I don't think it makes sense, but I think it makes more sense than Anonymous doing it.
Note that Obama recently declared war on whistleblowers, and Stratfor's entire operation is based on George Friedman's cozy relationships with a lot of top officials who tell him things off the record.
Obama's promises to end the wars go directly against Friedman's predictions, and anyone who trusts Friedman's judgment will realize that Obama is lying about pulling out of Afganistan and Iraq.
The attack on Stratfor could be intended to silence any insiders who may have planned to debunk the idea that the US will leave either of the occupied countries any time soon.
<conspiracy theory> To discredit Anonymous and Stratfor at one go. Look at all the negative press this is going to generate about Anonymous. </conspiracy theory>
As opposed to just keeping the information to themselves, so the leakers wouldn't know they were discovered?
The 'govmint did it' theory makes no sense.