Rajeev Lalwani

Delta Air Lines, Inc. (NYSE: DAL) shares took a hit Thursday following the company’s third-quarter earnings report. Despite beating consensus earnings numbers in the third quarter, Delta’s fourth-quarter guidance disappointed the market due to up to a 5% anticipated rise in costs. Delta...

Boeing Co (NYSE: BA) announced Thursday afternoon it will take a $4.9 billion charge in second-quarter results as part of "considerations to customers for disruptions" related to the grounding of its 737 Max. Despite what appears to be a negative headline, several Street analysts...

The FAA meeting on Boeing Co (NYSE: BA)'s grounded 737 MAX planes was "good enough," according to a still-bullish Morgan Stanley.  Reuters reported Friday that United Continental Holdings Inc (NASDAQ: UAL) is extending its cancellation of 737 MAX flights through Aug. 3....

Arconic Inc (NYSE: ARNC) shares shed close to 16 percent Tuesday following its announcement it has dropped a potential sale, citing the lack of a proposal for a full company transaction. The Analysts Morgan Stanley analyst Rajeev Lalwani maintained an Equal-weight rating on Arconic with a $20...

The aerospace sector remains in the late stages of the cycle, while the defense sector faces a degree of uncertainty, with President Donald Trump looking to cut Department of Defense spending by 5 percent. Yet opportunities still exist for investors in the two segments, according to Morgan Stanley...

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...

The case for incremental bullishness on Delta Air Lines, Inc. (NYSE: DAL) is partly due to an unfair valuation assigned to its stock, according to Morgan Stanley.  The Analyst Morgan Stanley's Rajeev Lalwani maintains an Overweight rating on Delta Air Lines' stock with a price...

Shares of Boeing Co (NYSE: BA) peaked at $371.60 and have since been a victim of the overall "choppy equity market," which shouldn't necessarily come as a surprise, according to Morgan Stanley. The Analyst Morgan Stanley's Rajeev Lalwani maintains an Equal-weight rating on...

Textron Inc. (NYSE: TXT)'s earnings report Wednesday consisted of a profit miss and weak 2018 guidance, but one Wall Street analyst now sees reason to be "less bearish" on the stock. The Analyst Morgan Stanley's Rajeev Lalwani upgraded Textron's stock rating from Underweight...

Alaska Air Group, Inc. (NYSE: ALK) shares experienced a sell-off in late October in conjunction with third quarter results. Based on an investor poll, Morgan Stanley found that sentiment remained mixed, although a majority are bullish. The Analyst  Morgan Stanley analyst Rajeev Lalwani has...

Defense stocks have been on a tear in recent years, but there may be even more upside ahead. On Wednesday, Morgan Stanley analyst Rajeev Lalwani said global threats aren’t going away anytime soon, and defense budgets keep expanding. Headlines about North Korea, Russia and the Middle East will...

Morgan Stanley remains Overweight on American Airlines Group Inc (NASDAQ: AAL) on favorable pricing dynamics, strengthening revenue narrative, firm grasp on costs and continued supply discipline. "The pricing narrative is the most compelling reason to own American from here," analyst Rajeev Lalwani...

Airlines may perform well despite oil prices edging higher, and the legacy and low-cost players such as Alaska Air Group, Inc. (NYSE: ALK), Delta Air Lines, Inc. (NYSE: DAL) and Southwest Airlines Co (NYSE: LUV) are likely to fare best, according to a report from Morgan Stanley. Crude oil prices...