Ratings by Goldman Sachs (Noah Poponak)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/14/2026 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2026 | Leidos Holdings | LDOS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2026 | Booz Allen Hamilton | BAH | Maintain | Sell (N/A) |
|
Details | ||
| 7/14/2026 | Planet Labs | PL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2026 | HawkEye 360 Inc | HAWK | New Coverage | Buy (N/A) |
31.97 (19.41) |
-39.29% | Details | |
| 5/12/2026 | Aevex Corp | AVEX | New Coverage | Buy (N/A) |
25.07 (16.61) |
-33.75% | Details | |
| 5/11/2026 | Mercury Systems | MRCY | Maintain | Sell (N/A) |
|
Details | ||
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Buy (N/A) |
35.03 (43.00) |
22.75% | Details | |
| 4/27/2026 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2026 | Hexcel Corp. | HXL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2026 | York Space Systems | YSS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2026 | Planet Labs | PL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2026 | Firefly Aerospace Inc | FLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2026 | Ducommun Incorporated | DCO | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2026 | York Space Systems | YSS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/23/2026 | Planet Labs | PL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/23/2026 | Firefly Aerospace Inc | FLY | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2026 | V2X, Inc. | VVX | Maintain | Sell (N/A) |
|
Details | ||
| 2/26/2026 | Loar Holdings Inc | LOAR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2026 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2026 | AAR Corporation | AIR | New Coverage | Neutral (N/A) |
105.66 (134.46) |
27.26% | Details | |
| 1/7/2026 | Lockheed Martin | LMT | Maintain | Sell (N/A) |
|
Details | ||
| 11/25/2025 | Loar Holdings Inc | LOAR | New Coverage | Buy (N/A) |
65.36 (71.41) |
9.26% | Details | |
| 10/22/2025 | RTX Corp. | RTX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/2/2025 | Firefly Aerospace Inc | FLY | New Coverage | Neutral (N/A) |
17.03 (19.76) |
16.03% | Details | |
| 8/28/2025 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Mercury Systems | MRCY | Maintain | Sell (N/A) |
|
Details | ||
| 8/13/2025 | Parsons Corp. | PSN | Downgrade | Neutral (Buy) |
78.45 (54.03) |
-31.13% | Details | |
| 8/13/2025 | CACI International | CACI | Upgrade | Buy (Sell) |
478.64 (468.55) |
-2.11% | Details | |
| 7/23/2025 | RTX Corp. | RTX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2025 | Textron | TXT | Downgrade | Neutral (Buy) |
80.29 (89.50) |
11.47% | Details | |
| 5/28/2025 | Booz Allen Hamilton | BAH | Downgrade | Sell (Neutral) |
109.81 (63.56) |
-42.12% | Details | |
| 5/19/2025 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2025 | Planet Labs | PL | Downgrade | Neutral (Buy) |
3.61 (25.56) |
608.03% | Details | |
| 4/11/2025 | Booz Allen Hamilton | BAH | Downgrade | Neutral (Buy) |
108.07 (109.81) |
1.61% | Details | |
| 4/11/2025 | Northrop Grumman | NOC | Upgrade | Neutral (Sell) |
512.30 (528.67) |
3.2% | Details | |
| 4/11/2025 | L3Harris Technologies | LHX | Upgrade | Buy (Sell) |
214.35 (290.01) |
35.3% | Details | |
| 4/11/2025 | Huntington Ingalls | HII | Upgrade | Buy (Sell) |
200.08 (280.00) |
39.94% | Details | |
| 3/20/2025 | Amentum Holdings Inc. | AMTM | New Coverage | Neutral (N/A) |
18.47 (20.49) |
10.94% | Details | |
| 3/3/2025 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/3/2025 | Embraer | ERJ | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2025 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2025 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2025 | CAE Inc. | CAE | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2025 | Huntington Ingalls | HII | Maintain | Sell (N/A) |
|
Details | ||
| 2/3/2025 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2025 | Rocket Lab USA | RKLB | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2025 | Mercury Systems | MRCY | Maintain | Sell (N/A) |
|
Details | ||
| 12/18/2024 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2024 | Parsons Corp. | PSN | Upgrade | Buy (Neutral) |
95.92 (54.03) |
-43.67% | Details | |
| 12/12/2024 | Leidos Holdings | LDOS | Downgrade | Neutral (Buy) |
160.16 (106.56) |
-33.47% | Details | |
| 12/12/2024 | CACI International | CACI | Downgrade | Sell (Neutral) |
444.49 (468.55) |
5.41% | Details | |
| 12/12/2024 | V2X, Inc. | VVX | New Coverage | Sell (N/A) |
59.49 (74.64) |
25.47% | Details | |
| 12/12/2024 | General Dynamics Corp. | GD | Downgrade | Sell (Neutral) |
270.43 (369.50) |
36.63% | Details | |
| 11/19/2024 | Rocket Lab USA | RKLB | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2024 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Huntington Ingalls | HII | Maintain | Sell (N/A) |
|
Details | ||
| 10/30/2024 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | RTX Corp. | RTX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2024 | Lockheed Martin | LMT | Maintain | Sell (N/A) |
|
Details | ||
| 10/22/2024 | Hexcel Corp. | HXL | Maintain | Buy (N/A) |
|
Details | ||
| 10/10/2024 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2024 | Rocket Lab USA | RKLB | Maintain | Neutral (N/A) |
|
Details | ||
| 9/24/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2024 | Ducommun Incorporated | DCO | Upgrade | Buy (Neutral) |
61.35 (168.75) |
175.06% | Details | |
| 8/13/2024 | Triumph Group | TGI | Downgrade | Neutral (Buy) |
12.99 (26.01) |
100.23% | Details | |
| 8/8/2024 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Woodward | WWD | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | RTX Corp. | RTX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2024 | Rocket Lab USA | RKLB | New Coverage | Neutral (N/A) |
4.44 (78.81) |
1675% | Details | |
| 5/10/2024 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2024 | Ducommun Incorporated | DCO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | GE Aerospace | GE | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Woodward | WWD | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Triumph Group | TGI | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2024 | Hexcel Corp. | HXL | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | General Dynamics Corp. | GD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | CAE Inc. | CAE | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2024 | GE Aerospace | GE | New Coverage | Buy (N/A) |
156.30 (353.73) |
126.31% | Details | |
| 3/22/2024 | Embraer | ERJ | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2024 | Triumph Group | TGI | New Coverage | Neutral (N/A) |
13.12 (12.99) |
-0.99% | Details | |
| 2/27/2024 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2024 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Mercury Systems | MRCY | Maintain | Sell (N/A) |
|
Details | ||
| 1/31/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | Mercury Systems | MRCY | Downgrade | Sell (Neutral) |
33.50 (100.32) |
199.46% | Details | |
| 1/10/2024 | Hexcel Corp. | HXL | Upgrade | Neutral (Sell) |
70.58 (101.88) |
44.35% | Details | |
| 1/10/2024 | Woodward | WWD | Upgrade | Buy (Sell) |
133.37 (397.89) |
198.34% | Details | |
| 1/2/2024 | Boeing | BA | Downgrade | Buy (Conviction Buy) |
260.66 (217.11) |
-16.71% | Details | |
| 1/2/2024 | Textron | TXT | Upgrade | Conviction Buy (Buy) |
80.42 (80.29) |
-0.16% | Details | |
| 12/8/2023 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2023 | Boeing | BA | Upgrade | Conviction Buy (Buy) |
186.82 (217.11) |
16.21% | Details | |
| 8/14/2023 | Ducommun Incorporated | DCO | New Coverage | Neutral (N/A) |
45.00 (61.35) |
36.33% | Details | |
| 8/14/2023 | Teledyne | TDY | Upgrade | Buy (Neutral) |
383.84 (623.10) |
62.33% | Details | |
| 8/10/2023 | CAE Inc. | CAE | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Woodward | WWD | Maintain | Sell (N/A) |
|
Details | ||
| 8/3/2023 | Spirit AeroSystems | SPR | Downgrade | Neutral (Buy) |
31.44 (39.50) |
25.64% | Details | |
| 7/13/2023 | Woodward | WWD | Maintain | Sell (N/A) |
|
Details | ||
| 6/30/2023 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2023 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2023 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 5/10/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | Woodward | WWD | Maintain | Sell (N/A) |
|
Details | ||
| 4/27/2023 | Hexcel Corp. | HXL | Maintain | Sell (N/A) |
|
Details | ||
| 4/11/2023 | Embraer | ERJ | Maintain | Buy (N/A) |
|
Details | ||
| 4/11/2023 | CAE Inc. | CAE | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2023 | Planet Labs | PL | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2023 | Wheels Up Experience inc. | UP | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2023 | Embraer | ERJ | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2023 | Northrop Grumman | NOC | Downgrade | Sell (Neutral) |
492.93 (528.67) |
7.25% | Details | |
| 1/13/2023 | Raytheon Technologies Corp. | RTX | Downgrade | Neutral (Conviction Buy) |
99.59 (193.39) |
94.19% | Details | |
| 1/13/2023 | Lockheed Martin | LMT | Downgrade | Sell (Neutral) |
463.00 (514.99) |
11.23% | Details | |
| 11/14/2022 | CAE Inc. | CAE | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2022 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/22/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2022 | Boeing | BA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 7/12/2022 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/15/2022 | Wheels Up Experience inc. | UP | New Coverage | Buy (N/A) |
1.92 (6.49) |
238.02% | Details | |
| 3/8/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2022 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/12/2022 | Planet Labs | PL | New Coverage | Buy (N/A) |
5.29 (25.56) |
383.18% | Details | |
| 1/12/2022 | Kratos Defense & Security | KTOS | Downgrade | Neutral (Buy) |
18.21 (50.36) |
176.55% | Details | |
| 12/2/2021 | Boeing | BA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/15/2021 | Boeing | BA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/23/2021 | Northrop Grumman | NOC | Upgrade | Neutral (Sell) |
348.52 (528.67) |
51.69% | Details | |
| 9/23/2021 | General Dynamics Corp. | GD | Upgrade | Neutral (Sell) |
193.75 (369.50) |
90.71% | Details | |
| 9/23/2021 | Mercury Computer | MRCY | Downgrade | Neutral (Buy) |
45.49 (100.32) |
120.53% | Details | |
| 9/23/2021 | Lockheed Martin | LMT | Downgrade | Neutral (Buy) |
341.73 (514.99) |
50.7% | Details | |
| 9/23/2021 | Woodward | WWD | Maintain | Sell (Neutral) |
|
Details | ||
| 9/23/2021 | L3Harris Technologies | LHX | Downgrade | Sell (Neutral) |
222.73 (290.01) |
30.21% | Details | |
| 9/23/2021 | Embraer | ERJ | Upgrade | Buy (Neutral) |
16.06 (64.48) |
301.49% | Details | |
| 9/13/2021 | The Stars Group Inc. | TSG | New Coverage | Buy (N/A) |
27.31 (27.31) |
0% | Details | |
| 9/10/2021 | TransDigm | TDG | New Coverage | Buy (N/A) |
598.07 (1215.34) |
103.21% | Details | |
| 8/31/2021 | Huntington Ingalls | HII | Maintain | Sell (N/A) |
|
Details | ||
| 8/22/2021 | Embraer | ERJ | Maintain | Neutral (N/A) |
|
Details | ||
| 7/16/2021 | Textron | TXT | Upgrade | Conviction Buy (Buy) |
66.60 (89.50) |
34.38% | Details | |
| 6/25/2021 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/16/2021 | Maxar Technologies Ltd | MAXR | New Coverage | Buy (N/A) |
36.43 (52.99) |
45.46% | Details | |
| 6/15/2021 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2021 | Teledyne | TDY | New Coverage | Neutral (N/A) |
422.16 (623.10) |
47.6% | Details | |
| 5/27/2021 | HEICO | HEI | Maintain | Buy (Buy) |
|
Details | ||
| 5/13/2021 | Virgin Galactic | SPCE | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/14/2021 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2021 | L3Harris Technologies | LHX | Downgrade | Neutral (Buy) |
209.32 (290.01) |
38.55% | Details | |
| 4/8/2021 | Textron | TXT | Upgrade | Buy (Neutral) |
56.88 (89.50) |
57.35% | Details | |
| 3/29/2021 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2021 | Hexcel Corp. | HXL | Downgrade | Sell (Neutral) |
57.30 (101.88) |
77.8% | Details | |
| 3/10/2021 | Virgin Galactic | SPCE | Maintain | Neutral (N/A) |
|
Details | ||
| 3/1/2021 | Virgin Galactic | SPCE | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/24/2021 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | TransDigm | TDG | Maintain | Buy (Buy) |
|
Details | ||
| 2/1/2021 | Hexcel Corp. | HXL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2020 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2020 | Teledyne | TDY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2020 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Hexcel Corp. | HXL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2020 | General Dynamics Corp. | GD | Maintain | Sell (N/A) |
|
Details | ||
| 12/14/2020 | Embraer | ERJ | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2020 | Howmet Aerospace Inc. | HWM | New Coverage | Buy (N/A) |
26.13 (276.78) |
959.24% | Details | |
| 12/14/2020 | Woodward | WWD | New Coverage | Neutral (N/A) |
118.15 (397.89) |
236.77% | Details | |
| 11/11/2020 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2020 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2020 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Virgin Galactic | SPCE | New Coverage | Neutral (N/A) |
20.44 (2.61) |
-87.23% | Details | |
| 10/16/2020 | Embraer | ERJ | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2020 | Teledyne | TDY | New Coverage | Neutral (N/A) |
314.87 (623.10) |
97.89% | Details | |
| 10/7/2020 | HEICO | HEI | New Coverage | Buy (N/A) |
106.04 (345.61) |
225.92% | Details | |
| 9/21/2020 | Lockheed Martin | LMT | Downgrade | Buy (Conviction Buy) |
395.14 (514.99) |
30.33% | Details | |
| 9/21/2020 | L3Harris Technologies | LHX | Downgrade | Buy (Conviction Buy) |
185.44 (209.32) |
12.88% | Details | |
| 9/21/2020 | Raytheon Technologies Corp. | RTX | Upgrade | Conviction Buy (Buy) |
62.81 (193.39) |
207.9% | Details | |
| 9/21/2020 | Boeing | BA | Upgrade | Conviction Buy (Buy) |
167.53 (217.11) |
29.59% | Details | |
| 9/17/2020 | General Dynamics Corp. | GD | Downgrade | Sell (Buy) |
146.78 (369.50) |
151.74% | Details | |
| 9/17/2020 | Mercury Computer | MRCY | Upgrade | Buy (Neutral) |
69.55 (100.32) |
44.24% | Details | |
| 6/19/2020 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/19/2020 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 6/19/2020 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/19/2020 | Hexcel Corp. | HXL | Maintain | Neutral (N/A) |
|
Details | ||
| 6/8/2020 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Mercury Computer | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Hexcel Corp. | HXL | New Coverage | Neutral (N/A) |
32.37 (101.88) |
214.74% | Details | |
| 4/15/2020 | Raytheon Technologies Corp. | RTX | New Coverage | Buy (N/A) |
61.83 (193.39) |
212.78% | Details | |
| 4/9/2020 | FLIR Systems, Inc. | FLIR | Downgrade | Sell (Buy) |
33.79 (57.34) |
69.7% | Details | |
| 4/9/2020 | Embraer | ERJ | Upgrade | Neutral (Sell) |
6.80 (64.48) |
848.24% | Details | |
| 4/3/2020 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2020 | Boeing | BA | Upgrade | Buy (Neutral) |
97.71 (217.11) |
122.2% | Details | |
| 3/12/2020 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/11/2020 | Spirit AeroSystems | SPR | Upgrade | Buy (Neutral) |
44.11 (39.50) |
-10.45% | Details | |
| 2/3/2020 | Northrop Grumman | NOC | Downgrade | Sell (Buy) |
374.57 (528.67) |
41.14% | Details | |
| 1/29/2020 | Lockheed Martin | LMT | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 1/23/2020 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2019 | Kratos Defense & Security | KTOS | Upgrade | Buy (Neutral) |
18.10 (50.36) |
178.23% | Details | |
| 8/16/2019 | Mercury Computer | MRCY | New Coverage | Neutral (N/A) |
83.12 (100.32) |
20.69% | Details | |
| 8/16/2019 | Hexcel Corp. | HXL | Downgrade | Sell (Neutral) |
78.82 (101.88) |
29.26% | Details | |
| 7/9/2019 | L3Harris Technologies | LHX | New Coverage | Conviction Buy (N/A) |
184.96 (290.01) |
56.8% | Details | |
| 6/6/2019 | Kratos Defense & Security | KTOS | Downgrade | Neutral (Buy) |
22.78 (18.10) |
-20.54% | Details | |
| 5/20/2019 | General Dynamics Corp. | GD | Upgrade | Buy (Neutral) |
169.85 (146.78) |
-13.58% | Details | |
| 3/14/2019 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2019 | Northrop Grumman | NOC | Downgrade | Buy (Conviction Buy) |
275.55 (374.57) |
35.94% | Details | |
| 2/1/2019 | United Technologies | UTX | Upgrade | Conviction Buy (Buy) |
118.07 (86.01) |
-27.15% | Details | |
| 2/1/2019 | United Technologies | UTX | Upgrade | Conviction Buy (Buy) |
118.07 (118.07) |
0% | Details | |
| 12/10/2018 | Kratos Defense & Security | KTOS | Upgrade | Buy (Neutral) |
13.74 (22.78) |
65.79% | Details | |
| 10/24/2018 | Lockheed Martin | LMT | Upgrade | Conviction Buy (Neutral) |
321.35 (514.99) |
60.26% | Details | |
| 10/11/2018 | Huntington Ingalls | HII | Downgrade | Sell (Neutral) |
258.80 (280.00) |
8.19% | Details |

