Nicolas Owens

Undervalued by 19%, the stock of this industry leader is a buy today.

In our estimation, US defense contractors remain mostly fairly valued after their two-day trading whipsaw.

Some investors seem to believe the US government can and will restrict share repurchases among defense stocks, but our valuations are unchanged.

We think Airbus Group stock is moderately overvalued.

As it progresses toward its annual goals, here’s what we think of Boeing stock.

Rheinmetall and BAE Systems among stocks to benefit as Europe rearms.

We have revised up our fair value estimate of Boeing stock.

We think Airbus shares are fully valued.

Our fair value estimates are unchanged; the supply of defense technology is already baked into forecasts.

Boeing and GE Aerospace stock lower after first fatal incident involving a Boeing 787.

We expect to lower our fair value estimate for Textron.