Ronald Epstein

Virgin Galactic Holdings Inc (NYSE: SPCE) shares have taken a beating this week after founder Sir Richard Branson completed his journey to space over the weekend. The stock initially traded higher on Monday morning before Virgin announced a new $500 million share offering, which sent the stock into...

Boeing Co (NYSE: BA) shares are down 4.3% so far this week after the company reported disappointing first-quarter delivery numbers and announced its second 787 delivery halt in less than a year. What Happened? On Tuesday, Boeing announced that undelivered 787s would need more work after the Federal...

Although Virgin Galactic Holdings Inc (NYSE: SPCE) is closer to achieving space tourism, the prospects are already reflected in its stock valuation, according to BofA Securities. The Virgin Galactic Analyst: Ronald Epstein maintained an Underperform rating on Virgin Galactic with a $41 price target...

Virgin Galactic Holdings Inc (NYSE: SPCE) is trading lower Wednesday morning following a downgrade by BofA Securities. What Happened: On June 25, the FAA updated Virgin Galactic's existing commercial space transportation operator license that the company has held since 2016, allowing it to fly...

Embraer SA (NYSE: ERJ) sees a revenue market of $200 billion for its eVTOL (electric vertical takeoff and landing) unit Eve, with 3 billion passengers and 50,000 aircrafts by 2035, according to BofA Securities. The Embraer Analyst: Ronald Epstein upgrades the rating for Embraer from Neutral to Buy...

The entire commercial air traffic sector is benefiting from a near-term lift and the improved sentiment bodes well for stocks like Boeing Co (NYSE: BA), according to BofA Securities. The Boeing Analyst: Ronald Epstein maintains a Neutral rating on Boeing's stock with a price target lifted from...

The S&P 500 gained more than 11% in November, its best November on record. After such a strong month and impressive 2020 rebound off the index's March lows, much of the easy money from the expected 2021 economic rebound may have already been made. Bank of America maintains a list of top...

Boeing Co's (NYSE: BA) order backlog continues to shrink on a monthly basis, but investors appear to finally see a light at the end of the tunnel. A flurry of large Boeing option trades were mostly bullish on Tuesday as investors hope an ongoing Federal Aviation Administration (FAA) review of...

Boeing Co (NYSE: BA) investors got some good news recently when European regulators cleared the 737 Max for takeoff. However, one analyst says Boeing still has a number of major challenges ahead in the near-term. The Boeing Analyst: Bank of America analyst Ronald Epstein reiterated his Neutral...

The one-year anniversary of the Virgin Galactic Holdings Inc (NYSE: SPCE) IPO is exactly one month away, and one Wall Street analyst has started the countdown for a major liftoff for the stock. The Analyst: On Monday, Bank of America analyst Ronald Epstein initiated coverage of Virgin Galactic with...

Investor questions around Boeing Co’s (NYSE: BA) guidance for the rest of 2020 and into 2021 and 2022 indicate a lack of conviction in the company's commentary, according to BofA Securities. The Boeing Analyst: Ronald Epstein maintained a Neutral rating on Boeing and reduced the...

Boeing Co's (NYSE: BA) stock has lost more than 60% since the start of 2020 but to suggest its valuation is a "negative value" isn't based on any facts, according to BofA Securities analyst Ronald Epstein. What Happened If one were to assign a zero valuation to Boeing's...

Boeing Co (NYSE: BA) shares took a hit this week following reports that the grounded 737 Max won’t be cleared for flight by regulators until June or July. The new timeline is months later than the company had previously targeted. The 737 Max has been grounded by regulators since March of 2019...

Boeing Co (NYSE: BA)'s pause of 737 Max production led Bank of America to shave $10 from its price target on the stock Monday.  The Analyst Ronald Epstein reiterated a Neutral rating on Boeing and lowered the price target from $370 to $360. BofA's Boeing Thesis The price target...