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Seth Safeman

Research Analyst at JPMorgan Chase & Co.

Seth Seifman is Vice President and Equity Research Analyst at JPMorgan Securities LLC, specializing in aerospace, defense, and industrials sector coverage. He covers 28 major publicly traded companies, including high-profile firms such as Boeing and Kratos, and has delivered an impressive performance record, achieving a 71.85% success rate and a 43.8% average return, ranking in the 92nd percentile per analyst platforms. Seifman began his analyst career at JPMorgan in 2006 after graduating from Yale University in 1997, and is recognized for his deep sector expertise and hundreds of influential stock ratings. He holds professional credentials including FINRA registration and securities licenses, and is respected for his nuanced analysis and leadership in aerospace equity research.

Seth Safeman's questions to ELBIT SYSTEMS (ESLT) leadership

Question · Q3 2025

Seth Safeman followed up by asking about emerging opportunities in directed energy solutions, specifically regarding the Iron Beam system and potential international demand outside of Israel.

Answer

CEO Bezhalel Machlis confirmed significant international interest in directed energy solutions, highlighting Elbit's involvement in Israel's ground-based Iron Beam system and its leadership in developing airborne high-powered lasers, which he believes will be a game-changer. He also noted other advanced, confidential energy weapons as a key future growth engine.

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