Latest analyst takes
ValuetainmentBULLI see LHX as exposed to both upside from replenishment and space/communications spending but also valuation risk after a >65% rally, so L3Harris is a mixed case given heavy exposure to avionics, sensors and replenishment contracts.32d ago
Stock MoeBULLI'm watchful but constructive on L3Harris: after a strong run it's consolidating and a weekly 5/13 moving-average bullish cross would, in my view, trigger significant upside tied to defense spending strength.49d agoStock MoeBULLI'm bullish on LHX after roughly a 70% year gain and the company's executives meeting with the White House — I expect further upside from defense spending tailwinds and upcoming contract opportunities.62d ago"I see LHX as exposed to both upside from replenishment and space/communications spending but also valuation risk after a >65% rally, so L3Harris is a mixed case given heavy exposure to avionics, sensors and replenishment contracts."
"I'm watchful but constructive on L3Harris: after a strong run it's consolidating and a weekly 5/13 moving-average bullish cross would, in my view, trigger significant upside tied to defense spending strength."
"I'm bullish on LHX after roughly a 70% year gain and the company's executives meeting with the White House — I expect further upside from defense spending tailwinds and upcoming contract opportunities."