Ratings by KeyBanc (Michael Leshock)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/28/2026 | Firefly Aerospace Inc | FLY | Upgrade | Overweight (N/A) |
19.88 (19.27) |
-3.07% | Details | |
| 7/28/2026 | SpaceX | SPCX | Maintain | Sector Weight (N/A) |
|
Details | ||
| 7/28/2026 | AeroVironment | AVAV | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2026 | AAR Corporation | AIR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 6/30/2026 | AAR Corporation | AIR | Downgrade | Sector Weight (Overweight) |
143.14 (138.17) |
-3.47% | Details | |
| 6/26/2026 | AeroVironment | AVAV | Maintain | Overweight (N/A) |
|
Details | ||
| 6/22/2026 | SpaceX | SPCX | New Coverage | Sector Weight (N/A) |
191.82 (115.22) |
-39.93% | Details | |
| 6/15/2026 | Rocket Lab USA | RKLB | Upgrade | Overweight (Sector Weight) |
114.78 (63.93) |
-44.3% | Details | |
| 6/15/2026 | Firefly Aerospace Inc | FLY | Upgrade | Overweight (Sector Weight) |
39.37 (19.88) |
-49.5% | Details | |
| 5/20/2026 | Karman Holdings Inc | KRMN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2026 | Intuitive Machines Inc. | LUNR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2026 | AAR Corporation | AIR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2026 | Karman Holdings Inc | KRMN | Maintain | Overweight (N/A) |
|
Details | ||
| 3/25/2026 | AAR Corporation | AIR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2026 | AeroVironment | AVAV | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2026 | Rocket Lab USA | RKLB | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/5/2026 | TransDigm | TDG | Downgrade | Sector Weight (Overweight) |
1301.93 (1309.50) |
0.58% | Details | |
| 1/28/2026 | AeroVironment | AVAV | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Kratos Defense & Security | KTOS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Karman Holdings Inc | KRMN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Intuitive Machines Inc. | LUNR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2026 | Rocket Lab USA | RKLB | Downgrade | Sector Weight (Overweight) |
86.58 (114.78) |
32.57% | Details | |
| 1/14/2026 | AAR Corporation | AIR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/7/2026 | AAR Corporation | AIR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2025 | Redwire | RDW | New Coverage | Sector Weight (N/A) |
6.44 (8.56) |
32.92% | Details | |
| 12/18/2025 | Intuitive Machines Inc. | LUNR | New Coverage | Overweight (N/A) |
10.21 (12.58) |
23.21% | Details | |
| 12/18/2025 | Karman Holdings Inc | KRMN | New Coverage | Overweight (N/A) |
64.94 (49.66) |
-23.53% | Details | |
| 12/18/2025 | Kratos Defense & Security | KTOS | New Coverage | Overweight (N/A) |
69.77 (48.11) |
-31.04% | Details | |
| 12/18/2025 | Firefly Aerospace Inc | FLY | New Coverage | Sector Weight (N/A) |
18.53 (39.37) |
112.47% | Details | |
| 12/18/2025 | AeroVironment | AVAV | New Coverage | Overweight (N/A) |
229.10 (155.76) |
-32.01% | Details | |
| 11/26/2025 | Voyager Technologies Inc | VOYG | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Voyager Technologies Inc | VOYG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | AAR Corporation | AIR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2025 | HEICO | HEI | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/8/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/17/2025 | AAR Corporation | AIR | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2025 | Voyager Technologies Inc | VOYG | New Coverage | Overweight (N/A) |
40.00 (26.07) |
-34.83% | Details | |
| 7/2/2025 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/2/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/12/2025 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2025 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2025 | HEICO | HEI | New Coverage | Sector Weight (N/A) |
229.47 (361.15) |
57.38% | Details | |
| 1/16/2025 | AAR Corporation | AIR | New Coverage | Overweight (N/A) |
69.47 (143.14) |
106.05% | Details | |
| 11/25/2024 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2024 | TransDigm | TDG | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/24/2024 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 9/27/2024 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2024 | Spirit AeroSystems | SPR | Maintain | Sector Weight (N/A) |
|
Details | ||
| 8/16/2024 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2024 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2024 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2024 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2024 | Virgin Galactic | SPCE | Maintain | Sector Weight (N/A) |
|
Details | ||
| 2/15/2024 | TransDigm | TDG | Maintain | Overweight (N/A) |
|
Details | ||
| 1/17/2024 | Rocket Lab USA | RKLB | New Coverage | Overweight (N/A) |
5.17 (86.58) |
1574.66% | Details | |
| 1/16/2024 | Spirit AeroSystems | SPR | New Coverage | Sector Weight (N/A) |
27.20 (39.50) |
45.22% | Details | |
| 1/16/2024 | TransDigm | TDG | New Coverage | Overweight (N/A) |
1032.83 (1301.93) |
26.05% | Details | |
| 1/24/2023 | Virgin Galactic | SPCE | New Coverage | Sector Weight (N/A) |
5.19 (2.48) |
-52.22% | Details |

