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Goldman Sachs downgrades aerospace and defense stocks on potential for focus on U.S. debt

By Sam Boughedda  Goldman Sachs downgraded aerospace and defense stocks Lockheed Martin (NYSE:LMT) and Northrop Grumman (NYSE:NOC) to Sell in a note Friday, also cutting...
Goldman Sachs downgrades aerospace and defense stocks on potential for focus on U.S. debt © Reuters. Goldman Sachs downgrades aerospace and defense stocks on potential for focus on US debt
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By Sam Boughedda 

Goldman Sachs downgraded aerospace and defense stocks Lockheed Martin (NYSE:LMT) and Northrop Grumman (NYSE:NOC) to Sell in a note Friday, also cutting Raytheon Technologies (NYSE:RTX) to Neutral.

Goldman analysts said defense stocks now price in the potential for a new global geopolitical superpower struggle, but they do not price in the potential for a renewed focus on US government cumulative debt.

"The former may occur, but the latter may happen first; while defense budgets, company earnings, and valuations are all near all-time highs, creating more downside than upside risk, and leaving stock prices vulnerable to a medium-term de-rating," they wrote.

On the DoD budget, the analysts said it moves in decade-long cycles, and over time, DoD investment spending is up 70% in the last 8 years cumulatively.

"It's at an all time high in nominal absolute dollars and near peak levels in real dollars," said the analysts. "Mathematically, maintaining a high growth rate is hard, declining slightly is easy. Fundamentally, there are geopolitical upward pressures, but US fiscal policy could increasingly become a downward pressure."

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05-06-2023 07:47:38 (UTC+7)

EUR/USD

1.0694

-0.0016 (-0.15%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

Indicators:

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Sell (0)

EUR/USD

1.0694

-0.0016 (-0.15%)

Summary

↑ Buy

Moving Avg:

Buy (8)

Sell (4)

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GBP/USD

1.2431

-0.0026 (-0.21%)

Summary

Buy

Moving Avg:

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USD/JPY

140.16

+0.17 (+0.12%)

Summary

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Moving Avg:

Buy (3)

Sell (9)

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AUD/USD

0.6599

-0.0019 (-0.29%)

Summary

Neutral

Moving Avg:

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USD/CAD

1.3429

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EUR/JPY

149.90

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EUR/CHF

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    EUR/USD 1.0694 ↑ Buy  
    GBP/USD 1.2431 Buy  
    USD/JPY 140.16 ↑ Sell  
    AUD/USD 0.6599 Neutral  
    USD/CAD 1.3429 Neutral  
    EUR/JPY 149.90 ↑ Sell  
    EUR/CHF 0.9733 Buy  
    Gold 1,962.50 ↑ Sell  
    Silver 23.657 Sell  
    Copper 3.7220 ↑ Buy  
    Crude Oil WTI 72.98 ↑ Sell  
    Brent Oil 77.44 ↑ Sell  
    Natural Gas 2.202 Neutral  
    US Coffee C 180.60 ↑ Sell  
    Euro Stoxx 50 4,323.52 ↑ Buy  
    S&P 500 4,282.37 ↑ Sell  
    DAX 16,051.23 ↑ Sell  
    FTSE 100 7,607.28 Sell  
    Hang Seng 18,949.94 ↑ Buy  
    Small Cap 2000 1,830.91 ↑ Buy  
    IBEX 35 9,317.30 Buy  
    BASF 46.790 ↑ Sell  
    Bayer 52.61 ↑ Buy  
    Allianz 210.15 Sell  
    Adidas 159.52 Buy  
    Lufthansa 9.303 Buy  
    Siemens AG 159.28 ↑ Buy  
    Deutsche Bank AG 9.862 Sell  
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