Lockheed Martin (LMT) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Lockheed Martin (LMT)

542.22

-3.69 (0.68%)

as of Jul 2, 2026, 11:49:52 pm Market Open.

189 watching

Investor Insights

Jul 5, 2026, 12:00 am

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

Lockheed Martin (LMT-N) presents a compelling investment opportunity according to various experts. The company, a leader in the defense sector, has seen volatility but is viewed favorably for potential growth opportunities, especially as global defense spending increases amid geopolitical tensions. Despite a crowded space in the defense industry, LMT continues to be a prominent player, with a solid performance and strong quarterly results recently reported. While concerns exist regarding political influences on defense budgets, the overall sentiment is that LMT remains a strong investment choice, especially for long-term growth as defense needs are likely to escalate, particularly in light of recent conflicts. Analysts also note the comparison with Boeing (BA), highlighting the different exposures each company has within the sector.

Consensus

Positive

Valuation

Fair Value

Similar

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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)

Wealthica Track your Stocks in your Watch List

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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.

Showing 46 to 60 of 128 entries

Most Recent Experts

Malcolm Ethridge, Mgn. partner, Capital Area Planning Group

Capital Area Planning Group

Kevin Simpson

Capital Wealth Planning

Josh Brown, CEO, Ritholtz Wealth Management

Ritholtz Wealth Management

Michael Hakes - CFA, MBA

Murray Wealth Group

Stephanie Link, Chief investment strategist, Hightower

Hightower

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Lockheed Martin (LMT)