Forget Palantir. Bank of America believes it found the next hot national defense tech play
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最新报道：Bank of America upgraded defense contractor V2X to "buy" with a $65 price target, citing its successful scale and scope strategy and a key T-6 aircraft contract expected to generate $200-$300M annually from 2027. V2X shares rose 7% Wednesday, bringing YTD gains to 22%. Analyst Mariana Perez Mora highlighted V2X's full-lifecycle support strategy for complex military operations and its shift toward higher-margin work as drivers for sustainable growth and potential valuation re-rating.
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