Aerospace & Defense and Airlines Analysts Kahyaoglu & Lemarie discuss earnings takes including GD, FTAI, WWD, PSN, TXT, RYCEY and EADSY, as well as Defense Valuation reports and an update on airlines on an Analyst/Industry conference call to be held on May 4 at 2 pm. Webcast Link
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- General Dynamics: Strong Q1 Beat and Guidance Raise, but Full Valuation Keeps Hold Rating and $398 Price Target Unchanged
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- General Dynamics price target raised to $435 from $410 at Morgan Stanley
- General Dynamics price target raised to $400 from $385 at JPMorgan
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