Filtered library · Theme
Defense & aerospace theme · 5 dossiers
Dossiers in the Defense & aerospace theme — 5 stocks moving on the same story.
DormantLast worked 21 August 2026, 51 days ago; the research counts a theme as current for 14 days.
All 5 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers PLTR Palantir Technologies Inc. Medium Palantir Technologies' near-90% revenue growth and a 8 October 2026 Goldman Sachs upgrade have lifted the shares to $198.78, near their high; the third-quarter report, expected around 2 November, shows whether revenue meets the… RTX RTX Corporation Medium RTX Corporation keeps adding missile contracts, including a $6.3 billion SM-3 award on 8 October 2026, while its shares sit 18.3% below their high in a defense-sector selloff; the 20 October 2026 third-quarter report shows whether earnings… BA The Boeing Company Low Boeing's case now rests on its commercial losses more than on the regulator: the FAA ruled on 2 October 2026 that the 737 MAX 10 software glitch is not a safety issue. The 27 October 2026 third-quarter report shows whether margins and cash… GE GE Aerospace Low GE Aerospace's engine-services growth and raised 2026 guidance have not stopped its shares sliding to $305.62, 19.7% below their 52-week high; the 20 October 2026 third-quarter report shows whether margins and 2027 commentary can halt the… LMT Lockheed Martin Corporation Low Lockheed Martin's business is running ahead of plan, with a record $230 billion backlog and raised 2026 guidance, but its shares remain caught in a sector-wide defense sell-off. The 22 October 2026 third-quarter report shows whether…