Lockheed Martin (LMT) Buy, Sell or Hold

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Lockheed Martin (LMT)

525.28

-7.67 (1.44%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

189 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Lockheed Martin (LMT) has experienced a volatile year, with many experts noting an overall positive trend driven by increasing defense demands worldwide. Analysts highlight that while the aerospace and defense sector has its ups and downs, the consensus is leaning towards a strong growth trajectory for LMT, especially in defense-related areas. Comparisons are drawn with Boeing (BA), emphasizing LMT's steadier focus on defense amidst the challenges faced by BA. Recent reports indicate LMT is well-positioned despite a 5% growth rate compared to BA's 14%, benefiting from robust global defense spending and a favorable demand outlook due to geopolitical tensions. Experts are slightly cautious regarding future growth influenced by political factors but currently see positive momentum and performance from the company.

Consensus

Positive

Valuation

Fair Value

Similar

BA,BA

BUY ON WEAKNESS

5 segments within business - has solid diversification.
50% of business with US government.
Defensive name that is good long term hold.
Current share price high - would wait for shares to fall.

DON'T BUY

They won't grow in the next few years, but remain flat. He loves the defence industry though.

BUY

$513 should be the price target. You won't see 2022's 40% return again, but you will get exposure to consistently rising defence spending in the U.S., nearly $1 trillion this decade. Is the biggest defence company.

PAST TOP PICK

(A Top Pick Jan 05/22, Up 37%)

He models $431. Unfortunately, military stocks will do well in the next little while.

DON'T BUY

Lots of geopolitical turmoil, so it gets attention and trades at a 10% premium to the market. Usually trades 85-90% of market multiple. This makes him nervous. Defense spending is predictable, no catalyst there. In the space, he owns RTX.

PAST TOP PICK

(A Top Pick Aug 31/22, Up 7%) Half of its revenues come from the the U.S. Defence Dept. Now we're seeing a slight pullback. It's strong from now into April. Unfortunately, we're seeing rising defence budgets and military build-up around the world.

BUY ON WEAKNESS

Up 35% this year. It rallied this spring but declined until mid-October when they reported a strong quarter and suprisingly bought back shares. It just hit a new all-time high. Then they got hit by downgrades and LMT lost a key army helicopter contract last week. Otherwise it's a solid defence company. There's still some upside.

PAST TOP PICK

(A Top Pick Jan 05/22, Up 37%) Model price of $404, downside of -16%. War drums are pounding. Same issue as with BA, where a lot of their numbers are secret.

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BUY

As a 5-year hold Gandhi could be president and defence spending will still go higher. Trades at 14x PE 2023 and a 24% growth rate.

TOP PICK

Defensive, industrial play in defense. Tends to perform very well in September relative to the market 71% of the time, and it's positive 68% of the time. Long-term government contracts. Not a pick based on outcome of the Russia-Ukraine war. Longer term, global military spending is on the rise. Yield is 2.65%. (Analysts’ price target is $457.70)

BUY

He has owned for a long time and it has done well over the market downturn. It has several programs with strong growth prospects. It is in the field of defense where there are needs, especially now. Lots of free cash flow over time.

BUY

A great CEO and LMT is best in class.

BUY

It's too cheap in this environment.

COMMENT

It reports Tuesday. It should be peaking, because the west is re-arming, but these shares peaked 70 points while ago. Maybe it can rebound.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 14/21, Up 23.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LMT has triggered its stop at $425. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 21%, when considering the previous buy recommendation.

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Lockheed Martin (LMT)