In response to Donald Trump's tweets this month knocking the companies responsible for big budget defense programs, Citi Research's defense analyst told investors Huntington Ingalls Industries could be the next likely target of future social media missives by the president-elect.
"Realistically, any big program is at risk because almost any big defense program is over-cost or was underperforming at some point," Jason Gursky wrote in a note to clients Tuesday.
"Next at risk is probably HII's [Huntington Ingalls Industries] carrier construction business which has been cited for running over-cost and behind schedule."
Trump mentioned the Lockheed Martin F-35 program cost overruns Monday on Twitter. The defense company's shares fell as much as 5 percent that day after the president-elect's tweet before closing down 2.5 percent .
This follows a similar move last week, when he tweeted negatively about the price tag for Boeing's Air Force One contract. The aerospace giant's shares dipped by more than 1 percent after Trump's tweet, but went on to close higher that day.