Susquehanna Sees Commercial and Defense Trends Supporting Lockheed Martin Corporation (LMT)

Lockheed Martin Corporation (NYSE:LMT) is included among

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On January 15, Susquehanna lifted its terms people connected Lockheed Martin Corporation (NYSE:LMT) to $660 from $590, portion keeping a Positive standing connected the shares. The alteration was portion of the firm’s Q4 preview for the aerospace and defence space.

Susquehanna said conditions crossed the manufacture inactive look "quite favorable." It pointed to spot successful commercialized aerospace, dependable defence spending, and steadfast aftermarket demand. In the firm’s view, the astir important parts of the marketplace proceed to clasp up good implicit the mean term, which is wherefore it pushed valuation targets higher crossed the group.

Recent transportation information besides supports the thought that Lockheed has momentum. Reuters reported connected January 8 that Lockheed delivered 191 F-35 combatant jets successful 2025 to the US and spouse nations, mounting a caller yearly grounds for the program. Lockheed said successful a connection that "Annual F-35 accumulation is present moving astatine a gait 5 times faster than immoderate different allied combatant presently successful production."

That benignant of output matters due to the fact that the F-35 remains 1 of Lockheed’s biggest nett engines. The institution delivered 110 jets successful 2024, and the programme is present liable for astir one-third of full revenue. With galore countries raising defence budgets arsenic geopolitical tensions rise, request has remained dependable for large, long-cycle platforms similar the F-35.

Lockheed is besides scaling up accumulation connected the rocket defence side. Reuters reported earlier successful January that the institution signed a seven-year statement with the U.S. Department of War to grow yearly PAC-3 rocket interceptor capableness to 2,000 units, up from astir 600 previously.

Interest successful PAC-3 (Patriot Advanced Capability) interceptors has been climbing arsenic the U.S. and its allies walk much heavy connected aerial defence systems.

Lockheed Martin Corporation (NYSE:LMT) is simply a planetary information and aerospace institution that develops and manufactures precocious defence technologies and provides semipermanent strategy integration and enactment services.

While we admit the imaginable of LMT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.