Some investors downplay the connection between politics and investment, and sometimes the events of the Capitol Hill have a slight effect. But if all this were irrelevant, why are there so many members of the Congress trading shares based on the information they receive?
Reality shows that sometimes the leaders of our country leave promising investment opportunities hiding in sight. For example, in March, Congress made a permanent decision (CR) to finance the government until the end of 2025 financial year. This not only prevents the closure of the government, but also emphasizes the developing priorities of the new congress, helping investors determine the key opportunities.
One area still standing in 2025 is defense costs. Many defense shares were under pressure at the beginning of this year from fears about a possible reduction in the defense budget as part of the initiative of the Ministry of State Efficiency (DOGE). Nevertheless, the last CR received an additional 9 billion dollars for the Ministry of Defense (DOD), emphasizing modernization and new technologies.
This means that the time has come to investors to look at some of the best protective actions of 2025 more carefully – so far.
1. Lockheed Martin: One of the best protective shares at a discount
Lockheed Martin stock forecast today
$ 544.79
14.32% growthModerate purchase
Based on 16 ratings of analysts
| The current price | $ 476.56 |
|---|---|
| High forecast | $ 704.00 |
| Average forecast | $ 544.79 |
| Low forecast | $ 432,00 |
Lockheed Martin shares forecast details
Lockheed Martin Corp. NYSE: LMT It is one of the largest defense contractors in the world. The company leaves another record year of income in 2024 and already sees a solid impulse in 2025. Nevertheless, shares remain more than 15% compared to maximums in October 2024.
Some opposite argues that LMT shares may lose an appeal if potential peaceful dividends arise from a shortened US military abroad abroad. However, at a time when modernization is a national priority, defense costs will not slow down. The main areas of Lockheed – AI, space protection and cybersecurity – correspond to these future needs.
In addition, investors receive LMT shares on an attractive The ratio of the price to receive (p/e) about 21x income And approximately 17, a frequent profit, offering an attractive discount compared to the average aerospace and defensive ratio of P/E about 25 times.
2. Northrop Grumman: Backlog gives investors emotional calm
Northrop Grumman Promotion Forecast Today
$ 545.31
13.29% growthModerate purchase
Based on 18 analysts ratings
| The current price | $ 481.34 |
|---|---|
| High forecast | $ 625.00 |
| Average forecast | $ 545.31 |
| Low forecast | $ 477.00 |
Northrop Grumman stock forecasts
Northrop Grumman Corp. NYSE: No He turned to 2024 with income exceeding $ 41 billion. Although over the past six months, shares have been reduced by about 7%, the story of Northrop on long -term stability.
It is important to note that Northrop was awarded more than 50 billion dollars in new contracts In 2024, the construction of a record lag currently exceeds $ 94 billion.
One of the main projects of the company, the B-21 Raider Stealth bomber for the US Air Force, remains on the way to growth in production in 2025. Without significant reductions in the defense budget, and European allies also expand their military investments, the mass lag Northrop offers long -term security.
And, as Lockheed, NOC shares are traded with attractive assessments, both with its current and Forward P/E, soaring about 17xField
3. Axon: Law enforcement and state contracts contribute to long -term growth
Axon Enterprise Today Today Promotions
$ 626.45
4.93% growthModerate purchase
Based on 12 analysts ratings
| The current price | $ 597.00 |
|---|---|
| High forecast | $ 800.00 |
| Average forecast | $ 626.45 |
| Low forecast | $ 380.00 |
Axons of the enterprise forecast stocks
Axon Enterprise Inc. Nasdak: axon It is a leading supplier of technological solutions, such as smaller weapons (for example, TASers), body cameras and cloud software. Despite the fact that Axon uses mainly law enforcement officers, there are contracts with the US government, including the US border patrol.
One intriguing statistics about axon is how quickly analysts increase their price purposes. One of The best protective actionsAxon was Over the past 12 months aged more than 95%Nevertheless, 12 months ago, this price was a little more than $ 300 and about 3% higher than the consensus.
Despite the fact that it is expensive, according to traditional estimates, the axon growth trajectory and the government’s expansion make it an action to observe in 2025 and besides.
Before considering Lockheed Martin, you will want to hear it.
Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their customers to buy now before a wider market is won … and Lockheed Martin was not on the list.
While Lockheed Martin currently has a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.
View five shares here
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