Better Defense Stock to Own in 2026: PLTR vs. LMT
Defense spending is increasingly split between AI software and missile hardware, but for 2026, one defense giant offers a clearer path to shareholder returns.
Overview
The defense trade of the past few years has split into two stories. One is about software -- the code that turns a flood of sensor data into a targeting decision. The other is about steel -- the interceptors, aircraft, and factories that fill a shooting war's shopping list.
Palantir Technologies (NASDAQ: PLTR) owns the first story. Lockheed Martin (NYSE: LMT) owns the second. Both are winning work, and the contrast between them says a lot about where defense budgets are heading in 2026.
Image source: Getty Images.
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Originally published at www.fool.com.
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