Ratings by BNP Paribas Exane (Matthew Akers)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/8/2026 | Kratos Defense & Security | KTOS | Upgrade | Outperform (Neutral) |
41.94 (38.68) |
-7.77% | Details | |
| 10/6/2026 | CACI International | CACI | Downgrade | Underperform (Neutral) |
624.19 (633.98) |
1.57% | Details | |
| 10/6/2026 | Amentum Holdings Inc. | AMTM | Upgrade | Neutral (Underperform) |
18.24 (21.76) |
19.3% | Details | |
| 8/3/2026 | Boeing | BA | Upgrade | Outperform (Underperform) |
216.14 (188.35) |
-12.86% | Details | |
| 6/30/2026 | Honeywell Aerospace Inc | HONA | New Coverage | Neutral (N/A) |
220.19 (163.31) |
-25.83% | Details | |
| 5/27/2026 | Booz Allen Hamilton | BAH | New Coverage | Neutral (N/A) |
79.91 (78.32) |
-1.99% | Details | |
| 5/27/2026 | CACI International | CACI | New Coverage | Neutral (N/A) |
501.13 (624.19) |
24.56% | Details | |
| 5/27/2026 | Leidos Holdings | LDOS | New Coverage | Outperform (N/A) |
128.12 (136.08) |
6.21% | Details | |
| 5/27/2026 | Science Applications | SAIC | New Coverage | Neutral (N/A) |
101.36 (145.73) |
43.77% | Details | |
| 5/26/2026 | Parsons Corp. | PSN | New Coverage | Underperform (N/A) |
53.71 (49.04) |
-8.69% | Details | |
| 5/26/2026 | Amentum Holdings Inc. | AMTM | New Coverage | Underperform (N/A) |
23.23 (18.24) |
-21.48% | Details | |
| 2/27/2026 | HEICO | HEI | Upgrade | Outperform (Neutral) |
312.98 (297.36) |
-4.99% | 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 (41.94) |
-40.29% | Details | |
| 11/18/2025 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
200.28 (185.91) |
-7.17% | Details | |
| 11/18/2025 | General Dynamics Corp. | GD | New Coverage | Outperform (N/A) |
341.78 (349.36) |
2.22% | Details | |
| 11/18/2025 | Northrop Grumman | NOC | New Coverage | Outperform (N/A) |
563.03 (551.44) |
-2.06% | Details | |
| 11/18/2025 | TransDigm | TDG | New Coverage | Outperform (N/A) |
1335.77 (1104.84) |
-17.29% | Details | |
| 11/18/2025 | GE Aerospace | GE | New Coverage | Underperform (N/A) |
300.13 (285.64) |
-4.83% | Details | |
| 11/18/2025 | L3Harris Technologies | LHX | New Coverage | Neutral (N/A) |
287.69 (253.97) |
-11.72% | Details | |
| 11/18/2025 | Boeing | BA | New Coverage | Underperform (N/A) |
191.81 (216.14) |
12.68% | Details | |
| 11/18/2025 | AeroVironment | AVAV | New Coverage | Outperform (N/A) |
283.66 (123.25) |
-56.55% | Details |
