Ratings by JPMorgan (Seth Seifman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/25/2026 | Leonardo DRS | DRS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | York Space Systems | YSS | New Coverage | Overweight (N/A) |
28.57 (21.40) |
-25.1% | Details | |
| 2/17/2026 | AeroVironment | AVAV | New Coverage | Overweight (N/A) |
235.12 (229.80) |
-2.26% | Details | |
| 2/4/2026 | ATI Inc. | ATI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2026 | OSI Systems | OSIS | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/29/2026 | Northrop Grumman | NOC | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/19/2025 | General Dynamics Corp. | GD | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/19/2025 | Elbit Systems | ESLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/19/2025 | ATI Inc. | ATI | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/26/2025 | Amentum Holdings Inc. | AMTM | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/25/2025 | Firefly Aerospace Inc | FLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/24/2025 | Voyager Technologies Inc | VOYG | New Coverage | Overweight (N/A) |
18.23 (26.72) |
46.57% | Details | |
| 11/19/2025 | Elbit Systems | ESLT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/28/2025 | General Dynamics Corp. | GD | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/27/2025 | Booz Allen Hamilton | BAH | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/22/2025 | Northrop Grumman | NOC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/9/2025 | Amentum Holdings Inc. | AMTM | New Coverage | Neutral (N/A) |
25.25 (30.01) |
18.85% | Details | |
| 9/30/2025 | Elbit Systems | ESLT | New Coverage | Neutral (N/A) |
493.57 (936.14) |
89.67% | Details | |
| 9/2/2025 | Firefly Aerospace Inc | FLY | New Coverage | Overweight (N/A) |
17.03 (19.70) |
15.68% | Details | |
| 8/27/2025 | Voyager Technologies Inc | VOYG | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2025 | StandardAero Inc | SARO | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/8/2025 | Kratos Defense & Security | KTOS | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Leonardo DRS | DRS | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/28/2025 | Booz Allen Hamilton | BAH | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/24/2025 | General Dynamics Corp. | GD | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | Northrop Grumman | NOC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/7/2025 | Voyager Technologies Inc | VOYG | New Coverage | Overweight (N/A) |
40.00 (18.23) |
-54.43% | Details | |
| 6/16/2025 | Leonardo DRS | DRS | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/16/2025 | Kratos Defense & Security | KTOS | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2025 | Booz Allen Hamilton | BAH | Maintain | Underweight (Underweight) |
|
Details | ||
| 5/13/2025 | StandardAero Inc | SARO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/2/2025 | Allegheny Technologies | ATI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2025 | Northrop Grumman | NOC | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/15/2025 | Booz Allen Hamilton | BAH | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/15/2025 | Triumph Group | TGI | Upgrade | Neutral (Underweight) |
24.70 (26.01) |
5.3% | Details | |
| 3/21/2025 | Kratos Defense & Security | KTOS | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/11/2025 | StandardAero Inc | SARO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/27/2025 | Kratos Defense & Security | KTOS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/21/2025 | OSI Systems | OSIS | New Coverage | Neutral (N/A) |
219.60 (267.28) |
21.71% | Details | |
| 2/12/2025 | Leidos Holdings | LDOS | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2025 | Booz Allen Hamilton | BAH | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2025 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | StandardAero Inc | SARO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | Booz Allen Hamilton | BAH | Maintain | Underweight (N/A) |
|
Details | ||
| 11/5/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2024 | Leonardo DRS | DRS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
31.17 (28.87) |
-7.38% | Details | |
| 10/14/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Triumph Group | TGI | Downgrade | Underweight (Neutral) |
14.12 (24.70) |
74.93% | Details | |
| 10/2/2024 | Booz Allen Hamilton | BAH | Downgrade | Neutral (Overweight) |
163.39 (81.89) |
-49.88% | Details | |
| 9/6/2024 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/21/2024 | ATI | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | Booz Allen Hamilton | BAH | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2024 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2024 | Leonardo DRS | DRS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2024 | Leonardo DRS | DRS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2024 | Leonardo DRS | DRS | New Coverage | Neutral (N/A) |
21.00 (46.58) |
121.81% | Details | |
| 2/6/2024 | Booz Allen Hamilton | BAH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2023 | Booz Allen Hamilton | BAH | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2023 | ATI | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2023 | ATI | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2023 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2023 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2023 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2022 | Raytheon | RTN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2022 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2022 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2022 | Northrop Grumman | NOC | Downgrade | Neutral (Overweight) |
501.44 (756.13) |
50.79% | Details | |
| 8/22/2022 | Maxar Technologies Ltd | MAXR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2022 | Maxar Technologies Ltd | MAXR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2022 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2021 | Allegheny Technologies | ATI | Upgrade | Overweight (Neutral) |
16.82 (150.09) |
792.33% | Details | |
| 6/15/2021 | Allegheny Technologies | ATI | New Coverage | Neutral (N/A) |
23.54 (150.09) |
537.6% | Details | |
| 12/15/2020 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2020 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2020 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2020 | Leidos Holdings | LDOS | Upgrade | Overweight (Neutral) |
90.06 (177.89) |
97.52% | Details | |
| 9/22/2020 | Kratos Defense & Security | KTOS | Downgrade | Neutral (Overweight) |
20.98 (87.00) |
314.68% | Details | |
| 9/22/2020 | CACI International | CACI | Upgrade | Overweight (Neutral) |
218.15 (616.00) |
182.37% | Details | |
| 8/12/2020 | Triumph Group | TGI | Downgrade | Underweight (Neutral) |
8.02 (26.01) |
224.31% | Details | |
| 5/27/2020 | TransDigm | TDG | Upgrade | Neutral (Underweight) |
403.06 (1294.53) |
221.18% | Details | |
| 5/1/2020 | Textron | TXT | Downgrade | Neutral (Overweight) |
26.36 (94.96) |
260.24% | Details | |
| 4/15/2020 | Raytheon | RTN | Downgrade | Neutral (Overweight) |
116.96 (116.96) |
0% | Details | |
| 3/26/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Boeing | BA | Downgrade | Neutral (Overweight) |
231.01 (231.11) |
0.04% | Details | |
| 2/27/2020 | Leidos Holdings | LDOS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2020 | General Dynamics Corp. | GD | Upgrade | Overweight (Neutral) |
179.53 (363.49) |
102.47% | Details | |
| 12/18/2019 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2019 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | Raytheon | RTN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2019 | Arconic | ARNC | Upgrade | Overweight (Neutral) |
24.25 (29.99) |
23.67% | Details | |
| 9/24/2019 | Science Applications | SAIC | New Coverage | Overweight (N/A) |
84.36 (95.40) |
13.09% | Details | |
| 9/24/2019 | Leidos Holdings | LDOS | New Coverage | Neutral (N/A) |
86.33 (177.89) |
106.06% | Details | |
| 9/24/2019 | CACI International | CACI | New Coverage | Neutral (N/A) |
227.80 (616.00) |
170.41% | Details | |
| 9/24/2019 | Booz Allen Hamilton | BAH | New Coverage | Neutral (N/A) |
70.18 (163.39) |
132.82% | Details | |
| 9/16/2019 | Raytheon | RTN | Upgrade | Overweight (Neutral) |
197.45 (116.96) |
-40.76% | Details | |
| 5/24/2019 | Kratos Defense & Security | KTOS | Upgrade | Overweight (Neutral) |
20.43 (87.00) |
325.84% | Details | |
| 4/25/2019 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2019 | General Dynamics Corp. | GD | Upgrade | Neutral (Underweight) |
182.37 (363.49) |
99.31% | Details | |
| 1/14/2019 | Arconic | ARNC | Downgrade | Neutral (Overweight) |
19.61 (24.25) |
23.66% | Details | |
| 1/7/2019 | Huntington Ingalls | HII | New Coverage | Neutral (N/A) |
188.84 (429.11) |
127.23% | Details | |
| 12/14/2018 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2018 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2018 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2018 | Raytheon | RTN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2018 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2018 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2018 | L-3 Communications | LLL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2018 | Harris Corp. | HRS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2018 | General Dynamics Corp. | GD | Maintain | Underweight (N/A) |
|
Details | ||
| 12/14/2018 | Kaman Corporation | KAMN | Downgrade | Underweight (Neutral) |
57.10 (34.56) |
-39.47% | Details | |
| 11/2/2018 | L-3 Communications | LLL | Downgrade | Neutral (Overweight) |
189.47 (0.84) |
-99.56% | Details |
