Search results for LMT

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September 16, 2026

Lockheed Martin Corporation (LMT)

Lockheed Martin Rewrote Its Contracts, the Market Is Still Pricing the Old Ones

At 16 times forward earnings, this price embeds no margin expansion, no buyback, and a backlog that converts on the market's timetable rather than the contract's.

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August 25, 2026

BlackRock, Inc. (BLK)

BlackRock's Fee Rate Has Turned the Corner, The Market Still Isn't Pricing It

At ~19x forward earnings on a franchise whose fee rate has inflected up after a decade of compression, with capital return stepping up and the two genuine risks slow-burning and priced into the downside case, BlackRock is worth owning through the volatility — not because it is...

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