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Source document· May 12, 2026

How The Lockheed Martin (LMT) Investment Story Is Shifting With New Targets And Programs

View original at finance.yahoo.com
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  • Jefferies raised its Lockheed Martin price target in March/early April, with models pointing to upside potential relative to prior views

    60% confidence
  • Roth Capital highlighted Lockheed Martin as a payload customer for FireFly Aerospace's Alpha mission, framing the successful launch as a positive data point for Lockheed Martin's role in space-related projects

    60% confidence
  • Jefferies reduced its Lockheed Martin price target later in April, indicating more cautious assumptions around valuation and execution than earlier in the month

    60% confidence
  • Susquehanna raised its Lockheed Martin price target in March/early April, indicating upside potential in their model

    60% confidence
  • Susquehanna reduced its Lockheed Martin price target in later April, indicating more cautious assumptions

    60% confidence
  • Citi raised its Lockheed Martin price target by US$102, signaling that the firm sees support for a higher valuation based on its own assumptions

    60% confidence
  • Morgan Stanley reduced its Lockheed Martin price target in later April, reflecting more cautious assumptions around valuation and execution

    60% confidence
  • Wells Fargo initiated Lockheed Martin coverage with a neutral view, seeing both support and constraints for future growth in its current assessment

    60% confidence
  • RBC Capital reduced its Lockheed Martin price target in later April with more conservative assumptions on valuation

    60% confidence

Data points we hold from this source

Lockheed Martin Corporation · stock price637.60 USD
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What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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