** Stifel starts coverage on defense and tech service providers with overwhelmingly "buy" rating
** "Credible U.S. deterrence is dependent on affordably evolving our weapon systems, recapitalizing the defense industrial base, and transforming government contracting," brokerage
** Optimistic on new defense technology firms such as Kratos Defense & Security Solutions Inc KTOS.O and AeroVironment Inc AVAV.O they stand to benefit from significant ramp-up in sales and earnings
** Sees strong opportunity in government services firms such as Leidos Holdings LDOS.N, Parsons Corp PSN.N, Science Applications International Corp SAIC.O, CACI International CACI.N , and Booz Allen Hamilton BAH.N driven by small size and flexible contracts enhancing growth
** As of last close, S&P 500 Industrials (Sector).SPLRCI had risen 9.2% YTD
Company | Rating | Price Target |
AeroVironment | Buy | $240 |
Booz Allen Hamilton | Hold | $112 |
CACI International | Buy | $576 |
HEICO Corporation | Buy | $352 |
Kratos Defense & Security Solutions | Buy | $52 |
Leidos Holdings | Buy | $178 |
Parsons Corporation | Buy | $81 |
Science Applications International | Buy | $130 |
TransDigm Group | Buy | $1,710 |
Teledyne Technologies | Buy | $626 |
V2X | Buy | $55 |
(Reporting by Apratim Sarkar)
((Apratim.Sarkar@thomsonreuters.com))
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