Lockheed Martin stock at risk as Anduril builds cheaper Patriot, THAAD alternative

Impact · against what's priced in

The threat from Anduril's Steelfin interceptor reinforces the market's current skepticism regarding Lockheed Martin's future margins and pricing power. However, the Army's selection of LMT for the next-generation interceptor provides a near-term counterweight that the market has not yet fully factored into its valuation.

LMT−0.40: Challenges what's priced in
The price assumes: free-cash-flow margin expansion from PAC-3 ACE and ATACMS

Lockheed Martin stock at risk as Anduril builds cheaper Patriot, THAAD alternative

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Lockheed Martin stock at risk as Anduril builds cheaper Patriot, THAAD alternative

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General Micro Systems Makes Legacy OpenVPX Mission-Relevant Again with New X10 GENESIS

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Lockheed Martin stock at risk as Anduril builds cheaper Patriot, THAAD alternative

What matters in this story

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General Micro Systems Makes Legacy OpenVPX Mission-Relevant Again with New X10 GENESIS

Lockheed Martin stock at risk as Anduril builds cheaper Patriot, THAAD alternative

What matters in this story

Next reads from the same story arc

General Micro Systems Makes Legacy OpenVPX Mission-Relevant Again with New X10 GENESIS

How each ticker is affected

Connected tickers

Track these names every morning.

Safran: Strong Buy As The Market Overlooks Record Profits

Joby Just Flew an Aircraft Across the United States With No Pilot. Here's Why Wall Street Shrugged.

Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026?

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