Montana Aerospace: Strategically Positioned To Weather Aerospace Tariffs

2025-03-17 10:52:46 ET

Summary

• Montana Aerospace is a strong buy due to its global footprint, vertical integration, and local-for-local strategy, reducing trade turmoil risks.
• The company reported €1.494 billion in 2024 sales and €165 million in EBITDA, slightly beating guidance despite supply chain challenges.
• For 2025, Montana Aerospace expects over €1.6 billion in sales and €200 million in EBITDA, indicating strong growth potential.
• The stock price target has been increased to $30.98, providing a 57% upside, and reinforcing the strong buy rating.

In December 2024, I initiated coverage for Montana Aerospace ( MTASF ) with a strong buy rating. The OTC ticker lost around 1.9% of its value since then, compared to a 6.8% declined for the S&P 500....

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