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.
美国银行证券分析师罗纳德·J·爱泼斯坦将L3哈里斯科技公司（NYSE：LHX）的评级从中立调升至买入，并将目标价从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.
分析师写道，L3哈里斯推出了其改革倡议“LHX Next”，最初他对此持谨慎乐观态度。
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，最近的结果进一步加强了我们的积极展望，表明精简、聚焦的LHX现在更有能力履行承诺并超越预期，分析师说。
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，罗纳德表示，导弹和弹药行业一致认为：需求持续强劲，未来五年展望光明。
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良好地把握住了这一趋势，成为少数具备固体火箭发动机（SRM）生产能力的公司之一。
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最近的获胜，包括Next-Gen Interceptor（NGI）的合同以及作为滑翔阶段拦截弹（GPI）第1和第3级推进器的主要供应商，突显了其产品的强劲可靠性，分析师补充说。
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.
特别是，该公司上周宣布与Palantir Technologies Inc.（NYSE：PLTR）建立战略合作伙伴关系，将Palantir的人工智能平台与L3哈里斯的传感器和软件定义系统相结合。
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.
分析师写道，这一伙伴关系反映了LHX的前瞻性和战略性举措，利用Palantir的企业人工智能驱动数据整合来增强成本效率，获得更大的供应链可见度，并实现更快、更明智的决策。
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，该合作支持人工智能技术产品开发，将洛克希德马丁公司的核心能力与palantir的软件专业知识相结合——这种组合被分析师认为是未来增长的坚实基础。
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.
分析师补充道，公司超过了2024年40000万美元的年度节约目标，现在预计将在年底实现60000万美元的节约，增强了对其10亿美元节约目标的信心。
Consequently, Ronald raised the estimates, with 2026E free cash flow (FCF) now projected at $2.8 billion and potential for additional upside.
因此，罗纳德提高了估值，预计2026年的自由现金流（FCF）现在将达到28亿美元，并且有进一步增长的潜力。
Investors can gain exposure to the stock via XAR (NYSE:XAR) and iShares U.S. Aerospace & Defense ETF (BATS:ITA).
投资者可以通过XAR（纽交所:XAR）和iShares U.S. Aerospace & Defense ETF（BATS:ITA）获得该股的持有份额。
Price Action: LHX shares are up 0.57% at $246.81 at the last check Thursday.
股价走势：洛克希德马丁公司的股价上涨0.57%，报246.81美元，在周四最后检查时。
- L3Harris Poised For 2025 Growth: Analysts Highlight Q3 Earnings Beat, Solid Orders, And Margin Expansion Potential
- L3Harris准备迎接2025年的增长：分析师强调Q3盈利超预期、订单稳健和利润率扩张潜力。
