Bernstein called out two defense stocks that could benefit from the U.S. campaign against Iran.
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The escalating conflict in the Middle East could lead to higher military spending by the U.S. and its allies.
The bank quantified the impact on individual stocks of the Iran war using a scoring system. Some companies stand to be ceasefire…
Analyst John Godyn said that the Iran war has brought the firm's buy-rated defense names to the attention of investors.
Defense stocks haven't been the slam-dunk play some investors expected.
An increase in defense spending could bode well for stocks in the sector, analysts believe.
The stock has pulled back roughly 9% since the start of the conflict with Iran.
