US and Israel Launch Joint Strikes on Iran
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Should l Buy LMT?
Source: Benzinga
- Joint Military Action: The US and Israel conducted joint strikes on Iran over the weekend, resulting in the death of Supreme Leader Khamenei and over 555 casualties, indicating a deepening military collaboration that could escalate regional conflicts.
- Market Reaction: Norwegian energy giant Equinor's stock rose by 9%, reflecting market concerns over potential oil supply disruptions, highlighting the direct impact of geopolitical tensions on energy markets.
- Future Predictions: According to Polymarket, the probability of a ceasefire by March 15 is only 26%, while March 31 stands at 46%, indicating market expectations for further deterioration of the situation.
- Clear Military Objectives: Defense Secretary Hegseth stated that the mission aims to destroy Iran's missile capabilities and production, ensuring that Iran cannot acquire nuclear weapons, a strategic intent that will have profound implications for Middle Eastern security.
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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: 671.770
Low
430.00
Averages
535.50
High
605.00
Current: 671.770
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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- Technical Upgrades: The S-92A+ helicopter will feature a new Phase IV main gearbox designed to provide over 6,000 flight hours of service life, enhancing maintenance efficiency and reducing operational costs.
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- Defense Budget Expectations: With expectations of increased weapons usage and larger Pentagon budgets, defense contractors' stocks have performed exceptionally well, particularly the F-35 jet manufacturer, which boasts a record backlog near $200 billion, strengthening its earnings foundation.
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See More
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- Supply Chain Significance: In missile defense programs like PAC-3 MSE, THAAD, and Standard Missile-3, the main opportunities lie within the supply chain, particularly in the production of propulsion systems, advanced electronics, and composite materials, which will see increased demand as production expands.
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See More
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- Rocket Lab's Growth: Rocket Lab completed 21 launches in 2025, setting a record with seven launches in the fourth quarter, while its revenue per launch increased from $7.8 million to $8.5 million, demonstrating strong performance and profitability in the small launch market.
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