Noah Poponak

Boeing Co (NYSE: BA) shares were climbing in early trading on Tuesday. The demand for new aircraft remained strong for both narrowbody and widebody, according to Goldman Sachs. The Boeing Analyst: Noah Poponak maintained a Buy rating on Boeing while keeping the price target unchanged at $258....

Boeing Co (NYSE: BA) shares were climbing in early trading on Thursday after the company reported its third-quarter loss had narrowed. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. RBC Capital Markets On Boeing Analyst Ken...

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. The Textron Analyst: Noah Poponak upgraded the rating for Textron from Neutral to Buy, while raising the price target from...

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.  The Virgin Galactic Analyst: Goldman Sachs analyst Noah Poponak initiated...

Boeing Co (NYSE: BA) has raised $25 billion in new capital through traditional debt financing, with maturities between three and 40 years and interest rates between 4.5% and 6%. This eases liquidity concerns and eliminates fears of the company using federal government funding, according to...

Headwinds for General Dynamics Corporation (NYSE: GD) in recent months now appear priced in just as those challenges are now being overcome, said Goldman Sachs in upgrading the F-16 and Gulfstream corporate jet maker’s stock. The Analyst Goldman Sachs analyst Noah Poponak upgraded General...

Global security and aerospace company Lockheed Martin Corporation (NYSE: LMT) reported Tuesday its third-quarter results, highlighted by a top-and-bottom-line beat and an upward revised guidance. Here's a summary of how some of the Street's top analysts reacted to the print. The Analysts...

Leidos Holdings, Inc. (NASDAQ: LDOS), a U.S.-based defense company formed as part of a 2016 spin-off, is among the least expensive defense stock, according to Goldman Sachs. The Analyst Goldman Sachs' Noah Poponak maintains a Buy rating on Leidos Holdings' stock with a price target...

Already a finalist to build the next generation of ground-based nukes, Northrop Grumman Corporation (NYSE: NOC) is the best bet to do well in a booming defense industry poised to revamp U.S. air power for years to come, a Goldman Sachs analyst predicts. The Pentagon is asking for more than $20...

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...

Goldman Sachs has upgraded L-3 Communications Holdings, Inc. (NYSE: LLL) to Buy from Neutral on potential margin upside and exposure to nascent defense recovery. Analyst Noah Poponak said the defense contractor has a "collection of assets" that should boost margins from the current levels. The...

Alcoa Inc (NYSE: AA) kicked off Q1 earnings season on Monday with some mixed results, but Goldman Sachs sees far-reaching implications for Aerospace & Defense stocks. According to analyst Noah Poponak, Alcoa’s lowered 2016 growth outlook for the Aerospace business doesn’t bode...

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...