Lockheed Martin Corporation LMT
Nov 11, 2026, 11:52 AM EST
- YTD
- +25.53%
- 1 year
- +32.83%
Discussion (224)
Sign in to join the discussion
Without a doubt Malave carried the last 3 quarterly calls. Go back and listen. CEO Taiclet barely spoke- other than reading prepared remarks - and when Taiclet did speak he sounded unsure and frankly, annoyed.
LMT lost NGAD for poor decisions beginning ~2020 when Hewson retired and Taiclet was hired from the BOD to be CEO. The 5 year performance for LMT has been awful (2/2020 439 pre COVID; now 460).
The unimaginable loss of NGAD is squarely on Taiclet. Taiclet and his leadership team most certainly pissed off the USAF with F35 missed deliveries, whining about technology being “hard” and even more complaining about contract negotiations.
Malave been CFO for 2 1/2 years. Straight shooter on the calls - the numbers are the numbers - what’s Scott going to do?
They replaced the wrong guy.
All defense up. I also just bought SHLD fund SHLD @ 50 plus. So undervalued. I love my LMT
Executives sold over $3.15 million in stock recently, with one VP trimming nearly 24% of their stake and another insider cutting their holdings by over 60%. Meanwhile, hedge funds have been scooping up shares like candy at a NASA gift shop, suggesting institutional faith is still alive—just perhaps wearing a helmet.
All in all, Lockheed Martin is still flying, just not breaking the sound barrier. Whether it’s a buy depends on your risk appetite and altitude preference.
Wait for the drop reload. LMT
Sold will reload @460s
Now the big drop
Bloomberg early this a.m. it’s one Analist said that if you add up all the tariffs, it comes to additional $4 billion pretty much a year now we lost $8.7 trillion in the markets. He said we are so oversold that there’s enough for 20 years to pay for the tariffs of four billion dollars he claims that we just gonna continue to rise and rise up slowly it goes if you do the math 8.7 trillion is a major loss compared to a 4 billion dollars in tariffs. It makes sense. So the markets is way oversold and undervalued compared to the tariffs total. So the market priced in with the 4 billion with an 8.7 trillion loss compared to only a 4 billion tariff increase for this reason I agree and I’m bullish. We are so so undervalued especially for the strongest nation USA ??.
CNBC claims the worst is now behind us https://www.youtube.com/watch?v=sRoT2kPekgY
Huge BA win over LMT - Future Image Architecture (FIA). Boeing failed miserably.
$MU ?Total Blowout Quarter. MM’s stealing weak hands. Those buying dips and holding will be rewarded. $150+ coming.
