Consider broadening your research to other companies tied to advanced computing and defense infrastructure through 89 AI infrastructure stocks.
Lockheed Martin, a US based aerospace and defense group with a market value of about $121.0b, designs and maintains complex technology systems for military and civil customers across multiple regions. Access to IBM's quantum hardware at ETH Zurich targets some of its most compute heavy research work.
6 things going right for Lockheed Martin that this headline doesn't cover.
The hub gives Lockheed Martin direct access to IBM's Quantum System Two in Switzerland, which is aimed at problems like navigation, materials and mission planning that are hard for classical computing. That ties quantum work directly into aircraft, missile and space programs, rather than treating it as a side project.
The existing Narrative already leans on heavy spending in next generation technologies and on maintaining an edge in areas such as hypersonics and integrated air and missile defense. This hub fits that storyline by trying to turn quantum computing, sensing and additive manufacturing into concrete tools that could support margins and future contract competitiveness, while still leaving cost overruns and budget exposure as key risks.
See how these catalysts shape Lockheed Martin's path to a $630 fair value.
The practical test will come as the first joint projects in quantum sensing for navigation and improved metallic additive manufacturing reach clear technical milestones or pilot deployment, which IBM plans to support once Quantum System Two is live at CSCS by the end of 2026. Investors can then track whether any of those pilots convert into named program wins or upgrades in Lockheed Martin's major platforms.
Add Lockheed Martin to your Watchlist and get alerts as these catalysts play out.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com