Key Points We’re updating our forecast for LHX for the first time post 4Q earnings and we're reiterating our Overweight rating on the shares. Note we have shifted our EPS forecast...
Key Points Q4’25 EBITDA beat on strong RAS sales growth Above consensus Q1’26 guidance but 2026 guidance slightly below consensus We rate SOLS shares Overweight with a revised-higher 12-month target price of USD70...
Key Points We're updating our forecast for MRCY following last week's 2QFY26 earnings report, and we're reiterating our Overweight rating on the shares. Our target price rises USD17 to USD105 using the...
Key Points We're updating our forecast for RBC post the firm's 3QFY26 earnings report last week, and we're reiterating our Overweight rating on the shares. We've raised our bottom-line forecast on...
Key Points We're updating our forecast for HII post the firm's 4Q earnings report yesterday, and we're reiterating our Overweight rating on the shares. Our target price rises USD48 to USD441...
Key Points We're raising our forecast for ATI post the firm's 4Q earnings report earlier this week, and we're reiterating our Overweight rating on the shares. Our target price rises USD18 to...
Key Points We’re updating our forecast for WWD post the firm’s 4Q earnings report yesterday, and we’re reiterating our Overweight rating on the shares. Our target price rises USD84 to USD438 as...
Key Points We're updating our forecast for BA post the firm's 4Q earnings report last week, and we're reiterating our Overweight rating on the shares. Our target price rises USD3 to USD310...