Ratings by Stifel (Jonathan Siegmann)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/1/2026 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 8/27/2026 | HEICO | HEI | Maintain | Buy (Buy) |
|
Details | ||
| 8/20/2026 | Nlight | LASR | Maintain | Buy (Buy) |
|
Details | ||
| 8/14/2026 | Intuitive Machines Inc. | LUNR | Upgrade | Buy (Hold) |
16.95 (14.72) |
-13.16% | Details | |
| 8/10/2026 | Bridger Aerospace | BAER | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2026 | VSE Corporation | VSEC | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2026 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2026 | Kratos Defense & Security | KTOS | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2026 | SpaceX | SPCX | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2026 | TransDigm | TDG | Downgrade | Hold (Buy) |
1285.56 (1155.76) |
-10.1% | Details | |
| 8/4/2026 | Leidos Holdings | LDOS | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2026 | V2X, Inc. | VVX | Maintain | Buy (Buy) |
|
Details | ||
| 7/29/2026 | Parsons Corp. | PSN | Maintain | Buy (Buy) |
|
Details | ||
| 7/23/2026 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2026 | Booz Allen Hamilton | BAH | Maintain | Buy (Buy) |
|
Details | ||
| 7/15/2026 | Intuitive Machines Inc. | LUNR | Maintain | Hold (Hold) |
|
Details | ||
| 7/15/2026 | Kratos Defense & Security | KTOS | Maintain | Hold (Hold) |
|
Details | ||
| 7/13/2026 | SpaceX | SPCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2026 | Ondas Holdings Inc. | ONDS | Maintain | Buy (Buy) |
|
Details | ||
| 7/7/2026 | SpaceX | SPCX | New Coverage | Buy (N/A) |
162.00 (142.23) |
-12.2% | Details | |
| 6/30/2026 | AeroVironment | AVAV | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2026 | Applied Aerospace & Defense | AADX | New Coverage | Buy (N/A) |
18.75 (12.55) |
-33.07% | Details | |
| 6/23/2026 | Booz Allen Hamilton | BAH | Maintain | Buy (Buy) |
|
Details | ||
| 6/1/2026 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2026 | HEICO | HEI | Maintain | Buy (Buy) |
|
Details | ||
| 5/26/2026 | Booz Allen Hamilton | BAH | Upgrade | Buy (Hold) |
76.35 (75.38) |
-1.27% | Details | |
| 5/21/2026 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2026 | Intuitive Machines Inc. | LUNR | Maintain | Hold (N/A) |
|
Details | ||
| 5/13/2026 | Kopin Corp | KOPN | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | VSE Corporation | VSEC | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Leidos Holdings | LDOS | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2026 | V2X, Inc. | VVX | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2026 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | TAT Technologies | TATT | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | Kopin Corp | KOPN | Maintain | Buy (Buy) |
|
Details | ||
| 4/22/2026 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | Nlight | LASR | Maintain | Buy (Buy) |
|
Details | ||
| 4/17/2026 | Nlight | LASR | Maintain | Buy (N/A) |
|
Details | ||
| 3/31/2026 | Bridger Aerospace | BAER | New Coverage | Buy (N/A) |
1.85 (1.09) |
-41.08% | Details | |
| 3/30/2026 | VSE Corporation | VSEC | Maintain | Buy (Buy) |
|
Details | ||
| 3/25/2026 | Ondas Holdings Inc. | ONDS | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2026 | Ondas Holdings Inc. | ONDS | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2026 | Intuitive Machines Inc. | LUNR | Maintain | Hold (Hold) |
|
Details | ||
| 3/20/2026 | Intuitive Machines Inc. | LUNR | Maintain | Hold (N/A) |
|
Details | ||
| 3/19/2026 | TAT Technologies | TATT | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2026 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2026 | AeroVironment | AVAV | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2026 | Ondas Holdings Inc. | ONDS | Maintain | Buy (Buy) |
|
Details | ||
| 3/3/2026 | AeroVironment | AVAV | Maintain | Buy (Buy) |
|
Details | ||
| 3/2/2026 | Kratos Defense & Security | KTOS | Maintain | Buy (Buy) |
|
Details | ||
| 3/2/2026 | VSE Corporation | VSEC | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2026 | Nlight | LASR | Maintain | Buy (Buy) |
|
Details | ||
| 2/26/2026 | Intuitive Machines Inc. | LUNR | Maintain | Hold (N/A) |
|
Details | ||
| 2/25/2026 | V2X, Inc. | VVX | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2026 | Kratos Defense & Security | KTOS | Maintain | Buy (Buy) |
|
Details | ||
| 2/18/2026 | Leidos Holdings | LDOS | Maintain | Hold (N/A) |
|
Details | ||
| 2/12/2026 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | VSE Corporation | VSEC | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2026 | Booz Allen Hamilton | BAH | Maintain | Hold (N/A) |
|
Details | ||
| 1/23/2026 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2026 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2026 | Ondas Holdings Inc. | ONDS | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2026 | Nlight | LASR | New Coverage | Buy (N/A) |
43.94 (40.32) |
-8.24% | Details | |
| 1/13/2026 | Kratos Defense & Security | KTOS | Maintain | Buy (N/A) |
|
Details | ||
| 1/12/2026 | Ondas Holdings Inc. | ONDS | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2026 | Intuitive Machines Inc. | LUNR | Downgrade | Hold (Buy) |
18.62 (16.95) |
-8.97% | Details | |
| 1/7/2026 | Leidos Holdings | LDOS | Downgrade | Hold (Buy) |
197.50 (139.18) |
-29.53% | Details | |
| 12/23/2025 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2025 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2025 | Ondas Holdings Inc. | ONDS | New Coverage | Buy (N/A) |
8.75 (7.04) |
-19.54% | Details | |
| 12/5/2025 | Science Applications | SAIC | Maintain | Buy (Buy) |
|
Details | ||
| 11/14/2025 | TAT Technologies | TATT | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (Buy) |
|
Details | ||
| 11/4/2025 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2025 | V2X, Inc. | VVX | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2025 | Intuitive Machines Inc. | LUNR | New Coverage | Buy (N/A) |
11.37 (18.62) |
63.76% | Details | |
| 10/24/2025 | Booz Allen Hamilton | BAH | Maintain | Hold (N/A) |
|
Details | ||
| 10/23/2025 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2025 | Kopin Corp | KOPN | New Coverage | Buy (N/A) |
3.99 (4.21) |
5.51% | Details | |
| 10/14/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2025 | Science Applications | SAIC | Maintain | Buy (Buy) |
|
Details | ||
| 10/2/2025 | AeroVironment | AVAV | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2025 | TAT Technologies | TATT | New Coverage | Buy (N/A) |
36.72 (36.75) |
0.08% | Details | |
| 9/16/2025 | VSE Corporation | VSEC | New Coverage | Buy (N/A) |
164.51 (198.25) |
20.51% | Details | |
| 9/10/2025 | AeroVironment | AVAV | Maintain | Buy (Buy) |
|
Details | ||
| 9/5/2025 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2025 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2025 | CACI International | CACI | Maintain | Buy (Buy) |
|
Details | ||
| 8/7/2025 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2025 | V2X, Inc. | VVX | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2025 | Booz Allen Hamilton | BAH | Maintain | Hold (Hold) |
|
Details | ||
| 7/25/2025 | Booz Allen Hamilton | BAH | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (Buy) |
|
Details | ||
| 7/21/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (N/A) |
|
Details | ||
| 7/9/2025 | AeroVironment | AVAV | Maintain | Buy (N/A) |
|
Details | ||
| 7/3/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (Buy) |
|
Details | ||
| 7/3/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2025 | Parsons Corp. | PSN | Maintain | Buy (Buy) |
|
Details | ||
| 6/26/2025 | Kratos Defense & Security | KTOS | Maintain | Buy (Buy) |
|
Details | ||
| 6/25/2025 | AeroVironment | AVAV | Maintain | Buy (Buy) |
|
Details | ||
| 6/24/2025 | V2X, Inc. | VVX | New Coverage | Buy (N/A) |
44.75 (77.45) |
73.07% | Details | |
| 6/24/2025 | Teledyne | TDY | New Coverage | Buy (N/A) |
486.59 (610.51) |
25.47% | Details | |
| 6/24/2025 | TransDigm | TDG | New Coverage | Buy (N/A) |
1442.44 (1285.56) |
-10.88% | Details | |
| 6/24/2025 | Science Applications | SAIC | New Coverage | Buy (N/A) |
103.65 (126.78) |
22.32% | Details | |
| 6/24/2025 | Parsons Corp. | PSN | New Coverage | Buy (N/A) |
67.01 (46.37) |
-30.8% | Details | |
| 6/24/2025 | Leidos Holdings | LDOS | New Coverage | Buy (N/A) |
148.45 (197.50) |
33.04% | Details | |
| 6/24/2025 | Kratos Defense & Security | KTOS | New Coverage | Buy (N/A) |
43.11 (49.34) |
14.45% | Details | |
| 6/24/2025 | HEICO | HEI | New Coverage | Buy (N/A) |
315.52 (325.15) |
3.05% | Details | |
| 6/24/2025 | CACI International | CACI | New Coverage | Buy (N/A) |
453.57 (629.46) |
38.78% | Details | |
| 6/24/2025 | Booz Allen Hamilton | BAH | New Coverage | Hold (N/A) |
99.97 (76.35) |
-23.63% | Details | |
| 6/24/2025 | AeroVironment | AVAV | New Coverage | Buy (N/A) |
189.65 (144.17) |
-23.98% | Details |
