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Defense Industry News 3 January 2026 - 8 January 2026

Lockheed Martin stock jumps premarket after Trump’s $1.5 trillion defense-budget call

Lockheed Martin stock jumps premarket after Trump’s $1.5 trillion defense-budget call

Lockheed Martin shares surged 7.6% to $534.78 in premarket trading Thursday after Trump proposed a $1.5 trillion military budget for 2027 and signed an order restricting defense contractor buybacks and dividends. The stock had closed Wednesday down 4.8%. Lockheed reported delivering 191 F-35 jets in 2025, up from 110 in 2024. Investors await Lockheed’s earnings on Jan. 29.
8 January 2026
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Lockheed Martin stock slides after Patriot missile deal, Goldman sticks to $430 sell target

Lockheed Martin stock slides after Patriot missile deal, Goldman sticks to $430 sell target

Lockheed Martin signed a seven-year deal with the U.S. Department of War to boost annual PAC-3 missile production from about 600 to 2,000 units. The company delivered a record 620 missiles in 2025 and expects the new program to add thousands of jobs. Lockheed shares fell 4.8% Wednesday, while President Trump threatened to block defense contractor dividends and buybacks unless production speeds up.
7 January 2026
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Why Lockheed Martin stock is sliding: Trump payout threat collides with PAC-3 missile ramp and a Goldman sell

Why Lockheed Martin stock is sliding: Trump payout threat collides with PAC-3 missile ramp and a Goldman sell

Lockheed Martin shares dropped 4.5% after President Trump threatened to block dividends and buybacks for defense contractors until weapons production speeds up. The company had just reached a seven-year framework with the U.S. Department of War to raise PAC-3 MSE interceptor output to 2,000 units annually. Goldman Sachs reiterated a Sell rating, citing higher contractor risk under new deal structures.
7 January 2026
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Pentagon-Lockheed deal aims to triple PAC-3 Patriot interceptor output to 2,000 a year

Pentagon-Lockheed deal aims to triple PAC-3 Patriot interceptor output to 2,000 a year

The U.S. Department of War signed a seven-year framework with Lockheed Martin to boost annual PAC-3 MSE missile production from about 600 to 2,000 units. Lockheed received a $9.8 billion order for 1,970 Patriot missiles in September 2025, its largest ever. The Pentagon cited rising demand from the U.S. and allies, including Ukraine, amid increased focus on air defense.
7 January 2026
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Lockheed Martin stock rises after Patriot PAC-3 production deal; what investors watch next

Lockheed Martin stock rises after Patriot PAC-3 production deal; what investors watch next

Lockheed Martin shares rose 2.05% to $522.04 after the company announced a seven-year plan to boost annual PAC-3 MSE interceptor production from about 600 to 2,000 units. The framework agreement with the U.S. government ties initial contracts to fiscal 2026 appropriations. Lockheed delivered 620 interceptors in 2025 and expects a contract award after Congress finalizes the budget. Investors await more details in the Jan. 29 earnings report.
7 January 2026
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Boeing stock edges up as Venezuela shock lifts defense names; BA traders eye payrolls next

Boeing stock edges up as Venezuela shock lifts defense names; BA traders eye payrolls next

Boeing shares rose 0.7% to $229.33 by 11:23 a.m. ET Monday as U.S. defense stocks gained after a U.S. strike in Venezuela and President Trump announced the capture of Venezuelan President Nicolas Maduro. About 3.1 million Boeing shares traded, below the daily average. Investors are watching Friday’s U.S. jobs report and Boeing’s upcoming results for signs of cash flow and delivery momentum.
5 January 2026
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Lockheed Martin stock near $500 premarket as Venezuela shock and space-deal chatter refocus defense trade

Lockheed Martin stock near $500 premarket as Venezuela shock and space-deal chatter refocus defense trade

Lockheed Martin shares held near $497 in premarket trading Monday after rising 2.8% Friday. Defense stocks drew attention following U.S. strikes in Venezuela and President Trump’s claim of capturing President Maduro. A Reuters report on L3Harris’ space propulsion stake sale put United Launch Alliance, co-owned by Lockheed, back in focus. Investors await Lockheed’s earnings Jan. 27 and Friday’s U.S. jobs report.
5 January 2026
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BAE Systems shares jump nearly 5% as Venezuela shock lifts European defense stocks

BAE Systems shares jump nearly 5% as Venezuela shock lifts European defense stocks

BAE Systems shares jumped 4.85% to 1,839 pence in early London trading after the U.S. captured Venezuelan President Nicolas Maduro. The STOXX Europe aerospace and defense index rose 2.7% to a two-month high. South Africa called an emergency U.N. Security Council meeting for Monday. Investors are watching for signals on the Venezuela standoff and BAE’s Feb. 18 results.
5 January 2026
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Tokyo stocks today: Nikkei starts 2026 higher as TEPCO, chip and defense names lead

Tokyo stocks today: Nikkei starts 2026 higher as TEPCO, chip and defense names lead

Japan’s Nikkei 225 surged 3.03% to 51,865 in its first 2026 session, led by a 9.23% jump in TEPCO after it announced plans to restart a reactor this month. Chip and defense stocks rallied, while the yen weakened to 157.295 per dollar. S&P Global’s December manufacturing PMI held at 50.0. Investors now await the BOJ’s Jan. 22-23 meeting and U.S. jobs data due Jan. 9.
5 January 2026
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RTX stock jumps to start 2026 as defense names catch a bid; jobs report, earnings loom

RTX stock jumps to start 2026 as defense names catch a bid; jobs report, earnings loom

RTX Corp shares closed up 2.1% at $187.25 on Friday, with about 3.3 million shares traded. The stock tracked gains across U.S. defense peers as investors returned after the holidays. Traders are watching upcoming U.S. jobs and inflation data for rate clues. RTX’s next earnings report is expected in late January.
4 January 2026
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Lockheed Martin stock jumps near $500 to start 2026 as defense names catch a bid on contracts, geopolitics

Lockheed Martin stock jumps near $500 to start 2026 as defense names catch a bid on contracts, geopolitics

Lockheed Martin shares rose 2.8% to $497.07 Friday, rebounding after two days of losses and outpacing other defense stocks. The move followed news of a $328.5 million Pentagon contract for Taiwan’s air force. RTX, Northrop Grumman, and Boeing also gained. Investors now await Lockheed’s late-January earnings and updates on cash flow.
4 January 2026
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RTX stock jumps 2% as Iran headlines lift defense contractors — what to watch next week

RTX stock jumps 2% as Iran headlines lift defense contractors — what to watch next week

RTX Corp shares rose 2.1% to $187.25 on Friday, trading between $182.20 and $187.68 with about 3.3 million shares exchanged. The stock moved alongside gains in Lockheed Martin and Northrop Grumman as geopolitical tensions involving Iran and U.S. statements kept defense names in focus. Investors await RTX’s next earnings report, expected Jan. 27, for updates on cash flow and engine repairs.
4 January 2026
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Stocks to watch next week after U.S. strike on Venezuela: energy and defense names in focus

Stocks to watch next week after U.S. strike on Venezuela: energy and defense names in focus

U.S. President Donald Trump said U.S. forces captured Venezuelan President Nicolas Maduro in an overnight strike. Energy and defense stocks led Friday’s gains, with Exxon Mobil up 1.9% and Lockheed Martin up 2.8%. Oil production in Venezuela remained normal Saturday, but the port of La Guaira was severely damaged, sources told Reuters.
3 January 2026
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Defense and space stocks jump to start 2026 as Boeing, Rocket Lab lead gains

Defense and space stocks jump to start 2026 as Boeing, Rocket Lab lead gains

U.S. aerospace and defense stocks surged Friday, with Boeing up 4.91% after a $2.7 billion Pentagon contract for Apache helicopter support. Lockheed Martin rose 2.77%, Rocket Lab gained 8.93%, and Intuitive Machines climbed 10.17%. The sector tracked geopolitical headlines and new White House policy on commercial space. The Dow and S&P 500 ended higher; Nasdaq slipped.
3 January 2026
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Lockheed Martin stock jumps nearly 3% to start 2026 — contracts, rates and earnings in focus

Lockheed Martin stock jumps nearly 3% to start 2026 — contracts, rates and earnings in focus

Lockheed Martin shares closed up 2.8% at $497.07 on the first U.S. trading day of 2026, outpacing most defense peers. The move followed news of a $328.5 million Pentagon contract for sensor pods to Taiwan. Trading volume was modest, and the stock stayed below its October high. Investors are watching upcoming U.S. economic data and Lockheed’s expected late-January earnings report.
3 January 2026
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Stock Market Today

AstraZeneca stock price: What could move AZN next week as earnings loom

AstraZeneca stock price: What could move AZN next week as earnings loom

7 February 2026
AstraZeneca shares rose Friday, closing at $193.03 in New York, up 3.1%, and 14,104p in London, up 0.9%. The company reports full-year and Q4 2025 results Tuesday, with investors focused on 2026 guidance. The FDA this week issued a complete response letter for a subcutaneous Saphnelo filing, while granting Priority Review to Datroway for breast cancer. AstraZeneca recently shifted its primary U.S. listing to the NYSE.
Toyota stock price rises on CEO shake-up and higher profit outlook as buyout deadline nears

Toyota stock price rises on CEO shake-up and higher profit outlook as buyout deadline nears

7 February 2026
Toyota shares rose 2% to 3,780 yen Friday after the company raised its full-year profit forecast and announced CFO Kenta Kon will replace CEO Koji Sato on April 1. Third-quarter net revenues climbed 6.8% to 38.087 trillion yen, but North America posted a 5.6 billion yen operating loss. Toyota’s U.S. ADRs closed up 2.9%. The tender offer for Toyota Industries shares closes Feb. 12.
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