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Conference/Events
TransDigm management to meet with Jefferies » 11:03
09/23/22
09/23
11:03
09/23/22
11:03
TDG

TransDigm

$536.76 /

-20.97 (-3.76%)

Analyst Aerospace &…

Analyst Aerospace & Defense Analyst Kahyaoglu holds a group luncheon meeting in New York on September 23 at 12 pm hosted by Jefferies.

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TDG TransDigm
$536.76 /

-20.97 (-3.76%)

TDG TransDigm
$536.76 /

-20.97 (-3.76%)

08/17/22 JPMorgan
TransDigm price target raised to $705 from $685 at JPMorgan
08/16/22 Wells Fargo
TransDigm price target raised to $740 from $620 at Wells Fargo
08/10/22 Susquehanna
TransDigm price target raised to $685 from $629 at Susquehanna
07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
TDG TransDigm
$536.76 /

-20.97 (-3.76%)

Over a month ago
Recommendations
TransDigm price target raised to $705 from $685 at JPMorgan » 09:38
08/17/22
08/17
09:38
08/17/22
09:38
TDG

TransDigm

$677.54 /

+0.52 (+0.08%)

JPMorgan analyst Seth…

JPMorgan analyst Seth Seifman raised the firm's price target on TransDigm to $705 from $685 and keeps a Neutral rating on the shares. The company continues to execute well as commercial aftermarket strength more than offsets defense pressures afflicting the whole industry, Seifman tells investors in a research note. The analyst thinks the market expects TransDigm's "solid operational performance, with key questions for the stock being around capital deployment."

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TDG TransDigm
$677.54 /

+0.52 (+0.08%)

TDG TransDigm
$677.54 /

+0.52 (+0.08%)

08/16/22 Wells Fargo
TransDigm price target raised to $740 from $620 at Wells Fargo
08/10/22 Susquehanna
TransDigm price target raised to $685 from $629 at Susquehanna
07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
TDG TransDigm
$677.54 /

+0.52 (+0.08%)

Recommendations
TransDigm price target raised to $740 from $620 at Wells Fargo » 07:08
08/16/22
08/16
07:08
08/16/22
07:08
TDG

TransDigm

$677.13 /

-0.06 (-0.01%)

Wells Fargo analyst…

Wells Fargo analyst Matthew Akers raised the firm's price target on TransDigm to $740 from $620 and keeps an Overweight rating on the shares. The analyst notes that there's certainly less upside to TransDigm following the $150/share price swing over the past month. However, he continues to favor TransDigm's large aftermarket exposure given still relatively strong results for his MRO survey and constrained OE build rates due to supply chain delays. With its announced special dividend, stepped-up repurchase, and recent acquisitions, TransDigm's capital deployment appears to be back in full swing following a pause during COVID, Akers adds.

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TDG TransDigm
$677.13 /

-0.06 (-0.01%)

TDG TransDigm
$677.13 /

-0.06 (-0.01%)

08/10/22 Susquehanna
TransDigm price target raised to $685 from $629 at Susquehanna
07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
TDG TransDigm
$677.13 /

-0.06 (-0.01%)

TDG TransDigm
$677.13 /

-0.06 (-0.01%)

Hot Stocks
Soros adds Biohaven, exits Lucid in Q2 » 16:41
08/12/22
08/12
16:41
08/12/22
16:41
TDG

TransDigm

$676.83 /

+18.67 (+2.84%)

, BHVN

Biohaven Pharmaceutical

$147.70 /

+0.235 (+0.16%)

, Y

Alleghany

$838.45 /

+0.29 (+0.03%)

, GCP

GCP Applied Technologies

$31.53 /

+0.055 (+0.17%)

, TPTX

Turning Point Therapeutics

$75.41 /

+0.41 (+0.55%)

, TSLA

Tesla

$900.07 /

+40.19 (+4.67%)

, LQD

iShares iBoxx $ Investment Grade Corporate Bond

$114.25 /

+1.315 (+1.16%)

, LCID

Lucid Group

$18.65 /

+0.555 (+3.07%)

, TJX

TJX

$65.48 /

+1.075 (+1.67%)

, MGM

MGM Resorts

$35.60 /

+0.7 (+2.01%)

, DIDIY

Didi Global

$2.31 /

+ (+0.00%)

, CRM

Salesforce

$189.72 /

+2.96 (+1.58%)

, INDI

Indie Semiconductor

$8.10 /

+0.285 (+3.65%)

, TMUS

T-Mobile

$146.52 /

+2.94 (+2.05%)

, QCOM

Qualcomm

$151.29 /

+3.68 (+2.49%)

, RIVN

Rivian Automotive

$38.90 /

-0.01 (-0.03%)

, LBRDK

Liberty Broadband

$118.92 /

+2.62 (+2.25%)

, JPM

JPMorgan

$122.15 /

+2 (+1.66%)

, DHI

D.R. Horton

$79.79 /

+1.08 (+1.37%)

, ABNB

Airbnb

$124.48 /

+3.03 (+2.49%)

, AMZN

Amazon.com

$143.55 /

+2.935 (+2.09%)

George Soros' Soros…

George Soros' Soros Fund Management disclosed in an SEC filing its holdins as of June 30, 2022. The fund's 27 new buys during the second quarter included, by size of position, Biohaven Pharma (BHVN), Alleghany (Y), GCP Applied Technologies (GCP), Turning Point Therapeutics (TPTX), and Tesla (TSLA). Soros exited 31 holdings during the quarter, including by size of previous position iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD), Lucid (LCID), TJX (TJX), MGM Resorts (MGM), and Didi Global (DIDIY). The fund increased its stake in 22 holdings, including by size of previous position Salesforce (CRM), Indie Semiconductor (INDI), T-Mobile (TMUS), Qualcomm (QCOM), and TransDigm (TDG). Soros reduced its stake in 16 holdings, including by size of previous position Rivian (RIVN), Liberty Broadband Class C (LBRDK), JPMorgan (JPM), DR Horton (DHI), and Airbnb (ABNB). The fund's top holdings as of June 30, in order of size, were Rivian, Amazon (AMZN), Liberty Broadband Class C, DR Horton, and Biohaven.

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Y Alleghany
$838.45 /

+0.29 (+0.03%)

TSLA Tesla
$900.07 /

+40.19 (+4.67%)

TPTX Turning Point Therapeutics
$75.41 /

+0.41 (+0.55%)

TMUS T-Mobile
$146.52 /

+2.94 (+2.05%)

TJX TJX
$65.48 /

+1.075 (+1.67%)

TDG TransDigm
$676.83 /

+18.67 (+2.84%)

RIVN Rivian Automotive
$38.90 /

-0.01 (-0.03%)

QCOM Qualcomm
$151.29 /

+3.68 (+2.49%)

MGM MGM Resorts
$35.60 /

+0.7 (+2.01%)

LCID Lucid Group
$18.65 /

+0.555 (+3.07%)

LBRDK Liberty Broadband
$118.92 /

+2.62 (+2.25%)

JPM JPMorgan
$122.15 /

+2 (+1.66%)

INDI Indie Semiconductor
$8.10 /

+0.285 (+3.65%)

DIDIY Didi Global
$2.31 /

+ (+0.00%)

DHI D.R. Horton
$79.79 /

+1.08 (+1.37%)

CRM Salesforce
$189.72 /

+2.96 (+1.58%)

BHVN Biohaven Pharmaceutical
$147.70 /

+0.235 (+0.16%)

AMZN Amazon.com
$143.55 /

+2.935 (+2.09%)

ABNB Airbnb
$124.48 /

+3.03 (+2.49%)

TDG TransDigm
$676.83 /

+18.67 (+2.84%)

08/10/22 Susquehanna
TransDigm price target raised to $685 from $629 at Susquehanna
07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
BHVN Biohaven Pharmaceutical
$147.70 /

+0.235 (+0.16%)

08/08/22 Wedbush
Wedbush downgrades Biohaven to Neutral, sees Pfizer acquisition on track
08/08/22 Wedbush
Biohaven Pharmaceutical downgraded to Neutral from Outperform at Wedbush
05/23/22 Piper Sandler
Biohaven price target lowered to $149 from $170 at Piper Sandler
05/11/22 H.C. Wainwright
Biohaven Pharmaceutical downgraded to Neutral from Buy at H.C. Wainwright
Y Alleghany
$838.45 /

+0.29 (+0.03%)

04/20/22 Keefe Bruyette
Alleghany downgraded to Market Perform from Outperform at Keefe Bruyette
04/19/22 JMP Securities
Alleghany downgraded to Market Perform from Outperform at JMP Securities
03/21/22 Keefe Bruyette
Alleghany complexity makes other bids unlikely, says Keefe Bruyette
03/20/22 Keefe Bruyette
Alleghany initiated with an Outperform at Keefe Bruyette
GCP GCP Applied Technologies
$31.53 /

+0.055 (+0.17%)

TPTX Turning Point Therapeutics
$75.41 /

+0.41 (+0.55%)

06/23/22 BMO Capital
Nuvalent initiated with an Outperform at BMO Capital
06/13/22 Guggenheim
Turning Point Therapeutics downgraded to Neutral from Buy at Guggenheim
06/13/22 SVB Securities
Turning Point Therapeutics downgraded to Market Perform from Outperform at SVB Leerink
06/06/22 Cowen
Turning Point Therapeutics downgraded to Market Perform from Outperform at Cowen
TSLA Tesla
$900.07 /

+40.19 (+4.67%)

08/10/22 Gordon Haskett
Tesla sale shows Musk knows must come up with Twitter money, says Gordon Haskett
08/10/22 Wedbush
Twitter price target raised to $50 from $30 at Wedbush
08/08/22 Canaccord
Tesla price target raised to $881 from $815 at Canaccord
08/05/22 Susquehanna
Susquehanna downgrades Twitter on 'uncertainty and disruption' from takeover
LQD iShares iBoxx $ Investment Grade Corporate Bond
$114.25 /

+1.315 (+1.16%)

LCID Lucid Group
$18.65 /

+0.555 (+3.07%)

08/04/22 Citi
Lucid Group price target lowered to $28 from $36 at Citi
06/06/22 Deutsche Bank
Tesla workforce reduction 'direct warning' to industry, says Deutsche Bank
05/09/22 Citi
Lucid Group price target lowered to $36 from $45 at Citi
05/06/22 Morgan Stanley
Lucid production view looks more bull case than base case, says Morgan Stanley
TJX TJX
$65.48 /

+1.075 (+1.67%)

08/03/22 OTR Global
Ross Stores upgraded to Positive from Mixed view at OTR Global
08/02/22 Goldman Sachs
TJX initiated with a Neutral at Goldman Sachs
07/28/22 Gordon Haskett
TJX downgraded to Hold from Buy at Gordon Haskett
07/26/22 Deutsche Bank
Walmart outlook 'red flag for apparel,' says Deutsche Bank
MGM MGM Resorts
$35.60 /

+0.7 (+2.01%)

08/04/22 Truist
MGM Resorts price target raised to $40 from $35 at Truist
08/04/22 Deutsche Bank
MGM Resorts price target raised to $51 from $48 at Deutsche Bank
08/04/22 Wells Fargo
MGM Resorts price target raised to $58 from $49 at Wells Fargo
07/20/22 Truist
MGM Resorts price target lowered to $35 from $48 at Truist
DIDIY Didi Global
$2.31 /

+ (+0.00%)

CRM Salesforce
$189.72 /

+2.96 (+1.58%)

08/11/22 Guggenheim
Salesforce initiated with a Sell at Guggenheim
08/09/22 UBS
UBS sees 'downtick' in partner tone ahead of Salesforce earnings
07/18/22 Piper Sandler
Salesforce price target lowered to $220 from $250 at Piper Sandler
06/02/22 Loop Capital
Salesforce price target lowered to $175 from $225 at Loop Capital
INDI Indie Semiconductor
$8.10 /

+0.285 (+3.65%)

07/20/22 Deutsche Bank
Indie Semiconductor price target lowered to $10 from $11 at Deutsche Bank
06/15/22 B. Riley
B. Riley downgrades eight semi stocks on 'demand destruction risk'
06/15/22 B. Riley
Indie Semiconductor downgraded to Neutral from Buy at B. Riley
05/13/22 B. Riley
Indie Semiconductor price target lowered to $9 from $15 at B. Riley
TMUS T-Mobile
$146.52 /

+2.94 (+2.05%)

07/28/22 Cowen
T-Mobile price target raised to $187 from $179 at Cowen
07/28/22 Barclays
T-Mobile price target raised to $160 from $150 at Barclays
07/28/22 Scotiabank
T-Mobile upgraded to Outperform at Scotiabank on outgrowth over peers
07/28/22 Scotiabank
T-Mobile upgraded to Outperform from Sector Perform at Scotiabank
QCOM Qualcomm
$151.29 /

+3.68 (+2.49%)

07/29/22 DZ Bank
Qualcomm downgraded to Hold from Buy at DZ Bank
07/28/22 Wells Fargo
Qualcomm price target raised to $150 from $135 at Wells Fargo
07/28/22 Canaccord
Qualcomm price target lowered to $225 from $250 at Canaccord
07/28/22 Mizuho
Qualcomm price target raised to $175 from $168 at Mizuho
RIVN Rivian Automotive
$38.90 /

-0.01 (-0.03%)

08/12/22 DA Davidson
Rivian Automotive price target raised to $27 from $24 at DA Davidson
08/12/22 Morgan Stanley
Rivian Automotive's liqudity can last through most of FY23, says Morgan Stanley
08/12/22 Mizuho
Rivian Automotive price target lowered to $65 from $70 at Mizuho
07/18/22 Deutsche Bank
Rivian Automotive price target lowered to $46 from $69 at Deutsche Bank
LBRDK Liberty Broadband
$118.92 /

+2.62 (+2.25%)

06/29/22 TD Securities
Liberty Broadband price target lowered to $185 from $200 at TD Securities
04/19/22 Rosenblatt
Liberty Broadband initiated with a Buy at Rosenblatt
12/15/21 Citi
Liberty Broadband price target lowered to $177 from $199 at Citi
08/24/21 Pivotal Research
Liberty Broadband price target raised to $267 from $226 at Pivotal Research
JPM JPMorgan
$122.15 /

+2 (+1.66%)

07/18/22 Berenberg
JPMorgan upgraded to Hold from Sell at Berenberg
07/15/22 RBC Capital
JPMorgan price target lowered to $130 from $155 at RBC Capital
07/15/22 Evercore ISI
JPMorgan price target lowered to $125 from $135 at Evercore ISI
07/15/22 Oppenheimer
JPMorgan price target lowered to $153 from $154 at Oppenheimer
DHI D.R. Horton
$79.79 /

+1.08 (+1.37%)

07/22/22 BTIG
D.R. Horton price target lowered to $92 from $97 at BTIG
07/22/22 Citi
D.R. Horton price target raised to $90 from $73 at Citi
07/22/22 JMP Securities
D.R. Horton price target lowered to $95 from $120 at JMP Securities
07/14/22 Barclays
D.R. Horton price target lowered to $95 from $96 at Barclays
ABNB Airbnb
$124.48 /

+3.03 (+2.49%)

08/03/22 RBC Capital
Airbnb price target lowered to $115 from $175 at RBC Capital
08/03/22 Needham
Airbnb price target lowered to $150 from $220 at Needham
08/03/22 Wells Fargo
Airbnb price target lowered to $185 from $250 at Wells Fargo
08/03/22 Susquehanna
Airbnb price target lowered to $150 from $190 at Susquehanna
AMZN Amazon.com
$143.55 /

+2.935 (+2.09%)

08/11/22 Craig-Hallum
Kornit Digital price target raised to $32 from $26 at Craig-Hallum
08/10/22 Macquarie
Macquarie started Coupang at Outperform with $26 target yesterday
08/10/22 Oppenheimer
Trade Desk price target raised to $78 from $60 at Oppenheimer
08/08/22 B. Riley
B. Riley thinks Globalstar's mystery satellite capacity customer is Apple
Y Alleghany
$838.45 /

+0.29 (+0.03%)

TSLA Tesla
$900.07 /

+40.19 (+4.67%)

TPTX Turning Point Therapeutics
$75.41 /

+0.41 (+0.55%)

TMUS T-Mobile
$146.52 /

+2.94 (+2.05%)

TJX TJX
$65.48 /

+1.075 (+1.67%)

TDG TransDigm
$676.83 /

+18.67 (+2.84%)

RIVN Rivian Automotive
$38.90 /

-0.01 (-0.03%)

QCOM Qualcomm
$151.29 /

+3.68 (+2.49%)

MGM MGM Resorts
$35.60 /

+0.7 (+2.01%)

LCID Lucid Group
$18.65 /

+0.555 (+3.07%)

JPM JPMorgan
$122.15 /

+2 (+1.66%)

INDI Indie Semiconductor
$8.10 /

+0.285 (+3.65%)

GCP GCP Applied Technologies
$31.53 /

+0.055 (+0.17%)

DHI D.R. Horton
$79.79 /

+1.08 (+1.37%)

CRM Salesforce
$189.72 /

+2.96 (+1.58%)

BHVN Biohaven Pharmaceutical
$147.70 /

+0.235 (+0.16%)

AMZN Amazon.com
$143.55 /

+2.935 (+2.09%)

ABNB Airbnb
$124.48 /

+3.03 (+2.49%)

  • 10
    Nov
  • 09
    Sep
Y Alleghany
$838.45 /

+0.29 (+0.03%)

TSLA Tesla
$900.07 /

+40.19 (+4.67%)

TMUS T-Mobile
$146.52 /

+2.94 (+2.05%)

TJX TJX
$65.48 /

+1.075 (+1.67%)

RIVN Rivian Automotive
$38.90 /

-0.01 (-0.03%)

QCOM Qualcomm
$151.29 /

+3.68 (+2.49%)

MGM MGM Resorts
$35.60 /

+0.7 (+2.01%)

LCID Lucid Group
$18.65 /

+0.555 (+3.07%)

JPM JPMorgan
$122.15 /

+2 (+1.66%)

DIDIY Didi Global
$2.31 /

+ (+0.00%)

DHI D.R. Horton
$79.79 /

+1.08 (+1.37%)

CRM Salesforce
$189.72 /

+2.96 (+1.58%)

AMZN Amazon.com
$143.55 /

+2.935 (+2.09%)

ABNB Airbnb
$124.48 /

+3.03 (+2.49%)

Y Alleghany
$838.45 /

+0.29 (+0.03%)

TSLA Tesla
$900.07 /

+40.19 (+4.67%)

TPTX Turning Point Therapeutics
$75.41 /

+0.41 (+0.55%)

TMUS T-Mobile
$146.52 /

+2.94 (+2.05%)

TJX TJX
$65.48 /

+1.075 (+1.67%)

TDG TransDigm
$676.83 /

+18.67 (+2.84%)

RIVN Rivian Automotive
$38.90 /

-0.01 (-0.03%)

QCOM Qualcomm
$151.29 /

+3.68 (+2.49%)

MGM MGM Resorts
$35.60 /

+0.7 (+2.01%)

LCID Lucid Group
$18.65 /

+0.555 (+3.07%)

JPM JPMorgan
$122.15 /

+2 (+1.66%)

INDI Indie Semiconductor
$8.10 /

+0.285 (+3.65%)

DHI D.R. Horton
$79.79 /

+1.08 (+1.37%)

CRM Salesforce
$189.72 /

+2.96 (+1.58%)

BHVN Biohaven Pharmaceutical
$147.70 /

+0.235 (+0.16%)

AMZN Amazon.com
$143.55 /

+2.935 (+2.09%)

ABNB Airbnb
$124.48 /

+3.03 (+2.49%)

TSLA Tesla
$900.07 /

+40.19 (+4.67%)

TMUS T-Mobile
$146.52 /

+2.94 (+2.05%)

TJX TJX
$65.48 /

+1.075 (+1.67%)

RIVN Rivian Automotive
$38.90 /

-0.01 (-0.03%)

QCOM Qualcomm
$151.29 /

+3.68 (+2.49%)

MGM MGM Resorts
$35.60 /

+0.7 (+2.01%)

LCID Lucid Group
$18.65 /

+0.555 (+3.07%)

JPM JPMorgan
$122.15 /

+2 (+1.66%)

INDI Indie Semiconductor
$8.10 /

+0.285 (+3.65%)

DIDIY Didi Global
$2.31 /

+ (+0.00%)

DHI D.R. Horton
$79.79 /

+1.08 (+1.37%)

CRM Salesforce
$189.72 /

+2.96 (+1.58%)

AMZN Amazon.com
$143.55 /

+2.935 (+2.09%)

ABNB Airbnb
$124.48 /

+3.03 (+2.49%)

LQD iShares iBoxx $ Investment Grade Corporate Bond
$114.25 /

+1.315 (+1.16%)

Recommendations
TransDigm price target raised to $685 from $629 at Susquehanna » 07:09
08/10/22
08/10
07:09
08/10/22
07:09
TDG

TransDigm

$644.49 /

+2.47 (+0.38%)

Susquehanna analyst…

Susquehanna analyst Charles Minervino raised the firm's price target on TransDigm to $685 from $629 and keeps a Neutral rating on the shares. The analyst updated his estimates following 3Q earnings, an encouraging aftermarket outlook, and shareholder returns via continued buybacks and an $18.50/share special dividend.

ShowHide Related Items >><<
TDG TransDigm
$644.49 /

+2.47 (+0.38%)

TDG TransDigm
$644.49 /

+2.47 (+0.38%)

07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
05/11/22 Wells Fargo
TransDigm price target lowered to $620 from $700 at Wells Fargo
TDG TransDigm
$644.49 /

+2.47 (+0.38%)

TDG TransDigm
$644.49 /

+2.47 (+0.38%)

Hot Stocks
TransDigm says 2022 guidance 'remains suspended' » 07:18
08/09/22
08/09
07:18
08/09/22
07:18
TDG

TransDigm

$642.21 /

+4.01 (+0.63%)

Cites continued…

Cites continued disruption in primary commercial end markets.

ShowHide Related Items >><<
TDG TransDigm
$642.21 /

+4.01 (+0.63%)

TDG TransDigm
$642.21 /

+4.01 (+0.63%)

07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
05/11/22 Wells Fargo
TransDigm price target lowered to $620 from $700 at Wells Fargo
TDG TransDigm
$642.21 /

+4.01 (+0.63%)

TDG TransDigm
$642.21 /

+4.01 (+0.63%)

Hot Stocks
TransDigm declares special cash dividend of $18.50 per share » 07:17
08/09/22
08/09
07:17
08/09/22
07:17
TDG

TransDigm

$642.21 /

+4.01 (+0.63%)

The company announced…

The company announced that its Board of Directors has authorized and declared a special cash dividend of $18.50 on each outstanding share of common stock and cash dividend equivalent payments under options granted under its stock options plans. The record date for the special dividend is August 19 and the payment date for the dividend is August 26.

ShowHide Related Items >><<
TDG TransDigm
$642.21 /

+4.01 (+0.63%)

TDG TransDigm
$642.21 /

+4.01 (+0.63%)

07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
05/11/22 Wells Fargo
TransDigm price target lowered to $620 from $700 at Wells Fargo
TDG TransDigm
$642.21 /

+4.01 (+0.63%)

TDG TransDigm
$642.21 /

+4.01 (+0.63%)

Earnings
TransDigm reports Q3 adjusted EPS $4.85, consensus $4.46 » 07:16
08/09/22
08/09
07:16
08/09/22
07:16
TDG

TransDigm

$642.21 /

+4.01 (+0.63%)

Reports Q3 revenue $1.4B,…

Reports Q3 revenue $1.4B, consensus $1.43B.

ShowHide Related Items >><<
TDG TransDigm
$642.21 /

+4.01 (+0.63%)

TDG TransDigm
$642.21 /

+4.01 (+0.63%)

07/19/22 Truist
TransDigm price target lowered to $700 from $786 at Truist
07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
05/11/22 Wells Fargo
TransDigm price target lowered to $620 from $700 at Wells Fargo
TDG TransDigm
$642.21 /

+4.01 (+0.63%)

TDG TransDigm
$642.21 /

+4.01 (+0.63%)

Recommendations
TransDigm price target lowered to $700 from $786 at Truist » 07:35
07/19/22
07/19
07:35
07/19/22
07:35
TDG

TransDigm

$541.59 /

+4.32 (+0.80%)

Truist analyst Michael…

Truist analyst Michael Ciarmoli lowered the firm's price target on TransDigm to $700 from $786 and keeps a Buy rating on the shares as part of a broader research note previewing Q2 results for Commercial Aerospace and Defense. Given the continued supply chain pressures, inflation, and a potential looming recession, Q2 earnings season is shaking out to be another challenge, the analyst tells investors in a research note. Ciarmoli adds that while he remains confident in the long-term trajectory of defense spending, inflation and supply chain pose near-term threats which may prompt more conservatism from the group's management teams.

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TDG TransDigm
$541.59 /

+4.32 (+0.80%)

TDG TransDigm
$541.59 /

+4.32 (+0.80%)

07/18/22 Cowen
Cowen believes Aerospace and Defense quarterly results to be mixed
05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
05/11/22 Wells Fargo
TransDigm price target lowered to $620 from $700 at Wells Fargo
02/16/22 Wolfe Research
TransDigm assumed with Outperform from Peer Perform at Wolfe Research
TDG TransDigm
$541.59 /

+4.32 (+0.80%)

TDG TransDigm
$541.59 /

+4.32 (+0.80%)

Recommendations
Cowen believes Aerospace and Defense quarterly results to be mixed » 07:47
07/18/22
07/18
07:47
07/18/22
07:47
BA

Boeing

$147.70 /

+0.595 (+0.40%)

, TDG

TransDigm

$537.83 /

+2.7 (+0.50%)

, ATI

Allegheny Technologies

$22.84 /

+0.245 (+1.08%)

, GE

General Electric

$62.84 /

+1.76 (+2.88%)

, LMT

Lockheed Martin

$398.40 /

-1.595 (-0.40%)

, NOC

Northrop Grumman

$460.99 /

+2.17 (+0.47%)

, HII

Huntington Ingalls

$204.59 /

+0.26 (+0.13%)

Cowen analyst Cai von…

Cowen analyst Cai von Rumohr previewed the Q2 results for the Aerospace and Defense stocks in his coverage universe and believes results will mixed however, supply chain/labor issues will impact both commercial and defense stocks with defense being more expensive. He likes Boeing (BA) for improving deliveries and positive "color" and also favors TransDigm (TDG) and ATI (ATI). In defense, he is cautious on Lockheed Martin (LMT) into the print and prefers Northrup Grumman (NOC) for stronger growth and Huntington Ingalls (HII) for valuation mean-reversion. His price target changes are ATI to $30 from $32, General Electric (GE) to $84 from $110, Honeywell (HON) to $205 from $$230, Lockheed to $440 from $470, Northrup to $510 from $490, Boeing price target remains $230 and TransDigm remains $695.

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TDG TransDigm
$537.83 /

+2.7 (+0.50%)

NOC Northrop Grumman
$460.99 /

+2.17 (+0.47%)

LMT Lockheed Martin
$398.40 /

-1.595 (-0.40%)

HII Huntington Ingalls
$204.59 /

+0.26 (+0.13%)

GE General Electric
$62.84 /

+1.76 (+2.88%)

BA Boeing
$147.70 /

+0.595 (+0.40%)

ATI Allegheny Technologies
$22.84 /

+0.245 (+1.08%)

BA Boeing
$147.70 /

+0.595 (+0.40%)

07/15/22 Benchmark
Boeing price target lowered to $200 from $250 at Benchmark
07/14/22 RBC Capital
Boeing price target lowered to $200 from $220 at RBC Capital
07/13/22 JPMorgan
Boeing price target lowered to $188 from $190 at JPMorgan
07/13/22 Susquehanna
Boeing delivery strength led by rebound in Max deliveries, says Susquehanna
TDG TransDigm
$537.83 /

+2.7 (+0.50%)

05/11/22 Susquehanna
TransDigm price target lowered to $620 from $720 at Susquehanna
05/11/22 Wells Fargo
TransDigm price target lowered to $620 from $700 at Wells Fargo
02/16/22 Wolfe Research
TransDigm assumed with Outperform from Peer Perform at Wolfe Research
02/09/22 JPMorgan
TransDigm price target raised to $688 from $670 at JPMorgan
ATI Allegheny Technologies
$22.84 /

+0.245 (+1.08%)

07/08/22 KeyBanc
KeyBanc cuts price targets on aerospace materials sub-sector
06/10/22 KeyBanc
KeyBanc confident in Allegheny Technologies after flagship facility tour
02/18/22 JPMorgan
Allegheny Technologies price target raised to $31 from $26 at JPMorgan
02/07/22 Barclays
Allegheny Technologies price target raised to $29 from $23 at Barclays
GE General Electric
$62.84 /

+1.76 (+2.88%)

07/13/22 Deutsche Bank
General Electric price target lowered to $90 from $107 at Deutsche Bank
07/12/22 Wells Fargo
General Electric price target lowered to $72 from $74 at Wells Fargo
07/12/22 Morgan Stanley
Morgan Stanley would avoid GE shares in front of Q2 earnings
07/08/22 Barclays
General Electric price target lowered to $81 from $96 at Barclays
LMT Lockheed Martin
$398.40 /

-1.595 (-0.40%)

04/20/22 Argus
Lockheed Martin price target raised to $500 from $415 at Argus
04/20/22 Wells Fargo
Lockheed Martin price target raised to $496 from $486 at Wells Fargo
04/20/22 Susquehanna
Lockheed Martin price target raised to $539 from $515 at Susquehanna
04/08/22 Canaccord
Canaccord starts 'premier' small satellite maker Terran Orbital at Buy
NOC Northrop Grumman
$460.99 /

+2.17 (+0.47%)

05/12/22 Argus
Northrop Grumman price target raised to $495 from $420 at Argus
04/29/22 UBS
Northrop Grumman price target raised to $450 from $410 at UBS
03/29/22 Jefferies
Northrop among biggest beneficiaries of DoD budget request, says Jefferies
03/07/22 Wells Fargo
Northrop Grumman price target raised to $472 from $390 at Wells Fargo
HII Huntington Ingalls
$204.59 /

+0.26 (+0.13%)

04/14/22 Cowen
Huntington Ingalls upgraded on improved defense prospects at Cowen
04/14/22 Cowen
Huntington Ingalls upgraded to Outperform from Market Perform at Cowen
03/17/22 Vertical Research
Huntington Ingalls upgraded to Buy from Hold at Vertical Research
12/15/21 Wolfe Research
Huntington Ingalls initiated with an Outperform at Wolfe Research
TDG TransDigm
$537.83 /

+2.7 (+0.50%)

NOC Northrop Grumman
$460.99 /

+2.17 (+0.47%)

LMT Lockheed Martin
$398.40 /

-1.595 (-0.40%)

HII Huntington Ingalls
$204.59 /

+0.26 (+0.13%)

GE General Electric
$62.84 /

+1.76 (+2.88%)

BA Boeing
$147.70 /

+0.595 (+0.40%)

ATI Allegheny Technologies
$22.84 /

+0.245 (+1.08%)

NOC Northrop Grumman
$460.99 /

+2.17 (+0.47%)

LMT Lockheed Martin
$398.40 /

-1.595 (-0.40%)

GE General Electric
$62.84 /

+1.76 (+2.88%)

BA Boeing
$147.70 /

+0.595 (+0.40%)

TDG TransDigm
$537.83 /

+2.7 (+0.50%)

NOC Northrop Grumman
$460.99 /

+2.17 (+0.47%)

LMT Lockheed Martin
$398.40 /

-1.595 (-0.40%)

HII Huntington Ingalls
$204.59 /

+0.26 (+0.13%)

GE General Electric
$62.84 /

+1.76 (+2.88%)

BA Boeing
$147.70 /

+0.595 (+0.40%)

ATI Allegheny Technologies
$22.84 /

+0.245 (+1.08%)

NOC Northrop Grumman
$460.99 /

+2.17 (+0.47%)

LMT Lockheed Martin
$398.40 /

-1.595 (-0.40%)

HII Huntington Ingalls
$204.59 /

+0.26 (+0.13%)

GE General Electric
$62.84 /

+1.76 (+2.88%)

BA Boeing
$147.70 /

+0.595 (+0.40%)

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