Key Points We’re raising our rating on shares of NOC to Overweight and increasing our target price by USD26 to USD662. This is the first time we’ve updated our forecast post...
Key Points We’re updating our forecast for AVAV post the firm's F2Q earnings release Tuesday night, and we're reiterating our Overweight rating on the shares despite the sharp sell-off yesterday. We’ve...
Key Points EFA and EXIM signaled up to USD600m in coordinated, non-binding support, validating Tronox’s role in a Western-aligned REE supply chain Financing hinges on a customer-anchored project structure; cracking & leaching...
Key Points We're updating our forecast for TXT for the first time post 3Q, and we're edging up our target price by USD5 to USD91. Our terminal multiple rises a quarter-point...
Key Points We're raising our forecast for GD as we update for the first time post 3Q, and we're raising our target price as a result Our target price rises USD27 to...
Key Points We’re raising our 2025 free cash flow forecast for BA after CFO Malave made 2025/26 financial commentary at an investor conference yesterday. Our target price rises USD1 to USD271...
Key Points We’re raising our forecast and target price for WWD after last week’s 4QFY25 earnings report that ended a solid year on a solid note. Our target price rises USD73...
Key Points Levered to some of the strongest multi-year growth vectors—AI data-center cooling, advanced semiconductors, LGWP refrigerants, and nuclear fuel conversion Above-market growth, leading margins, strong cash conversion, and a clean balance...