Ratings by BNP Paribas Exane (Matthew Akers)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/30/2026 | Honeywell Aerospace Inc | HONA | New Coverage | Neutral (N/A) |
220.19 (211.63) |
-3.89% | Details | |
| 5/27/2026 | Booz Allen Hamilton | BAH | New Coverage | Neutral (N/A) |
79.91 (65.21) |
-18.4% | Details | |
| 5/27/2026 | CACI International | CACI | New Coverage | Neutral (N/A) |
501.13 (461.56) |
-7.9% | Details | |
| 5/27/2026 | Leidos Holdings | LDOS | New Coverage | Outperform (N/A) |
128.12 (106.48) |
-16.89% | Details | |
| 5/27/2026 | Science Applications | SAIC | New Coverage | Neutral (N/A) |
101.36 (115.51) |
13.96% | Details | |
| 5/26/2026 | Parsons Corp. | PSN | New Coverage | Underperform (N/A) |
53.71 (56.05) |
4.36% | Details | |
| 5/26/2026 | Amentum Holdings Inc. | AMTM | New Coverage | Underperform (N/A) |
23.23 (20.68) |
-10.98% | Details | |
| 2/27/2026 | HEICO | HEI | Upgrade | Outperform (Neutral) |
312.98 (342.66) |
9.48% | Details | |
| 11/18/2025 | HEICO | HEI | New Coverage | Neutral (N/A) |
310.88 (312.98) |
0.68% | Details | |
| 11/18/2025 | Kratos Defense & Security | KTOS | New Coverage | Neutral (N/A) |
70.24 (46.03) |
-34.47% | Details | |
| 11/18/2025 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
200.28 (272.43) |
36.02% | Details | |
| 11/18/2025 | General Dynamics Corp. | GD | New Coverage | Outperform (N/A) |
341.78 (368.58) |
7.84% | Details | |
| 11/18/2025 | Northrop Grumman | NOC | New Coverage | Outperform (N/A) |
563.03 (521.57) |
-7.36% | Details | |
| 11/18/2025 | TransDigm | TDG | New Coverage | Outperform (N/A) |
1335.77 (1214.43) |
-9.08% | Details | |
| 11/18/2025 | GE Aerospace | GE | New Coverage | Underperform (N/A) |
300.13 (348.83) |
16.23% | Details | |
| 11/18/2025 | L3Harris Technologies | LHX | New Coverage | Neutral (N/A) |
287.69 (282.01) |
-1.97% | Details | |
| 11/18/2025 | Boeing | BA | New Coverage | Underperform (N/A) |
191.81 (214.03) |
11.58% | Details | |
| 11/18/2025 | AeroVironment | AVAV | New Coverage | Outperform (N/A) |
283.66 (142.20) |
-49.87% | Details |

