Ratings by BNP Paribas Exane (Matthew Akers)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/8/2026 | Kratos Defense & Security | KTOS | Upgrade | Outperform (Neutral) |
41.94 (39.36) |
-6.15% | Details | |
| 10/6/2026 | CACI International | CACI | Downgrade | Underperform (Neutral) |
624.19 (614.83) |
-1.5% | Details | |
| 10/6/2026 | Amentum Holdings Inc. | AMTM | Upgrade | Neutral (Underperform) |
18.24 (19.36) |
6.14% | Details | |
| 8/3/2026 | Boeing | BA | Upgrade | Outperform (Underperform) |
216.14 (191.03) |
-11.62% | Details | |
| 6/30/2026 | Honeywell Aerospace Inc | HONA | New Coverage | Neutral (N/A) |
220.19 (164.33) |
-25.37% | Details | |
| 5/27/2026 | Booz Allen Hamilton | BAH | New Coverage | Neutral (N/A) |
79.91 (73.68) |
-7.8% | Details | |
| 5/27/2026 | CACI International | CACI | New Coverage | Neutral (N/A) |
501.13 (624.19) |
24.56% | Details | |
| 5/27/2026 | Leidos Holdings | LDOS | New Coverage | Outperform (N/A) |
128.12 (126.29) |
-1.43% | Details | |
| 5/27/2026 | Science Applications | SAIC | New Coverage | Neutral (N/A) |
101.36 (132.88) |
31.1% | Details | |
| 5/26/2026 | Parsons Corp. | PSN | New Coverage | Underperform (N/A) |
53.71 (43.95) |
-18.17% | Details | |
| 5/26/2026 | Amentum Holdings Inc. | AMTM | New Coverage | Underperform (N/A) |
23.23 (18.24) |
-21.48% | Details | |
| 2/27/2026 | HEICO | HEI | Upgrade | Outperform (Neutral) |
312.98 (308.08) |
-1.57% | 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 (41.94) |
-40.29% | Details | |
| 11/18/2025 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
200.28 (219.67) |
9.68% | Details | |
| 11/18/2025 | General Dynamics Corp. | GD | New Coverage | Outperform (N/A) |
341.78 (342.36) |
0.17% | Details | |
| 11/18/2025 | Northrop Grumman | NOC | New Coverage | Outperform (N/A) |
563.03 (514.60) |
-8.6% | Details | |
| 11/18/2025 | TransDigm | TDG | New Coverage | Outperform (N/A) |
1335.77 (1142.68) |
-14.46% | Details | |
| 11/18/2025 | GE Aerospace | GE | New Coverage | Underperform (N/A) |
300.13 (312.82) |
4.23% | Details | |
| 11/18/2025 | L3Harris Technologies | LHX | New Coverage | Neutral (N/A) |
287.69 (245.19) |
-14.77% | Details | |
| 11/18/2025 | Boeing | BA | New Coverage | Underperform (N/A) |
191.81 (216.14) |
12.68% | Details | |
| 11/18/2025 | AeroVironment | AVAV | New Coverage | Outperform (N/A) |
283.66 (119.07) |
-58.02% | Details |
