Ratings by BofA Securities (Ronald Epstein)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/1/2026 | HawkEye 360 Inc | HAWK | New Coverage | Neutral (N/A) |
31.97 (23.12) |
-27.68% | Details | |
| 5/13/2026 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2026 | Aevex Corp | AVEX | New Coverage | Buy (N/A) |
24.41 (17.94) |
-26.51% | Details | |
| 4/24/2026 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2026 | Elbit Systems | ESLT | Maintain | Buy (N/A) |
|
Details | ||
| 4/2/2026 | Beta Technologies | BETA | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2026 | Leonardo DRS | DRS | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2026 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2026 | Beta Technologies | BETA | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2026 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | Hexcel Corp. | HXL | Upgrade | Neutral (Underperform) |
87.85 (96.12) |
9.41% | Details | |
| 2/12/2026 | Huntington Bancshares | HII | Upgrade | Neutral (Underperform) |
17.93 (283.48) |
1481.04% | Details | |
| 2/3/2026 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 2/2/2026 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2026 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2026 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2026 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2025 | Beta Technologies | BETA | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2025 | AeroVironment | AVAV | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2025 | Elbit Systems | ESLT | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2025 | Beta Technologies | BETA | New Coverage | Buy (N/A) |
27.27 (15.87) |
-41.8% | Details | |
| 11/14/2025 | StandardAero Inc | SARO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2025 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2025 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2025 | RBC Bearings | RBC | Upgrade | Buy (Neutral) |
431.36 (633.44) |
46.85% | Details | |
| 10/30/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | Booz Allen Hamilton | BAH | Downgrade | Underperform (Buy) |
100.29 (63.88) |
-36.3% | Details | |
| 10/10/2025 | Redwire | RDW | Maintain | Underperform (N/A) |
|
Details | ||
| 9/18/2025 | AeroVironment | AVAV | New Coverage | Buy (N/A) |
272.07 (149.08) |
-45.21% | Details | |
| 9/5/2025 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2025 | Hexcel Corp. | HXL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/26/2025 | Elbit Systems | ESLT | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2025 | Crane | CR | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2025 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2025 | Garmin Ltd. | GRMN | Maintain | Underperform (N/A) |
|
Details | ||
| 8/18/2025 | Redwire | RDW | New Coverage | Underperform (N/A) |
8.94 (12.22) |
36.69% | Details | |
| 8/13/2025 | Cadre Holdings Inc. | CDRE | Downgrade | Underperform (Neutral) |
29.72 (27.53) |
-7.37% | Details | |
| 8/13/2025 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Huntington Ingalls | HII | Maintain | Underperform (N/A) |
|
Details | ||
| 7/24/2025 | Elbit Systems | ESLT | New Coverage | Buy (N/A) |
445.97 (772.45) |
73.21% | Details | |
| 7/23/2025 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 7/3/2025 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2025 | Cadre Holdings Inc. | CDRE | Downgrade | Neutral (Buy) |
36.15 (29.72) |
-17.79% | Details | |
| 6/4/2025 | CAE Inc. | CAE | Maintain | Neutral (N/A) |
|
Details | ||
| 6/2/2025 | Boeing | BA | Upgrade | Buy (Neutral) |
207.32 (216.71) |
4.53% | Details | |
| 4/3/2025 | Garmin Ltd. | GRMN | Maintain | Underperform (N/A) |
|
Details | ||
| 3/25/2025 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2025 | Lockheed Martin | LMT | Downgrade | Neutral (Buy) |
439.70 (503.67) |
14.55% | Details | |
| 3/17/2025 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2025 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2025 | CAE Inc. | CAE | Upgrade | Neutral (Underperform) |
24.44 (24.85) |
1.68% | Details | |
| 3/7/2025 | Leonardo DRS | DRS | Upgrade | Buy (Neutral) |
29.84 (45.74) |
53.28% | Details | |
| 2/12/2025 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2025 | Huntington Ingalls | HII | Maintain | Underperform (N/A) |
|
Details | ||
| 2/5/2025 | Intuitive Machines Inc. | LUNR | New Coverage | Underperform (N/A) |
21.58 (20.95) |
-2.92% | Details | |
| 1/24/2025 | Textron | TXT | Downgrade | Neutral (Buy) |
78.21 (86.40) |
10.47% | Details | |
| 11/26/2024 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2024 | Garmin Ltd. | GRMN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/21/2024 | RBC Bearings | RBC | Downgrade | Neutral (Buy) |
324.46 (431.36) |
32.95% | Details | |
| 11/18/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2024 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Huntington Ingalls | HII | Maintain | Underperform (N/A) |
|
Details | ||
| 11/13/2024 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | Teledyne | TDY | Upgrade | Buy (Neutral) |
477.66 (612.91) |
28.32% | Details | |
| 10/28/2024 | StandardAero Inc | SARO | New Coverage | Neutral (N/A) |
30.25 (26.85) |
-11.24% | Details | |
| 10/23/2024 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 10/2/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/24/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/24/2024 | Leonardo DRS | DRS | Downgrade | Neutral (Buy) |
28.58 (45.74) |
60.04% | Details | |
| 9/24/2024 | Triumph Group | TGI | Downgrade | Underperform (Buy) |
13.55 (26.01) |
91.96% | Details | |
| 9/13/2024 | Boeing | BA | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/10/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2024 | Teledyne | TDY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/26/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | RTX Corp. | RTX | Upgrade | Buy (Neutral) |
116.88 (186.39) |
59.47% | Details | |
| 7/31/2024 | Lockheed Martin | LMT | Upgrade | Buy (Neutral) |
537.66 (439.70) |
-18.22% | Details | |
| 7/1/2024 | Boeing | BA | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/24/2024 | HEICO | HEI | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/29/2024 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2024 | Crane | CR | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2024 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2024 | Garmin Ltd. | GRMN | Downgrade | Underperform (Neutral) |
170.73 (236.41) |
38.47% | Details | |
| 4/26/2024 | Teledyne | TDY | Downgrade | Neutral (Buy) |
376.98 (612.91) |
62.58% | Details | |
| 4/24/2024 | RTX Corp. | RTX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/11/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Hexcel Corp. | HXL | Downgrade | Underperform (Neutral) |
71.15 (87.85) |
23.47% | Details | |
| 4/3/2024 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2024 | Cadre Holdings Inc. | CDRE | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2024 | Leonardo DRS | DRS | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Textron | TXT | Upgrade | Buy (Neutral) |
90.32 (86.40) |
-4.34% | Details | |
| 3/5/2024 | Crane | CR | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Mercury Systems | MRCY | Maintain | Underperform (N/A) |
|
Details | ||
| 2/9/2024 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Triumph Group | TGI | Upgrade | Buy (Underperform) |
15.39 (26.01) |
69.01% | Details | |
| 1/25/2024 | Boeing | BA | Downgrade | Neutral (Buy) |
214.13 (207.32) |
-3.18% | Details | |
| 1/25/2024 | HEICO | HEI | Upgrade | Buy (Neutral) |
179.20 (334.17) |
86.48% | Details | |
| 1/25/2024 | RTX Corp. | RTX | Upgrade | Neutral (Underperform) |
89.49 (186.39) |
108.28% | Details | |
| 12/19/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2023 | RBC Bearings | RBC | Upgrade | Buy (Underperform) |
242.24 (633.44) |
161.49% | Details | |
| 11/29/2023 | Mercury Systems | MRCY | New Coverage | Underperform (N/A) |
33.26 (110.87) |
233.34% | Details | |
| 11/29/2023 | CAE Inc. | CAE | Downgrade | Underperform (Neutral) |
20.53 (24.85) |
21.04% | Details | |
| 11/28/2023 | Cadre Holdings Inc. | CDRE | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2023 | Leonardo DRS | DRS | Maintain | Buy (N/A) |
|
Details | ||
| 11/16/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2023 | RTX Corp. | RTX | Maintain | Underperform (N/A) |
|
Details | ||
| 10/23/2023 | Spirit AeroSystems | SPR | Maintain | Underperform (N/A) |
|
Details | ||
| 10/17/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2023 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2023 | RBC Bearings | RBC | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2023 | Booz Allen Hamilton | BAH | Upgrade | Buy (Neutral) |
113.57 (100.29) |
-11.69% | Details | |
| 10/3/2023 | Crane | CR | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2023 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 9/27/2023 | Leonardo DRS | DRS | New Coverage | Buy (N/A) |
16.41 (45.74) |
178.73% | Details | |
| 9/20/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2023 | RTX Corp. | RTX | Downgrade | Underperform (Neutral) |
75.56 (186.39) |
146.68% | Details | |
| 8/18/2023 | Terran Orbital Corp. | LLAP | Maintain | Underperform (N/A) |
|
Details | ||
| 8/11/2023 | Triumph Group | TGI | Downgrade | Underperform (Buy) |
8.43 (26.01) |
208.54% | Details | |
| 8/3/2023 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Raytheon Technologies Corp. | RTX | Downgrade | Neutral (Buy) |
86.30 (186.39) |
115.98% | Details | |
| 7/27/2023 | Boeing | BA | Upgrade | Buy (Neutral) |
232.80 (216.71) |
-6.91% | Details | |
| 7/11/2023 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2023 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2023 | HEICO | HEI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/7/2023 | Booz Allen Hamilton | BAH | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2023 | Spirit AeroSystems | SPR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/26/2023 | Terran Orbital Corp. | LLAP | Downgrade | Underperform (Buy) |
1.24 (0.25) |
-79.84% | Details | |
| 5/25/2023 | Triumph Group | TGI | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2023 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2023 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/3/2023 | HEICO | HEI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/28/2023 | Spire | SPIR | Maintain | Underperform (N/A) |
|
Details | ||
| 3/27/2023 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2023 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2023 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 3/15/2023 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 2/28/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Terran Orbital Corp. | LLAP | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2023 | Hexcel Corp. | HXL | Downgrade | Neutral (Buy) |
71.28 (96.12) |
34.85% | Details | |
| 1/25/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/13/2022 | Astra | ASTR | Maintain | Underperform (N/A) |
|
Details | ||
| 12/12/2022 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2022 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/1/2022 | Spire Global | SPIR | Maintain | Underperform (N/A) |
|
Details | ||
| 11/30/2022 | Mercury Systems | MRCY | Maintain | Underperform (N/A) |
|
Details | ||
| 11/29/2022 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 11/28/2022 | Maxar Technologies Ltd | MAXR | Maintain | Underperform (N/A) |
|
Details | ||
| 11/15/2022 | Triumph Group | TGI | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2022 | Terran Orbital Corp. | LLAP | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2022 | Spirit AeroSystems | SPR | Downgrade | Underperform (Buy) |
29.36 (39.50) |
34.54% | Details | |
| 11/11/2022 | Huntington Ingalls | HII | Downgrade | Underperform (Neutral) |
244.17 (283.48) |
16.1% | Details | |
| 11/2/2022 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/10/2022 | Howmet Aerospace Inc. | HWM | New Coverage | Buy (N/A) |
32.54 (275.13) |
745.51% | Details | |
| 9/27/2022 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | RBC Bearings | ROLL | Downgrade | Underperform (Neutral) |
242.66 (212.38) |
-12.48% | Details | |
| 9/14/2022 | Maxar Technologies Ltd | MAXR | Maintain | Underperform (N/A) |
|
Details | ||
| 9/6/2022 | Cadre Holdings Inc. | CDRE | New Coverage | Buy (N/A) |
24.94 (36.15) |
44.95% | Details | |
| 8/23/2022 | Spire Global | SPIR | Maintain | Underperform (N/A) |
|
Details | ||
| 8/23/2022 | Astra | ASTR | Maintain | Underperform (N/A) |
|
Details | ||
| 8/19/2022 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2022 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 8/17/2022 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2022 | Garmin Ltd. | GRMN | Downgrade | Neutral (Buy) |
98.27 (236.41) |
140.57% | Details | |
| 7/28/2022 | Hexcel Corp. | HXL | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2022 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2022 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/23/2022 | RBC Bearings | ROLL | Downgrade | Neutral (Buy) |
177.04 (212.38) |
19.96% | Details | |
| 6/15/2022 | Terran Orbital Corp. | LLAP | New Coverage | Buy (N/A) |
4.14 (1.24) |
-70.05% | Details | |
| 6/10/2022 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2022 | CAE Inc. | CAE | New Coverage | Neutral (N/A) |
26.93 (24.85) |
-7.72% | Details | |
| 5/19/2022 | Spire Global | SPIR | Maintain | Underperform (N/A) |
|
Details | ||
| 5/17/2022 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/17/2022 | Maxar Technologies Ltd | MAXR | Downgrade | Underperform (Neutral) |
29.06 (52.99) |
82.35% | Details | |
| 5/9/2022 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2022 | Hexcel Corp. | HXL | Upgrade | Buy (Neutral) |
55.63 (96.12) |
72.78% | Details | |
| 5/3/2022 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2022 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2022 | Garmin Ltd. | GRMN | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2022 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2022 | HEICO | HEI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/21/2022 | Spire Global | SPIR | Maintain | Underperform (N/A) |
|
Details | ||
| 3/18/2022 | Garmin Ltd. | GRMN | Upgrade | Buy (Neutral) |
134.14 (236.41) |
76.24% | Details | |
| 3/16/2022 | BWX Technologies | BWXT | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | Booz Allen Hamilton | BAH | Upgrade | Neutral (Underperform) |
83.82 (113.57) |
35.49% | Details | |
| 2/25/2022 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 2/17/2022 | RBC Bearings | ROLL | New Coverage | Buy (N/A) |
187.12 (212.38) |
13.5% | Details | |
| 2/16/2022 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2022 | Astra | ASTR | Downgrade | Underperform (Neutral) |
3.91 (0.54) |
-86.19% | Details | |
| 2/9/2022 | Teledyne | TDY | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Booz Allen Hamilton | BAH | Downgrade | Underperform (Buy) |
75.25 (63.88) |
-15.11% | Details | |
| 1/31/2022 | Hexcel Corp. | HXL | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | HEICO | HEI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2022 | Crane | CR | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2022 | Spire Global | SPIR | Downgrade | Underperform (Neutral) |
2.50 (17.44) |
597.6% | Details | |
| 1/19/2022 | Astra | ASTR | Upgrade | Neutral (Underperform) |
5.25 (0.54) |
-89.71% | Details | |
| 12/20/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/3/2021 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2021 | Spire Global | SPIR | New Coverage | Neutral (N/A) |
4.49 (17.44) |
288.42% | Details | |
| 11/23/2021 | TransDigm | TDG | Upgrade | Buy (Neutral) |
629.63 (1297.68) |
106.1% | Details | |
| 11/17/2021 | CAE Inc. | CAE | Maintain | Underperform (N/A) |
|
Details | ||
| 11/11/2021 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2021 | Huntington Ingalls | HII | Downgrade | Neutral (Buy) |
193.82 (283.48) |
46.26% | Details | |
| 11/9/2021 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2021 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2021 | Lockheed Martin | LMT | Downgrade | Neutral (Buy) |
332.32 (503.67) |
51.56% | Details | |
| 11/1/2021 | Crane | CR | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2021 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2021 | Hexcel Corp. | HXL | Maintain | Underperform (N/A) |
|
Details | ||
| 10/15/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/15/2021 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 9/15/2021 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 8/25/2021 | CAE Inc. | CAE | Downgrade | Underperform (Neutral) |
28.29 (24.85) |
-12.16% | Details | |
| 8/6/2021 | Spirit AeroSystems | SPR | Upgrade | Buy (Underperform) |
41.08 (39.50) |
-3.85% | Details | |
| 8/4/2021 | Garmin Ltd. | GRMN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2021 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2021 | Virgin Galactic | SPCE | Maintain | Underperform (N/A) |
|
Details | ||
| 7/8/2021 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2021 | Virgin Galactic | SPCE | Downgrade | Underperform (Buy) |
47.02 (3.00) |
-93.62% | Details | |
| 6/29/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 6/22/2021 | Garmin Ltd. | GRMN | Downgrade | Neutral (Buy) |
142.01 (236.41) |
66.47% | Details | |
| 5/25/2021 | Virgin Galactic | SPCE | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2021 | Triumph Group | TGI | Upgrade | Buy (Neutral) |
17.27 (26.01) |
50.61% | Details | |
| 3/3/2021 | Virgin Galactic | SPCE | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | Garmin Ltd. | GRMN | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2021 | TransDigm | TDG | Downgrade | Neutral (Buy) |
611.01 (1297.68) |
112.38% | Details | |
| 12/16/2020 | Hexcel Corp. | HXL | Maintain | Underperform (N/A) |
|
Details | ||
| 11/19/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2020 | Garmin Ltd. | GMRN | Upgrade | Buy (Underperform) |
100.73 () |
-100% | Details | |
| 10/15/2020 | BWX Technologies | BWXT | Upgrade | Buy (Neutral) |
58.71 (209.89) |
257.5% | Details | |
| 9/28/2020 | Virgin Galactic | SPCE | New Coverage | Buy (N/A) |
16.43 (3.00) |
-81.74% | Details | |
| 8/7/2020 | TransDigm | TDG | Upgrade | Buy (Neutral) |
472.07 (1297.68) |
174.89% | Details | |
| 7/31/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/9/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2020 | Garmin Ltd. | GRMN | Maintain | Underperform (N/A) |
|
Details | ||
| 4/13/2020 | Spirit AeroSystems | SPR | Downgrade | Underperform (Neutral) |
22.58 (39.50) |
74.93% | Details | |
| 3/20/2020 | Triumph Group | TGI | Downgrade | Underperform (Buy) |
4.55 (17.27) |
279.56% | Details | |
| 3/20/2020 | Booz Allen Hamilton | BAH | Upgrade | Buy (Neutral) |
64.13 (63.88) |
-0.39% | Details | |
| 3/20/2020 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/18/2020 | TransDigm | TDG | Downgrade | Underperform (Buy) |
315.01 (1297.68) |
311.95% | Details | |
| 12/31/2019 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 12/23/2019 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2019 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2019 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/1/2019 | Hexcel Corp. | HXL | Downgrade | Underperform (Buy) |
82.13 (35.42) |
-56.87% | Details | |
| 4/26/2019 | Hexcel Corp. | HXL | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2019 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2019 | Boeing | BA | Downgrade | Neutral (Buy) |
391.93 (216.71) |
-44.71% | Details | |
| 3/14/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2019 | Triumph Group | TGI | Upgrade | Buy (Underperform) |
21.68 (4.55) |
-79.01% | Details | |
| 2/1/2019 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2018 | Garmin Ltd. | GRMN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/9/2018 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2018 | Spirit AeroSystems | SPR | Upgrade | Buy (Neutral) |
86.71 (67.97) |
-21.61% | Details | |
| 11/5/2018 | Booz Allen Hamilton | BAH | Downgrade | Underperform (Neutral) |
48.10 (64.13) |
33.33% | Details |

