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Elon Musk's initiative to cut $1 trillion in federal spending could negatively impact the U.S. aerospace and defense sectors, according to UBS analyst Gavin Parsons. While $130 billion in savings has been reported, deeper cuts may affect companies in the iShares U.S. Aerospace & Defense ETF, and federal IT contractors may experience order volume slowdowns. Despite these challenges, there is potential for recovery in government IT stocks, which are currently trading about 20% below the S&P 500.
UBS maintains a "Buy" rating on Boeing with a target price of $217. Analyst Gavin Parsons noted a nearly 50% drop in Boeing "Dreamlifter" flights over the past month, which are closely linked to the production of the 787 series. However, he sees no immediate risks as long as this trend does not persist.
UBS has upgraded RTX Corp. from Neutral to Buy, raising the price target to $147, citing strong revenue growth and a favorable market position in aerospace and defense. The company reported Q4 2024 earnings that exceeded expectations, with a backlog of $218 billion and projected sales of $83-$84 billion for 2025. Despite potential budget cuts from the Pentagon, RTX remains focused on operational efficiency and growth.
UBS has upgraded RTX Corp. from Neutral to Buy, raising the price target to $147, citing strong revenue growth and a favorable market position in aerospace and defense. The company reported Q4 2024 earnings that exceeded expectations, with a backlog of $218 billion and projected sales growth for 2025. Despite potential challenges from Pentagon budget cuts, RTX remains focused on operational efficiency and productivity.
UBS has upgraded Bombardier's stock rating from 'Sell' to 'Neutral' and raised the price target to C$95, citing strong aircraft bookings and a cautious production strategy. Analysts from BMO and RBC have also increased their targets, anticipating significant free cash flow growth and reaffirmation of financial goals for 2025. Bombardier's recent $400 million settlement with Honeywell is expected to enhance cash flow and reduce leverage, supporting a positive financial outlook.
UBS has upgraded Bombardier's rating from "Sell" to "Neutral," raising the price target from CAD 77 to CAD 95, following strong aircraft orders and a cautious production strategy. The company, with a market cap of $6.13 billion, has shown impressive revenue growth and generated significant free cash flow, while analysts from BMO and RBC have set even higher price targets, reflecting optimism for continued performance through 2025. Bombardier plans to maintain capital expenditure and focus on existing products without introducing new aircraft models in the near future.
UBS has upgraded Bombardier's stock rating from 'Sell' to 'Neutral' and raised the price target to C$95, citing strong aircraft bookings and a cautious production strategy. Analysts from BMO and RBC also increased their targets, anticipating significant free cash flow growth and reaffirmation of financial goals for 2025. Bombardier's recent $400 million settlement with Honeywell is expected to enhance cash flow stability and reduce leverage risks.
UBS has upgraded TransDigm's stock rating from "Neutral" to "Buy," raising the price target to $1,595, citing expected growth in the spare parts business and significant margin expansion. The company reported adjusted earnings per share of $7.83, exceeding expectations, while revenue slightly missed estimates at $2.01 billion. TransDigm reaffirmed its fiscal 2025 revenue guidance, anticipating growth in both commercial and defense sales.
UBS has upgraded TransDigm's stock rating from Neutral to Buy, raising the price target to $1,595, citing expectations of aftermarket growth stabilizing at 10-11% and significant margin expansion. The company reported first-quarter earnings exceeding expectations, with adjusted EPS at $7.83, while revenue slightly missed estimates at $2.01 billion. TransDigm maintains its fiscal 2025 revenue guidance, projecting between $8.75 billion and $8.95 billion, alongside a robust capital deployment outlook.
UBS has upgraded TransDigm's stock rating from Neutral to Buy, raising the price target to $1,595, citing expectations of aftermarket growth stabilizing at 10-11% and significant margin expansion. The company reported first-quarter earnings exceeding expectations, with adjusted EPS at $7.83, while revenue slightly missed estimates at $2.01 billion. TransDigm reaffirmed its fiscal 2025 revenue guidance and adjusted its EPS outlook, indicating strong financial flexibility and growth potential.
Gavin Parsons
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Musk's spending cuts raise concerns for aerospace and IT sectors
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