Lockheed Martin began scaling the world’s most expensive weapons program back in 2013. A nice match with Palantir? Isn't it? ;)
Since 2013,
LMT has been on a long-term upward trajectory - marked by consistent higher lows and major consolidation zones.
But here’s what most people don’t ask:
Why 2013? Why then?
The Real Catalyst: F-35 Lightning II
That single event? It triggered:
→ Full-rate production across the U.S. and allied nations
→ Huge visibility into long-term defense revenues
→ Global adoption (UK, Israel, Japan, Australia…)
Look closely at the chart and you’ll see:
→ Key support zones (red lines) from $430–$450
→ Massive consolidation in 2017–2020 and again 2022–2024
→ A textbook bullish structure on the weekly time frame
Price is sitting at ~$469. If this support holds… we may be at the start of the next leg up.
This wasn’t just a product launch. It was a multi-decade defense bet. And it paid off.
Post-2011 U.S. defense budgets started climbing again.
And where did that money go?
→ Aerospace
→ Missile defense
→ Cybersecurity
All categories where Lockheed Martin dominates.
Major wins that anchored the trend
From 2013 to today:
→ Multi-billion dollar Pentagon F-35 contracts (Lot 6 to Lot 17 — $18B in 2023 alone)
→ International THAAD defense system deals
→ Long range hypersonic weapon delivery
→ Space wins via NASA’s Artemis program
Each of these was a fundamental “trust” signal to the market.
Since 2013,
LMT has been on a long-term upward trajectory - marked by consistent higher lows and major consolidation zones.But here’s what most people don’t ask:
Why 2013? Why then?
The Real Catalyst: F-35 Lightning II
That single event? It triggered:
→ Full-rate production across the U.S. and allied nations
→ Huge visibility into long-term defense revenues
→ Global adoption (UK, Israel, Japan, Australia…)
Look closely at the chart and you’ll see:
→ Key support zones (red lines) from $430–$450
→ Massive consolidation in 2017–2020 and again 2022–2024
→ A textbook bullish structure on the weekly time frame
Price is sitting at ~$469. If this support holds… we may be at the start of the next leg up.
This wasn’t just a product launch. It was a multi-decade defense bet. And it paid off.
Post-2011 U.S. defense budgets started climbing again.
And where did that money go?
→ Aerospace
→ Missile defense
→ Cybersecurity
All categories where Lockheed Martin dominates.
Major wins that anchored the trend
From 2013 to today:
→ Multi-billion dollar Pentagon F-35 contracts (Lot 6 to Lot 17 — $18B in 2023 alone)
→ International THAAD defense system deals
→ Long range hypersonic weapon delivery
→ Space wins via NASA’s Artemis program
Each of these was a fundamental “trust” signal to the market.
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.