Ratings by Wells Fargo (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/30/2026 | Woodward | WWD | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | TransDigm | TDG | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | Howmet Aerospace Inc. | HWM | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | Hexcel Corp. | HXL | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | HEICO | HEI | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | GE Aerospace | GE | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/30/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 9/30/2026 | ATI Inc. | ATI | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/27/2026 | BWX Technologies | BWXT | Upgrade | Equal Weight (Underweight) |
153.16 (135.11) |
-11.79% | Details | |
| 8/4/2026 | Huntington Ingalls | HII | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/4/2026 | Hexcel Corp. | HXL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/4/2026 | General Dynamics Corp. | GD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/4/2026 | Carpenter Technology | CRS | Maintain | Equal Weight (Equal Weight) |
|
Details | ||
| 8/4/2026 | Arxis Inc | ARXS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | RTX Corp. | RTX | Maintain | Equal Weight (N/A) |
|
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 (51.74) |
47.41% | 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 (368.16) |
-0.69% | Details | |
| 3/31/2026 | TransDigm | TDG | New Coverage | Equal Weight (N/A) |
1132.88 (1129.38) |
-0.31% | Details | |
| 3/31/2026 | Lockheed Martin | LMT | New Coverage | Equal Weight (N/A) |
598.57 (551.51) |
-7.86% | Details | |
| 3/31/2026 | Textron | TXT | New Coverage | Equal Weight (N/A) |
85.95 (77.28) |
-10.09% | Details | |
| 3/31/2026 | Booz Allen Hamilton | BAH | New Coverage | Equal Weight (N/A) |
78.95 (75.04) |
-4.95% | Details | |
| 3/31/2026 | Leidos Holdings | LDOS | New Coverage | Equal Weight (N/A) |
154.19 (129.23) |
-16.19% | Details | |
| 3/31/2026 | Huntington Ingalls | HII | New Coverage | Equal Weight (N/A) |
369.08 (273.95) |
-25.77% | Details | |
| 3/31/2026 | Rocket Lab USA | RKLB | New Coverage | Equal Weight (N/A) |
57.38 (53.67) |
-6.47% | Details | |
| 3/31/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Equal Weight (N/A) |
222.99 (208.15) |
-6.66% | Details | |
| 3/31/2026 | RTX Corp. | RTX | New Coverage | Equal Weight (N/A) |
187.15 (191.60) |
2.38% | Details | |
| 3/31/2026 | GE Aerospace | GE | New Coverage | Overweight (N/A) |
273.25 (295.88) |
8.28% | Details | |
| 3/31/2026 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
671.59 (539.31) |
-19.7% | Details | |
| 3/31/2026 | ATI Inc. | ATI | New Coverage | Overweight (N/A) |
135.50 (180.69) |
33.35% | Details | |
| 3/31/2026 | BWX Technologies | BWXT | New Coverage | Underweight (N/A) |
191.59 (153.16) |
-20.06% | Details | |
| 3/31/2026 | Voyager Technologies Inc | VOYG | New Coverage | Underweight (N/A) |
21.93 (24.52) |
11.81% | Details | |
| 3/31/2026 | Hexcel Corp. | HXL | New Coverage | Overweight (N/A) |
77.06 (89.84) |
16.58% | Details | |
| 3/31/2026 | General Dynamics Corp. | GD | New Coverage | Overweight (N/A) |
340.79 (344.71) |
1.15% | Details | |
| 3/31/2026 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
25.22 (21.45) |
-14.95% | Details | |
| 3/31/2026 | CACI International | CACI | New Coverage | Overweight (N/A) |
558.48 (623.38) |
11.62% | Details | |
| 3/31/2026 | Woodward | WWD | New Coverage | Overweight (N/A) |
341.52 (325.15) |
-4.79% | Details | |
| 3/31/2026 | Boeing | BA | New Coverage | Overweight (N/A) |
189.21 (192.28) |
1.62% | Details |
