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Barclays: TransDigm A 'Victim Of Its Own Success,' Moves To Top Pick In Aerospace & Defense
Monday, March 27, 2017 - 1:38pm | 333Read More...Carter Copeland of Barclays named TransDigm Group Incorporated (NYSE: TDG) as a top pick in the Aerospace & Defense space as the name is riddled with misinformation or exaggeration. For example, TransDigm's stock was hard hit last week after Ro Khanna, a U.S. representative for California's...
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The Week In Guidance: 4 Companies That Gave Investors Their 2017 Outlook
Thursday, December 15, 2016 - 2:44pm | 569Read More...A handful of companies issued financial guidance this week to their respective investment communities. United Technologies United Technologies Corporation (NYSE: UTX) said it expects to earn $6.30 to $6.60 per share in fiscal 2017 on revenue of $57.5 billion to $59 billion. This compares to Wall...
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United Technologies Guidance: Not As Bad As Expected, But Too Early To 'Pull The Trigger'
Thursday, December 15, 2016 - 2:07pm | 292Read More...Barclays maintained its Equal-Weight rating on United Technologies Corporation (NYSE: UTX) saying it's too early to get optimistic on shares despite slightly better-than-expected 2017 outlook. United Tech sees 2017 EPS of $6.30 to $6.60, versus consensus view of $6.58, and sales $57.5...
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Don't Be Deceived By Lockheed's Recent Performance
Monday, October 3, 2016 - 2:08pm | 307Read More...Enumerating several risks faced by Lockheed Martin Corporation (NYSE: LMT), Barclays said the current downtick in shares should be treated with skepticism. The firm also lowered its price target, predicating it on a cut to its 2018 earnings per share estimate. Barclays lowered its price target...
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Booz Allen Hamilton: Barclays Looks Beyond Q1 Estimate Beat
Thursday, July 28, 2016 - 1:57pm | 314Read More...Barclays expressed being impressed with Booz Allen Hamilton Holding Corporation (NYSE: BAH) management's "palpable optimism" on broadening future growth potential following the first-quarter beat. "Under the helm of CEO Rozanski, BAH appears to be shifting seamlessly into a new-age technology/...
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How The U.K.'s Exit From The EU Might Affect Aerospace, Defense Stocks
Monday, June 27, 2016 - 10:57am | 397Read More...British and European-based banks saw their stocks collapse immediately following the "leave" side emerging victorious in the Brexit vote. The question many investors are still asking is what effect the voting outcome will have on other sectors. Analysts at Barclays took a deep dive into the...
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A Shift Could Be Coming In The Defense, Aerospace Sector
Monday, November 30, 2015 - 2:46pm | 506Read More...Carter Copeland of Barclays maintained a neutral stance on the defense sector, despite "heightened terrorism-related fears." Copeland downgraded shares of Lockheed Martin Corporation (NYSE: LMT) to Underweight, and also downgraded shares of Raytheon Company (NYSE: RTN) to Equal-Weight. The...
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Barclays: Defense Sector Stock Prices Enter Risky Territory
Thursday, February 12, 2015 - 4:26pm | 272Read More...With the profits of big industrial companies increasingly at risk from currency headwinds, U.S. defense sector shares are likely to grind higher, Barclays analyst Carter Copeland said Thursday. The exchange-traded fund iShares Dow Jones US Aerospace & Def.ETF (NYSE: ITA) is up nearly 8 percent...
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UPDATE: Barclays Raises Price Target On The Boeing Company
Monday, September 8, 2014 - 8:29am | 162Read More...In a note released Monday morning, Barclays analyst Carter Copeland raised the price target on The Boeing Company (NYSE: BA) from $147 to $155 and maintained an Overweight rating. Copeland's upgrade comes on the belief that Boeing's margin performance was "strong" in the...
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UPDATE: Barclays Downgrades Defense, Expensive Names
Monday, March 17, 2014 - 12:38pm | 269Read More...On Monday, Barclays downgraded the defense subgroup to Neutral. Analyst Carter Copeland believes it is “difficult to argue for further P/E expansion” due to “raised expectations, discounts largely erased, and unlikely premium growth.” In the note, Copeland identifies a shift in investor focus...
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From The Paris Air Show: Barclays' Carter Copeland On Boeing 77x vs. Airbus A350
Monday, June 17, 2013 - 10:40am | 347Read More...Carter Copeland, Barclays' (NYSE: BCS) equity research analyst covering global aerospace, appeared on CNBC's Squawk Box Monday morning live from the Paris Air Show, where he discussed the battle for buyers between the Boeing (NYSE: BA) 77x and the Airbus A350. According to Copeland, there doesn't...
