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Key Points Consensus 2024 earnings estimates undemanding, in our view. Macro trends could propel significant medium-term earnings growth Earnings power on the back of recent acquisitions still underappreciated. Valuation highly attractive on...
Key Points We’re reiterating our Overweight rating on shares of ESLT post yesterday’s solid 2Q24 earnings report. Post the report, which was well-received by the market, we’ve modestly raised our topline...
Key Points We’re updating our forecast for KTOS for the first time since last week’s strong 2Q24 earnings report, and reiterating our Overweight rating on the shares. Our target price rises...
Key Points We’re updating our forecast for WWD for the first time since the firm reported its 3QFY24 a couple of weeks ago, and we're maintaining our Neutral rating on the...
Key Points We’re maintaining our Neutral rating on shares of BWXT post last week’s 2Q earnings report, but we're edging up our target price by USD2 to USD106. We continue to...