Iron Dome coming, positive for these stocks - TD Cowen

Investing.com02-07

Investing.com -- TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with Lockheed Martin (NYSE:LMT), Northrop ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2509207808?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-07 02:02","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2509207808","market":"us","top_or_hot":-1,"title":"Iron Dome coming, positive for these stocks - TD Cowen","media":"Investing.com","content":"<div>\n<p>Investing.com -- TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with Lockheed Martin (NYSE:LMT), Northrop ...</p>\n\n<a href=\"https://finance.yahoo.com/news/iron-dome-coming-positive-stocks-180259822.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Iron Dome coming, positive for these stocks - TD Cowen</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIron Dome coming, positive for these stocks - TD Cowen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-07 02:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/iron-dome-coming-positive-stocks-180259822.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com -- TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with Lockheed Martin (NYSE:LMT), Northrop ...</p>\n\n<a href=\"https://finance.yahoo.com/news/iron-dome-coming-positive-stocks-180259822.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0225283273.USD","symbol_name":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.yahoo.com/news/iron-dome-coming-positive-stocks-180259822.html","article_id":"2509207808","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2509207808","pubTimestamp":1738864979,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with Lockheed Martin , Northrop Grumman , RTX, L3Harris, and Boeing  among the key beneficiaries.The bill aims to expand homeland missile defense, including increasing Alaska-based interceptors from 60 to 80, adding AEGIS Ashore sites on the East Coast and Alaska, and allocating around $4 billion to boost production of Patriot and THAAD systems. TD Cowen noted that “IDFA will require tens of $Bs to develop and field” and expects it to significantly expand existing programs.The Missile Defense Agency has also issued a request for information and will host an industry event in Feb. Analysts expect a swift evaluation process, with initial funding likely included in the Department of Defense’s fiscal 2026 budget.TD Cowen said the initiative could accelerate investment in both missile defense and space-based tracking systems, including t","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4588":"碎股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4207":"综合性银行","BK4551":"寇图资本持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","NOC":"诺斯罗普格鲁曼","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4604":"机器人概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4504":"桥水持仓","TD":"道明银行","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","LMT":"洛克希德马丁","BK4127":"投资银行业与经纪业","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4564":"太空概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BA":"波音","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","COWN":"高宏集团","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4603":"无人机概念股","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC"},"translate_title":"铁穹即将到来，对这些股票有利——TD Cowen","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TD":1,"NOC":1,"COWN":1,"LMT":1,"BA":0.9},"content_text":"Investing.com -- TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with Lockheed Martin (NYSE:LMT), Northrop Grumman (NYSE:NOC), RTX, L3Harris, and Boeing (NYSE:BA) among the key beneficiaries.\nThe bill aims to expand homeland missile defense, including increasing Alaska-based interceptors from 60 to 80, adding AEGIS Ashore sites on the East Coast and Alaska, and allocating around $4 billion to boost production of Patriot and THAAD systems. TD Cowen noted that “IDFA will require tens of $Bs to develop and field” and expects it to significantly expand existing programs.\nThe Missile Defense Agency has also issued a request for information and will host an industry event in Feb. Analysts expect a swift evaluation process, with initial funding likely included in the Department of Defense’s fiscal 2026 budget.\nTD Cowen said the initiative could accelerate investment in both missile defense and space-based tracking systems, including the Space Development Agency’s Proliferated Warfighter Space Architecture.\nRelated Articles\nIron Dome coming, positive for these stocks - TD Cowen\nS&P 500 edges higher as investors weigh earnings ahead of key jobs report\nNvidia stock gains as Morgan Stanley says DepSeek selloff a buying opportunity","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2509207808"}