Ratings by Wells Fargo (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | 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 (41.83) |
19.17% | 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 (557.77) |
50.46% | Details | |
| 3/31/2026 | TransDigm | TDG | New Coverage | Equal Weight (N/A) |
1132.88 (1214.43) |
7.2% | Details | |
| 3/31/2026 | Lockheed Martin | LMT | New Coverage | Equal Weight (N/A) |
598.57 (508.77) |
-15% | Details | |
| 3/31/2026 | Textron | TXT | New Coverage | Equal Weight (N/A) |
85.95 (91.48) |
6.43% | Details | |
| 3/31/2026 | Booz Allen Hamilton | BAH | New Coverage | Equal Weight (N/A) |
78.95 (65.21) |
-17.4% | Details | |
| 3/31/2026 | Leidos Holdings | LDOS | New Coverage | Equal Weight (N/A) |
154.19 (106.48) |
-30.94% | Details | |
| 3/31/2026 | Huntington Ingalls | HII | New Coverage | Equal Weight (N/A) |
369.08 (269.13) |
-27.08% | Details | |
| 3/31/2026 | Rocket Lab USA | RKLB | New Coverage | Equal Weight (N/A) |
57.38 (67.62) |
17.85% | Details | |
| 3/31/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Equal Weight (N/A) |
222.99 (272.43) |
22.17% | Details | |
| 3/31/2026 | RTX Corp. | RTX | New Coverage | Equal Weight (N/A) |
187.15 (193.51) |
3.4% | Details | |
| 3/31/2026 | GE Aerospace | GE | New Coverage | Overweight (N/A) |
273.25 (348.83) |
27.66% | Details | |
| 3/31/2026 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
671.59 (521.57) |
-22.34% | Details | |
| 3/31/2026 | ATI Inc. | ATI | New Coverage | Overweight (N/A) |
135.50 (186.17) |
37.39% | Details | |
| 3/31/2026 | BWX Technologies | BWXT | New Coverage | Underweight (N/A) |
191.59 (171.18) |
-10.65% | Details | |
| 3/31/2026 | Voyager Technologies Inc | VOYG | New Coverage | Underweight (N/A) |
21.93 (25.90) |
18.1% | Details | |
| 3/31/2026 | Hexcel Corp. | HXL | New Coverage | Overweight (N/A) |
77.06 (103.81) |
34.71% | Details | |
| 3/31/2026 | General Dynamics Corp. | GD | New Coverage | Overweight (N/A) |
340.79 (368.58) |
8.15% | Details | |
| 3/31/2026 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
25.22 (26.73) |
5.99% | Details | |
| 3/31/2026 | CACI International | CACI | New Coverage | Overweight (N/A) |
558.48 (461.56) |
-17.35% | Details | |
| 3/31/2026 | Woodward | WWD | New Coverage | Overweight (N/A) |
341.52 (392.88) |
15.04% | Details | |
| 3/31/2026 | Boeing | BA | New Coverage | Overweight (N/A) |
189.21 (214.03) |
13.12% | Details |
