Defense stocks decline amid indications of potential peace advancements between Ukraine and Russia.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
0mins
Should l Buy LMT?
Source: SeekingAlpha
Market Reaction to Diplomatic Efforts: Aerospace and defense shares fell as President Trump suggested potential progress in peace talks between Russia and Ukraine, leading investors to anticipate reduced geopolitical risks and lower long-term demand for military equipment.
Impact on Defense Contractors: Shares of major defense contractors, including Rheinmetall, BAE Systems, and Lockheed Martin, experienced significant declines, reflecting investor concerns over the implications of a possible de-escalation in the conflict.
Specific Stock Movements: Rheinmetall saw the largest drop at 7.1%, followed by BAE Systems at 4.4%, and Lockheed Martin at 2%, indicating a broad negative trend among defense-related stocks.
Broader Implications: The discussions among U.S. and Ukrainian diplomats about a negotiated end to the conflict are influencing market sentiment, particularly for European manufacturers that have benefited from increased military spending in recent years.
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Analyst Views on LMT
Wall Street analysts forecast LMT stock price to fall
12 Analyst Rating
4 Buy
7 Hold
1 Sell
Hold
Current: 628.700
Low
430.00
Averages
535.50
High
605.00
Current: 628.700
Low
430.00
Averages
535.50
High
605.00
About LMT
Lockheed Martin Corporation is a global aerospace and defense company. The Company is engaged in the research, design, development, manufacture, integration and sustainment of advanced technology systems, products and services. Its segments include Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS) and Space. Aeronautics segment is engaged in the research, design, development, manufacture, integration, sustainment, support and upgrade of advanced military aircraft. MFC segment provides air and missile defense systems, manned and unmanned ground vehicles, energy management solutions, and others. RMS segment designs, manufactures, services and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, and others. Its Space segment is engaged in the research and design, development, engineering and production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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