The Latest Breaking News from Ronald Epstein

The ongoing strike of Boeing workers has halted production of the manufacturer’s most popular and dependable jet.

The company could issue $25 billion in shares or debt and also revealed a new $10 billion credit agreement with major lenders.

Investors hope to learn more about impact of Spirit strike on the Boeing 737 Max ramp.

Boeing set a strong cash flow target at its investor day as one Wall Street firm wants "meaningful change." BA stock moved above a key level.

Boeing Co. (NYSE: BA) shares dropped 8% on Monday and are now down more than 52% in the past year ahead of what will likely be another lackluster monthly delivery number expected out on Tuesday, June 14.

Boeing Co (NYSE: BA) could face several “unexpected” challenges in the near term, according to BofA Securities. The Boeing Analyst: Ronald Epstein reiterated a Neutral rating on Boeing, while trimming the price target from $180 to $150.

Hexcel Corporation (NYSE: HXL) seems to be taking “full advantage” of the post-COVID commercial recovery, according to BofA Securities.

BWX Technologies Inc (NYSE:BWXT) price target has been raised to $65 (an upside of 25%) from $55 by BofA analyst Ronald Epstein, who expects BWXT to continue benefiting from increased defense spending and a greater emphasis on naval operations. The analyst maintained his Buy rating on BWX Technologies shares. Epstein boosted the price target, citing…

Against the backdrop of the Russia-Ukraine conflict, the U.S. defense budget could increase to 3.5% to 4% of GDP, according to BofA Securities. The Defense Analyst: Ronald Epstein reiterated the ratings for defense stocks while raising their price targets.