Analysts Turns Bullish on BA & Downgrade LMT, FDX New Bull
Portfolio Pulse from
Melius Research and BofA have made significant analyst recommendations affecting Boeing (BA), Lockheed Martin (LMT), and FedEx (FDX). Boeing received a buy upgrade, citing leadership changes and Pentagon contracts, while Lockheed Martin was downgraded. FedEx was upgraded to buy by Jefferies after hitting 52-week lows.
March 24, 2025 | 3:00 pm
News sentiment analysis
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NEGATIVE IMPACT
Melius Research and BofA downgraded Lockheed Martin, indicating limited upside compared to Boeing's potential.
Downgrade suggests reduced investor enthusiasm, potentially due to perceived weaker growth trajectory compared to Boeing.
CONFIDENCE 75
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
Melius Research upgraded Boeing to buy, highlighting leadership changes and Pentagon contract as positive catalysts for the stock.
Positive analyst upgrade suggests improved outlook for Boeing, driven by strategic leadership and strong government contract positioning.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
Jefferies upgraded FedEx to buy following the stock hitting 52-week lows, signaling potential recovery and value opportunity.
Upgrade after significant price drop suggests analysts see potential for recovery and undervaluation in FedEx stock.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 85