Stifel initiates coverage on defense stocks
Stifel starts coverage on defense and tech service providers with overwhelmingly "buy" rating
"Credible U.S. deterrence is dependent on affordably evolving our weapon systems, recapitalizing the defense industrial base, and transforming government contracting," brokerage
Optimistic on new defense technology firms such as Kratos Defense & Security Solutions Inc KTOS.O and AeroVironment Inc AVAV.O they stand to benefit from significant ramp-up in sales and earnings
Sees strong opportunity in government services firms such as Leidos Holdings LDOS.N, Parsons Corp PSN.N, Science Applications International Corp SAIC.O, CACI International CACI.N , and Booz Allen Hamilton BAH.N driven by small size and flexible contracts enhancing growth
As of last close, S&P 500 Industrials (Sector).SPLRCI had risen 9.2% YTD
Company | Rating | Price Target |
AeroVironment | Buy | $240 |
Booz Allen Hamilton | Hold | $112 |
CACI International | Buy | $576 |
HEICO Corporation | Buy | $352 |
Kratos Defense & Security Solutions | Buy | $52 |
Leidos Holdings | Buy | $178 |
Parsons Corporation | Buy | $81 |
Science Applications International | Buy | $130 |
TransDigm Group | Buy | $1,710 |
Teledyne Technologies | Buy | $626 |
V2X | Buy | $55 |
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