BNP Paribas Exane Forecasts Strong Price Appreciation for Lockheed Martin (NYSE:LMT) Stock

Lockheed Martin (NYSE:LMT) had its price objective lifted by analysts at BNP Paribas Exane from $740.00 to $770.00 in a research report issued on Tuesday,MarketScreener reports. The firm currently has an “outperform” rating on the aerospace company’s stock. BNP Paribas Exane’s target price would indicate a potential upside of 22.59% from the company’s current price.

A number of other research firms have also commented on LMT. Robert W. Baird increased their price objective on Lockheed Martin from $550.00 to $640.00 and gave the company an “outperform” rating in a research note on Friday, January 16th. Truist Financial increased their price objective on Lockheed Martin from $605.00 to $695.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Wall Street Zen lowered Lockheed Martin from a “strong-buy” rating to a “buy” rating in a research note on Sunday, March 22nd. Royal Bank Of Canada raised their price target on Lockheed Martin from $615.00 to $650.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $654.00 price target on shares of Lockheed Martin in a research note on Friday, February 6th. Seven investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $645.79.

Lockheed Martin Stock Up 0.1%

LMT opened at $628.11 on Tuesday. The company has a quick ratio of 0.94, a current ratio of 1.09 and a debt-to-equity ratio of 3.05. The firm has a market cap of $144.75 billion, a P/E ratio of 29.23, a PEG ratio of 1.12 and a beta of 0.23. Lockheed Martin has a 52 week low of $410.11 and a 52 week high of $692.00. The business’s fifty day simple moving average is $638.59 and its 200 day simple moving average is $545.62.

Lockheed Martin (NYSE:LMT) last posted its quarterly earnings data on Thursday, January 29th. The aerospace company reported $5.80 EPS for the quarter, missing analysts’ consensus estimates of $6.33 by ($0.53). The company had revenue of $20.32 billion for the quarter, compared to analyst estimates of $19.84 billion. Lockheed Martin had a net margin of 6.69% and a return on equity of 108.53%. The firm’s revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the business earned $7.67 EPS. As a group, equities research analysts anticipate that Lockheed Martin will post 27.15 EPS for the current fiscal year.

Hedge Funds Weigh In On Lockheed Martin

A number of large investors have recently modified their holdings of LMT. AQR Capital Management LLC raised its holdings in shares of Lockheed Martin by 107.3% in the 4th quarter. AQR Capital Management LLC now owns 1,293,823 shares of the aerospace company’s stock worth $625,784,000 after purchasing an additional 669,604 shares during the period. Morgan Stanley raised its holdings in shares of Lockheed Martin by 10.1% during the 4th quarter. Morgan Stanley now owns 5,728,551 shares of the aerospace company’s stock valued at $2,770,729,000 after buying an additional 527,523 shares during the period. Sanders Capital LLC purchased a new stake in shares of Lockheed Martin during the 3rd quarter valued at about $252,699,000. Corient Private Wealth LLC raised its holdings in shares of Lockheed Martin by 203.3% during the 4th quarter. Corient Private Wealth LLC now owns 560,363 shares of the aerospace company’s stock valued at $271,031,000 after buying an additional 375,622 shares during the period. Finally, First Trust Advisors LP raised its holdings in shares of Lockheed Martin by 286.1% during the 3rd quarter. First Trust Advisors LP now owns 503,428 shares of the aerospace company’s stock valued at $251,316,000 after buying an additional 373,027 shares during the period. 74.19% of the stock is currently owned by hedge funds and other institutional investors.

Lockheed Martin News Summary

Here are the key news stories impacting Lockheed Martin this week:

• Positive Sentiment: BNP Paribas raised its price target to $770 and kept an “outperform” rating, signalling strong analyst confidence and a sizable upside vs. the current price. BNP Paribas Raises Lockheed Martin Price Target
• Positive Sentiment: The Pentagon budget surge is expected to fast‑track funding for Lockheed’s AIM‑260 missile program, supporting future revenue and backlog growth for LMT’s missile portfolio. Pentagon Budget Surge Signals Fast Track
• Positive Sentiment: Exostar won a new five‑year contract to extend its supplier/risk/compliance platform with Lockheed — a small but notable operational win that supports supply‑chain continuity. Exostar Wins New 5‑Year Contract
• Positive Sentiment: Macro narratives — including pieces highlighting a 30% YTD gain and Lockheed’s central role in Middle East operations — keep the stock in investor focus as a core defense holding. Lockheed Up 30% in 2026
• Neutral Sentiment: Jefferies nudged its target to $640 (Hold) and Citigroup kept a Neutral stance with modest PT changes — mixed analyst views create both support and limits to upside expectations. Jefferies Raises Price Target
• Neutral Sentiment: Valuation coverage and long‑term pieces debate whether further near‑term gains are priced in after the strong YTD run; this keeps some investors on the sidelines. Is It Too Late To Consider Lockheed Martin?
• Negative Sentiment: Barron’s and other outlets reported defense stocks slipped after an announced Iran cease‑fire and early signs of de‑escalation, reducing the “war premium” that had been supporting defense names. Defense Stocks Mixed After Iran Cease‑Fire
• Negative Sentiment: Broader coverage notes a defense ETF down ~8% since the Iran conflict began and investors awaiting concrete policy moves, which keeps downside risk if tensions continue to ease. Defense Stocks Fall; Why They Haven’t Had an Iran War Surge
• Negative Sentiment: Operational setback: Lockheed didn’t advance in the Army’s flight‑school competition (Bell M1 moved forward), a missed opportunity for program revenue. Bell M1 Advances; Lockheed Doesn’t
• Negative Sentiment: Recent session weakness (stock slid ~1.6% in the latest close) reflects the tug‑of‑war between budget/contract positives and geopolitical de‑risking. Lockheed Stock Slides as Market Rises

About Lockheed Martin

Lockheed Martin Corporation (NYSE: LMT) is a global aerospace and defense company that designs, develops and manufactures advanced technology systems for government and commercial customers. Formed through the 1995 merger of Lockheed Corporation and Martin Marietta, the company is headquartered in Bethesda, Maryland, and focuses on providing integrated solutions across air, space, land and sea domains. Its primary customers include the U.S. Department of Defense, NASA and allied governments around the world.

Lockheed Martin’s product and service portfolio spans military aircraft, missile and fire-control systems, missile defense, space systems and satellite technologies, sensors and precision weapons.