Noah Poponak

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...

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...