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Key Points We’re modestly lowering our earnings forecast for BA post yesterday’s release of 2Q orders and deliveries data. Our target price remains USD230 and we maintain our Overweight rating on...
Key Points Forecasting relatively flat q-o-q margins in Q2’24 for the MENA group; we anticipate mostly in line to below consensus EPS in the quarter Overall, we believe consensus may be demanding...
Key Points We’re lowering our forecast and target price for BA following management commentary during the quarter that indicated 2Q Commercial deliveries for the 737MAX and 787 should be flat with...
Key Points We’re lowering our forecast and target price for BA following management commentary during the quarter that indicated 2Q Commercial deliveries for the 737MAX and 787 should be flat with...
Key Points We’re raising our forecast post AVAV’s 4QFY24 earnings report last week and also increasing our target price. We remain Neutral rated on the shares as we do have some...