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JCI

Johnson Controls

$37.62

0.1 (0.27%)

, BAH

Booz Allen

$35.93

-0.81 (-2.20%)

08:25
02/07/18
02/07
08:25
02/07/18
08:25

Cowen to hold a conference

39th Annual Aerospace & Defense Conference is being held in New York on February 7-8 with webcasted company presentations to begin on February 7 at 8:30 am; not all company presentations may be webcasted. Webcast Link

JCI

Johnson Controls

$37.62

0.1 (0.27%)

BAH

Booz Allen

$35.93

-0.81 (-2.20%)

NOC

Northrop Grumman

$327.50

5.13 (1.59%)

KVHI

KVH Industries

$10.70

0.2 (1.90%)

BA

Boeing

$340.91

12.03 (3.66%)

KEYW

KEYW

$6.36

-0.05 (-0.78%)

MOG.A

Moog

$81.89

-0.09 (-0.11%)

LDOS

Leidos

$61.97

-1.16 (-1.84%)

AVAV

AeroVironment

$47.96

0.53 (1.12%)

MANT

ManTech

$48.21

-0.44 (-0.90%)

WWD

Woodward

$78.96

0.6 (0.77%)

CACI

CACI

$143.55

0.9 (0.63%)

SAIC

SAIC

$69.87

-1.79 (-2.50%)

USAP

Universal Stainless & Alloy

$23.83

-0.29 (-1.20%)

TDY

Teledyne

$179.06

-2.32 (-1.28%)

NCI

Navigant Consulting

$19.53

0.02 (0.10%)

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JCI Johnson Controls
$37.62

0.1 (0.27%)

01/18/18
COWN
01/18/18
DOWNGRADE
COWN
Market Perform
Johnson Controls downgraded to Market Perform from Outperform at Cowen
01/05/18
01/05/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PriceSmart (PSMT) downgraded to Sector Perform from Outperform at Scotia Howard Weil. 2. Teva (TEVA) downgraded to Underperform from Market Perform at Wells Fargo with analyst David Maris saying Teva shares have now risen approximately 80% from its lows in November. 3. Roku (ROKU) downgraded to Sell from Neutral at Citi with analyst Mark May saying the stock is up 266% from its initial public offering price of $14 just three months ago. 4. Johnson Controls (JCI) downgraded to Neutral from Outperform at Baird with analyst Timothy Wojs saying valuation is fair in light of slower growth, lower free-cash flow conversion, and "choppier" execution. 5. Wingstop (WING) downgraded to Neutral from Outperform at Wedbush with analyst Nick Setyan saying while drivers of "solid" low single-digit same-store sales growth in 2018 exist, current consensus estimates may prove "overly optimistic." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/22/18
UBSW
01/22/18
INITIATION
Target $50
UBSW
Buy
Johnson Controls initiated with a Buy at UBS
UBS initiated Johnson Controls with a Buy and $50 price target.
01/18/18
COWN
01/18/18
DOWNGRADE
Target $42
COWN
Market Perform
Cowen downgrades Johnson Controls on less attractive risk/reward
Cowen analyst Gautam Khanna downgraded Johnson Controls to Market Perform from Outperform and lowered his price target for the shares to $42 from $44. The company's "poor actual" free cash flow is an overhang on the shares given its high net debt and low free cash flow yield, Khanna tells investors in a research note. He believes the company's balance sheet repair will take time and that risk/reward is less attractive at current share levels.
BAH Booz Allen
$35.93

-0.81 (-2.20%)

12/01/17
12/01/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Hormel Foods (HRL) reinstated with an Overweight at Barclays. 2. Kratos Defense (KTOS) initiated with a Neutral at JPMorgan. 3. Portola Pharmaceuticals (PTLA) initiated with a Buy at Goldman Sachs. 4. Diamondback Energy (FANG) initiated with a Buy at Citi. 5. Booz Allen (BAH) initiated with a Buy at SunTrust. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
12/01/17
RHCO
12/01/17
INITIATION
Target $47
RHCO
Buy
Booz Allen initiated with a Buy at SunTrust
SunTrust analyst Tobey Sommer initiated Booz Allen with a Buy rating and a price target of $47, saying the company is a "sustainable market share gainer". Sommer says Booz Allen may post organic revenue growth that is 5-8 points faster than comparable firms, adding that higher growth is sustainable because of the company's "consulting heritage" and targeted hiring in high demand areas such as machine learning, platform cyber and directed energy.
11/07/17
11/07/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Under Armour (UAA, UA) upgraded to Neutral from Negative at Susquehanna with analyst Sam Poser saying his downside thesis has played out. He now believes the downside is limited and the bar may have been set low enough to hit the reset button, although business will be challenging for some time. Poser lowered his price target to $11 from $15 on Under Armour shares. 2. Michael Kors (KORS) upgraded to Neutral from Sell at MKM Partners with analyst Roxanne Meyer saying the latest second quarter earnings show that the company has delivered on its strategies, reporting better first-half comps and improved gross margins. 3. AutoWeb (AUTO) upgraded to Outperform from Market Perform at Barrington with analyst Gary Prestopino saying he believes management has stabilized the business after its third quarter results were in-line and guidance for 2017 was maintained. 4. Las Vegas Sands (LVS) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Thomas Allen saying he now expects Macau gaming revenue to grow at a 10% compound annual growth rate through 2022 given China's transition to a high income economy, continued development and improving infrastructure. 5. Booz Allen (BAH) upgraded to Buy from Hold at Jefferies with analyst Sheila Kahyaoglu saying she views the post-earnings pullback in the shares as a buying opportunity. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/21/17
STFL
11/21/17
INITIATION
Target $46
STFL
Buy
Booz Allen resumed with a Buy at Stifel
Stifel analyst Joseph DeNardi resumed coverage of Booz Allen Hamilton with a Buy rating and $46 price target.
NOC Northrop Grumman
$327.50

5.13 (1.59%)

12/12/17
12/12/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Verizon (VZ) upgraded to Buy from Neutral at Nomura Instinet by analyst Jeffrey Kvaal, who said that better visibility into subscriber growth, rising average revenue per user and cost control will drive earnings growth in 2018. Further, he believes tax reform should also boost the company's earnings. The analyst thinks signs of easing competition may also spur multiple expansion. 2. Northrop Grumman (NOC) upgraded to Overweight from Neutral at JPMorgan by analyst Seth Seifman, who said that more profitable F-35 growth will accelerate in 2018 while management's initial take on the Orbital ATK (OA) deal, including synergies, will prove conservative. He called Northrop his top defense prime pick. 3. Activision Blizzard (ATVI) upgraded to Buy from Neutral at Goldman Sachs by analyst Christopher Merwin, who recommends owning this discounted "high-quality" asset ahead of accelerating earnings growth over the next 2-3 years. Merwin raised Activision's 2019 and 2020 estimates to reflect a robust pipeline of games including Diablo, Overwatch 2, and a Blizzard mobile title, which he does not believe Street estimates fully reflect. 4. Abbott (ABT) upgraded to Outperform from Market Perform at BMO Capital by analyst Joanne Wuensch, who said she is placing the stock on her "Top Picks" list, noting that 2018 will be the "year of execution" with several product launches ahead and acquisitions of Alere and St. June in the past. 5. HCA Healthcare (HCA), Tenet (THC) and Universal Health (UHS) upgraded to Buy from Neutral at Citi by analyst Ralph Giacobbe, who cited a more constructive view on the hospital space. The analyst sees a better volume backdrop in 2018 and low expectations for the sector. He believes hospital stocks offer an attractive upside scenario. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/16/18
WELS
01/16/18
UPGRADE
Target $360
WELS
Outperform
Northrop Grumman upgraded to Outperform from Market Perform at Wells Fargo
Wells Fargo analyst Sam Pearlstein upgraded Northrop Grumman to Outperform and raised his price target for the shares to $360 from $310. Defense stocks with the fastest organic growth are likely to perform best in 2018, Pearlstein tells investors in a research note. He sees Northrop revenue growing from organic growth as well as earnings benefiting from the Orbital ATK acquisition and tax reform.
01/16/18
01/16/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Qualcomm (QCOM) upgraded to Buy from Neutral at Nomura Instinet with analyst Romit Shah saying with Broadcom's (AVGO) hostile takeover attempt now analogous to a "gun to the head," Qualcomm management is likely to more aggressively focus on driving shareholder value in order to remain a standalone franchise. 2. Twitter (TWTR) upgraded to Buy from Sell at Aegis with analyst Victor Anthony saying he believes 2018 will be an inflection point in owned and operated advertising for Twitter and he sees a return to double-digit growth in that area in 2019. 3. Procter & Gamble (PG) upgraded to Neutral from Sell at Goldman Sachs with analyst Jason English saying he no longer sees enough downside to estimates to drive material underperformance for the stock. 4. Northrop Grumman (NOC) and Curtiss-Wright (CW) were upgraded to Outperform from Market Perform at Wells Fargo. 5. Ciena (CIEN) was upgraded to Buy from Neutral at Goldman Sachs, while Adtran (ADTN) was upgraded to Neutral from Sell. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/05/18
ARGS
02/05/18
NO CHANGE
Target $375
ARGS
Buy
Northrop Grumman price target raised to $375 from $335 at Argus
Argus analyst John Eade raised his price target on Northrop Grumman to $375 and kept his Buy rating after the company's Q4 earnings beat and 10% dividend hike in response to the lower U.S. tax rate. Eade cites the company's history of meeting and beating analyst expectations and also sees the current defense spending developments as positive for the industry for at least the next two years.
KVHI KVH Industries
$10.70

0.2 (1.90%)

03/28/17
RAJA
03/28/17
DOWNGRADE
Target $9
RAJA
Outperform
KVH Industries downgraded to Outperform from Strong Buy at Raymond James
Raymond James analyst Ric Prentiss downgraded KVH Industries to Outperform and lowered its price target to $9 from $11 saying initial 2017 guidance provided on March 3 was disappointing and believes strategic initiatives will pressure margins in the short-term, but could produce meaningful long-term growth. The analyst thinks 2017 guidance could prove conservative, creating an opportunity to beat reduced expectations.
03/28/17
03/28/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. FIS (FIS) downgraded to Neutral from Buy at Goldman with analyst James Schneider saying he views the current risk/reward as balanced as he believes consensus estimates not reflect margin upside from SunGard. He sees multiple expansion as unlikely following the recent share rally. 2. KVH Industries (KVHI) downgraded to Outperform from Strong Buy at Raymond James with analyst Ric Prentiss saying initial 2017 guidance provided on March 3 was disappointing and believes strategic initiatives will pressure margins in the short-term, but could produce meaningful long-term growth. The analyst thinks 2017 guidance could prove conservative, creating an opportunity to beat reduced expectations. 3. Exelon (EXC) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Stephen Byrd saying shares have outperformed and provide a more balanced risk/reward. 4. Gulfport Energy (GPOR) downgraded to Underweight from Equal Weight at Morgan Stanley. 5. Societe Generale (SCGLY) downgraded to Equal Weight from Overweight at Barclays. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
BA Boeing
$340.91

12.03 (3.66%)

02/05/18
JEFF
02/05/18
NO CHANGE
Target $400
JEFF
Buy
Boeing price target raised to $400 from $339 at Jefferies
Jefferies analyst Sheila Kahyaoglu raised her price target for Boeing to $400 saying ramping commercial production rates, productivity gains and a lower tax rate, should drive free cash flow higher through the end of the decade. The analyst believes Boeing's free cash flow could reach over $27 per share by 2020. She keeps a Buy rating on the shares.
02/01/18
WELS
02/01/18
NO CHANGE
Target $365
WELS
Market Perform
Boeing price target raised to $365 from $330 at Wells Fargo
Wells Fargo analyst Sam Pearlstein raised his price target for Boeing to $365 from $330 after the company reported "strong" Q4 results and 2018 free cash flow outlook. The analyst reiterates a Market Perform rating on the shares.
02/01/18
FBCO
02/01/18
NO CHANGE
Target $443
FBCO
Outperform
Boeing price target raised to $443 from $375 at Credit Suisse
Credit Suisse analyst Robert Spingarn raised his price target for Boeing to $443 from $375 saying the company has become the premier cash flow story within Aerospace and Defense. The analyst reiterates an Outperform rating on the shares.
02/01/18
BOFA
02/01/18
NO CHANGE
Target $470
BOFA
Buy
Boeing price target raised to $470 from $395 at BofA/Merrill
BofA/Merrill analyst Ronald Epstein raised Boeing's price target to $470 from $395 on higher free cash flow estimates. Boeing management now expects 2018 free cash flow of $12.8B, up from $11.6B in 2017 driven by increased aircraft production rates, productivity improvements, higher 787 unit profits, and cash management, the analyst wrote. Epstein expects continued strength in free cash flow generation and reiterated a Buy rating on Boeing shares.
KEYW KEYW
$6.36

-0.05 (-0.78%)

08/25/17
DRXL
08/25/17
UPGRADE
DRXL
Buy
KEYW upgraded to Buy from Hold at Drexel Hamilton
08/15/17
NBLE
08/15/17
UPGRADE
Target $10.5
NBLE
Buy
KEYW upgraded to Buy from Hold at Noble Financial
Noble Financial analyst Mark Jordan upgraded KEYW to Buy with a $10.50 price target saying favorable contract awards in the second half and 2018 should position the company to outperform consensus expectations.
11/21/17
STFL
11/21/17
INITIATION
Target $6
STFL
Hold
KEYW initiated with a Hold at Stifel
Stifel analyst Joseph DeNardi initiated coverage of KEYW with a Hold rating and $6 price target.
01/03/18
CHDN
01/03/18
DOWNGRADE
CHDN
Neutral
KEYW downgraded to Neutral from Buy at Chardan
Chardan analyst James McIlree downgraded KYEW to Neutral due to valuation saying it reflects the outlook of the company.
MOG.A Moog
$81.89

-0.09 (-0.11%)

01/29/18
COWN
01/29/18
UPGRADE
COWN
Outperform
Moog upgraded to Outperform from Market Perform at Cowen
01/29/18
COWN
01/29/18
UPGRADE
Target $110
COWN
Outperform
Moog upgraded to Outperform at Cowen
As reported previously, Cowen analyst Cai von Rumohr upgraded Moog to Outperform from Market Perform. The analyst cited firming demand, an improving sales mix, and positive tax benefits. Rumohr raised his price target to $110 from $97 on Moog shares.
11/06/17
RHCO
11/06/17
NO CHANGE
Target $87
RHCO
Hold
Moog price target raised to $87 from $71 at SunTrust
SunTrust analyst Michael Ciarmoli raised his price target on Moog to $87 and kept his Hold rating after the company's Q4 results and initial FY18 outlook on Friday. Ciarmoli says his model suggests the company is conservative in its view, forecasting FY18 EPS at the upper end of $3.90-$4.30 target range as a result of end-market strength and lower R&D. The analyst warns that free cash flow growth will trend down toward 100% versus the 5-year average of 135% due to increased capital expenditures to support the construction of two new facilities.
01/12/18
FBCO
01/12/18
DOWNGRADE
Target $75
FBCO
Underperform
Moog downgraded to Underperform from Neutral at Credit Suisse
As previously reported, Credit Suisse analyst Robert Spingarn downgraded Moog to Underperform from Neutral, noting that the company is not seeing growth on par with peers despite secular tailwinds in aftermarket volumes and its position on key programs, including the F-35. Moog's free cash flow conversion is already below peers and expected to drop, added the analyst, who maintains his $75 price target on the shares.
LDOS Leidos
$61.97

-1.16 (-1.84%)

10/25/17
WELS
10/25/17
UPGRADE
Target $69
WELS
Outperform
Leidos upgraded to Outperform at Wells Fargo
As previously reported, Wells Fargo analyst Ed Caso upgraded Leidos to Outperform from Market Perform on improving fundamental backdrop for funding levels and pricing, expected resolution in December of the 2018 federal government appropriations, stronger than normal GFQ4 book-to-bill expected, potential to be meaningful beneficiary of a reduction in the U.S. corporate tax rate, reasonable valuation, underperformance relative to aerospace/defense "primes," and defensive nature of the shares. The analyst also raised his price target on the shares to $69 from $58.
10/25/17
WELS
10/25/17
UPGRADE
WELS
Outperform
Leidos upgraded to Outperform from Market Perform at Wells Fargo
11/21/17
STFL
11/21/17
INITIATION
Target $68
STFL
Hold
Leidos resumed with a Hold at Stifel
Stifel analyst Joseph DeNardi resumed coverage of Leidos with a Hold rating and $68 price target.
10/25/17
WELS
10/25/17
NO CHANGE
WELS
Wells Fargo upgrades three to Outperform in Government Services
Wells Fargo analyst Ed Caso upgraded CACI (CACI), Leidos (LDOS) and SAIC (SAIC) to Outperform from Market Perform while reiterating Outperform ratings on Booz Allen (BAH) and favorite idea CSRA (CSRA). The analyst sees an improving fundamental backdrop for funding levels and pricing amid a "rising global threat environment." Further, he believes the expected resolution in December of the 2018 federal government appropriations should drive national security funding above the current caps set under the Budget Control Act of 2011, while doing "limited damage" to civilian agency budgets. The sector can also benefit meaningfully from any reduction in the U.S. corporate tax rate, Caso tells investors in a research note. He raised his price target for CACI to $158 from $132, for Leidos to $69 from $58 and for SAIC to $80 from $70.
AVAV AeroVironment
$47.96

0.53 (1.12%)

07/03/17
07/03/17
NO CHANGE

On The Fly: Top five analyst actions
Catch up on today's top five analyst actions with this list compiled by The Fly: 1. GMS Inc. (GMS) upgraded to Buy from Neutral at Northcoast. 2. Telecom Argentina (TEO) upgraded to Buy from Neutral at BofA/Merrill with analyst Rodrigo Villanueva citing the company's merger agreement with Cablevision Holding S.A. 3. iRobot (IRBT) downgraded to Neutral from Buy at Dougherty. 4. AeroVironment (AVAV) downgraded to Neutral from Overweight at Piper Jaffray with analyst Troy saying given the "historical lumpiness" in sales for AeroVironment's commercial drone market and international opportunities, investors will be able to purchase shares at more attractive valuations in future quarters. He raised his price target for the shares to $35 from $30. 5. ShotSpotter (SSTI) initiated with an Outperform at Northland. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/30/17
JEFF
08/30/17
NO CHANGE
Target $37
JEFF
Hold
AeroVironment price target raised to $37 from $29 at Jefferies
Jefferies analyst Howard Rubel raised his price target for AeroVironment to $37 saying the Q1 report is a "good start to the fiscal year." Backlog was up 9% sequentially, increasing visibility for the remainder of the year, Rubel tells investors in a post-earnings research note. The analyst keeps a Hold rating on the shares.
08/30/17
BARD
08/30/17
NO CHANGE
Target $35
BARD
Neutral
AeroVironment results better than feared, says Baird
Baird analyst Peter Arment noted AeroVironment reported better than expected Q1 results and reaffirmed its 2018 guidance, which reflects a relatively flat earnings profile tied to lower-margin mix and higher taxes. Arment maintained his Neutral rating and $35 price target on AeroVironment shares.
10/04/17
ADAM
10/04/17
NO CHANGE
Target $48
ADAM
Hold
AeroVironment price target raised to $48 from $40 at Canaccord
Canaccord analyst Ken Herbert raised his price target on AeroVironment to $48 from $40 as the stock has been substantially outperforming its peers recently. Herbert said he remains skeptical about the potential upside for the Quanix drone system, but he does not believe investors are focused on that market. The commercial drone market is expected to be one of the fastest growing over the next several years. Herbert maintained his Hold rating on AeroVironment shares.
MANT ManTech
$48.21

-0.44 (-0.90%)

12/19/17
LOOP
12/19/17
NO CHANGE
Target $57
LOOP
Buy
ManTech price target raised to $57 from $53 at Loop Capital
Loop Capital analyst Joseph Vafi raised his price target on ManTech to $57, saying the company is on track to lead its peers on organic growth and possibly margin expansion in 2018. Vafi contends that ManTech's GAAP EPS still "significantly understates" its cash earnings potential in spite of the accelerating fundamentals, anticipating the company to adopt an "adjusted EPS" accounting next year. The analyst adds that the company stands to benefit from tax reform given its large domestic revenue component.
12/27/17
LOOP
12/27/17
NO CHANGE
LOOP
Loop says Federal IT services companies to see strong benefit from tax changes
Loop Capital analyst Joseph Vafi noted that federal IT services companies should see an outsized benefit from changes to the corporate tax code, stating that a reduction in the federal corporate tax rate may be offset a bit for some in the space due to the disallowance of deductibility of interest expense. He points to CACI (CACI), CSRA (CSRA), ManTech (MANT), NIC Inc. (EGOV), ICF International (ICFI) and Green Dot (GDOT) as among those who stand to benefit from the new tax law.
11/02/17
MAXM
11/02/17
NO CHANGE
Target $53
MAXM
Buy
ManTech price target raised to $53 from $47 at Maxim
Maxim analyst Brian Kinstlinger raised his price target on ManTech to $53 and kept his Buy rating after Q3 results, noting "solid" award trends and expectations of low-mid teen revenue growth in FY18. Kinstlinger says his bullish investment thesis is driven by strong Q3 bookings, including the $817M award from the U.S. State Department. The analyst also cites management's expectations to boost its operating margins by 10-15bps annually.
01/03/18
LOOP
01/03/18
NO CHANGE
Target $60
LOOP
Buy
ManTech price target raised to $60 from $57 at Loop Capital
Loop Capital analyst Joseph Vafi raised his price target on ManTech to $60, citing the changes to U.S. corporate taxes which led him to "conservatively" reduce the unlevered federal tax rate by 11%. Vafi adds that the company is also expected to see a one-time reduction in deferred tax liability and will use the cash for M&A and/or raising dividend. The analyst keeps his Buy rating on ManTech.
WWD Woodward
$78.96

0.6 (0.77%)

12/11/17
FBCO
12/11/17
NO CHANGE
Target $80
FBCO
Neutral
Woodward price target raised to $80 from $70 at Credit Suisse
Credit Suisse analyst Robert Spingarn raised his price target for Woodward to $80 from $70 after attending its annual Investor Day, where management refreshed 2018 guidance and provided a more detailed outlook for major programs and end markets. The analyst reiterates a Neutral rating on the shares.
01/23/18
01/23/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Abeona Therapeutics (ABEO) assumed with an Outperform at RBC Capital. 2. Jack Henry (JKHY) initiated with a Neutral at DA Davidson. 3. Woodward (WWD) re-initiated with a Market Perform at Barrington. 4. Navistar (NAV) initiated with a Neutral at Buckingham. 5. Global Blood Therapeutics (GBT) initiated with an Outperform at William Blair. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/23/18
BRRR
01/23/18
INITIATION
BRRR
Market Perform
Woodward re-initiated with a Market Perform at Barrington
Barrington analyst Matthew Gall re-established a Market Perform rating on Woodward citing valuation.
11/14/17
COWN
11/14/17
NO CHANGE
COWN
Market Perform
Woodward may have negative read through from GE Power guidance, says Cowen
Cowen analyst Guatam Khanna noted that General Electric (GE) has reduced its outlook for its Power segment and said it will seek to pare back delivery of gas turbine part orders that have already been placed. All of this may add pressure to Woodward's (WWD) FY18 industrial segment guidance, said Khanna, who has a Market Perform rating on Woodward shares.
CACI CACI
$143.55

0.9 (0.63%)

01/12/18
01/12/18
DOWNGRADE
Target $146

Neutral
CACI downgraded to Neutral at Credit Suisse
As previously reported, Credit Suisse analyst Robert Spingarn downgraded CACI to Neutral from Outperform, stating that he is cautious given its relative booking and revenue growth compared to its peers. The analyst, who also noted that CACI's guidance for margin improvement is "relatively modest," lowered his price target on the stock to $146 from $148.
02/02/18
NBLE
02/02/18
DOWNGRADE
Target $153
NBLE
Hold
CACI downgraded to Hold on valuation at Noble Financial
Noble Financial downgraded CACI to Hold from Buy with a $153 price target citing valuation.
02/02/18
MAXM
02/02/18
NO CHANGE
Target $174
MAXM
Buy
CACI price target raised to $174 from $159 at Maxim
Maxim analyst Brian Kinstlinger raised his price target on CACI to $174 after the company's Q2 earnings beat thanks to stronger-than-expected award fees as well as a better performance on fixed price programs. The analyst expects revenue growth to be sustainable, with the company having been awarded about $1.1B in contracts during Q2, while keeping his Buy rating on CACI.
02/01/18
LOOP
02/01/18
UPGRADE
Target $170
LOOP
Buy
CACI upgraded to Buy from Hold at Loop Capital
Loop Capital analyst Joseph Vafi upgraded CACI International to Buy and raised his price target for the shares to $170 from $140. The analyst says he can't ignore the "almost dollar-for-dollar boost" to CACI's net income due to tax reform. He believes Street estimates have to move up "materially" following last night's Q2 results.
SAIC SAIC
$69.87

-1.79 (-2.50%)

10/23/17
SBSH
10/23/17
UPGRADE
Target $82
SBSH
Buy
Citi upgrades SAIC to Buy after meeting with management
Citi analyst Jonathan Raviv upgraded SAIC to Buy and raised his price target for the shares to $82 from $79. After spending time with management, the analyst believes the company can grow free cash flow next year, addressing a key investor concern. Further, he notes the recent Aecom (ACM) contract win eliminated the primary risk he outlined in his downgrade a year ago.
10/25/17
WELS
10/25/17
UPGRADE
WELS
Outperform
SAIC upgraded to Outperform from Market Perform at Wells Fargo
12/08/17
VERT
12/08/17
UPGRADE
Target $83
VERT
Buy
SAIC upgraded to Buy from Hold at Vertical Research
Vertical Research analyst Krishna Sinha upgraded SAIC to Buy with a $83 price target citing the strong Q3 beat and outlook.
USAP Universal Stainless & Alloy
$23.83

-0.29 (-1.20%)

TDY Teledyne
$179.06

-2.32 (-1.28%)

01/24/18
NEED
01/24/18
NO CHANGE
Target $205
NEED
Buy
Teledyne price target raised to $205 from $190 at Needham
Needham analyst James Ricchiuti raised his price target on Teledyne to $205 and kept his Buy rating after the company's presentation at the 20th Annual Needham Growth Conference. Ricchiuti says he is now more confident about potential upside for 2018 and continued benefits from "solid organic growth" across the company's diverse business portfolio. The analyst believes that Instrumentation and Defense are poised for another good year, while Digital Imaging demand remains solid.
07/05/17
NEED
07/05/17
UPGRADE
NEED
Buy
Teledyne upgraded to Buy from Hold at Needham
07/05/17
NEED
07/05/17
UPGRADE
NEED
Buy
Teledyne upgraded to Buy on digital imaging outlook at Needham
Needham analyst James Ricchiuti upgraded Teledyne to Buy from Hold with a price target of $148 to reflect increased confidence in the company's digital imaging outlook. The analyst expects tTeledyne's Dalsa commercial imaging business and the recently acquired e2v business to post a strong quarter. He believes the digital imaging business could grow in the low teens in 2018.
07/05/17
07/05/17
UPGRADE
Target $148

Buy
Teledyne upgraded to Buy at Needham
As previously reported, Needham analyst James Ricchiuti upgraded Teledyne to Buy from Hold, with a $148 price target, based in part on increased optimism in the company's commercial imaging business, which represents the largest piece of its Digital Imaging Segment. Additionally, the analyst believes Teledyne's other commercial businesses, with the exception of subsea energy instrumentation and components business, can show "solid growth" in 2017 on the heels of the strong Q1 bookings and expectations of continued healthy orders in Q2.
NCI Navigant Consulting
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National Oilwell

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TSLA

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Denny's

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PI

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GWB

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Wells Fargo

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RYTM

Rhythm Pharmaceuticals

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GD

General Dynamics

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ArQule

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