Company
Lockheed Martin
- Episodes
- 15
- Share
- 1.5%
- Shows
- 12
- Net sentiment
- +0.80
Up from 0.9% of episodes in the weeks before; net sentiment was +0.40.
Bullish 8Mixed 2Neutral 5Bearish 0
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Lockheed Martin. Longest episodes first.
Bullish 8
- Strong weekly gain and broad global demand for missile and air defense products.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- Expanding missile production with multi-year demand and long-term agreements.Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 · Halftime Report · Oct 14
- Expanding munitions production under large Pentagon deals supports long-term demand.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- Pentagon PAC-3 deals and a lower-cost Patriot variant position it for strong demand.Defense & Aerospace Daily Podcast [Oct 12, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 12
- Expanding munitions capacity under multi-year government contracts that guarantee sustained demand.Defense & Aerospace Daily Podcast [Oct 14, 2026] Lockheed Martin's Tim Cahill · Defense & Aerospace Report · Oct 14
- Investing $300 million to expand missile production under large multi-year Pentagon framework contracts.Report: US Planning Use of MOAB on Iranian Infrastructure if Fighting Resumes + Houthi Missile & Drone Attack Targets Yemen Presidential Palace in Aden + France to Continue Next Gen Combat Aircraft Program Solo · I - On Defense Podcast · Oct 16
Show 2 moreShow fewer
- Expanding PAC-3 interceptor production with a large Army contract and a new upgraded variant.Houthi Attack on Saudi Arabia's King Khalid International Airport Kills 12; Wounds Over 300 + Yemeni Forces Advance Near Bab el-Mandeb Strait · I - On Defense Podcast · Oct 12
- Partnership with Avio supports future defense supply chain demand.$BTC — Defense Deal, Drone Scrutiny and Crypto Licensing Lead a Mixed Market Day — Litigation Notices and AI Momentum Add Texture · Alpha Casts - AI Market Intelligence · Oct 15
Mixed 2
- Javelin production nearly doubled, but overall US weapons output remains slow and concentrated.S15 EP185: Hour 2 - Why Ukraine Builds 5 Million Drones and America Cannot · The Erick Erickson Show · Oct 14
- Cited among defense contractors benefiting from large government appropriations.Anduril Just Hit $90 BILLION: Is This The Future of War? · Valuetainment · Oct 17
Neutral 5
- Mentioned as a dominant defense incumbent facing new competition.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
- Discussed as the host organization; its technology investments and ventures fund are described without market implications.Lockheed Martin's Craig Martell and the Age of AI Development · Foreign Press Podcast · Oct 14
- Cited as a major aerospace company facing cybersecurity and supplier challenges.What AeroOne and IMTS 2026 Revealed About the State of Manufacturing · The All-Axis Podcast · Oct 15
- Russia's Jet Drones Force Ukraine's Layered Defence | Oct 16, 2026 · The AI War Brief · Oct 17
- Crosswire — October 14, 2026 · Crosswire · Oct 14
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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