Ratings by Wells Fargo (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/30/2026 | Woodward | WWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | TransDigm | TDG | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | Howmet Aerospace Inc. | HWM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | Hexcel Corp. | HXL | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | HEICO | HEI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | GE Aerospace | GE | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | ATI Inc. | ATI | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2026 | BWX Technologies | BWXT | Upgrade | Equal Weight (Underweight) |
153.16 (137.01) |
-10.54% | Details | |
| 8/4/2026 | Huntington Ingalls | HII | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/4/2026 | Hexcel Corp. | HXL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/4/2026 | General Dynamics Corp. | GD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/4/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/4/2026 | Arxis Inc | ARXS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | RTX Corp. | RTX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 6/1/2026 | HEICO | HEI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/1/2026 | Arxis Inc | ARXS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Overweight (N/A) |
35.10 (54.10) |
54.13% | Details | |
| 5/4/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/31/2026 | Carpenter Technology | CRS | New Coverage | Equal Weight (N/A) |
370.71 (377.09) |
1.72% | Details | |
| 3/31/2026 | TransDigm | TDG | New Coverage | Equal Weight (N/A) |
1132.88 (1139.34) |
0.57% | Details | |
| 3/31/2026 | Lockheed Martin | LMT | New Coverage | Equal Weight (N/A) |
598.57 (552.09) |
-7.77% | Details | |
| 3/31/2026 | Textron | TXT | New Coverage | Equal Weight (N/A) |
85.95 (75.93) |
-11.66% | Details | |
| 3/31/2026 | Booz Allen Hamilton | BAH | New Coverage | Equal Weight (N/A) |
78.95 (74.26) |
-5.94% | Details | |
| 3/31/2026 | Leidos Holdings | LDOS | New Coverage | Equal Weight (N/A) |
154.19 (124.85) |
-19.03% | Details | |
| 3/31/2026 | Huntington Ingalls | HII | New Coverage | Equal Weight (N/A) |
369.08 (272.00) |
-26.3% | Details | |
| 3/31/2026 | Rocket Lab USA | RKLB | New Coverage | Equal Weight (N/A) |
57.38 (50.84) |
-11.4% | Details | |
| 3/31/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Equal Weight (N/A) |
222.99 (220.96) |
-0.91% | Details | |
| 3/31/2026 | RTX Corp. | RTX | New Coverage | Equal Weight (N/A) |
187.15 (193.92) |
3.62% | Details | |
| 3/31/2026 | GE Aerospace | GE | New Coverage | Overweight (N/A) |
273.25 (313.83) |
14.85% | Details | |
| 3/31/2026 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
671.59 (519.86) |
-22.59% | Details | |
| 3/31/2026 | ATI Inc. | ATI | New Coverage | Overweight (N/A) |
135.50 (185.59) |
36.97% | Details | |
| 3/31/2026 | BWX Technologies | BWXT | New Coverage | Underweight (N/A) |
191.59 (153.16) |
-20.06% | Details | |
| 3/31/2026 | Voyager Technologies Inc | VOYG | New Coverage | Underweight (N/A) |
21.93 (25.35) |
15.6% | Details | |
| 3/31/2026 | Hexcel Corp. | HXL | New Coverage | Overweight (N/A) |
77.06 (90.22) |
17.08% | Details | |
| 3/31/2026 | General Dynamics Corp. | GD | New Coverage | Overweight (N/A) |
340.79 (344.23) |
1.01% | Details | |
| 3/31/2026 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
25.22 (21.31) |
-15.5% | Details | |
| 3/31/2026 | CACI International | CACI | New Coverage | Overweight (N/A) |
558.48 (614.31) |
10% | Details | |
| 3/31/2026 | Woodward | WWD | New Coverage | Overweight (N/A) |
341.52 (328.48) |
-3.82% | Details | |
| 3/31/2026 | Boeing | BA | New Coverage | Overweight (N/A) |
189.21 (190.21) |
0.53% | Details |
