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AEROSPACE NEWS

Guggenheim Picks Applied Aerospace & Defense as Top Defense Bet

Key Takeaways
  • Guggenheim analyst initiates coverage of Applied Aerospace & Defense with a Buy rating.
  • Analyst sees 150% upside potential for the stock.
  • Company has a backlog of $1.1 billion.
  • Guggenheim views sector-wide backlogs as being in good shape.
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Strategic Implications

Guggenheim's call may indicate confidence in the defense sector's growth potential, despite concerns about spending gridlock. The analyst's thesis suggests that Applied Aerospace & Defense could benefit from favorable trends in the aerospace and defense industries, which could lead to a re-rating of the stock.

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What Happened

Analyst Sees Massive Upside Potential in Merchant Supplier

Guggenheim analyst Michael Ciarmoli has initiated coverage of Applied Aerospace & Defense, Inc. with a Buy rating, citing the company’s potential for massive upside. Ciarmoli believes the company is well-positioned to benefit from growth trends in the aerospace, defense, and space industries. The analyst expects the current trend of increased spending on autonomous systems, space, and replenishing depleted stockpiles to sustain, which could drive the stock’s price up to $30, a 150% increase from its current level. This news was first reported by Yahoo Finance.

Source | Originally Published: September 15, 2024

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JUMPSEAT
AEROSPACE NEWS
JUMPSEAT
AEROSPACE NEWS

Guggenheim Picks Applied Aerospace & Defense as Top Defense Bet

Sponsored by: Jumpseat Solutions
Key Takeaways
  • Guggenheim analyst initiates coverage of Applied Aerospace & Defense with a Buy rating.
  • Analyst sees 150% upside potential for the stock.
  • Company has a backlog of $1.1 billion.
  • Guggenheim views sector-wide backlogs as being in good shape.
Sign in to view key takeaways Get full access to in-depth analysis and key takeaways.
Sign In
Silver membership required Upgrade to Silver to access Key Takeaways.
Upgrade
Strategic Implications

Guggenheim's call may indicate confidence in the defense sector's growth potential, despite concerns about spending gridlock. The analyst's thesis suggests that Applied Aerospace & Defense could benefit from favorable trends in the aerospace and defense industries, which could lead to a re-rating of the stock.

Sign in to view strategic implications Get full access to strategic analysis and expert insights.
Sign In
Silver membership required Upgrade to Silver to access Strategic Implications.
Upgrade

What Happened

Analyst Sees Massive Upside Potential in Merchant Supplier

Guggenheim analyst Michael Ciarmoli has initiated coverage of Applied Aerospace & Defense, Inc. with a Buy rating, citing the company’s potential for massive upside. Ciarmoli believes the company is well-positioned to benefit from growth trends in the aerospace, defense, and space industries. The analyst expects the current trend of increased spending on autonomous systems, space, and replenishing depleted stockpiles to sustain, which could drive the stock’s price up to $30, a 150% increase from its current level. This news was first reported by Yahoo Finance.

Source | Originally Published: September 15, 2024

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