Lockheed Martin (LMT) Buy, Sell or Hold

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Lockheed Martin (LMT)

582.60

+14.01 (2.46%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

189 watching

Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Lockheed Martin (LMT) appears to be in a favorable position within the defense sector, even as the market becomes crowded. Experts noted the company's stability and significant demand for its missile systems and fighter jets, especially in light of geopolitical tensions such as the Iran-US-Israel situation. The stock has seen a recent uptick of 31%, attributed to increased defense spending, and its long-term technical indicators show promise. Concerns remain around political influences on defense budgets and the slower growth rate compared to competitors like Boeing. Overall, analysts encourage strategic buying opportunities, especially as Lockheed has reported solid earnings and maintains a strong forecast for future performance.

Consensus

Buy

Valuation

Fair Value

Similar

Boeing,BA

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.

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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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.

BUY

Too late to buy defence stocks? Not too late. Defence stocks have moved 30% off their levels 6-8 months ago because of the Russian war. Both LHR and General Dynamics earn about 70% of their revenues from the US government. He prefers Raytheon, a defence contractor (that makes the Patriot missile) and also produces commercial aircraft. The latter derives out of their legacy UTX business and amounts to 65% of their overall business. Expects the US government as well as NATO to be customers in their defence business as commercial picks up.

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Lockheed Martin (LMT)