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BA

Boeing

$343.93

3.52 (1.03%)

, LMT

Lockheed Martin

$270.50

0.65 (0.24%)

07:40
01/10/19
01/10
07:40
01/10/19
07:40

Morgan Stanley upgrades Boeing, downgrades Lockheed in A&D ratings shake-up

As previously reported, Morgan Stanley analyst Rajeev Lalwani upgraded Boeing (BA) to Overweight from Equal Weight and downgraded Lockheed Martin (LMT) to Equal Weight from Overweight as he adjusted his picks within Aerospace & Defense to focus more on those with visibility to free cash flow growth. Boeing shares are down about 15% from their highs, creating a favorable set-up, and the resilience of the EPS and free cash profile should remain in place within Commercial Aerospace, barring a downturn, Lalwani tells investors. He raised his price target on Boeing shares to $450 from $400. With the F-35 plateauing and pension tailwinds receding, Lalwani sees emerging headwinds on earnings and cash flow post 2020 for Lockheed, he said in explaining his downgrade of the stock. He lowered his price target on Lockheed shares to $300 from $366.

BA

Boeing

$343.93

3.52 (1.03%)

LMT

Lockheed Martin

$270.50

0.65 (0.24%)

  • 30

    Jan

  • 28

    May

BA Boeing
$343.93

3.52 (1.03%)

01/10/19
SUSQ
01/10/19
INITIATION
Target $388
SUSQ
Positive
Susquehanna says plane market remains strong, initiates Boeing at Positive
Susquehanna analyst Charles Minervino initiated Boeing with a Positive rating as he believes the commercial airplane market is still in an order upcycle. The analyst said customers need to replace aging fleets while catering to growing travel demand and the recent pullback in the stock makes the shares attractive. Minervino had a $388 price target on Boeing shares.
01/09/19
SUSQ
01/09/19
INITIATION
Target $388
SUSQ
Positive
Boeing initiated with a Positive at Susquehanna
Price target $388.
01/09/19
MSCO
01/09/19
UPGRADE
MSCO
Overweight
Boeing upgraded to Overweight from Equal Weight at Morgan Stanley
01/09/19
JEFF
01/09/19
NO CHANGE
Target $394
JEFF
Buy
Boeing risk/reward favorable, remains top pick, says Jefferies
Jefferies analyst Sheila Kahyaoglu says Boeing remains one of her top picks with rising deliveries and productivity leading to 16% annual earnings growth through 2021. The company's focus on productivity should translate to superior free cash flow, which is undervalued at current share levels, Kahyaoglu tells investors in a research note. However, the analyst believes headwinds from the 777X build and taxes could lead to more moderate 2019 free cash flow growth. Nonetheless, Kahyaoglu expects free cash flow per share to climb to $30 in 2020, representing a 9% yield. She keeps a Buy rating on Boeing with a $394 price target.
LMT Lockheed Martin
$270.50

0.65 (0.24%)

01/10/19
VERF
01/10/19
UPGRADE
VERF
Buy
Lockheed Martin upgraded to Buy from Hold at Vertical Group
01/09/19
MSCO
01/09/19
DOWNGRADE
MSCO
Equal Weight
Lockheed Martin downgraded to Equal Weight from Overweight at Morgan Stanley
01/02/19
BOFA
01/02/19
NO CHANGE
BOFA
Top 10 US Ideas for Q1 2019 at BofA/Merrill
BofA/Merrill's Alpha Generation Research team introduced its latest Top 10 US Ideas for Q1 2019. The list consists of 9 Buys that are Cigna (CI), Disney (DIS), Equinix (EQIX), Honeywell (HON), Lockheed Martin (LMT), Marvell (MRVL), Procter & Gamble (PG), AT&T (T), and Tapestry (TPR) and 1 Underperform rating which is Campbell Soup (CPB).
12/11/18
MSCO
12/11/18
NO CHANGE
MSCO
Morgan Stanley sees further room for Defense stocks to advance
Morgan Stanley analyst Rajeev Lalwani said he is constructive on Defense stocks following yesterday's 4% move up, noting that budgets now appear to be on a better track and point to growth again. Defense stocks have recently performed poorly, consistent with other Industrial sectors, he points out, adding that he thinks the sector should do well in a period of economic uncertainty. In terms of individual names, Lalwani said his preference remains Raytheon (RTN) and Lockheed Martin (LMT), on which he has Overweight ratings. He maintains an Underweight rating on General Dynamics (GD). Other publicly traded companies in the Defense space include BAE Systems (BAESY), Boeing (BA), Northrop Grumman (NOC), and United Technologies (UTX).

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VNO

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TECH

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1.16 (0.72%)

, A

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ATVI

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AIMT

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NM

Navios Maritime

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YRCM

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LEN

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KBH

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PHM

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Z

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Zillow

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DDAIF

Daimler AG

$0.00

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FCAU

Fiat Chrysler

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F

Ford

$8.59

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GM

General Motors

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HMC

Honda

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$0.00

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TM

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ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

, FPRX

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$11.20

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TCCO

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SNAP

Snap

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SSW

Seaspan

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TXT

Textron

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TAC

TransAlta

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TDS

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GWPH

GW Pharmaceuticals

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FCSC

Fibrocell Science

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ENLC

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, ENLK

EnLink Midstream Partners

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0.51 (3.90%)

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ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

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FDX

FedEx

$176.97

3.72 (2.15%)

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ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

, ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

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ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

ENLC

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MKL

Markel

$1,067.03

13.52 (1.28%)

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NILSY

Norilsk Nickel

$0.00

(0.00%)

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JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

, ABBV

AbbVie

$89.51

2.28 (2.61%)

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AbbVie

$89.51

2.28 (2.61%)

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FOMX

Foamix

$3.70

-0.14 (-3.65%)

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