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UBS analysts assert that the downside risk for U.S. defense stocks is diminishing despite concerns over government budget cuts. They argue that current budget reductions are more targeted than past Sequestration measures, which led to significant revenue declines. Looking ahead, the FY26 budget request is anticipated to clarify long-term spending plans, potentially aligning defense stock valuations more closely with the broader market.
IG Securities will extend trading hours for 15 US stock CFDs starting March 31, 2025, allowing trades from 5:00 PM Japan time to 9:00 AM the next day (6:00 AM on Fridays). Traders should ensure they are aware of the new hours and the implications for stop-limit and limit orders. Additionally, positions may be liquidated if the effective margin balance falls below 75% of the maintenance margin.
U.S. equity markets rebounded as fears over tariffs proved less severe than anticipated, with the S&P 500 experiencing its strongest Monday opening since October 2022. Tesla's shares surged following strong Model Y sales, while Lockheed Martin faced a downgrade after losing a key contract to Boeing. Investors are now focused on upcoming economic data and the implementation of tariffs, set to take effect on April 2nd.
Lockheed Martin's stock target has been reduced by UBS from USD 527 to USD 508, maintaining a "neutral" rating. The company shows strong order intake with a book-to-bill ratio of 1.2x for three consecutive years, and a forecasted organic growth of 4-5% for 2025. However, uncertainties persist due to budget pressures and limited free cash flow growth.
Lockheed Martin Corp
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs analysts see reduced downside risk for us defense stocks
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