Latest analyst takes
The Plain BagelBEARLMT is a mistake to buy for the long term based on near-term war headlines, because the stock has already fallen since a March 1 promo even with major US military actions, and defense stocks don’t automatically translate turmoil into sustainable returns.8d ago
Dividend Growth InvestingBULLLMT is a strong defensive dividend option with a moat that tends to benefit during geopolitical conflict, but the bigger risk is overpaying at a rich valuation so you may not get full future growth participation.21d ago
Stock MoeBULLLockheed Martin is another defense supplier to consider for exposure to higher defense procurement if negotiations fail and proxy hostilities persist, likely favoring short-to-medium-term upside.28d ago"LMT is a mistake to buy for the long term based on near-term war headlines, because the stock has already fallen since a March 1 promo even with major US military actions, and defense stocks don’t automatically translate turmoil into sustainable returns."
"LMT is a strong defensive dividend option with a moat that tends to benefit during geopolitical conflict, but the bigger risk is overpaying at a rich valuation so you may not get full future growth participation."
"Lockheed Martin is another defense supplier to consider for exposure to higher defense procurement if negotiations fail and proxy hostilities persist, likely favoring short-to-medium-term upside."