Geopolitics Alpha

Goldman Sachs sees room for stocks to rise, warns not to chase market leaders

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Goldman Sachs sees room for stocks to rise, warns not to chase market leaders Seeking Alpha

Directly affected

  • GS Goldman Sachs Group

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GS———————
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

Goldman Sachs sees room for stocks to rise, warns not to chase market leaders Seeking Alpha

Source: Seeking Alpha

How solid the defense case looks

38 out of 100

“Goldman Sachs sees room for stocks to rise, warns not to chase market leaders” scores 38 out of 100. The score uses 3 sources.