Ratings by Wells Fargo (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/27/2026 | BWX Technologies | BWXT | Upgrade | Equal Weight (Underweight) |
153.16 (161.54) |
5.47% | 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 (51.31) |
46.18% | 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 (473.06) |
27.61% | Details | |
| 3/31/2026 | TransDigm | TDG | New Coverage | Equal Weight (N/A) |
1132.88 (1155.76) |
2.02% | Details | |
| 3/31/2026 | Lockheed Martin | LMT | New Coverage | Equal Weight (N/A) |
598.57 (544.50) |
-9.03% | Details | |
| 3/31/2026 | Textron | TXT | New Coverage | Equal Weight (N/A) |
85.95 (79.71) |
-7.26% | Details | |
| 3/31/2026 | Booz Allen Hamilton | BAH | New Coverage | Equal Weight (N/A) |
78.95 (75.38) |
-4.52% | Details | |
| 3/31/2026 | Leidos Holdings | LDOS | New Coverage | Equal Weight (N/A) |
154.19 (139.18) |
-9.73% | Details | |
| 3/31/2026 | Huntington Ingalls | HII | New Coverage | Equal Weight (N/A) |
369.08 (292.42) |
-20.77% | Details | |
| 3/31/2026 | Rocket Lab USA | RKLB | New Coverage | Equal Weight (N/A) |
57.38 (62.54) |
8.99% | Details | |
| 3/31/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Equal Weight (N/A) |
222.99 (254.89) |
14.31% | Details | |
| 3/31/2026 | RTX Corp. | RTX | New Coverage | Equal Weight (N/A) |
187.15 (205.16) |
9.62% | Details | |
| 3/31/2026 | GE Aerospace | GE | New Coverage | Overweight (N/A) |
273.25 (331.09) |
21.17% | Details | |
| 3/31/2026 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
671.59 (532.91) |
-20.65% | Details | |
| 3/31/2026 | ATI Inc. | ATI | New Coverage | Overweight (N/A) |
135.50 (200.95) |
48.3% | 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 (32.96) |
50.3% | Details | |
| 3/31/2026 | Hexcel Corp. | HXL | New Coverage | Overweight (N/A) |
77.06 (92.08) |
19.49% | Details | |
| 3/31/2026 | General Dynamics Corp. | GD | New Coverage | Overweight (N/A) |
340.79 (369.41) |
8.4% | Details | |
| 3/31/2026 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
25.22 (24.21) |
-4% | Details | |
| 3/31/2026 | CACI International | CACI | New Coverage | Overweight (N/A) |
558.48 (629.46) |
12.71% | Details | |
| 3/31/2026 | Woodward | WWD | New Coverage | Overweight (N/A) |
341.52 (336.58) |
-1.45% | Details | |
| 3/31/2026 | Boeing | BA | New Coverage | Overweight (N/A) |
189.21 (205.66) |
8.69% | Details |
