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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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EUR/USD

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Summary

Neutral

Moving Avg:

Buy (12)

Sell (0)

Indicators:

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Sell (4)

EUR/USD

1.0819

+0.0002 (+0.02%)

Summary

Neutral

Moving Avg:

Buy (12)

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GBP/USD

1.2636

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↑ Buy

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150.31

+0.03 (+0.02%)

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Moving Avg:

Buy (10)

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AUD/USD

0.6551

+0.0001 (+0.02%)

Summary

Sell

Moving Avg:

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USD/CAD

1.3503

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162.62

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    EUR/USD 1.0819 Neutral  
    GBP/USD 1.2636 ↑ Buy  
    USD/JPY 150.31 ↑ Buy  
    AUD/USD 0.6551 Sell  
    USD/CAD 1.3503 Sell  
    EUR/JPY 162.62 ↑ Buy  
    EUR/CHF 0.9513 ↑ Sell  
    Gold 2,036.80 ↑ Buy  
    Silver 22.927 ↑ Buy  
    Copper 3.8805 ↑ Buy  
    Crude Oil WTI 78.06 ↑ Buy  
    Brent Oil 83.15 ↑ Buy  
    Natural Gas 1.782 ↑ Buy  
    US Coffee C 187.80 ↑ Sell  
    Euro Stoxx 50 4,773.05 Sell  
    S&P 500 4,981.80 ↑ Buy  
    DAX 17,118.12 Buy  
    FTSE 100 7,662.51 ↑ Buy  
    Hang Seng 16,503.10 ↑ Sell  
    Small Cap 2000 1,993.75 ↑ Buy  
    IBEX 35 10,107.20 Neutral  
    BASF 46.405 ↑ Buy  
    Bayer 28.93 ↑ Buy  
    Allianz 250.70 Neutral  
    Adidas 181.44 ↑ Sell  
    Lufthansa 7.428 ↑ Buy  
    Siemens AG 169.42 ↑ Sell  
    Deutsche Bank AG 11.994 ↑ Sell  
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