May. 19 at 7:46 PM
$ONDS $KTOS $CACI others, suddenly stifel put onds back up on their website.
Mr. Siegmann- Synchronized growth across both aerospace and defense markets continues with uncertainty rising in aerospace (oil prices) and
defense is poised to accelerate (easier comps, BBB spending surge & Iran war). Some squishiness in Q1 visible in government services as
order activity didn't snap back following the government shutdown. Iran conflict will further supercharge defense. Best Ideas - CACI (Buy,
$486.96), ONDS (Buy,
$10.62), KTOS (Buy,
$52.09), and PSN (Buy,
$50.38
prices are as of 5/15/26