Ratings by Goldman Sachs (Noah Poponak)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
9/23/2021 Northrop Grumman NOC Upgrade Neutral
(Sell)
348.52
(355.70)
2.06% Details
9/23/2021 General Dynamics Corp. GD Upgrade Neutral
(Sell)
193.75
(197.42)
1.89% Details
9/23/2021 Mercury Computer MRCY Downgrade Neutral
(Buy)
45.49
(46.87)
3.03% Details
9/23/2021 Lockheed Martin LMT Downgrade Neutral
(Buy)
341.73
(349.52)
2.28% Details
9/23/2021 Woodward WWD Maintain Sell
(Neutral)
 
 
  Details
9/23/2021 L3Harris Technologies LHX Downgrade Sell
(Neutral)
222.73
(223.49)
0.34% Details
9/23/2021 Embraer ERJ Upgrade Buy
(Neutral)
16.06
(17.77)
10.65% 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
(644.42)
7.75% 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
(71.08)
6.73% 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
(29.43)
-19.21% Details
6/15/2021 Textron TXT Maintain Buy
(N/A)
 
 
  Details
6/8/2021 Teledyne TDY New Coverage Neutral
(N/A)
422.16
(433.49)
2.68% 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
(223.49)
6.77% Details
4/8/2021 Textron TXT Upgrade Buy
(Neutral)
56.88
(71.08)
24.96% Details
3/29/2021 Boeing BA Maintain Buy
(N/A)
 
 
  Details
3/26/2021 Hexcel Corp. HXL Downgrade Sell
(Neutral)
57.30
(60.07)
4.83% 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
(31.53)
20.67% Details
12/14/2020 Woodward WWD New Coverage Neutral
(N/A)
118.15
(114.95)
-2.71% 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
(25.04)
22.5% Details
10/16/2020 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
10/7/2020 Teledyne TDY New Coverage Neutral
(N/A)
314.87
(433.49)
37.67% Details
10/7/2020 HEICO HEI New Coverage Buy
(N/A)
106.04
(134.70)
27.03% Details
9/21/2020 Lockheed Martin LMT Downgrade Buy
(Conviction Buy)
395.14
(349.52)
-11.55% 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
(87.16)
38.77% Details
9/21/2020 Boeing BA Upgrade Conviction Buy
(Buy)
167.53
(221.39)
32.15% Details
9/17/2020 General Dynamics Corp. GD Downgrade Sell
(Buy)
146.78
(197.42)
34.5% Details
9/17/2020 Mercury Computer MRCY Upgrade Buy
(Neutral)
69.55
(46.87)
-32.61% 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
(60.07)
85.57% Details
4/15/2020 Raytheon Technologies Corp. RTX New Coverage Buy
(N/A)
61.83
(87.16)
40.97% 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
(17.77)
161.32% Details
4/3/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Boeing BA Upgrade Buy
(Neutral)
97.71
(221.39)
126.58% 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
(42.57)
-3.49% Details
2/3/2020 Northrop Grumman NOC Downgrade Sell
(Buy)
374.57
(355.70)
-5.04% 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
(22.76)
25.75% Details
8/16/2019 Mercury Computer MRCY New Coverage Neutral
(N/A)
83.12
(46.87)
-43.61% Details
8/16/2019 Hexcel Corp. HXL Downgrade Sell
(Neutral)
78.82
(60.07)
-23.79% Details
7/9/2019 L3Harris Technologies LHX New Coverage Conviction Buy
(N/A)
184.96
(223.49)
20.83% 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
(349.52)
8.77% Details
10/11/2018 Huntington Ingalls HII Downgrade Sell
(Neutral)
258.80
(195.37)
-24.51% Details