(AIR) with an Overweight rating and $83 price target The firm is citing a favorable macro backdrop for the company given its exposure to the multiyear up-cycle in Aerospace & Defense, particularly ...

Tesla “appears to have the most to lose from the shifting regulatory backdrop,” perhaps as much as $3.2B or 40% of the 2024 consensus EBIT estimate of $8.3B, given a $1.2B headwind from the ...