Wall Street analysts have changed their lockheed evaluation after a new Chinese jet photo appeared. They are worried that they can buy more Lockheed F-35 in support of the future jets that the United States is still designed. F-35 function.
A glimpse of the next -generation Jet fighter in China does not worry about a pentagon.
Wall Street chose to choose to buy a F-35, which is the most expensive weapon in history, F-35 Lightning II Stealth Fighter, a manufacturer of stealth fighters. I’m worried that I can see the stock price falling. Advanced aircraft.
In July, German analyst Scott Ducchur has raised a lockheed rating in July, as the market analysts predicted that multiple wars and higher -global defense spending would increase the profits of giant defense agencies. Lockheed shares fell on Tuesday after trading about $ 500 per share just before Russia invaded Ukraine in February 2022.
However, Deuschle has lowered the lockheed after China announced two stealth fighter prototypes in December. There are almost no known prototypes, but there is also a concern that the F-35, the fifth-generation aircraft that first flew in 2006, will be exceeded. Other investment banks have also reduced lockheed evaluation.
“We feel that the previous paper is having a hard time holding water (from buying), so we are downgrading lockheeds, facing the modernization of Chinese fighters. We are raising concerns about 35 long -term support, “said Deuschle, according to Baron’s financial newspapers. Lockheed’s stock price has fallen from $ 611 to $ 523.
The heart of this is that the US military has purchased many F-35. The Air Force will acquire 1,763 F-35A models, Navy 273-based F-35CS, Marine Corps 67 F-35CS and 353 jump JET F-35BS by 2049. And this is the top TrumpAdvisor who has recently called on a manned fighter, such as the F-35 abolition, with the influence of ELON MUSK, a SpaceX CEO.
At the same time, the army is developing sixth generation fighters, including the next-generation Air Force Program (NGAD) and the Navy’s F/A-XX. The NGAD, which wants the Air Force to fly by 2030, has a more advanced function than the F-35, which includes a better engine, sensor, stealth function, and the ability to form a team with robot fighters such as joint fighters. Masu.
The F-35C Lightning II is ready to be released from the South China Sea Aircraft CARL VINSON. MC3 Nate JORDAN/us Navy
If the sixth generation fighter is coming, analysts are worried that Pentagon will buy less F-35 and spend more advanced aircraft. “The F-35 Aircraft’s long-term (Pentagon) Demand (Pentagon) may be impaired,” said Deuschle:
Deuschle’s concerns are realistic, but there are few public evidence comparing the new Chinese prototypes with the pound pound and the F-35. Even if it was five generations of aircraft, some aircraft experts have built a skepticism of the world’s first six -generation aircraft.
The F-35 has become a poster child, although critic accuses it as a wasted government expenditure by military industrial complex facilities. This program has been suffering from controversy, delayed, and cost overrun since its founding in the 1990s.
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The total price of the F-35, including acquisitions and maintenance, has increased to more than $ 2 trillion. This is more than the annual GDP of most countries (US gross domestic production is $ 27.3 trillion). More than 1,000 aircraft have already been delivered to the United States and other countries, but there are still concerns about bugs such as excessive maintenance demand, fragile stealth coating, and cannons that cannot be shot straight.
The worsening of the problem is that the acquisition of the F-35 will grow for decades. In 2024, only 110 people were delivered, and the US Air Force did not receive the last jet until 2049. Considering how quickly the technology evolves, the procurement program, which has been growing for more than 40 years, will struggle with obsolete at some point.
Nevertheless, the fact that the F-35 has survived all the controversy is a warning that it does not underestimate its outlook. Simply put, the F-35 program is too big to fail. The U.S. military has invested a huge amount of resources and prestige on aircraft, but politicians may be reluctant to kill the golden gangsters. “More than 1,900 suppliers will build and maintain F-35 programs in 48 US and 10 or more countries,” boasts Lockheed Martin’s F-35 website. Lockheed’s net income fell from $ 1.7 billion in the fourth quarter of the fourth quarter, contributing to stock slides, contributing to $ 457 per share.
What is the F-35 defect, what is the aircraft that can now realize it? The US combat airline fleet is aging. For example, the average F-16 is more than 30 years ago. The Air Force hedged by purchasing an F-15EX fighter to make up for the F-35. However, the F-15 has been proved to be very capable, but the upgraded 1980s designs only until the 21st century.
In most cases, INCHOATE NGAD is left as an alternative. But this naturally makes another question. Considering the issues of the F-35 and other large Pentagon projects, what happens if the American sixth generation fighter projects are delayed, cost overrun and teeth? The Air Force has already suspended the NGAD program, estimating that the NGAD fighter costs $ 250 million or about three times the price of the F-35.
Suspicates may also question the alarms of China’s new aircraft. So far, all worlds have seen two new Chinese aircraft images. Despite the breathtaking warning that China could dispatch a sixth generation fighter before the United States performed, China’s design and restrictions have not yet been revealed.
During the Cold War, a new Russian weapon that promotes the fear of Americans, such as the bomber gap in the 1950s, is revealed. In many cases, these mysterious weapons in Russian were found to be negative on the battlefield. The United States and China are fighting for other technologies such as sixth generation aircraft and hyper -sonic missiles. However, it can be seen that the threats brought by a new Chinese stealth aircraft are also fantastic.
Michael Peck is a defense writer who appeared in Forbes, Defense News, Foreign Policy Magazines, and other publications. He has acquired a master’s degree of politics from the University of Latgars. Follow him on Twitter and Linkedin.