Wells Fargo analyst Sarah Akers maintains $Lockheed Martin (LMT.US)$ with a hold rating, and adjusts the target price from $543 to $500.
According to TipRanks data, the analyst has a success rate of 64.7% and a total average return of 8.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Lockheed Martin (LMT.US)$'s main analysts recently are as follows:
Barclays foresees aerospace poised to generate positive relative earnings growth, with the potential for more significant contributions coming from original equipment rather than aftermarket by 2025. In contrast, the defense sector continues to face challenges, largely attributed to greater fiscal uncertainties and concerns about the effectiveness of governmental budget allocations.
The commercial aerospace sector maintains a cautious outlook regarding the pace of original equipment manufacturing build ramp, consistent with the perspective from December. Late Q4 discussions support this cautious stance. In defense, funding concerns and budgeting risks could continue to overshadow the sector, and the final quarter is expected not to provide significant clarity. Lockheed Martin may consider pre-funding its 2025 pension payments and/or executing remaining option charges for model financial control in Q4, both actions potentially viewed positively. The outlook for government services might see modest enhancements, tempered by the uncertainty surrounding the continuing resolution extension into March.
The revenue outlook for Defense and IT services is considered balanced but devoid of significant positive catalysts, particularly within the Aerospace and Defense Electronics sector. Looking into 2024, Commercial Aero remains the preferred sector, with no apparent reasons to alter this preference. For 2025, the focus shifts towards names that are heavily involved in aftermarket services.
Note:
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富國集團分析師Sarah Akers維持$洛克希德馬丁 (LMT.US)$持有評級，並將目標價從543美元下調至500美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.7%，總平均回報率為8.1%。
此外，綜合報道，$洛克希德馬丁 (LMT.US)$近期主要分析師觀點如下：
巴克萊銀行預計航空航天領域將產生積極的相對營業收入增長，預計到2025年，原始設備的貢獻將超過售後市場的貢獻。相比之下，軍工股仍面臨挑戰，這在很大程度上歸因於財政不確定性增加和對政府預算分配有效性的擔憂。
商業航空航天板塊對原始設備製造的增長速度保持謹慎態度，這與12月的觀點一致。第四季度末的討論進一步支持這一謹慎立場。在國防領域，資金問題和預算風險可能繼續影響該板塊，最後一個季度預計不會提供顯著的清晰度。洛克希德馬丁可能會考慮爲其2025年的養老金支付提前融資和/或執行剩餘的選項費用，以實現第四季度的財務控制，這兩項行動都可能被視爲積極。政府服務的前景可能會有適度改善，但受到持續決議延長至3月的不確定性的約束。
國防和IT服務的營業收入前景被視爲平衡，但沒有顯著的積極催化劑，特別是在航空航天與國防電子板塊。展望2024年，商業航空仍然是優選板塊，沒有明顯理由改變這一偏好。對於2025年，重點轉向那些 heavily involved in aftermarket services 的公司。
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