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NYSE:LMT

Lockheed Martin (LMT)

530.36
-9.97 (1.85%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
188 watching
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Investor Insights
star iconJun 15, 2026, 12:00 am

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

Lockheed Martin, represented by the symbol LMT-N, has garnered mixed but generally positive reviews from various experts. Acknowledging its leadership in the defense sector, experts highlight the company's resilience amidst political uncertainties and the growing demand for defense due to ongoing global conflicts, such as the Iran-US-Israel tensions. Despite experiencing volatility, the stock shows potential, particularly if bought at lower price points. Reviewers noted that while Lockheed Martin is growing more slowly than some competitors, robust defense spending worldwide provides it with solid tailwinds for future growth. The company has also shown strong quarterly performance recently, which suggests positive momentum.

consensus icon
Consensus
Buy
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Valuation
Fair Value
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BA,BA
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.
1550+ opinions with 4.81 rating (one of the best performing expert).

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.
BUY ON WEAKNESS
He likes the 2.6% dividend yield and CEO. Hold or buy on pullback.
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