Key Points We’re raising our forecast for WWD as we update for the first time post 2QFY25, and we’re also raising our target price. That said, we’re maintaining our Neutral rating...
Key Points We’re updating our forecast for TDG for the first time since TDG reported 2QFY25 earnings a couple of weeks ago. We’re also raising our target price by USD74 to USD1537...
Key Points We’re updating our forecast for RBC post last Friday’s 4QFY25 earnings release and we're reiterating our Overweight rating on the shares. Our adj. EBITDA forecast for FY26 is virtually...
Key Points We’re reiterating our Overweight rating on shares of HWM and raising our target price post the firm’s 1Q earnings report earlier this month. Our target price rises USD33 to USD187...
Key Points We’re upgrading our rating on shares of HII to Overweight from Neutral and we’re also updating our forecast for the firm for the first time post its 1Q25 earnings...
Key Points We’re updating our forecast for KTOS post last week’s 1Q25 earnings report, and we’re modestly raising our topline and EBITDA forecast. We’re also reiterating our Overweight rating on the shares...
Key Points Market underestimating trough earnings power of the company with shares already trading at trough levels, in our view Valuation highly attractive on a normal basis. Positive valuation re-rating likely We rate...
Key Points We’re updating our forecast for CW post yesterday’s 1Q25 earnings report, and we’re raising our target price and reiterating our Overweight rating. Our target price rises USD28 to USD435 as...