Today: 23 May 2026
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Defense Industry 9 January 2026 - 14 January 2026

L3Harris stock edges up as Pentagon puts $1 billion into missile unit spinoff plan

L3Harris stock edges up as Pentagon puts $1 billion into missile unit spinoff plan

L3Harris said Wednesday the Pentagon will invest $1 billion in its Missile Solutions unit ahead of a planned 2026 IPO, taking a convertible preferred stake. The move gives the U.S. government a direct role in a key solid rocket motor supplier. L3Harris also announced a Navy and Marine Corps contract for 34 T7 explosive-ordnance-disposal robots. L3Harris shares rose 0.5% to $342.95 in afternoon trading.
14 January 2026
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L3Harris stock in focus after Pentagon’s $1B missile-unit deal tees up 2026 IPO

L3Harris stock in focus after Pentagon’s $1B missile-unit deal tees up 2026 IPO

The Pentagon will invest $1 billion in L3Harris Missile Solutions ahead of a planned IPO in late 2026. L3Harris shares closed up 0.2% at $341.24 after the news. The deal requires congressional approval and would give the government a direct financial stake in a key missile supplier. Investors are watching for more details and L3Harris earnings later this month.
14 January 2026
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Lockheed Martin stock nears a fresh high after Jefferies target hike as earnings loom

Lockheed Martin stock nears a fresh high after Jefferies target hike as earnings loom

Lockheed Martin shares rose about 1% Tuesday, peaking at $564. Jefferies raised its price target to $540 but kept a Hold rating, citing possible weakness in 2026 guidance. Lockheed delivered its 350th MH-60R helicopter to the U.S. Navy and hosted Secretary of War Pete Hegseth at its F-35 plant. Investors await fourth-quarter results on Jan. 29 for details on 2026 margins and production.
13 January 2026
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L3Harris (LHX) stock jumps premarket on Pentagon’s $1 billion Missile Solutions IPO plan

L3Harris (LHX) stock jumps premarket on Pentagon’s $1 billion Missile Solutions IPO plan

L3Harris shares jumped about 10% in premarket trading after the U.S. Defense Department announced a $1 billion investment tied to the company’s planned Missile Solutions spin-off. The Pentagon said the deal aims to boost solid rocket motor production and marks its first direct equity stake in a defense supplier. L3Harris plans to list the missile unit in late 2026. Investors await more details in a 9 a.m. ET call.
13 January 2026
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Lockheed Martin stock today: LMT edges up as defense names catch a safety bid

Lockheed Martin stock today: LMT edges up as defense names catch a safety bid

Lockheed Martin shares rose $2.70 to $545.62 Monday as investors moved into defense stocks ahead of Tuesday’s CPI report and amid market volatility. Gains followed threats from the Trump administration to indict Fed Chair Jerome Powell and a proposal to cap credit card interest rates, which pressured financial stocks. Gold and defense shares rallied after Trump floated seizing Greenland. Lockheed reports Q4 earnings Jan. 29.
12 January 2026
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Trump’s payout curb keeps space and defense stocks in play ahead of Monday

Trump’s payout curb keeps space and defense stocks in play ahead of Monday

Defense contractors sought legal advice after President Trump signed an order tying buybacks, dividends, and executive pay to weapons delivery timelines, sources said. Lockheed Martin and Northrop Grumman shares surged, lifting aerospace and defense ETFs. The Pentagon is expected to issue guidance as the War Department begins its review. The S&P 500 closed at a record high despite the policy shift.
11 January 2026
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Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense shares jumped 9.3% Friday to $113.70, capping a 43% rally since Jan. 2 after Trump proposed a $1.5 trillion 2027 defense budget. The company confirmed it does not pay dividends or buy back stock, backing reinvestment. Northrop, using Kratos’ Valkyrie airframe, secured a $231.5 million contract to develop unmanned Marine Corps aircraft. Kratos reports earnings Feb. 25.
11 January 2026
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Lockheed Martin stock jumps near a 52-week high as Truist upgrades LMT and Trump targets defense payouts

Lockheed Martin stock jumps near a 52-week high as Truist upgrades LMT and Trump targets defense payouts

Lockheed Martin shares rose 4.7% to $542.92 Friday after Truist upgraded the stock and raised its price target. The move followed Donald Trump’s call for a $1.5 trillion 2027 U.S. defense budget and an executive order tying dividends and buybacks to weapons delivery. Lockheed also won a $22.6 million U.S. Navy contract for Canada. Investors await fourth-quarter results on Jan. 29.
10 January 2026
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Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

Northrop Grumman shares jumped 4.7% to $618.82 Friday, following U.S. budget signals and new missile-defense and propulsion contracts. Truist Securities downgraded the stock, citing valuation risks. President Trump’s executive order tied defense contractor payouts to weapons delivery, raising policy uncertainty. Investors await Northrop’s Jan. 27 earnings for updates on cash flow and dividends.
10 January 2026
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RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX shares rose 0.8% to $188.70 in midday trading Friday after President Trump signed an executive order tying defense contractor dividends, buybacks, and executive pay to weapons delivery timelines. Contractors, including RTX, are reviewing the order and seeking legal advice. Trump threatened to block Raytheon’s government contracts unless buybacks stop. Investors await RTX’s Jan. 27 earnings report for further guidance.
9 January 2026
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Stock Market Today

  • Morinaga Milk Industry Valuation Post Stock Split Highlights Potential Undervaluation
    May 23, 2026, 12:51 AM EDT. Morinaga Milk Industry (TSE:2264) approved a stock split effective July 1, 2026, boosting investor interest. The stock price gained 4.64% last week and 25.92% year-to-date, with a 1-year total shareholder return of 49.37%. Trading at a price-to-earnings (P/E) ratio of 17x, below the peer average of 33.6x but above the Japanese food industry average of 15.3x, the valuation reflects mixed signals. While the P/E suggests fair value relative to earnings, discounted cash flow (DCF) analysis estimates intrinsic value nearly double the current price, indicating potential undervaluation. Investors face a choice between P/E-based market pricing and deeper value suggested by future cash flow. The developments warrant close monitoring of growth prospects and governance changes at Morinaga Milk Industry.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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