Coherent

growth-positive

Kratos Defense (KTOS) received an upgrade from BTIG to Buy from Neutral, with a price target of $80. The company has been down-selected for the Marine Corps MUX TACAIR program, which is expected to drive significant growth in its Unmanned Systems segment. The firm has earmarked funding for the program in FY26, and there is a broader $8.8 billion unmanned request. This upgrade reflects a positive outlook for Kratos Defense, as the company is positioned to benefit from increased funding and demand in the unmanned systems market.

growth-positive

Netflix Inc. remains a strong performer in the streaming industry, despite potential risks from a proposed 100% tariff on films produced overseas. The company recently reported record profits and a better-than-expected forecast, reinforcing its leading position. Investors view Netflix as recession-resistant, with strong growth trends and a dominant market position that allows it to offset potential tariff impacts. While the stock experienced a slight dip, it is coming off a significant rally. Netflix plans to spend $18 billion on content this year, with a substantial portion allocated to international content.

Growth-Positive

UBS has initiated coverage on Boeing with a Buy rating and a price target of $275. Despite a drop in 737 MAX deliveries in September due to a manufacturing defect, Boeing booked significant new orders for 224 planes. Shoals Technologies Group shares rose after Goldman Sachs upgraded the company to Buy from Neutral. Morgan Stanley upgraded CAVA Group to Overweight from Equalweight. Coherent shares rose after B. Riley upgraded the company to Buy from Neutral. Iris Energy shares jumped after JPMorgan upgraded the company to Overweight from Neutral.