defense

Shares of major defense contractors were in the red after a tweet from President-elect Donald Trump, who wants the United States to cancel a Boeing Co (NYSE: BA) contract for delivering Air Force One planes. Trump, Tweets And Stock Reactions “Boeing is building a brand new 747 Air Force...

Prior to last week's presidential election, there were a small number of industries positioned to benefit regardless of the outcome. On that front, aerospace and defense and infrastructure-related investments grabbed plenty of pre-election press. Aerospace And Defense On the campaign trail,...

With Election Day about two months away, investors by now know that an array of industries, sectors and the corresponding exchange-traded funds have been affected by political chatter this year. Healthcare stocks and ETFs have been front and center, taking several blows from Democratic nominee...

While Oshkosh Corp (NYSE: OSK) has outperformed its peers by 18 percentage points year-to-date driven by positive defense news, the stock trades in line with the peer group, despite the company’s superior growth profile. Deutsche Bank’s Nicole DeBlase initiated coverage of the company...

Goldman Sachs’ Noah Poponak views the defense sector as attractive and Lockheed Martin Corporation (NYSE: LMT) as “the bellwether and owns one of the Pentagon’s fastest growing programs in the F-35.” Poponak reinitiated coverage of the company with a Neutral rating and a...

Argus has cut Orbital ATK Inc (NYSE: OA) to Hold from Buy following its restatement announcement and the reduction in expected cash flows. Orbital, which was created through the combination of Orbital Sciences and the Aerospace and Defense Groups of Alliant Techsystems, has announced an upcoming...

Drexel Hamilton picked up Boeing Co (NYSE: BA) in the overall aerospace and defense segment. On the commercial side, the brokerage picked up Woodward Inc (NASDAQ: WWD), Esterline Technologies Corporation (NYSE: ESL) and Barnes Group Inc. (NYSE: B). L-3 Communications Holdings, Inc. (NYSE: LLL)...

British and European-based banks saw their stocks collapse immediately following the "leave" side emerging victorious in the Brexit vote. The question many investors are still asking is what effect the voting outcome will have on other sectors. Analysts at Barclays took a deep dive into the...

The defense and consumer goods sectors have had consistent growth over the past five years. This year is no different, as both sectors have more than five companies trading at 52-year highs. Defense Sector Lockheed Martin Corporation (NYSE: LMT) is up 33 percent from its 52-week low, trading at $...

In a new report, Goldman Sachs analyst Noah Poponak discussed the firm’s bullish outlook for defense stocks in 2016 and beyond. Goldman believes that a new long-term cyclical upswing in the sector has just begun. Still Early For Defense According to Poponak, investors still have time to get...

Carter Copeland of Barclays maintained a neutral stance on the defense sector, despite "heightened terrorism-related fears." Copeland downgraded shares of Lockheed Martin Corporation (NYSE: LMT) to Underweight, and also downgraded shares of Raytheon Company (NYSE: RTN) to Equal-Weight. The...

Boeing (NYSE: BA) finds itself at a crossroads, when it comes to which direction the aviation giant will travel in upcoming years. Both company officials and industry observers note Boeing's current reliance on its commercial ventures, and its fading military and defense work, could force the...