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.
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富国集团分析师Sarah Akers维持$洛克希德马丁 (LMT.US)$持有评级，并将目标价从543美元下调至500美元。
根据TipRanks数据显示，该分析师近一年总胜率为64.7%，总平均回报率为8.1%。
此外，综合报道，$洛克希德马丁 (LMT.US)$近期主要分析师观点如下：
巴克莱银行预计航空航天领域将产生积极的相对营业收入增长，预计到2025年，原始设备的贡献将超过售后市场的贡献。相比之下，军工股仍面临挑战，这在很大程度上归因于财政不确定性增加和对政府预算分配有效性的担忧。
商业航空航天板块对原始设备制造的增长速度保持谨慎态度，这与12月的观点一致。第四季度末的讨论进一步支持这一谨慎立场。在国防领域，资金问题和预算风险可能继续影响该板块，最后一个季度预计不会提供显著的清晰度。洛克希德马丁可能会考虑为其2025年的养老金支付提前融资和/或执行剩余的选项费用，以实现第四季度的财务控制，这两项行动都可能被视为积极。政府服务的前景可能会有适度改善，但受到持续决议延长至3月的不确定性的约束。
国防和IT服务的营业收入前景被视为平衡，但没有显著的积极催化剂，特别是在航空航天与国防电子板块。展望2024年，商业航空仍然是优选板块，没有明显理由改变这一偏好。对于2025年，重点转向那些 heavily involved in aftermarket services 的公司。
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