Calls
2
Lorenzo Mariani
CEO
Win Rate
0.0%
return
-13.2%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$44.99
-18.9%
The U.S. arm of Leonardo, DRS, is making exceptional progress in ramping up production to meet strong demand, including recently completed M&A operations that the CEO is extremely happy and proud about.
Defense
Long
Jul 31
$54.60
-7.6%
European defense spending is on a path of increase, and Leonardo is perfectly positioned to benefit due to its multi-domain approach, differentiated portfolio, and strong industrial processes. The company raised guidance for orders, cash generation, and earnings after a 45% rise in new contracts in the first half, and is accelerating its industrial plan and processes.
Defense
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Lorenzo Mariani has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: LDO.MI, DRS.
