Noah Poponak

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...

Harris Corporation (NYSE: HRS) gained 5.7 percent year-to-date, while Orbital ATK Inc (NYSE: OA) and L-3 Communications Holdings, Inc. (NYSE: LLL) have declined 34 and 16 percent, respectively. Goldman Sachs' analyst Noah Poponak upgraded Harris and Orbital ATK to Buy from Neutral, while he...