Ratings by BNP Paribas Exane (Matthew Akers)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/27/2026 | Booz Allen Hamilton | BAH | New Coverage | Neutral (N/A) |
79.91 (62.68) |
-21.56% | Details | |
| 5/27/2026 | CACI International | CACI | New Coverage | Neutral (N/A) |
501.13 (462.04) |
-7.8% | Details | |
| 5/27/2026 | Leidos Holdings | LDOS | New Coverage | Outperform (N/A) |
128.12 (104.32) |
-18.58% | Details | |
| 5/27/2026 | Science Applications | SAIC | New Coverage | Neutral (N/A) |
101.36 (108.47) |
7.01% | Details | |
| 5/26/2026 | Parsons Corp. | PSN | New Coverage | Underperform (N/A) |
53.71 (48.84) |
-9.07% | Details | |
| 5/26/2026 | Amentum Holdings Inc. | AMTM | New Coverage | Underperform (N/A) |
23.23 (20.38) |
-12.27% | Details | |
| 2/27/2026 | HEICO | HEI | Upgrade | Outperform (Neutral) |
312.98 (335.30) |
7.13% | Details | |
| 11/18/2025 | HEICO | HEI | New Coverage | Neutral (N/A) |
310.88 (312.98) |
0.68% | Details | |
| 11/18/2025 | Kratos Defense & Security | KTOS | New Coverage | Neutral (N/A) |
70.24 (47.95) |
-31.73% | Details | |
| 11/18/2025 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
200.28 (276.06) |
37.84% | Details | |
| 11/18/2025 | General Dynamics Corp. | GD | New Coverage | Outperform (N/A) |
341.78 (344.32) |
0.74% | Details | |
| 11/18/2025 | Northrop Grumman | NOC | New Coverage | Outperform (N/A) |
563.03 (503.01) |
-10.66% | Details | |
| 11/18/2025 | TransDigm | TDG | New Coverage | Outperform (N/A) |
1335.77 (1322.67) |
-0.98% | Details | |
| 11/18/2025 | GE Aerospace | GE | New Coverage | Underperform (N/A) |
300.13 (365.88) |
21.91% | Details | |
| 11/18/2025 | L3Harris Technologies | LHX | New Coverage | Neutral (N/A) |
287.69 (287.27) |
-0.15% | Details | |
| 11/18/2025 | Boeing | BA | New Coverage | Underperform (N/A) |
191.81 (220.25) |
14.83% | Details | |
| 11/18/2025 | AeroVironment | AVAV | New Coverage | Outperform (N/A) |
283.66 (142.18) |
-49.88% | Details |

