-
How Spirit AeroSystems Is Caught Between Boeing And Airbus Tactics
Thursday, June 20, 2024 - 12:57pm | 343Spirit AeroSystems Holdings Inc (NYSE:SPR) is a key supplier for both Boeing Co (NYSE:BA) and Airbus SE (OTC:EADSY). While an acquisition by Boeing is "at least partially baked into the stock," there is uncertainty around the timing, according to Benchmark. The Spirit AeroSystems Holdings Analyst:...
-
Kratos A Leader In Combat Drone Market, Benchmark Says In Bullish Initiation
Wednesday, March 18, 2020 - 3:08pm | 399Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) enjoys a meaningful lead in the emerging jet drone combat market, which could grow exponentially as fourth-generation fighters are retired and there is a shift to attributable air warfare, according to Benchmark. The Kratos Analyst Josh...
-
BWX Technologies' Navy Orders, 'Underappreciated' Radioisotope Market Underpin This Bull Thesis
Wednesday, January 10, 2018 - 1:53pm | 378Power generation company BWX Technologies Inc (NYSE: BWXT) was accorded the top notch rating by an analyst at Seaport Global, as he sees a path to well over $100 for the shares of the company. The Analyst Seaport Global analyst Josh Sullivan initiated coverage of BWX Technologies with a Buy...
-
Alcoa's Mixed Report: How Analysts Are Reacting
Thursday, July 9, 2015 - 10:58am | 597Alcoa Inc (NYSE: AA) reported its second quarter results after Wednesday's closing bell. The company reported a mix quarter with earnings per share excluding special items of $0.18 missing the consensus estimate of $0.23 while revenue of $5.897 billion exceeded the $5.82 billion analysts were...
-
Alcoa Inc Could Benefit From F-150, 'Massive Trend' Toward Aluminum Automobiles
Wednesday, October 8, 2014 - 1:40pm | 713Expectations are high for Alcoa Inc's (NYSE: AA) third quarter results (scheduled for release following Wednesday's market close), but analysts are already looking to the company's future benefits. "Clearly, Ford's F-150 is going to have a lot of aluminum content,"...
-
UPDATE: Sterne Agee Initiates Coverage on Alcoa
Friday, March 14, 2014 - 2:11pm | 135On Friday, Sterne Agee initiated coverage on Alcoa (NYSE: AA) with a Buy rating and $15 price target. Analyst Josh Sullivan believes “each of Alcoa's three market segments are poised to enjoy independent secular trends.” Alcoa's downstream segment, which is 52 percent aerospace sales, will benefit...