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, on March 14, Congress made a permanent decision (CR) to finance the government during the summer. This not only prevents the closure of the government, but also emphasizes the priorities of the new Congress, helping investors determine the key opportunities.
One of these areas will be defense costs. Many defense shares are sold out of fears that the defense budget will be reduced as part of the current initiative of the Department of State Efficiency (DOGE). However, in the new CR, the Ministry of Defense (DOD) will receive an additional $ 7 billion.
This means that for investors there may be time to look at three protective actions that are tuned to strong performers in 2025.
Lockheed Martin: The leader of the defense sector at a discount
Lockheed Martin stock forecast today
$ 554.20
18.81% growthModerate purchase
Based on 15 analyst ratings
| The current price | $ 466.48 |
|---|---|
| High forecast | $ 704.00 |
| Average forecast | $ 554.20 |
| Low forecast | $ 377.00 |
Lockheed Martin shares forecast details
Lockheed Martin Corp. NYSE: LMT It is one of the largest defense contractors in the world. The company leaves record income in 2024. However, this may explain why the shares decreased by more than 17% compared to maximums in October 2024.
Some opposite argues that LMT shares may lose an appeal if potential dividends of the world arise from the end of the Russian war. The United States, and, to expand Lockheed Martin, provided significant defense resources to Ukraine, despite some restrictions on help.
But at a time when the efficiency is made by an emphasis, the United States will probably continue to increase the defensive budget for modernization and ensure that our military has everything that he needs to wage war on the future. This includes AI and the possibilities of cybersecurity that Lockheed can provide.
In addition, investors receive LMT shares with an attractive ratio of price for profit (P/E) about 21x income and approximately 17 times ahead. Both numbers Give promotions an attractive discount on the average p/e aerospace reserves, Which is about 25 times.
Why does Northrop Grumman give way to investors spiritual calm
Northrop Grumman Promotion Forecast Today
$ 542.88
11.02% growthModerate purchase
Based on 18 analysts ratings
| The current price | $ 488.98 |
|---|---|
| High forecast | $ 592,00 |
| Average forecast | $ 542.88 |
| Low forecast | $ 477.00 |
Northrop Grumman stock forecasts
The case for Northrop Grumman Corp. NYSE: No Similar to Lockheed Martin. This is one of the leading protective contractors, which goes to the star year with an income exceeding $ 41 billion, but the NOC shares have decreased by about 8% over the past six months.
Returning to this revenue number, Northrop received contracts of more than 50 billion dollars in 2024, leaving the company with an account of $ 91.5 billion.
One of the most high-profile contracts of the company is the B-21 raider for the US Air Force (US Air Force), which will replace the B-1B Lancer and B-2 Spirit fleets. Without direct concern in the reduction in the defense budget and several European countries seeking to increase their defense expenses, these contracts look safe.
And, as Lockheed, NOC shares are traded in an attractive assessment. Both its current and forward, P/E coefficients are about 17x.
Law enforcement and state contracts of the axon contribute to long -term growth
Axon Enterprise Today Today Promotions
$ 604.67
8.28% growthModerate purchase
Based on 14 analyst ratings
| The current price | $ 558.41 |
|---|---|
| High forecast | $ 800.00 |
| Average forecast | $ 604.67 |
| Low forecast | $ 365.00 |
Axons of the enterprise forecast stocks
Investors cannot say that Axon Enterprise Inc. Nasdak: axon cheap stock. Axon is currently traded on the P/E 139X and go to P/E 351X. The company 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. Over the past 12 months, axon shares have increased by 73%. Nevertheless, 12 months ago this price was a little more than $ 300 and about 3% higher than the consensus.
Just three months ago, when the price of Axon shares was in the range from 580 to 590 dollars, analysts considered it a 20% reassembled compared to consensus. But today, with the price of shares of about $ 540, Axon is traded at a discount of 11% of the consensus target.
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