Seth Seifman

Voyager Technologies Inc. (NYSE:VOYG) is gearing up for a cosmic leap, with JPMorgan predicting a stellar 30% annual revenue growth over the next five years, bolstered by its strategic stake in the ambitious Starlab space station project. The Voyager Technologies Analyst: JPMorgan analyst Seth...

Boeing Co. (NYSE: BA) held an Investor Day to showcase its Boeing 737 plant and for investors to meet with company executives to discuss strategic priorities, business updates and financial goals. The last Investor Day Boeing had was in 2018 and the company has not provided meaningful forward...

Monday's encouraging coronavirus vaccine news from Pfizer Inc. (NYSE: PFE) sparked a rally in aerospace stocks.  Even after Monday's rally, the group is "more investable" — and investor interest will grow, according to JPMorgan. The Analyst: Seth Seifman upgraded...

Although Arconic Inc’s (NYSE: ARNC) shares came under significant pressure last week, due to recession concerns, management’s plan to split the company into Arconic (Rolled Products) and Howmet (Forgings) could unlock shareholder value, according to JPMorgan. The Analyst JPMorgan’...

Shares of Rockwell Collins, Inc. (NYSE: COL) and Boeing Co (NYSE: BA) were both trading higher on Friday after JPMorgan analyst Seth Seifman reaffirmed Rockwell Collins as a top pick, and upgraded Boeing to Overweight. “We see moderate upside for aero stocks (10-25%) based on healthy aircraft...

Arconic Inc (NYSE: ARNC) shares received an upgrade from JPMorgan analyst Seth Seifman on Monday from Neutral to Overweight, although the price target was cut back from $30 to $28. The company, which is in the midst of finding a new CEO, will announce its second-quarter results later this month....

JPMorgan has reiterated its Overweight rating on Raytheon Company (NYSE: RTN), saying that the strong second quarter bookings set the company up nicely for 2017. "With a book to bill of 1.13x YTD, RTN is setting up for growth in 2017 and management sees full year bookings of ~$26 billion, with ~35...

JPMorgan has downgraded B/E Aerospace Inc (NASDAQ: BEAV) to Neutral from Overweight on the rising uncertainty around the growth outlook in 2017. "Management's focus on returning cash to shareholders, and strong execution relative to its top competitor, Zodiac, where BEAV has the ability to take...

Shares of Precision Castparts Corp. (NYSE: PCP) were trading higher by nearly 20 percent mid-Monday after Warren Buffett's Berkshire Hathaway Inc. (NYSE: BKR-A) (NYSE: BRK-B) confirmed it will acquire the company in a deal valued at more than $30 billion and $235 per share. Here's a...