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Lockheed Martin and Boeing lag space stock rally; LMT upgraded to strong buy, BA to buy.

Analyst Insights
08 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Lockheed Martin (LMT) and Boeing (BA) have not joined the recent surge in space-related stocks, largely due to ULA's lack of cost innovation and limited market fit compared to SpaceX. Their space segments contribute only a small portion of overall revenue and profit, making their stock less sensitive to space sector momentum. Despite this, LMT has been upgraded to a strong buy with an expected upside of 27–37%, and BA is rated a buy with 18–43% upside, based on strong core business performance and valuation. The space market's growth potential remains significant, but these companies' exposure is currently limited.

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