

Bragar Eagel & Squire, P.C. Reminds Investors of Flywire, Lockheed Martin, and Sable Offshore that Lawsuits Have Been Filed and Encourages Investors to Contact the Firm

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Lockheed Martin Corporation of Class Action Lawsuit and Upcoming Deadlines - LMT

Lockheed Martin Corporation (LMT) Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

ROSEN, SKILLED INVESTOR COUNSEL, Encourages Lockheed Martin Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – LMT

FLYW

AeroVironment

Axon Enterprise

Boeing

BWX Technologies

Curtiss-Wright

Leonardo DRS

Embraer

General Dynamics Corporation Common Stock

General Dynamics

GE Aerospace

Heico

Heico Corporation Common Stock

Huntington Ingalls Industries, Inc. Common Stock

Huntington Ingalls Indus

Howmet Aerospace

Karman Holdings

Kratos Defense & Security Solutions, Inc. - Common Stock

Kratos Defense & Security

L3Harris Technologies

Loar Holdings

Northrop Grumman Corporation Common Stock

Northrop Grumman

Rocket Lab

StandardAero

Transdigm Group Incorporated Common Stock

TransDigm Gr

Textron

Woodward

JP Morgan

Truist Securities

RBC Capital

Susquehanna

Screenshot 2024-07-24 at 5.20.29 PM

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

IBIT

Lockheed Martin Looks To The Quantum Resistant Ledger For Secure Blockchain Communication

Comments

Lockheed Martin

Vendite allo scoperto

Lockheed Martin (NYSE:LMT) Azioni, Report sulle vendite allo scoperto

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO