Ratings by Goldman Sachs (Noah Poponak)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
10/12/2026 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
10/12/2026 L3Harris Technologies LHX Maintain Buy
(N/A)
 
 
  Details
10/7/2026 Honeywell Aerospace Inc HONA New Coverage Neutral
(N/A)
155.74
(167.90)
7.81% Details
8/12/2026 Leidos Holdings LDOS Maintain Neutral
(N/A)
 
 
  Details
8/10/2026 Ducommun DCO Maintain Buy
(N/A)
 
 
  Details
8/4/2026 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
8/3/2026 Parsons Corp. PSN Maintain Neutral
(N/A)
 
 
  Details
7/20/2026 GE Aerospace GE Maintain Buy
(N/A)
 
 
  Details
7/14/2026 Northrop Grumman NOC Maintain Neutral
(N/A)
 
 
  Details
7/14/2026 Leidos Holdings LDOS Maintain Neutral
(N/A)
 
 
  Details
7/14/2026 Booz Allen Hamilton BAH Maintain Sell
(N/A)
 
 
  Details
7/14/2026 Planet Labs PL Maintain Neutral
(N/A)
 
 
  Details
6/1/2026 HawkEye 360 Inc HAWK New Coverage Buy
(N/A)
31.97
(13.52)
-57.71% Details
5/12/2026 Aevex Corp AVEX New Coverage Buy
(N/A)
25.07
(11.50)
-54.13% Details
5/11/2026 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
5/11/2026 Arxis Inc ARXS New Coverage Buy
(N/A)
35.03
(52.64)
50.27% Details
4/27/2026 Teledyne TDY Maintain Buy
(N/A)
 
 
  Details
4/27/2026 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 York Space Systems YSS Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 Planet Labs PL Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 Firefly Aerospace Inc FLY Maintain Neutral
(N/A)
 
 
  Details
4/20/2026 Ducommun Incorporated DCO Maintain Buy
(N/A)
 
 
  Details
3/23/2026 York Space Systems YSS Maintain Neutral
(N/A)
 
 
  Details
3/23/2026 Planet Labs PL Maintain Neutral
(N/A)
 
 
  Details
3/23/2026 Firefly Aerospace Inc FLY Maintain Neutral
(N/A)
 
 
  Details
3/2/2026 V2X, Inc. VVX Maintain Sell
(N/A)
 
 
  Details
2/26/2026 Loar Holdings Inc LOAR Maintain Buy
(N/A)
 
 
  Details
2/17/2026 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
1/26/2026 AAR Corporation AIR New Coverage Neutral
(N/A)
105.66
(100.08)
-5.28% Details
1/7/2026 Lockheed Martin LMT Maintain Sell
(N/A)
 
 
  Details
11/25/2025 Loar Holdings Inc LOAR New Coverage Buy
(N/A)
65.36
(61.40)
-6.06% Details
10/22/2025 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
9/2/2025 Firefly Aerospace Inc FLY New Coverage Neutral
(N/A)
17.03
(19.76)
16.03% Details
8/28/2025 HEICO HEI Maintain Buy
(N/A)
 
 
  Details
8/13/2025 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
8/13/2025 Parsons Corp. PSN Downgrade Neutral
(Buy)
78.45
(50.73)
-35.33% Details
8/13/2025 CACI International CACI Upgrade Buy
(Sell)
478.64
(666.26)
39.2% Details
7/23/2025 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
7/1/2025 Textron TXT Downgrade Neutral
(Buy)
80.29
(78.18)
-2.63% Details
5/28/2025 Booz Allen Hamilton BAH Downgrade Sell
(Neutral)
109.81
(83.40)
-24.05% Details
5/19/2025 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
4/11/2025 Planet Labs PL Downgrade Neutral
(Buy)
3.61
(14.49)
301.39% Details
4/11/2025 Booz Allen Hamilton BAH Downgrade Neutral
(Buy)
108.07
(109.81)
1.61% Details
4/11/2025 Northrop Grumman NOC Upgrade Neutral
(Sell)
512.30
(551.23)
7.6% Details
4/11/2025 L3Harris Technologies LHX Upgrade Buy
(Sell)
214.35
(259.40)
21.02% Details
4/11/2025 Huntington Ingalls HII Upgrade Buy
(Sell)
200.08
(281.32)
40.6% Details
3/20/2025 Amentum Holdings Inc. AMTM New Coverage Neutral
(N/A)
18.47
(21.75)
17.76% Details
3/3/2025 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
3/3/2025 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
2/24/2025 Parsons Corp. PSN Maintain Buy
(N/A)
 
 
  Details
2/18/2025 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
2/18/2025 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
2/10/2025 Huntington Ingalls HII Maintain Sell
(N/A)
 
 
  Details
2/3/2025 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
1/16/2025 Rocket Lab USA RKLB Maintain Neutral
(N/A)
 
 
  Details
1/16/2025 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
12/18/2024 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
12/12/2024 Parsons Corp. PSN Upgrade Buy
(Neutral)
95.92
(50.73)
-47.11% Details
12/12/2024 Leidos Holdings LDOS Downgrade Neutral
(Buy)
160.16
(139.64)
-12.81% Details
12/12/2024 CACI International CACI Downgrade Sell
(Neutral)
444.49
(666.26)
49.89% Details
12/12/2024 V2X, Inc. VVX New Coverage Sell
(N/A)
59.49
(77.17)
29.72% Details
12/12/2024 General Dynamics Corp. GD Downgrade Sell
(Neutral)
270.43
(354.89)
31.23% Details
11/19/2024 Rocket Lab USA RKLB Maintain Neutral
(N/A)
 
 
  Details
11/13/2024 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
11/1/2024 Huntington Ingalls HII Maintain Sell
(N/A)
 
 
  Details
10/30/2024 Leidos Holdings LDOS Maintain Buy
(N/A)
 
 
  Details
10/23/2024 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
10/23/2024 Lockheed Martin LMT Maintain Sell
(N/A)
 
 
  Details
10/22/2024 Hexcel Corp. HXL Maintain Buy
(N/A)
 
 
  Details
10/10/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
10/10/2024 Rocket Lab USA RKLB Maintain Neutral
(N/A)
 
 
  Details
9/24/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
9/9/2024 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
9/3/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
8/13/2024 Ducommun Incorporated DCO Upgrade Buy
(Neutral)
61.35
(164.79)
168.61% Details
8/13/2024 Triumph Group TGI Downgrade Neutral
(Buy)
12.99
(26.01)
100.23% Details
8/8/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
7/31/2024 Woodward WWD Maintain Buy
(N/A)
 
 
  Details
7/29/2024 RTX Corp. RTX Maintain Neutral
(N/A)
 
 
  Details
7/10/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
7/1/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
6/11/2024 Rocket Lab USA RKLB New Coverage Neutral
(N/A)
4.44
(58.31)
1213.29% Details
5/10/2024 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
5/10/2024 Ducommun Incorporated DCO Maintain Neutral
(N/A)
 
 
  Details
5/3/2024 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
4/25/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
4/24/2024 GE Aerospace GE Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Woodward WWD Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Triumph Group TGI Maintain Buy
(N/A)
 
 
  Details
4/16/2024 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Textron TXT Maintain Buy
(N/A)
 
 
  Details
4/16/2024 Spirit AeroSystems SPR Maintain Neutral
(N/A)
 
 
  Details
4/16/2024 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
4/16/2024 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
4/16/2024 General Dynamics Corp. GD Maintain Neutral
(N/A)
 
 
  Details
4/16/2024 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
4/12/2024 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
4/9/2024 GE Aerospace GE New Coverage Buy
(N/A)
156.30
(297.66)
90.44% Details
3/22/2024 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
3/20/2024 Triumph Group TGI New Coverage Neutral
(N/A)
13.12
(12.99)
-0.99% Details
2/27/2024 HEICO HEI Maintain Buy
(N/A)
 
 
  Details
2/20/2024 Kratos Defense & Security KTOS Maintain Neutral
(N/A)
 
 
  Details
2/14/2024 Leidos Holdings LDOS Maintain Buy
(N/A)
 
 
  Details
2/14/2024 Howmet Aerospace Inc. HWM Maintain Buy
(N/A)
 
 
  Details
2/9/2024 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
2/8/2024 Mercury Systems MRCY Maintain Sell
(N/A)
 
 
  Details
1/31/2024 Boeing BA Maintain Buy
(N/A)
 
 
  Details
1/10/2024 Mercury Systems MRCY Downgrade Sell
(Neutral)
33.50
(78.55)
134.48% Details
1/10/2024 Hexcel Corp. HXL Upgrade Neutral
(Sell)
70.58
(78.90)
11.79% Details
1/10/2024 Woodward WWD Upgrade Buy
(Sell)
133.37
(304.00)
127.94% Details
1/2/2024 Boeing BA Downgrade Buy
(Conviction Buy)
260.66
(168.18)
-35.48% Details
1/2/2024 Textron TXT Upgrade Conviction Buy
(Buy)
80.42
(80.29)
-0.16% Details
12/8/2023 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
11/1/2023 Boeing BA Upgrade Conviction Buy
(Buy)
186.82
(168.18)
-9.98% Details
8/14/2023 Ducommun Incorporated DCO New Coverage Neutral
(N/A)
45.00
(61.35)
36.33% Details
8/14/2023 Teledyne TDY Upgrade Buy
(Neutral)
383.84
(654.99)
70.64% Details
8/10/2023 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
8/4/2023 Woodward WWD Maintain Sell
(N/A)
 
 
  Details
8/3/2023 Spirit AeroSystems SPR Downgrade Neutral
(Buy)
31.44
(39.50)
25.64% Details
7/13/2023 Woodward WWD Maintain Sell
(N/A)
 
 
  Details
6/30/2023 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
6/13/2023 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
5/15/2023 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
5/10/2023 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
5/3/2023 Woodward WWD Maintain Sell
(N/A)
 
 
  Details
4/27/2023 Hexcel Corp. HXL Maintain Sell
(N/A)
 
 
  Details
4/11/2023 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
4/11/2023 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
4/3/2023 Planet Labs PL Maintain Buy
(N/A)
 
 
  Details
3/13/2023 Wheels Up Experience inc. UP Maintain Buy
(N/A)
 
 
  Details
3/13/2023 Embraer ERJ Maintain Buy
(N/A)
 
 
  Details
1/13/2023 Raytheon Technologies Corp. RTX Downgrade Neutral
(Conviction Buy)
99.59
(194.60)
95.4% Details
1/13/2023 Northrop Grumman NOC Downgrade Sell
(Neutral)
492.93
(551.23)
11.83% Details
1/13/2023 Lockheed Martin LMT Downgrade Sell
(Neutral)
463.00
(622.99)
34.56% Details
11/14/2022 CAE Inc. CAE Maintain Buy
(N/A)
 
 
  Details
11/7/2022 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
10/31/2022 Northrop Grumman NOC Maintain Neutral
(N/A)
 
 
  Details
10/13/2022 Mercury Systems MRCY Maintain Neutral
(N/A)
 
 
  Details
8/22/2022 Boeing BA Maintain Buy
(N/A)
 
 
  Details
7/12/2022 Boeing BA Maintain Conviction Buy
(N/A)
 
 
  Details
7/12/2022 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
6/15/2022 Wheels Up Experience inc. UP New Coverage Buy
(N/A)
1.92
(3.01)
56.77% Details
3/8/2022 Boeing BA Maintain Buy
(N/A)
 
 
  Details
2/25/2022 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
1/12/2022 Planet Labs PL New Coverage Buy
(N/A)
5.29
(14.49)
173.91% Details
1/12/2022 Kratos Defense & Security KTOS Downgrade Neutral
(Buy)
18.21
(41.32)
126.91% Details
12/2/2021 Boeing BA Maintain Conviction Buy
(N/A)
 
 
  Details
11/15/2021 Boeing BA Maintain Conviction Buy
(N/A)
 
 
  Details
9/23/2021 Northrop Grumman NOC Upgrade Neutral
(Sell)
348.52
(551.23)
58.16% Details
9/23/2021 General Dynamics Corp. GD Upgrade Neutral
(Sell)
193.75
(354.89)
83.17% Details
9/23/2021 Mercury Computer MRCY Downgrade Neutral
(Buy)
45.49
(78.55)
72.68% Details
9/23/2021 Lockheed Martin LMT Downgrade Neutral
(Buy)
341.73
(622.99)
82.3% Details
9/23/2021 Woodward WWD Maintain Sell
(Neutral)
 
 
  Details
9/23/2021 L3Harris Technologies LHX Downgrade Sell
(Neutral)
222.73
(259.40)
16.46% Details
9/23/2021 Embraer ERJ Upgrade Buy
(Neutral)
16.06
(64.48)
301.49% Details
9/13/2021 The Stars Group Inc. TSG New Coverage Buy
(N/A)
27.31
(27.31)
0% Details
9/10/2021 TransDigm TDG New Coverage Buy
(N/A)
598.07
(1130.23)
88.98% Details
8/31/2021 Huntington Ingalls HII Maintain Sell
(N/A)
 
 
  Details
8/22/2021 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
7/16/2021 Textron TXT Upgrade Conviction Buy
(Buy)
66.60
(78.18)
17.39% Details
6/25/2021 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
6/16/2021 Maxar Technologies Ltd MAXR New Coverage Buy
(N/A)
36.43
(52.99)
45.46% Details
6/15/2021 Textron TXT Maintain Buy
(N/A)
 
 
  Details
6/8/2021 Teledyne TDY New Coverage Neutral
(N/A)
422.16
(654.99)
55.15% Details
5/27/2021 HEICO HEI Maintain Buy
(Buy)
 
 
  Details
5/13/2021 Virgin Galactic SPCE Maintain Neutral
(Neutral)
 
 
  Details
4/14/2021 Boeing BA Maintain Buy
(N/A)
 
 
  Details
4/8/2021 L3Harris Technologies LHX Downgrade Neutral
(Buy)
209.32
(259.40)
23.93% Details
4/8/2021 Textron TXT Upgrade Buy
(Neutral)
56.88
(78.18)
37.45% Details
3/29/2021 Boeing BA Maintain Buy
(N/A)
 
 
  Details
3/26/2021 Hexcel Corp. HXL Downgrade Sell
(Neutral)
57.30
(78.90)
37.7% Details
3/10/2021 Virgin Galactic SPCE Maintain Neutral
(N/A)
 
 
  Details
3/1/2021 Virgin Galactic SPCE Maintain Neutral
(Neutral)
 
 
  Details
2/24/2021 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
2/10/2021 TransDigm TDG Maintain Buy
(Buy)
 
 
  Details
2/1/2021 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Teledyne TDY Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Spirit AeroSystems SPR Maintain Buy
(N/A)
 
 
  Details
12/14/2020 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 General Dynamics Corp. GD Maintain Sell
(N/A)
 
 
  Details
12/14/2020 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
12/14/2020 Howmet Aerospace Inc. HWM New Coverage Buy
(N/A)
26.13
(191.99)
634.75% Details
12/14/2020 Woodward WWD New Coverage Neutral
(N/A)
118.15
(304.00)
157.3% Details
11/11/2020 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
11/11/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
11/11/2020 Raytheon Technologies Corp. RTX Maintain Buy
(N/A)
 
 
  Details
10/23/2020 Virgin Galactic SPCE New Coverage Neutral
(N/A)
20.44
(2.69)
-86.84% Details
10/16/2020 Embraer ERJ Maintain Neutral
(N/A)
 
 
  Details
10/7/2020 Teledyne TDY New Coverage Neutral
(N/A)
314.87
(654.99)
108.02% Details
10/7/2020 HEICO HEI New Coverage Buy
(N/A)
106.04
(308.83)
191.24% Details
9/21/2020 Lockheed Martin LMT Downgrade Buy
(Conviction Buy)
395.14
(622.99)
57.66% Details
9/21/2020 L3Harris Technologies LHX Downgrade Buy
(Conviction Buy)
185.44
(209.32)
12.88% Details
9/21/2020 Raytheon Technologies Corp. RTX Upgrade Conviction Buy
(Buy)
62.81
(194.60)
209.82% Details
9/21/2020 Boeing BA Upgrade Conviction Buy
(Buy)
167.53
(168.18)
0.39% Details
9/17/2020 General Dynamics Corp. GD Downgrade Sell
(Buy)
146.78
(354.89)
141.78% Details
9/17/2020 Mercury Computer MRCY Upgrade Buy
(Neutral)
69.55
(78.55)
12.94% Details
6/19/2020 Triumph Group TGI Maintain Neutral
(N/A)
 
 
  Details
6/19/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
6/19/2020 Textron TXT Maintain Neutral
(N/A)
 
 
  Details
6/19/2020 Hexcel Corp. HXL Maintain Neutral
(N/A)
 
 
  Details
6/8/2020 Boeing BA Maintain Buy
(N/A)
 
 
  Details
5/1/2020 Mercury Computer MRCY Maintain Neutral
(N/A)
 
 
  Details
4/15/2020 Hexcel Corp. HXL New Coverage Neutral
(N/A)
32.37
(78.90)
143.74% Details
4/15/2020 Raytheon Technologies Corp. RTX New Coverage Buy
(N/A)
61.83
(194.60)
214.73% Details
4/9/2020 FLIR Systems, Inc. FLIR Downgrade Sell
(Buy)
33.79
(57.34)
69.7% Details
4/9/2020 Embraer ERJ Upgrade Neutral
(Sell)
6.80
(64.48)
848.24% Details
4/3/2020 TransDigm TDG Maintain Buy
(N/A)
 
 
  Details
3/23/2020 Boeing BA Upgrade Buy
(Neutral)
97.71
(168.18)
72.12% Details
3/12/2020 General Dynamics Corp. GD Maintain Buy
(N/A)
 
 
  Details
3/12/2020 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
3/11/2020 Spirit AeroSystems SPR Upgrade Buy
(Neutral)
44.11
(39.50)
-10.45% Details
2/3/2020 Northrop Grumman NOC Downgrade Sell
(Buy)
374.57
(551.23)
47.16% Details
1/29/2020 Lockheed Martin LMT Maintain Conviction Buy
(N/A)
 
 
  Details
1/23/2020 General Dynamics Corp. GD Maintain Buy
(N/A)
 
 
  Details
10/24/2019 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
8/16/2019 Kratos Defense & Security KTOS Upgrade Buy
(Neutral)
18.10
(41.32)
128.29% Details
8/16/2019 Mercury Computer MRCY New Coverage Neutral
(N/A)
83.12
(78.55)
-5.5% Details
8/16/2019 Hexcel Corp. HXL Downgrade Sell
(Neutral)
78.82
(78.90)
0.1% Details
7/9/2019 L3Harris Technologies LHX New Coverage Conviction Buy
(N/A)
184.96
(259.40)
40.25% Details
6/6/2019 Kratos Defense & Security KTOS Downgrade Neutral
(Buy)
22.78
(18.10)
-20.54% Details
5/20/2019 General Dynamics Corp. GD Upgrade Buy
(Neutral)
169.85
(146.78)
-13.58% Details
3/14/2019 Boeing BA Maintain Neutral
(N/A)
 
 
  Details
2/1/2019 Northrop Grumman NOC Downgrade Buy
(Conviction Buy)
275.55
(374.57)
35.94% Details
2/1/2019 United Technologies UTX Upgrade Conviction Buy
(Buy)
118.07
(86.01)
-27.15% Details
2/1/2019 United Technologies UTX Upgrade Conviction Buy
(Buy)
118.07
(118.07)
0% Details
12/10/2018 Kratos Defense & Security KTOS Upgrade Buy
(Neutral)
13.74
(22.78)
65.79% Details
10/24/2018 Lockheed Martin LMT Upgrade Conviction Buy
(Neutral)
321.35
(622.99)
93.87% Details
10/11/2018 Huntington Ingalls HII Downgrade Sell
(Neutral)
258.80
(281.32)
8.7% Details