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Barclays has maintained an Overweight rating on Boeing stock with a price target of $210, citing a rise in 787 Dreamlifter deliveries from 13 in March to 17 in April. Despite challenges with profitability, the firm’s analysis indicates a positive outlook for Boeing, supported by recent upgrades from other analysts and ongoing discussions for aircraft sales to Air India. Additionally, Boeing is potentially involved in a significant U.S. arms deal with Saudi Arabia, valued at over $100 billion.
Wells Fargo analyst Matthew Akers indicates that the U.S. government's fiscal 2026 budget request will exceed expectations for Department of Defense spending, with a proposed top line of $961 billion, reflecting a 13% year-over-year increase. This figure, which includes some reconciliation bill funds, suggests a 7% growth when adjusted, signaling a positive outlook for defense stocks. Key players in the defense sector include BAE Systems, Boeing, General Dynamics, HII, L3Harris Technologies, Lockheed Martin, Northrop Grumman, and RTX.
US stocks fell sharply as President Trump criticized Federal Reserve Chair Jerome Powell, raising concerns about the Fed's independence and investor confidence. The US dollar weakened, with the EUR/USD rising 6.24% month-to-date, while investors faced significant losses on US stock portfolios amid ongoing trade negotiation uncertainties. Market focus shifts to upcoming economic indicators and earnings reports from major companies, with expectations of Fed interest rate cuts by year-end.
UBS analysts assert that the downside risk for U.S. defense stocks is diminishing despite concerns over government budget cuts. They argue that current budget reductions are more targeted than past Sequestration measures, which led to significant revenue declines. Looking ahead, the FY26 budget request is anticipated to clarify long-term spending plans, potentially aligning defense stock valuations more closely with the broader market.
IG Securities will extend trading hours for 15 US stock CFDs starting March 31, 2025, allowing trades from 5:00 PM Japan time to 9:00 AM the next day (6:00 AM on Fridays). Traders should ensure they are aware of the new hours and the implications for stop-limit and limit orders. Additionally, positions may be liquidated if the effective margin balance falls below 75% of the maintenance margin.
U.S. equity markets rebounded as fears over tariffs proved less severe than anticipated, with the S&P 500 experiencing its strongest Monday opening since October 2022. Tesla's shares surged following strong Model Y sales, while Lockheed Martin faced a downgrade after losing a key contract to Boeing. Investors are now focused on upcoming economic data and the implementation of tariffs, set to take effect on April 2nd.
Lockheed Martin's stock target has been reduced by UBS from USD 527 to USD 508, maintaining a "neutral" rating. The company shows strong order intake with a book-to-bill ratio of 1.2x for three consecutive years, and a forecasted organic growth of 4-5% for 2025. However, uncertainties persist due to budget pressures and limited free cash flow growth.
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barclays maintains overweight rating on boeing with price target of 210
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