Citi Research believes aerospace and defense stocks are undervalued, presenting an opportunity for investors amid rising global defense spending. Analyst Jason Gursky highlighted Europe’s increasing defense budgets and over $300 billion in U.S. defense allocations for the next decade, supporting modernization efforts. Lockheed Martin, Northrop Grumman, and RTX are expected to benefit from President Trump’s missile defense dome initiative. Despite recent disappointing guidance, Lockheed Martin could see a 34% upside in valuation, according to Gursky. The report underscores growing investor confidence in defense firms amid heightened global security concerns.
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- 0
Dutch Minister of Defence Ruben Brekelmans reaffirmed the strong commitment of partner nations to the Lockheed Martin F-35 program during the Paris Defence and Strategy Forum. He emphasized that keeping the F-35 operational and successful is in the best interest of all participating countries, noting no signs of U.S. withdrawal from the program. Brekelmans highlighted European collaboration on the F-35 and stressed the importance of U.S. support in sustaining its effectiveness. The Netherlands has received 40 of its 52 ordered F-35s and plans to acquire six more as part of its modernization efforts. Lockheed Martin confirmed last week that it […]
Romania makes formal commitment to acquire 32 F-35As
- Veiko Lukmann
- 22/11/2024
- 0
Romania has finalized a deal to acquire conventional take-off and landing F-35A variants, following U.S. export approval two months ago. The country already operates F-16A fighters, and the new F-35As will integrate seamlessly with its existing fleet. Lockheed Martin’s Mara Motherway highlighted the F-35’s role in enhancing NATO’s next-generation air power capability across Europe. Program General Manager Bridget Lauderdale emphasized that the acquisition strengthens Romania’s national security and deterrence. This purchase marks a significant step in Romania’s defense modernization and its commitment to alliance-based deterrence. Original news
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