Noah Poponak

Defense Stocks Face Headwinds As Trump's DOGE Targets Spending Cuts: Goldman Sachs Downgrades General Dynamics

Goldman Sachs Analyst Remains Bullish On Boeing Despite Weak Q3: 'Long-Term Deep-Value Opportunity'

Boeing's Q3 Earnings Face Turbulence: Strikes, Layoffs, Safety Woes Ahead

Goldman Sachs Analyst Remains Bullish On Boeing Despite Weak Q3: 'Long-Term Deep-Value Opportunity'

Boeing's Q3 Earnings Face Turbulence: Strikes, Layoffs, Safety Woes Ahead

Boeing Should Pick Up Aircraft Production Soon After Strike End, Analyst Says

Rocket Lab USA: Space Launch Business To Drive Operational Leverage

Boeing Should Pick Up Aircraft Production Soon After Strike End, Analyst Says

Rocket Lab USA: Space Launch Business To Drive Operational Leverage

Lockheed Martin Reports Q1 Earnings Beat, But Margin Concerns Remain: Analysts Dive Into Results, Outlook

Why Boeing Is On Goldman Sachs' Conviction List

Noah Poponak Recent News

Boeing Struggles To Meet Production, FCF Growth Targets: Analysts Look Closer At Q3 Results

Boeing Co (NYSE: BA) shares were climbing in early trading on Thursday after the company reported its third-quarter loss had narrowed.

Why Did Goldman Sachs Upgrade Textron?

Textron Inc. (NYSE: TXT) seems poised to benefit from improvement in the business jet market and the industrial and commercial helicopter segments, according to Goldman Sachs.

Virgin Galactic Has Long-Term Potential, Short-Term Risks: Goldman Sachs

Virgin Galactic is one of the pure play stocks in the space tourism industry. Since going public via a special purpose acquisition company in 2019, the company has attracted interest from investors and analysts.

Raytheon Seems Well Positioned Amid Coronavirus, Says Goldman Sachs

Raytheon Technologies Corp (NYSE: RTX) is well positioned in the aerospace aftermarket and defense, which are the best end-markets in Industrials for long-term cash flow compounding and equity value creation, according to Goldman Sachs.

Goldman Sachs: Lower Price, Changing Outlook Now Make General Dynamics A Good Buy

The Street's Reaction To Lockheed Martin's Q3 Earnings

Leidos Could See 50% Upside, Goldman Adds To Conviction List

Ready, Aim, Fire: Northrop Best Bet To Benefit From Overhaul Of US Air Power, Analyst Says

Goldman Offers 3 Positives, 3 Negatives On Lockheed

Goldman Upgrades L-3 Communications To Buy

Goldman Downgrades United Technologies, Removes From Buy List

Do Alcoa's Results Signal Trouble For Aerospace And Construction Companies?

Goldman On Defense Sector: Outperformance May Have Only Just Begun

Goldman On Aerospace: Avoid Original Equipment, Own Aftermarket; Hexcel Downgraded

A Defense Sector Pair Trade From Goldman Sachs

Goldman Picks United Technologies Over Boeing, Upgrades UTX, Downgrades BA

UPDATE: Goldman Sachs Lowers PT on AeroVironment Following Mixed F4Q13 EPS Report

UPDATE: Goldman Sachs Downgrades Triumph Group to Neutral on Flat Expectations

UPDATE: Goldman Sachs Downgrades Textron to Neutral on Uncertain Recovery Timing

Boeing (BA) Upgraded From ‘Neutral’ To ‘Buy’