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Source document· May 12, 2026

How The Lockheed Martin (LMT) Investment Story Is Shifting With New Targets And Programs

View original at finance.yahoo.com
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  • Citi raised its Lockheed Martin price target by US$102, signaling that the firm sees support for a higher valuation based on its own assumptions

    60% confidence
  • Jefferies reduced its Lockheed Martin price target later in April, indicating more cautious assumptions around valuation and execution than earlier in the month

    60% confidence
  • Susquehanna reduced its Lockheed Martin price target in later April, indicating more cautious assumptions

    60% confidence
  • Morgan Stanley reduced its Lockheed Martin price target in later April, reflecting more cautious assumptions around valuation and execution

    60% confidence
  • Jefferies raised its Lockheed Martin price target in March/early April, with models pointing to upside potential relative to prior views

    60% confidence
  • Roth Capital highlighted Lockheed Martin as a payload customer for FireFly Aerospace's Alpha mission, framing the successful launch as a positive data point for Lockheed Martin's role in space-related projects

    60% confidence
  • Susquehanna raised its Lockheed Martin price target in March/early April, indicating upside potential in their model

    60% confidence
  • RBC Capital reduced its Lockheed Martin price target in later April with more conservative assumptions on valuation

    60% confidence
  • Wells Fargo initiated Lockheed Martin coverage with a neutral view, seeing both support and constraints for future growth in its current assessment

    60% confidence

Data points we hold from this source

Lockheed Martin Corporation · stock price637.60 USD
What we know · the intelligence behind this page
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What we're seeing
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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