Ratings by Wells Fargo (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/1/2026 | HEICO | HEI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 6/1/2026 | Arxis Inc | ARXS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Overweight (N/A) |
35.10 (43.09) |
22.76% | Details | |
| 5/4/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 3/31/2026 | Carpenter Technology | CRS | New Coverage | Equal Weight (N/A) |
370.71 (580.95) |
56.71% | Details | |
| 3/31/2026 | TransDigm | TDG | New Coverage | Equal Weight (N/A) |
1132.88 (1322.67) |
16.75% | Details | |
| 3/31/2026 | Lockheed Martin | LMT | New Coverage | Equal Weight (N/A) |
598.57 (491.64) |
-17.86% | Details | |
| 3/31/2026 | Textron | TXT | New Coverage | Equal Weight (N/A) |
85.95 (86.54) |
0.69% | Details | |
| 3/31/2026 | Booz Allen Hamilton | BAH | New Coverage | Equal Weight (N/A) |
78.95 (62.68) |
-20.61% | Details | |
| 3/31/2026 | Leidos Holdings | LDOS | New Coverage | Equal Weight (N/A) |
154.19 (104.32) |
-32.34% | Details | |
| 3/31/2026 | Huntington Ingalls | HII | New Coverage | Equal Weight (N/A) |
369.08 (279.62) |
-24.24% | Details | |
| 3/31/2026 | Rocket Lab USA | RKLB | New Coverage | Equal Weight (N/A) |
57.38 (85.41) |
48.85% | Details | |
| 3/31/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Equal Weight (N/A) |
222.99 (276.06) |
23.8% | Details | |
| 3/31/2026 | RTX Corp. | RTX | New Coverage | Equal Weight (N/A) |
187.15 (185.06) |
-1.12% | Details | |
| 3/31/2026 | GE Aerospace | GE | New Coverage | Overweight (N/A) |
273.25 (365.88) |
33.9% | Details | |
| 3/31/2026 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
671.59 (503.01) |
-25.1% | Details | |
| 3/31/2026 | ATI Inc. | ATI | New Coverage | Overweight (N/A) |
135.50 (197.59) |
45.82% | Details | |
| 3/31/2026 | BWX Technologies | BWXT | New Coverage | Underweight (N/A) |
191.59 (205.65) |
7.34% | Details | |
| 3/31/2026 | Voyager Technologies Inc | VOYG | New Coverage | Underweight (N/A) |
21.93 (30.36) |
38.44% | Details | |
| 3/31/2026 | Hexcel Corp. | HXL | New Coverage | Overweight (N/A) |
77.06 (95.48) |
23.9% | Details | |
| 3/31/2026 | General Dynamics Corp. | GD | New Coverage | Overweight (N/A) |
340.79 (344.32) |
1.04% | Details | |
| 3/31/2026 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
25.22 (27.12) |
7.53% | Details | |
| 3/31/2026 | CACI International | CACI | New Coverage | Overweight (N/A) |
558.48 (462.04) |
-17.27% | Details | |
| 3/31/2026 | Woodward | WWD | New Coverage | Overweight (N/A) |
341.52 (432.80) |
26.73% | Details | |
| 3/31/2026 | Boeing | BA | New Coverage | Overweight (N/A) |
189.21 (220.25) |
16.41% | Details |
