L3Harris And Palantir Collaboration Key To Future Growth, BofA Upgrades Stock
L3Harris And Palantir Collaboration Key To Future Growth, BofA Upgrades Stock
Moreover, Ronald says that the missile and munitions industry consensus is clear: demand is relentless, with a promising outlook extending over the next five years.BofA Securities analyst Ronald J. Epstein upgraded L3Harris Technologies, Inc. (NYSE:LHX) to Buy from Neutral and raised the price target to $300 from $240.
美國銀行證券分析師羅納德·J·愛潑斯坦將L3賀錦麗科技公司（NYSE：LHX）的評級從中立調升至買入，並將目標價從240美元提高至300美元。
The analyst writes that L3Harris introduced its transformation initiative, "LHX Next," which he initially viewed with cautious optimism.
分析師寫道，L3賀錦麗推出了其改革倡議「LHX Next」，最初他對此持謹慎樂觀態度。
However, recent results have reinforced our positive outlook, showing that the streamlined, focused LHX is now better positioned to fulfill its commitments and exceed expectations, says the analyst.
然而，最近的結果進一步加強了我們的積極展望，表明精簡、聚焦的LHX現在更有能力履行承諾並超越預期，分析師說。
Moreover, Ronald says that the missile and munitions industry consensus is clear: demand is relentless, with a promising outlook extending over the next five years.
此外，羅納德表示，導彈和彈藥行業一致認爲：需求持續強勁，未來五年展望光明。
LHX is well-positioned to capitalize on this trend, standing out as one of the few companies with solid rocket motor (SRM) production capabilities.
LHX良好地把握住了這一趨勢，成爲少數具備固體火箭發動機（SRM）生產能力的公司之一。
LHX's recent wins, including contracts for the Next-Gen Interceptor (NGI) and as the primary provider for the 1st and 3rd stage propulsion on the Glide Phase Interceptor (GPI), underscore the strength and reliability of its products, adds the analyst.
LHX最近的獲勝，包括Next-Gen Interceptor（NGI）的合同以及作爲滑翔階段攔截彈（GPI）第1和第3級推進器的主要供應商，突顯了其產品的強勁可靠性，分析師補充說。
Notably, last week, the company announced a strategic partnership with Palantir Technologies Inc. (NYSE:PLTR) to combine Palantir's Artificial Intelligence Platform with L3Harris' sensor and software-defined systems.
特別是，該公司上週宣佈與Palantir Technologies Inc.（NYSE：PLTR）建立戰略合作伙伴關係，將Palantir的人工智能平台與L3賀錦麗的傳感器和軟件定義系統相結合。
The analyst writes that this partnership reflects a forward-thinking and strategic move by LHX, leveraging Palantir's enterprise AI-driven data integration to enhance cost efficiency, gain greater supply chain visibility, and enable quicker, more informed decisions.
分析師寫道，這一夥伴關係反映了LHX的前瞻性和戰略性舉措，利用Palantir的企業人工智能驅動數據整合來增強成本效率，獲得更大的供應鏈可見度，並實現更快、更明智的決策。
Additionally, the collaboration supports AI-enabled product development, aligning LHX's focus on core capabilities with Palantir's software expertise—a combination we view as a strong foundation for future growth, adds the analyst.
此外，該合作支持人工智能技術產品開發，將洛克希德馬丁公司的核心能力與palantir的軟件專業知識相結合——這種組合被分析師認爲是未來增長的堅實基礎。
The analyst adds that the company surpassed its $400 million run-rate savings target for 2024 and now expects to achieve $600 million by year-end, bolstering confidence in its $1 billion savings target.
分析師補充道，公司超過了2024年40000萬美元的年度節約目標，現在預計將在年底實現60000萬美元的節約，增強了對其10億美元節約目標的信心。
Consequently, Ronald raised the estimates, with 2026E free cash flow (FCF) now projected at $2.8 billion and potential for additional upside.
因此，羅納德提高了估值，預計2026年的自由現金流（FCF）現在將達到28億美元，並且有進一步增長的潛力。
Investors can gain exposure to the stock via XAR (NYSE:XAR) and iShares U.S. Aerospace & Defense ETF (BATS:ITA).
投資者可以通過XAR（紐交所:XAR）和iShares U.S. Aerospace & Defense ETF（BATS:ITA）獲得該股的持有份額。
Price Action: LHX shares are up 0.57% at $246.81 at the last check Thursday.
股價走勢：洛克希德馬丁公司的股價上漲0.57%，報246.81美元，在週四最後檢查時。
- L3Harris Poised For 2025 Growth: Analysts Highlight Q3 Earnings Beat, Solid Orders, And Margin Expansion Potential
- L3Harris準備迎接2025年的增長：分析師強調Q3盈利超預期、訂單穩健和利潤率擴張潛力。
譯文內容由第三人軟體翻譯。
