Lockheed Martin (LMT) News Today

Lockheed Martin (NYSE:LMT) shares are reacting to a flurry of defense funding proposals and contract awards, alongside analyst price‐target cuts and rating downgrades. Investors are weighing the impact of robust U.S. Navy and international orders against lowered expectations from Truist and TD Cowen.

• Positive Sentiment: Senate panel seeks a $30 billion increase in the Pentagon shipbuilding budget, including funding for 10 additional F-35 jets. Senate Panel Seeks $30 Billion Hike In Pentagon Budget
• Positive Sentiment: Rotary and Mission Systems unit secures a $198 million U.S. Navy contract to support next-generation sonar system upgrades. Lockheed's Arm Secures a $198M Contract to Support Sonar Systems
• Positive Sentiment: Wins a $197.48 million U.S. Navy contract for engineering support, bolstering its naval systems backlog. Lockheed Martin Secures $197.48M Navy Contract
• Positive Sentiment: Delivers the first AN/SPY-7(V)1 long-range radar to Japan, marking progress in international air-defense deployments. Lockheed Martin Delivers First AN/SPY-7(V)1 Radar to Japan
• Neutral Sentiment: Featured among “3 Dividend Stocks Not Concerned With Tariff Noise,” highlighting its resilient government revenue and 2.8% yield. These 3 Dividend Stocks Are Not Concerned With Tariff Noise
• Neutral Sentiment: Included in a Motley Fool roundup of “3 Dirt-Cheap Value Stocks to Invest $1,000 in This July,” suggesting value appeal at current levels. 3 Dirt-Cheap Value Stocks to Invest $1,000 in This July
• Neutral Sentiment: Zacks notes its DRACO nuclear space-propulsion project faces budget cuts, though NASA ties sustain long-term space ambitions. Will Budget Slash Cut Lockheed's Nuclear Space Propulsion Flight Short?
• Negative Sentiment: Truist Financial cuts its LMT price target from $579 to $554 but maintains a “buy” rating, signaling tempered growth expectations. Truist Financial Cuts Lockheed Martin Price Target
• Negative Sentiment: TD Cowen downgrades LMT to a “hold” rating, lowers its price target to $480, and warns of prolonged uncertainty around the F-35 program. Lockheed Martin Given Hold Rating at TD Cowen