Lockheed Martin (LMT)
Jim Kramer shares his view on Lockheed Martin's situation.
* Does not constitute investment advice
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How recommendation distribution changed over time
Only 2 analysts covering
Analysts are largely in agreement
Evaluated within the last 7 days
One-directional consensus
Stable interest level
Chronological view of analyst recommendations for this asset
Scrutinizes the company's expansion in its production line and its operational moves in the face of global defense demand.
Yahoo FinanceThe speaker discusses budget increases in the defense industry and the impact of geopolitical tensions on sector-leading companies.
BloombergHTThe speaker evaluates the ammunition replenishment cycle in the defense industry and the market share of high-tech missile systems.
Yahoo FinanceThe speaker comments on the stock performance of defense industry giants following military operations in the Middle East and the effects of increasing public spending.
Yahoo FinanceThe speaker evaluates the operational effectiveness of F-35A fighter jets and THAAD defense systems in Middle East operations.
CNBC TelevisionThe speaker scrutinizes the review process initiated regarding defense giants' business relationships with Anthropic.
Yahoo FinanceThe speaker examines Lockheed Martin (LMT), operating in the space defense and early warning systems segment. The company's role in this area and the significance of satellite orders received from the US Space Development Agency are assessed.
Yatırım 101The speaker evaluates the spending increase in the defense industry, record deliveries, and the company's better-than-expected guidance.
Yahoo FinanceThe speaker assesses the strategic 'Emberpoint' joint venture with PG&E aimed at utilizing defense technology for wildfire mitigation.
CNBC TelevisionThe speaker assesses the defense sector's outlook for 2026, specifically evaluating major defense contractors amidst escalating geopolitical tensions.
CNBC TelevisionThe speaker examines political rhetoric that could impact defense spending and the potential effects of rising geopolitical tensions on the stock.
CNBC TelevisionThe speaker examines the performance and funding expectations of defense contractors in light of US foreign policy and rising global conflicts.
Meet KevinThe speaker examines the planned massive increase in defense spending and manufacturing strategies focused on new technologies.
CNBC TelevisionThe speaker evaluates the strong uptrend in the defense sector, suggesting that current prices may be elevated and examining potential pullback levels for entry.
Kemal HiçyılmazThe speaker evaluates the potential effects of the target to increase the US defense budget to $1.5 trillion in 2027 on the valuations of defense industry giants.
CNBC-eThe speaker assesses Lockheed Martin's operational performance, noting the recovery in F-35 deliveries and the stability of its major contracts despite broader sector concerns.
CNBC TelevisionEvaluates the public listing status of companies like Lockheed Martin in light of new regulations. Discusses the scenario of going private (LBO) if the government blocks stock buybacks, analyzing the potential shift to private equity.
CNBC TelevisionThe speaker highlights the stock's 5% gain, attributing the positive momentum to expectations of increased defense spending.
Meet KevinThe speaker evaluates that pullbacks in the 3-5% band occurred across the sector and political risks are weighing on profitability expectations.
BloombergHTJim Kramer shares his view on Lockheed Martin's situation.
* Does not constitute investment advice
Scrutinizes the company's expansion in its production line and its operational moves in the face of global defense demand.
* Does not constitute investment advice
The speaker discusses budget increases in the defense industry and the impact of geopolitical tensions on sector-leading companies.
* Does not constitute investment advice
The speaker evaluates the ammunition replenishment cycle in the defense industry and the market share of high-tech missile systems.
* Does not constitute investment advice
The speaker comments on the stock performance of defense industry giants following military operations in the Middle East and the effects of increasing public spending.
* Does not constitute investment advice
The speaker evaluates the operational effectiveness of F-35A fighter jets and THAAD defense systems in Middle East operations.
* Does not constitute investment advice
The speaker scrutinizes the review process initiated regarding defense giants' business relationships with Anthropic.
* Does not constitute investment advice
The speaker examines Lockheed Martin (LMT), operating in the space defense and early warning systems segment. The company's role in this area and the significance of satellite orders received from the US Space Development Agency are assessed.
* Does not constitute investment advice
The speaker evaluates the spending increase in the defense industry, record deliveries, and the company's better-than-expected guidance.
* Does not constitute investment advice
The speaker assesses the strategic 'Emberpoint' joint venture with PG&E aimed at utilizing defense technology for wildfire mitigation.
* Does not constitute investment advice
The speaker assesses the defense sector's outlook for 2026, specifically evaluating major defense contractors amidst escalating geopolitical tensions.
* Does not constitute investment advice
The speaker examines political rhetoric that could impact defense spending and the potential effects of rising geopolitical tensions on the stock.
* Does not constitute investment advice
The speaker examines the performance and funding expectations of defense contractors in light of US foreign policy and rising global conflicts.
* Does not constitute investment advice
The speaker examines the planned massive increase in defense spending and manufacturing strategies focused on new technologies.
* Does not constitute investment advice
The speaker evaluates the strong uptrend in the defense sector, suggesting that current prices may be elevated and examining potential pullback levels for entry.
* Does not constitute investment advice
The speaker evaluates the potential effects of the target to increase the US defense budget to $1.5 trillion in 2027 on the valuations of defense industry giants.
* Does not constitute investment advice
The speaker assesses Lockheed Martin's operational performance, noting the recovery in F-35 deliveries and the stability of its major contracts despite broader sector concerns.
* Does not constitute investment advice
Evaluates the public listing status of companies like Lockheed Martin in light of new regulations. Discusses the scenario of going private (LBO) if the government blocks stock buybacks, analyzing the potential shift to private equity.
* Does not constitute investment advice
The speaker highlights the stock's 5% gain, attributing the positive momentum to expectations of increased defense spending.
* Does not constitute investment advice
The speaker evaluates that pullbacks in the 3-5% band occurred across the sector and political risks are weighing on profitability expectations.
* Does not constitute investment advice