BUZZ-Stifel initiates coverage on defense stocks

Reuters

Jun 24

BUZZ-Stifel initiates coverage on defense stocks

** 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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