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Source document· April 27, 2026

Bank of America sends strong message on Lockheed Martin stock

View original at finance.yahoo.com
Bank of America sends strong message on Lockheed Martin stock Toward the end of the week that ended on April 25, I covered a piece on Lockheed Martin CEO Jim Taiclet, calling the current defense environment a "golden opportunity," and a rare moment of unguarded enthusiasm from the leader of the world's largest defense…
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The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Lockheed Martin's 2027 free cash flow is estimated at $7.44 billion, down from prior estimate of $8.08 billion.

    60% confidence

  • The burden of proof for Lockheed Martin now falls squarely on the second half of 2026, and the path to the anticipated munitions ramp-up is not as clean as the bull case suggests.

    60% confidence

  • Lockheed Martin is caught between a classified rock and a generational demand opportunity, with near-term financial visibility clouded by classified program execution risk and pressured cash flow.

    60% confidence

  • BofA lowered its price objective based on a 13x EV/EBITDA multiple on 2027 estimates, down from 14x previously, reflecting lower estimates, sector de-rating, and lack of visibility on classified programs.

    60% confidence

  • The current defense environment is a golden opportunity and a rare moment of unguarded enthusiasm for the defense sector.

    60% confidence

  • Bank of America reiterates a Neutral rating on Lockheed Martin and cuts its price objective to $600 from $660.

    60% confidence

  • Lockheed Martin's 2026 free cash flow is estimated at $6.49 billion, down from prior estimate of $6.70 billion.

    60% confidence

  • Lockheed Martin reaffirmed its full-year outlook following Q1 2026 earnings.

    60% confidence

Data points we hold from this source

Lockheed Martin Corporation · eps37.75 USD
Lockheed Martin Corporation · cash7.44 USD
Bank of America sends strong message on Lockheed Martin stock — Source | Via News | ViaNews Market