Ratings by Wells Fargo (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/1/2026 | HEICO | HEI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/1/2026 | Arxis Inc | ARXS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Overweight (N/A) |
35.10 (46.06) |
31.23% | Details | |
| 5/4/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/31/2026 | Carpenter Technology | CRS | New Coverage | Equal Weight (N/A) |
370.71 (587.77) |
58.55% | Details | |
| 3/31/2026 | TransDigm | TDG | New Coverage | Equal Weight (N/A) |
1132.88 (1295.90) |
14.39% | Details | |
| 3/31/2026 | Lockheed Martin | LMT | New Coverage | Equal Weight (N/A) |
598.57 (493.60) |
-17.54% | Details | |
| 3/31/2026 | Textron | TXT | New Coverage | Equal Weight (N/A) |
85.95 (86.94) |
1.15% | Details | |
| 3/31/2026 | Booz Allen Hamilton | BAH | New Coverage | Equal Weight (N/A) |
78.95 (63.33) |
-19.78% | Details | |
| 3/31/2026 | Leidos Holdings | LDOS | New Coverage | Equal Weight (N/A) |
154.19 (104.84) |
-32.01% | Details | |
| 3/31/2026 | Huntington Ingalls | HII | New Coverage | Equal Weight (N/A) |
369.08 (278.19) |
-24.63% | Details | |
| 3/31/2026 | Rocket Lab USA | RKLB | New Coverage | Equal Weight (N/A) |
57.38 (100.29) |
74.78% | Details | |
| 3/31/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Equal Weight (N/A) |
222.99 (280.36) |
25.73% | Details | |
| 3/31/2026 | RTX Corp. | RTX | New Coverage | Equal Weight (N/A) |
187.15 (181.83) |
-2.84% | Details | |
| 3/31/2026 | GE Aerospace | GE | New Coverage | Overweight (N/A) |
273.25 (355.12) |
29.96% | Details | |
| 3/31/2026 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
671.59 (507.33) |
-24.46% | Details | |
| 3/31/2026 | ATI Inc. | ATI | New Coverage | Overweight (N/A) |
135.50 (204.09) |
50.62% | Details | |
| 3/31/2026 | BWX Technologies | BWXT | New Coverage | Underweight (N/A) |
191.59 (210.00) |
9.61% | Details | |
| 3/31/2026 | Voyager Technologies Inc | VOYG | New Coverage | Underweight (N/A) |
21.93 (34.57) |
57.64% | Details | |
| 3/31/2026 | Hexcel Corp. | HXL | New Coverage | Overweight (N/A) |
77.06 (99.16) |
28.68% | Details | |
| 3/31/2026 | General Dynamics Corp. | GD | New Coverage | Overweight (N/A) |
340.79 (343.36) |
0.75% | Details | |
| 3/31/2026 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
25.22 (27.26) |
8.09% | Details | |
| 3/31/2026 | CACI International | CACI | New Coverage | Overweight (N/A) |
558.48 (449.72) |
-19.47% | Details | |
| 3/31/2026 | Woodward | WWD | New Coverage | Overweight (N/A) |
341.52 (426.82) |
24.98% | Details | |
| 3/31/2026 | Boeing | BA | New Coverage | Overweight (N/A) |
189.21 (220.83) |
16.71% | Details |
