Episode
Tech Is Slipping. These 3 Defense Stocks Are Soaring On Earnings.
- Published
- Jul 24, 2026
- Duration seconds
- 1358
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Summary
Get the free offer here: https://www.marketbeat.com/y/yt945/ Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/0A9u5K3 or code marketbeat for 50% Off Monarch Core tier. Want more stock ideas? Check out our free article on 5 small-cap stocks where analysts see major upside: While tech stocks keep sliding, one sector just had its best week of the year... defense. This week's earnings reports from three of the biggest names in the industry all came in strong, sending stocks up double digits and proving this sector isn't just riding short-term headlines from the conflict with Iran, but a much longer modernization story. Joining me today is MarketBeat's Chris Markoch to break down the earnings from Lockheed Martin, Northrop Grumman, and RTX... what their record backlogs actually mean, why the market reacted so differently to these reports than it did to big tech, and which of these three names still has the most upside left according to analysts. We also talk about how this earnings strength could trickle down to some of the smaller defense and drone names investors have been watching, and what catalyst still needs to happen before those stocks can really take off. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due dilige…