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

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.

BUY

Yes, the US will increase defence spending because of the Russian war, but all of NATO will. LMT is fine, though he prefers Raytheon. Space monitoring will see an uptick, so Maxar will benefit, too.

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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 31.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LMT is progressing well. We now recommend trailing up the stop (from $365) to $425 at this time.

BUY

The world's largest defence contractor. They produce 150 of the F-35 plane annually, and they sell 71% to US Defence plus 29% international sales. Unfortunately with the Russian war, Germany will increase their defence spending from $30 billion up to $100 billion.

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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK

(A Top Pick Sep 14/21, Up 25.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LMT has achieved its objective at $431. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $343) to $365.

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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 11.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LMT is progressing well. We now recommend trailing up the stop (from $320) to $343.

BUY

Russia fomenting a war with Ukraine will likely see oil prices explode higher, based on historic precedent. Industries and stocks that will rise if a war happens (and nobody wants one outside Russia) are oil, consumer staples, drug companies like Procter & Gamble or JNJ. Also defence stocks like Raytheon which reports tomorrow or Lockheed are buys.

BUY

They report Tuesday. He expects a good quarter. Also expects post-Omicron travel to bounce back and benefit LM.

TOP PICK

Sideways since 2017-18. Buy it after this consolidation, the value has now built up. Everyone is the world is buying military equipment. Model price of $417, 15% upside. Yield is 3.09%. (Analysts’ price target is $384.50)

PAST TOP PICK

(A Top Pick Dec 24/20, Up 1%) Believes defense spending will continue as tensions with China continue. Had bad quarters because of backlog in inventory. Will continue to hold.

BUY

Likes it. The partnership with Nvidia is besides the point. Rather, it's about what LMT does with the Defence Department.

BUY

The CEO is very able, coming from American Tower. LMT has made him money. It pays a 3.5% yield. Now is a good level to buy.

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

TOP PICK

Stockchase Research Editor: Michael O'Reilly We reiterate our TOP PICK recommendation with LMT. The company just secured contracts with the Pentagon worth up to $6.6 billion. It trades at 14x earnings compared to peers at 18x. It pays a good dividend, backed by a payout ratio of 40% of cash flow. Its cash reserves are stable despite buying back over $1.5 billion in stock and retiring debt. We would buy this with a stop loss at $320, looking to achieve $431 -- upside over 25%. Yield 3.00% (Analysts’ price target is $403.26)

HOLD

High quality. Focused on defense. Nothing wrong with it. 11x enterprise value to EBITDA. Nice dividend of 2.6% or so. Large company, steady outlook. Not expecting huge growth, pretty modest over next couple of years. You can hold it for the yield.

BUY

The CEO has a good track record and this is a fine defence stock.

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Lockheed Martin (LMT)