Geopolitics Alpha

Quantum Stocks: Defense Giants Northrop, Lockheed Take Aim At Frontier Technologies

Published . Updated .

GEOPOLITICS ALPHAQuantum Stocks: Defense GiantsNorthrop, Lockheed Take Aim AtFrontier TechnologiesQMCONOCLMTRTXGEOPOLITICS ALPHA

This report is about Defense. Names like LMT and RTX typically gain because defense contractors get more work when conflict spending rises.

Directly affected

  • QMCO Quantum-26.2%

    Named in this report.

  • NOC Northrop Grumman+2.8%

    Named in this report.

  • LMT Lockheed Martin+4.2%

    Named in this report.

  • RTX Rtx

    Named in this report.

Indirectly affected

  • GD General Dynamics-3.4%

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense-5.8%

    A fund of aerospace and defense companies

  • BA Boeing-6.2%

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris-0.6%

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QMCO———————
NOC———————
LMT———————
RTX———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

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Quantum Stocks: Defense Giants Northrop, Lockheed Take Aim At Frontier Technologies Investor's Business Daily

Source: Investor's Business Daily

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Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“Quantum Stocks: Defense Giants Northrop, Lockheed Take Aim At Frontier Technologies” scores 12 out of 100. The score uses 1 sources.