Lockheed Martin, US5398301094

Lockheed Martin stock trades at USD 519.56 after missile deal

Published on 09/28/2026 at 13:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lockheed Martin stock posted Q2 2026 revenue of USD 20.06 billion, up 10.5 percent year over year. UBS raised its target to USD 674 on September 8, 2026.

Rüstungswerk mit Hangar, Radarturm und unmarkiertem Kampfjet in der Abenddämmerung
Fotorealistische Werksanlage von Lockheed Martin (ISIN US5398301094) mit Hangar und unmarkiertem Tarnkappenjet bei Dämmerung, Illustration mit AI erstellt.

Lockheed Martin stock was last at USD 519.56 on the NYSE on September 25, 2026, down 0.79 percent from the prior close. The move followed a period in which a new Precision Strike Missile contract and stronger quarterly figures competed with a still cautious analyst consensus.

As Yahoo Finance reported on September 21, 2026, the U.S. Army awarded Lockheed Martin an indefinite-delivery, indefinite-quantity contract worth up to USD 1.2 billion for Precision Strike Missile Increment 2 production. The award covers initial procurement, future orders, follow-on production and continued development.

Quarterly figures beat consensus

Lockheed Martin's second-quarter 2026 revenue was USD 20.06 billion, according to MarketBeat on September 26, 2026. Revenue increased 10.5 percent year over year, while reported EPS of USD 7.94 exceeded the USD 7.22 consensus by USD 0.72.

The comparison benefited from a weak prior-year base, when quarterly EPS was USD 1.46. Lockheed Martin also set fiscal 2026 EPS guidance at USD 29.95-30.65, giving investors a defined earnings range alongside the contract pipeline.

UBS raises its price target

According to CNBC on September 8, 2026, UBS upgraded Lockheed Martin from Neutral to Buy and lifted its price target from USD 581 to USD 674. UBS cited expected growth in missiles and munitions, F-35 sustainment, CH-53K helicopters and the Trident program.

The broader picture is less uniform. MarketBeat reported a consensus Hold rating and an average 12-month price target of USD 637.56 from 19 brokerages. That gap between UBS's bullish call and the wider consensus keeps execution and cash generation central to the stock story.

Stock remains below its yearly high

Lockheed Martin's September 25, 2026 reference price of USD 519.56 stood within a 52-week range of USD 437.25 to USD 692.00. Market capitalization was USD 119.9 billion and volume reached 1,119,670 shares, leaving the missile contract and the next earnings update as concrete tests for the valuation.

Lockheed Martin stock snapshot

  • Company: Lockheed Martin Corporation
  • ISIN: US5398301094
  • Ticker: LMT
  • Trading venue: NYSE
  • Price (as of September 25, 2026, 4:02 p.m. ET): USD 519.56
  • Market capitalization: USD 119.9 billion (as of September 25, 2026)
  • 52-week range: USD 437.25-692.00 (as of September 25, 2026)
  • Sector / Industry: Industrials / Aerospace and Defense

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