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The Latest Breaking News from Noah Poponak

General Electric Posts Q3 Better Than Estimates, Raises Outlook, 'Strength In Price, Consumer Mix' Impresses Analyst

General Electric Co (NYSE:GE) reported its third-quarter results ahead of expectations and raised its full-year guidance across the board, according to Goldman Sachs.

Analysts Confident Boeing Is 'Gaining Altitude' Despite Q2 Loss

Boeing Co.’s (NYSE:BA) second-quarter results on Tuesday revealed a wider-than-anticipated loss, despite strong revenue driven by a significant jump in commercial aircraft deliveries and an expanding order backlog.

Lockheed Martin Under Intense Wall Street Pressure On Mounting Program Risks, Q2 Woes

Lockheed Martin Under Intense Wall Street Pressure On Mounting Program Risks, Q2 Woes

Lockheed Martin Corp. (NYSE:LMT) faces growing pressure from Wall Street after delivering mixed second-quarter results and absorbing nearly $1.6 billion in charges across key segments.

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Could GE Aerospace's Strong Q2 Help It Soar Higher? Analyst Weighs In

Goldman Sachs analyst Noah Poponak reiterated a Buy rating on GE Aerospace (NYSE:GE) and raised the 12-month price target to $271 from $257 following the company’s strong second-quarter performance and upward revisions to both near- and long-term guidance.

Defense Stocks Head Into Earnings At Record Highs — Is The Boom Just Beginning?

The defense sector is on fire in 2025 — and investors are watching earnings season for signs the rally can continue.

Pentagon's $156-Billion Payday—These Defense Stocks Are Ready For Liftoff

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.

Aerospace Ready To Take Off: Goldman Sachs Reveals 11 Top Picks In The Sector

The commercial aerospace sector is gaining altitude, driven by increasing demand for travel, strong freight activity, and rising aircraft orders.

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