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UBS Reiterates Buy Rating on Lockheed Martin (LMT)

Fri, 16 Oct 2026 09:30:22 -0400

UBS analyst Gavin Parsons reiterated a Buy rating and $653.00 price target on Lockheed Martin (NYSE: LMT).

The analyst commented, "Following our LMT upgrade to Buy, investors have asked about the munitions ramp-up by program. In this note we lay out the drivers of our five-year 20% MFC CAGR, and provide an update on incremental developments that we view as positive for the munitions growth outlook. From 2025-2030E, we see PAC-3, THAAD and JASSM/LRASM the biggest contributors, adding $7bn / $5bn / and $3bn respectively to topline. While missile and munitions growth is generally well socialized by investors, we believe consensus underestimates

Lockheed Martin delivers C-130J-30 to Navy for nuclear command role

Fri, 16 Oct 2026 08:02:53 -0400

Lockheed Martin (NYSE: LMT) delivered a C-130J-30 Super Hercules aircraft to the U.S. Navy on Oct. 15 at its Marietta, Georgia, facility. The aircraft is slated to be converted into the E-130J Phoenix II, the Navy's next-generation platform for the Take Charge and Move Out (TACAMO) mission, which provides airborne nuclear command-and-control support.

The aircraft will be transferred to Northrop Grumman, the mission systems integrator, where it will undergo conversion before entering service as the E-130J Phoenix II.

The delivery revives a connection between the Hercules aircraft family and the TACAMO mission. The earlier EC-130Q variant served in the same role from

Lockheed Martin delivers C-130J-30 to Navy for nuclear command role

Fri, 16 Oct 2026 08:02:53 -0400

The aircraft will be transferred to Northrop Grumman, the mission systems integrator, where it will undergo conversion before entering service as the E-130J Phoenix II.

The delivery revives a connection between the Hercules aircraft family and the TACAMO mission. The earlier EC-130Q variant served in the same role from

U.S. Navy receives C-130J-30 Super Hercules to become future TACAMO platform, E-130J Phoenix II

Fri, 16 Oct 2026 08:01:00 -0400

MARIETTA, Ga., Oct. 16, 2026 /PRNewswire/ -- A new era of strategic airborne command and control capability for the U.S. Navy has officially begun with Lockheed Martin (NYSE:LMT) delivering a C-130J-30 Super Hercules aircraft destined to become the future of the Take Charge and Move Out (TACAMO) mission, at the company's Marietta, Georgia, facility on Oct. 15.

U.S. Navy receives C-130J-30 Super Hercules to become future TACAMO platform, E-130J Phoenix II

Fri, 16 Oct 2026 08:01:00 -0400

Skunk Works and the Royal Netherlands Aerospace Centre Expand Strategic Collaboration

Thu, 15 Oct 2026 12:00:00 -0400

WASHINGTON, Oct. 15, 2026 /PRNewswire/ -- Lockheed Martin Skunk Works^® (NYSE: LMT) and The Royal Netherlands Aerospace Centre (NLR) today announced a broadening of their strategic partnership at NL-US Defense Industry Days. What began two years ago as an exploratory Memorandum of Understanding (MoU) has matured into a high-impact collaboration, rapidly transitioning advanced technologies from the research lab into operational solutions that directly support the mission readiness of the Royal Netherlands Air Force.

Skunk Works and the Royal Netherlands Aerospace Centre Expand Strategic Collaboration

Thu, 15 Oct 2026 12:00:00 -0400

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