Key Points We’re updating our forecast for NOC post last week’s 1Q26 earnings report, and we're making fairly modest changes to our estimates. That said, we’re lowering our target price by...
Key Points We are raising our topline forecast for HXL post last week's solid 1Q26 earnings report, and we're raising our target price by USD5 to USD115. We use a 20%...
Key Points We are raising our topline forecast for LMT post yesterday's 1Q26 earnings call, and we're modestly lowering our margin outlook for the firm. We're also lowering our target price...
Key Points We are raising our topline forecast for BA and reiterating our Overweight rating on the shares post yesterday's fairly solid 1Q26 earnings report. Our target price rises USD7 to USD305...
Key Points Q1’26 EPS and EBITDA beat and Q2’26 guidance above consensus Near-term commentary and guidance very positive We rate Dow Inc. shares Overweight with a 12-month target price of USD50 per share Summary Dow...
Key Points We are modestly raising our top- and bottom-line forecast for RTX post yesterday's 1Q26 earnings call, and we're reiterating our Overweight rating on the shares. We’re maintaining our target price...
Key Points We are terminating coverage of Textron Inc. (TXT; previously rated Neutral) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target...
Key Points We're updating our outlook for GD for the first time post the firm's 4Q earnings results, and we're maintaining our Neutral rating on the shares. Our target price rises a...