Ratings by Goldman Sachs (Noah Poponak)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/1/2026 HawkEye 360 Inc HAWK New Coverage Buy
(N/A)
31.97
(21.25)
-33.53% Details
5/12/2026 Aevex Corp AVEX New Coverage Buy
(N/A)
25.07
(17.20)
-31.39% Details
5/11/2026 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
5/11/2026 Arxis Inc ARXS New Coverage Buy
(N/A)
35.03
(44.34)
26.58% Details
4/27/2026 Teledyne TDY Maintain Buy
(N/A)
 
 
  Details
4/27/2026 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 York Space Systems YSS Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 Planet Labs PL Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 Firefly Aerospace Inc FLY Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 Ducommun Incorporated DCO Maintain Buy
(N/A)
 
 
  Details
3/23/2026 York Space Systems YSS Maintain Neutral
(N/A)
 
 
  Details
3/23/2026 Planet Labs PL Maintain Neutral
(N/A)
 
 
  Details
3/23/2026 Firefly Aerospace Inc FLY Maintain Neutral
(N/A)
 
 
  Details
3/2/2026 V2X, Inc. VVX Maintain Sell
(N/A)
 
 
  Details
2/26/2026 Loar Holdings Inc LOAR Maintain Buy
(N/A)
 
 
  Details
2/17/2026 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
1/26/2026 AAR Corporation AIR New Coverage Neutral
(N/A)
105.66
(143.14)
35.47% Details
1/7/2026 Lockheed Martin LMT Maintain Sell
(N/A)
 
 
  Details
11/25/2025 Loar Holdings Inc LOAR New Coverage Buy
(N/A)
65.36
(79.14)
21.08% Details
10/22/2025 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
9/2/2025 Firefly Aerospace Inc FLY New Coverage Neutral
(N/A)
17.03
(19.76)
16.03% Details
8/28/2025 HEICO HEI Maintain Buy
(N/A)
 
 
  Details
8/13/2025 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
8/13/2025 Parsons Corp. PSN Downgrade Neutral
(Buy)
78.45
(50.94)
-35.07% Details
8/13/2025 CACI International CACI Upgrade Buy
(Sell)
478.64
(453.92)
-5.16% Details
7/23/2025 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
7/1/2025 Textron TXT Downgrade Neutral
(Buy)
80.29
(91.22)
13.61% Details
5/28/2025 Booz Allen Hamilton BAH Downgrade Sell
(Neutral)
109.81
(62.22)
-43.34% Details
5/19/2025 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
4/11/2025 Planet Labs PL Downgrade Neutral
(Buy)
3.61
(27.07)
649.86% Details
4/11/2025 Booz Allen Hamilton BAH Downgrade Neutral
(Buy)
108.07
(109.81)
1.61% Details
4/11/2025 Northrop Grumman NOC Upgrade Neutral
(Sell)
512.30
(500.03)
-2.4% Details
4/11/2025 L3Harris Technologies LHX Upgrade Buy
(Sell)
214.35
(291.25)
35.88% Details
4/11/2025 Huntington Ingalls HII Upgrade Buy
(Sell)
200.08
(281.99)
40.94% Details
3/20/2025 Amentum Holdings Inc. AMTM New Coverage Neutral
(N/A)
18.47
(20.25)
9.64% Details
3/3/2025 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
3/3/2025 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
2/24/2025 Parsons Corp. PSN Maintain Buy
(N/A)
 
 
  Details
2/18/2025 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
2/18/2025 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
2/10/2025 Huntington Ingalls HII Maintain Sell
(N/A)
 
 
  Details
2/3/2025 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
1/16/2025 Rocket Lab USA RKLB Maintain Neutral
(N/A)
 
 
  Details
1/16/2025 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
12/18/2024 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
12/12/2024 Parsons Corp. PSN Upgrade Buy
(Neutral)
95.92
(50.94)
-46.89% Details
12/12/2024 Leidos Holdings LDOS Downgrade Neutral
(Buy)
160.16
(101.76)
-36.46% Details
12/12/2024 CACI International CACI Downgrade Sell
(Neutral)
444.49
(453.92)
2.12% Details
12/12/2024 V2X, Inc. VVX New Coverage Sell
(N/A)
59.49
(72.48)
21.84% Details
12/12/2024 General Dynamics Corp. GD Downgrade Sell
(Neutral)
270.43
(346.71)
28.21% Details
11/19/2024 Rocket Lab USA RKLB Maintain Neutral
(N/A)
 
 
  Details
11/13/2024 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
11/1/2024 Huntington Ingalls HII Maintain Sell
(N/A)
 
 
  Details
10/30/2024 Leidos Holdings LDOS Maintain Buy
(N/A)
 
 
  Details
10/23/2024 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
10/23/2024 Lockheed Martin LMT Maintain Sell
(N/A)
 
 
  Details
10/22/2024 Hexcel Corp. HXL Maintain Buy
(N/A)
 
 
  Details
10/10/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
10/10/2024 Rocket Lab USA RKLB Maintain Neutral
(N/A)
 
 
  Details
9/24/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
9/9/2024 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
9/3/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
8/13/2024 Ducommun Incorporated DCO Upgrade Buy
(Neutral)
61.35
(177.66)
189.58% Details
8/13/2024 Triumph Group TGI Downgrade Neutral
(Buy)
12.99
(26.01)
100.23% Details
8/8/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
7/31/2024 Woodward WWD Maintain Buy
(N/A)
 
 
  Details
7/29/2024 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
7/10/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
7/1/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
6/11/2024 Rocket Lab USA RKLB New Coverage Neutral
(N/A)
4.44
(84.54)
1804.05% Details
5/10/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
5/10/2024 Ducommun Incorporated DCO Maintain Neutral
(N/A)
 
 
  Details
5/3/2024 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
4/25/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
4/24/2024 GE Aerospace GE Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Woodward WWD Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Triumph Group TGI Maintain Buy
(N/A)
 
 
  Details
4/16/2024 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Textron TXT Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Spirit AeroSystems SPR Maintain Neutral
(N/A)
 
 
  Details
4/16/2024 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
4/16/2024 General Dynamics Corp. GD Maintain Neutral
(N/A)
 
 
  Details
4/16/2024 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
4/12/2024 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
4/9/2024 GE Aerospace GE New Coverage Buy
(N/A)
156.30
(369.00)
136.08% Details
3/22/2024 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
3/20/2024 Triumph Group TGI New Coverage Neutral
(N/A)
13.12
(12.99)
-0.99% Details
2/27/2024 HEICO HEI Maintain Buy
(N/A)
 
 
  Details
2/20/2024 Kratos Defense & Security KTOS Maintain Neutral
(N/A)
 
 
  Details
2/14/2024 Leidos Holdings LDOS Maintain Buy
(N/A)
 
 
  Details
2/14/2024 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
2/9/2024 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
2/8/2024 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
1/31/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
1/10/2024 Mercury Systems MRCY Downgrade Sell
(Neutral)
33.50
(109.38)
226.51% Details
1/10/2024 Hexcel Corp. HXL Upgrade Neutral
(Sell)
70.58
(96.52)
36.75% Details
1/10/2024 Woodward WWD Upgrade Buy
(Sell)
133.37
(431.62)
223.63% Details
1/2/2024 Boeing BA Downgrade Buy
(Conviction Buy)
260.66
(217.25)
-16.65% Details
1/2/2024 Textron TXT Upgrade Conviction Buy
(Buy)
80.42
(80.29)
-0.16% Details
12/8/2023 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
11/1/2023 Boeing BA Upgrade Conviction Buy
(Buy)
186.82
(217.25)
16.29% Details
8/14/2023 Ducommun Incorporated DCO New Coverage Neutral
(N/A)
45.00
(61.35)
36.33% Details
8/14/2023 Teledyne TDY Upgrade Buy
(Neutral)
383.84
(624.29)
62.64% Details
8/10/2023 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
8/4/2023 Woodward WWD Maintain Sell
(N/A)
 
 
  Details
8/3/2023 Spirit AeroSystems SPR Downgrade Neutral
(Buy)
31.44
(39.50)
25.64% Details
7/13/2023 Woodward WWD Maintain Sell
(N/A)
 
 
  Details
6/30/2023 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
6/13/2023 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
5/15/2023 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
5/10/2023 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
5/3/2023 Woodward WWD Maintain Sell
(N/A)
 
 
  Details
4/27/2023 Hexcel Corp. HXL Maintain Sell
(N/A)
 
 
  Details
4/11/2023 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
4/11/2023 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
4/3/2023 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
3/13/2023 Wheels Up Experience inc. UP Maintain Buy
(N/A)
 
 
  Details
3/13/2023 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
1/13/2023 Northrop Grumman NOC Downgrade Sell
(Neutral)
492.93
(500.03)
1.44% Details
1/13/2023 Raytheon Technologies Corp. RTX Downgrade Neutral
(Conviction Buy)
99.59
(187.99)
88.76% Details
1/13/2023 Lockheed Martin LMT Downgrade Sell
(Neutral)
463.00
(507.40)
9.59% Details
11/14/2022 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
11/7/2022 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
10/31/2022 Northrop Grumman NOC Maintain Neutral
(N/A)
 
 
  Details
10/13/2022 Mercury Systems MRCY Maintain Neutral
(N/A)
 
 
  Details
8/22/2022 Boeing BA Maintain Buy
(N/A)
 
 
  Details
7/12/2022 Boeing BA Maintain Conviction Buy
(N/A)
 
 
  Details
7/12/2022 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
6/15/2022 Wheels Up Experience inc. UP New Coverage Buy
(N/A)
1.92
(8.33)
333.85% Details
3/8/2022 Boeing BA Maintain Buy
(N/A)
 
 
  Details
2/25/2022 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
1/12/2022 Planet Labs PL New Coverage Buy
(N/A)
5.29
(27.07)
411.72% Details
1/12/2022 Kratos Defense & Security KTOS Downgrade Neutral
(Buy)
18.21
(47.21)
159.25% Details
12/2/2021 Boeing BA Maintain Conviction Buy
(N/A)
 
 
  Details
11/15/2021 Boeing BA Maintain Conviction Buy
(N/A)
 
 
  Details
9/23/2021 Northrop Grumman NOC Upgrade Neutral
(Sell)
348.52
(500.03)
43.47% Details
9/23/2021 General Dynamics Corp. GD Upgrade Neutral
(Sell)
193.75
(346.71)
78.95% Details
9/23/2021 Mercury Computer MRCY Downgrade Neutral
(Buy)
45.49
(109.38)
140.45% Details
9/23/2021 Lockheed Martin LMT Downgrade Neutral
(Buy)
341.73
(507.40)
48.48% Details
9/23/2021 Woodward WWD Maintain Sell
(Neutral)
 
 
  Details
9/23/2021 L3Harris Technologies LHX Downgrade Sell
(Neutral)
222.73
(291.25)
30.76% Details
9/23/2021 Embraer ERJ Upgrade Buy
(Neutral)
16.06
(64.48)
301.49% Details
9/13/2021 The Stars Group Inc. TSG New Coverage Buy
(N/A)
27.31
(27.31)
0% Details
9/10/2021 TransDigm TDG New Coverage Buy
(N/A)
598.07
(1324.56)
121.47% Details
8/31/2021 Huntington Ingalls HII Maintain Sell
(N/A)
 
 
  Details
8/22/2021 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
7/16/2021 Textron TXT Upgrade Conviction Buy
(Buy)
66.60
(91.22)
36.97% Details
6/25/2021 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
6/16/2021 Maxar Technologies Ltd MAXR New Coverage Buy
(N/A)
36.43
(52.99)
45.46% Details
6/15/2021 Textron TXT Maintain Buy
(N/A)
 
 
  Details
6/8/2021 Teledyne TDY New Coverage Neutral
(N/A)
422.16
(624.29)
47.88% Details
5/27/2021 HEICO HEI Maintain Buy
(Buy)
 
 
  Details
5/13/2021 Virgin Galactic SPCE Maintain Neutral
(Neutral)
 
 
  Details
4/14/2021 Boeing BA Maintain Buy
(N/A)
 
 
  Details
4/8/2021 L3Harris Technologies LHX Downgrade Neutral
(Buy)
209.32
(291.25)
39.14% Details
4/8/2021 Textron TXT Upgrade Buy
(Neutral)
56.88
(91.22)
60.37% Details
3/29/2021 Boeing BA Maintain Buy
(N/A)
 
 
  Details
3/26/2021 Hexcel Corp. HXL Downgrade Sell
(Neutral)
57.30
(96.52)
68.45% Details
3/10/2021 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
3/1/2021 Virgin Galactic SPCE Maintain Neutral
(Neutral)
 
 
  Details
2/24/2021 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
2/10/2021 TransDigm TDG Maintain Buy
(Buy)
 
 
  Details
2/1/2021 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Teledyne TDY Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
12/14/2020 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 General Dynamics Corp. GD Maintain Sell
(N/A)
 
 
  Details
12/14/2020 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Howmet Aerospace Inc. HWM New Coverage Buy
(N/A)
26.13
(268.87)
928.97% Details
12/14/2020 Woodward WWD New Coverage Neutral
(N/A)
118.15
(431.62)
265.32% Details
11/11/2020 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
11/11/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
11/11/2020 Raytheon Technologies Corp. RTX Maintain Buy
(N/A)
 
 
  Details
10/23/2020 Virgin Galactic SPCE New Coverage Neutral
(N/A)
20.44
(2.95)
-85.57% Details
10/16/2020 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
10/7/2020 Teledyne TDY New Coverage Neutral
(N/A)
314.87
(624.29)
98.27% Details
10/7/2020 HEICO HEI New Coverage Buy
(N/A)
106.04
(345.21)
225.55% Details
9/21/2020 Lockheed Martin LMT Downgrade Buy
(Conviction Buy)
395.14
(507.40)
28.41% Details
9/21/2020 L3Harris Technologies LHX Downgrade Buy
(Conviction Buy)
185.44
(209.32)
12.88% Details
9/21/2020 Raytheon Technologies Corp. RTX Upgrade Conviction Buy
(Buy)
62.81
(187.99)
199.3% Details
9/21/2020 Boeing BA Upgrade Conviction Buy
(Buy)
167.53
(217.25)
29.68% Details
9/17/2020 General Dynamics Corp. GD Downgrade Sell
(Buy)
146.78
(346.71)
136.21% Details
9/17/2020 Mercury Computer MRCY Upgrade Buy
(Neutral)
69.55
(109.38)
57.27% Details
6/19/2020 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
6/19/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
6/19/2020 Textron TXT Maintain Neutral
(N/A)
 
 
  Details
6/19/2020 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
6/8/2020 Boeing BA Maintain Buy
(N/A)
 
 
  Details
5/1/2020 Mercury Computer MRCY Maintain Neutral
(N/A)
 
 
  Details
4/15/2020 Hexcel Corp. HXL New Coverage Neutral
(N/A)
32.37
(96.52)
198.18% Details
4/15/2020 Raytheon Technologies Corp. RTX New Coverage Buy
(N/A)
61.83
(187.99)
204.04% Details
4/9/2020 FLIR Systems, Inc. FLIR Downgrade Sell
(Buy)
33.79
(57.34)
69.7% Details
4/9/2020 Embraer ERJ Upgrade Neutral
(Sell)
6.80
(64.48)
848.24% Details
4/3/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Boeing BA Upgrade Buy
(Neutral)
97.71
(217.25)
122.34% Details
3/12/2020 General Dynamics Corp. GD Maintain Buy
(N/A)
 
 
  Details
3/12/2020 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
3/11/2020 Spirit AeroSystems SPR Upgrade Buy
(Neutral)
44.11
(39.50)
-10.45% Details
2/3/2020 Northrop Grumman NOC Downgrade Sell
(Buy)
374.57
(500.03)
33.49% Details
1/29/2020 Lockheed Martin LMT Maintain Conviction Buy
(N/A)
 
 
  Details
1/23/2020 General Dynamics Corp. GD Maintain Buy
(N/A)
 
 
  Details
10/24/2019 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
8/16/2019 Kratos Defense & Security KTOS Upgrade Buy
(Neutral)
18.10
(47.21)
160.83% Details
8/16/2019 Mercury Computer MRCY New Coverage Neutral
(N/A)
83.12
(109.38)
31.59% Details
8/16/2019 Hexcel Corp. HXL Downgrade Sell
(Neutral)
78.82
(96.52)
22.46% Details
7/9/2019 L3Harris Technologies LHX New Coverage Conviction Buy
(N/A)
184.96
(291.25)
57.47% Details
6/6/2019 Kratos Defense & Security KTOS Downgrade Neutral
(Buy)
22.78
(18.10)
-20.54% Details
5/20/2019 General Dynamics Corp. GD Upgrade Buy
(Neutral)
169.85
(146.78)
-13.58% Details
3/14/2019 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
2/1/2019 Northrop Grumman NOC Downgrade Buy
(Conviction Buy)
275.55
(374.57)
35.94% Details
2/1/2019 United Technologies UTX Upgrade Conviction Buy
(Buy)
118.07
(86.01)
-27.15% Details
2/1/2019 United Technologies UTX Upgrade Conviction Buy
(Buy)
118.07
(118.07)
0% Details
12/10/2018 Kratos Defense & Security KTOS Upgrade Buy
(Neutral)
13.74
(22.78)
65.79% Details
10/24/2018 Lockheed Martin LMT Upgrade Conviction Buy
(Neutral)
321.35
(507.40)
57.9% Details
10/11/2018 Huntington Ingalls HII Downgrade Sell
(Neutral)
258.80
(281.99)
8.96% Details