Trump Proposes $1.5 Trillion Defense Budget, Defense Stocks Surge
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
- Defense Budget Proposal: Trump's proposal for a $1.5 trillion defense budget for 2027 has led to a 7% pre-market surge in defense stocks like Northrop Grumman and Lockheed Martin, significantly boosting investor confidence in the defense sector.
- Strong Demand for Tech Stocks: As investors build positions in the new year, technology shares remain in high demand, indicating a positive market outlook for technological innovation that could drive long-term growth for related companies.
- AI Revolution ETF Performance: Dan Ives' Wedbush AI Revolution ETF has climbed 41% since its launch at $25 on June 3, reflecting strong market interest and investment enthusiasm in the artificial intelligence sector.
- Robotics Industry Growth: At CES 2026 in Las Vegas, Roboto AI CEO Benji Barash described the industry's growth as
Analyst Views on LMT
Wall Street analysts forecast LMT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LMT is 544.18 USD with a low forecast of 500.00 USD and a high forecast of 630.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 577.890
Low
500.00
Averages
544.18
High
630.00
Current: 577.890
Low
500.00
Averages
544.18
High
630.00
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.
