| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-15-26 |
Lockheed Martin was named as a traditional defense beneficiary of space infrastructure spending. [audio] | -2.1% | — | — |
| 2026-08-20 | BUY | HIGH | Rob Black Show Afternoon podcast 8-20-26 |
Cited as an obvious beneficiary of the missile replenishment and autonomous weapons theme. [audio] | -1.0% | -6.1% | — |
| 2026-08-18 | BUY | HIGH | Rob Black Show Trouble In Tech Land |
Rob called the big defense primes the easiest and least volatile way to get space exposure, since over half of global space budgets went to defense in 2024. [audio] | -8.3% | -10.8% | — |
| 2026-08-14 | BUY | HIGH | Rob Black Show Afternoon podcast 8-14-26 |
Rob called the big defense primes the easiest, least volatile way to get space exposure, noting more than half of global space budgets went to defense in 2024, and named Lockheed Martin first. [audio] | -7.4% | -13.3% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-27-26 |
Host compares Ford and GM's manufacturing to defense stocks like Lockheed Martin. [audio] | +1.4% | -2.7% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-23-26 |
Lockheed Martin was mentioned as being up 10.5% due to increased missile production. [audio] | +1.0% | -0.9% | — |
| 2026-07-23 | MENTIONED | LOW | Rob Black Show Markets Lower As Tech Disappoints |
Lockheed Martin mentioned as having reported earnings and trading up nicely. [audio] | +1.0% | -0.9% | — |
| 2026-06-29 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-29-26 |
Lockheed Martin's Helios laser weapon discussed as part of the counter drone market. [audio] | +7.2% | +13.4% | +4.1% |