Jefferies starts aerospace parts maker Arxis with 'buy' rating

ReutersMay 11, 2026 10:47 AM

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Jefferies start coverage on aerospace and defense parts maker Arxis ARXS.O with "buy" rating and a price target of $42

PT represents a 18% premium to stock's last close

Brokerage notes ARXS' diversified business, strong backing from a top investor and its in-house analytics system will support steady growth

Expects revenue to grow by ~9% and EBITDA by ~13% annually, with margins reaching about 40% by 2028, along with additional growth from acquisitions

The Arcline-backed manufacturer made its Nasdaq debut last month, opening at $38 per share

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