Noah Poponak

Northrop Grumman Corp (NYSE:NOC) reported its fourth-quarter revenues and earnings ahead of consensus estimates, while guiding to 2026 figures below expectations. The Analyst: Analyst Noah Poponak reiterated a Buy rating and a $576 price target. The Thesis: The company reported its adjusted...

RTX Corp (NYSE:RTX) reported strong results for the fourth quarter and provided its 2026 guidance in line with consensus estimates, according to Goldman Sachs. The RTX Analyst: Analyst Noah Poponak reiterated a Neutral rating and price target of $172. The RTX Thesis: The company reported earnings...

General Electric Co (NYSE:GE) delivered strong fourth-quarter results, with revenues, margins, and earnings ahead of expectations, while announcing a broadly in-line 2026 guidance, according to Goldman Sachs. The General Electric Analyst: Analyst Noah Poponak reiterated a Buy rating and a $338...

General Electric Co (NYSE:GE) reported its third-quarter results ahead of expectations and raised its full-year guidance across the board, according to Goldman Sachs. The General Electric Analyst: Analyst Noah Poponak reiterated a Buy rating and price target of $305. • GE is testing upper...

The U.S. defense budget just got a historic boost and Goldman Sachs believes a group of arms contractors could be primed for a surge in revenue, growth and market interest as the Pentagon begins deploying its $156.2 billion in fresh funding. Following President Donald Trump's July 4th signing of...

Goldman Sachs analyst Noah Poponak downgraded Booz Allen Hamilton Holding Corporation (NYSE:BAH) from Neutral to Sell, lowering the price forecast from $108 to $94. Poponak notes that revenue and earnings growth may remain limited over the medium term, with valuation still facing downside risk....

President Donald Trump once again revived his long-simmering “Golden Dome” missile defense idea, this time bringing Canada into the fold, but with a provocative condition. What Happened: On Tuesday, in a post on Truth Social, Trump claimed that Canada was eager to join the United States...

Last week Boeing Co (NYSE:BA) won a US Air Force contract to design, build and deliver next-gen fighter aircraft. The contract award, which "comes at a pivotal time for Boeing," is expected to be worth "deep into the tens of billions of dollars over its multi-decade lifespan," according to Goldman...

Boeing Company (NYSE:BA) shares are trading lower on Wednesday following the company's fourth-quarter earnings report, which showed a drop in performance. What To Know: Boeing reported an adjusted operating loss of $4.042 billion, a contrast to the $90 million in adjusted operating earnings from...

The U.S. defense sector is bracing for turbulence in 2025 as Goldman Sachs downgraded a key player in the industry and reiterated a bearish outlook on other defense stocks, citing risks tied to a slowing Pentagon budget and margin pressures. The defense budget, which has more than doubled over the...

Goldman Sachs analyst Noah Poponak reaffirmed his bullish stance on Boeing Co. (NYSE:BA), despite the defense giant’s challenging third quarter marked by production delays, labor disputes and heavy losses. Labeling Boeing a “long-term deep-value opportunity,” Poponak reiterated a...

Boeing Company (NYSE:BA) added large-scale layoffs to its list of troubles in 2024 as the company faces an ongoing strike of its unionized factory workers, government investigations, executive churn and mounting financial losses.  Boeing To Cut 17,000 Jobs: The aerospace giant announced Friday...

Boeing Co (NYSE:BA) should be able to quickly ramp up aircraft production once the strike ends, according to an analyst. Goldman Sachs analyst Noah Poponak said he expects the strike, which began on Sept. 13, will end soon, though the International Association of Machinists and Aerospace Workers, a...

Rocket Lab USA Inc (NASDAQ:RKLB) shares tanked in early trading on Tuesday, just days after the company announced the window for its 50th Electron launch. The company is poised to benefit from operating leverage as its launch business scales, while it continues to grow its products, according to...

Lockheed Martin Corp (NYSE:LMT) reported its first-quarter revenues and earnings ahead of expectations. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Goldman Sachs On Lockheed Martin Analyst Noah Poponak reiterated a Sell rating while...