Canadian Aerospace & Defense Stock News

Cooling producer prices and softer wholesale inflation are shifting attention back to interest rate sensitive stocks, where even small moves in borrowing costs can influence margins, demand, and sentiment. With PPI down 0.4% in June and year over year wholesale inflation at 1.8%, markets are weighing the chance of steadier rates against the risk that rebounding crude oil prices and energy costs could reignite pressure. This article walks through three stocks from technology, housing related,...

Meta data centre agreement reshapes the outlook for Capital Power stock Capital Power (TSX:CPX) has attracted fresh investor attention after securing a long term Energy Supply Agreement with Meta Platforms Inc. to provide 250 megawatts for a planned Alberta data centre. The contract, which is expected to begin supplying power in the back half of 2028, is structured to provide capacity and energy payments backed by Capital Power’s Alberta generation fleet and extends the company’s roster of...

The Canadian market has been buoyed by strong performances in the energy and material sectors, contributing to significant earnings growth on the TSX. In such a climate, investors often look beyond established giants to discover opportunities among smaller or newer companies. Penny stocks, though an outdated term, remain relevant for those seeking potential growth at lower price points; when backed by solid financials and fundamentals, they can offer intriguing opportunities with less risk...

Northland Power (TSX:NPI) has hit a fresh inflection point, as the Baltic Power offshore wind project is now feeding electricity into Poland’s grid under a 25-year contract for difference that supports long-term revenue visibility. See our latest analysis for Northland Power. At a share price of CA$22.17, Northland Power has delivered a 21.41% year to date share price return, while its 1 year total shareholder return is slightly down 0.79% and the 5 year total shareholder return is down...

Imperial Oil stock has delivered a very large 5 year return, yet its valuation signals are split, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while earnings based multiples suggest the shares are already priced generously. Imperial Oil has returned roughly 4.8x over 5 years, which puts added focus on whether current buyers are paying too much for past success. New projects and capacity such as the planned West Coast Oil Pipeline and related emission reduction...

Cameco recently confirmed that its Cigar Lake uranium mine in northern Saskatchewan has resumed production and restarted ore shipments after a temporary suspension caused by sulfuric acid plant issues at Orano’s McClean Lake mill. The company also reiterated that its 2026 Cigar Lake production outlook of 17.5 million to 18.0 million pounds of U3O8 on a 100% basis remains unchanged, easing concerns about any lasting operational impact from the disruption at the partner-operated mill. We’ll...

Earlier this year, Montage Gold Corp. reported an exploration update on its Didievi project in Côte d’Ivoire, where drilling at the Blaffo Guetto deposit extended mineralization over a 1.3km strike and prompted a new 60,000-meter drill program alongside ongoing Environmental & Social Impact Assessment work. The focus on converting a portion of Inferred Resources to Indicated status at Didievi underscores Montage Gold’s efforts to advance the project toward potential development with greater...

Alamos Gold (TSX:AGI) has come under closer scrutiny after reporting operational disruptions at its Young-Davidson mine, where seismic events and power outages prompted lower second quarter production guidance and a law firm investigation. See our latest analysis for Alamos Gold. At a share price of CA$41.28, Alamos Gold has seen its short term share price momentum fade, with the 30 day share price return down 16.08% and the 90 day share price return down 37.18%, while longer term performance...

Kinross Gold (TSX:K) has started an exploration drilling program at the Pipeline West/Clipper Gold Project in Nevada. The work is being carried out under an earn in agreement with Riley Gold Corp. The program targets areas in the Cortez District that have not previously been drill tested. Kinross Gold, a senior gold producer, is adding fresh exploration work in Nevada to its portfolio with the launch of drilling at Pipeline West/Clipper. For investors, this is a development tied to physical...

Leadership changes around AI and technology Manulife Financial (TSX:MFC) reshaped its senior technology ranks on July 1, 2026, appointing Jodie Karen Wallis as Global Chief AI Officer and redesignating Seamus Edward Weiland as Chief Technology & Operations Officer. For investors watching how the company uses AI and digital capabilities to support insurance and wealth management, these appointments provide another angle to recent attention on Manulife Financial's activities in Asia and its...

NGEx Minerals has reported past results from five Phase 4 drill holes at its 100% owned Lunahuasi copper-gold-silver project in San Juan, Argentina, including thick intervals with multi-metal copper equivalent grades calculated using assumed prices of US$3.00/lb copper, US$1,500/oz gold and US$18/oz silver. The presence of very high copper equivalent grades over both short and long intervals across several holes underscores the continuity and intensity of mineralization being outlined at...

The Canadian market has seen robust earnings growth, particularly driven by the energy and material sectors, contributing to a projected 32% increase in TSX earnings for the second quarter. As investors navigate these conditions, identifying stocks trading below their fair value can offer opportunities for those looking to capitalize on potential undervaluation amidst strong sector performance.

As the Canadian market experiences robust growth driven by the energy and material sectors, investors are keenly watching for signs of continued momentum in earnings improvements. Despite being an older term, penny stocks still represent a compelling investment area, particularly for those seeking opportunities in smaller or less-established companies. By focusing on firms with strong financials and clear growth potential, investors can uncover valuable prospects among these often-overlooked...

Magellan Aerospace (TSX:MAL) is back in focus after a Paradigm Capital research note reiterated its positive stance on the stock and highlighted the company’s teaming agreement with TKMS for Canada’s 12-submarine TKMS 212 CD fleet. See our latest analysis for Magellan Aerospace. Magellan Aerospace’s CA$32.16 share price has eased over the past week with a 7 day share price return of an 11.14% decline, but that sits against a 90 day share price return of 24.94% and an 80.17% 1 year total...

DPM Metals Inc. has released preliminary operating results for the second quarter and first half of 2026, reporting ore processed of 884 Kt and 1,617 Kt respectively, along with gold equivalent production of 102 Koz in Q2 and 187 Koz year-to-date across its gold, silver, copper, zinc, and lead output. At the same time, the company completed a share repurchase of 1,442,548 shares for $49.4 million, trimming its share count by 0.65% and signaling continued use of its balance sheet to return...

Parex Resources Inc. recently reported that June 2026 production averaged 80,850 boe/d, supported by closing the Frontera E&P acquisition and near-field exploration success at LLA-111, while second-quarter 2026 production averaged 54,090 boe/d. The company also reaffirmed its second-half and full-year 2026 production guidance, signaling operational follow-through on its expansion and integration efforts in Colombia. Next, we’ll examine how June’s higher production, underpinned by the...

Recently, analysts highlighted that Magna International has repeatedly beaten earnings estimates in its last two quarterly reports, with forecasts and earnings surprise indicators suggesting another strong result ahead. This pattern of outperforming expectations, combined with increasingly optimistic estimates, has drawn fresh attention to Magna’s earnings quality and how effectively it manages operations. Now we’ll examine how this growing confidence in Magna’s potential earnings beat fits...

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...

We can readily understand why investors are attracted to unprofitable companies. For example, although...

Why TD’s Clover partnership matters for stock investors Toronto-Dominion Bank (TSX:TD) is expanding its merchant services through a partnership with Fiserv, bringing the Clover all-in-one commerce platform to Canadian businesses that want integrated payments, e-commerce and business management tools. See our latest analysis for Toronto-Dominion Bank. The CA$172.81 share price is coming off strong recent momentum, with a 21.04% 3 month share price return and a 33.12% year to date share price...

Almonty Industries (TSX:AII) is back on investors’ radar after two linked developments at its Sangdong Mine: the start of processing operations and a significantly extended tungsten offtake agreement with Global Tungsten & Powders. See our latest analysis for Almonty Industries. Despite a recent pullback, including a 10.34% decline in the 30 day share price return and a 23.06% fall over 90 days, Almonty Industries still shows strong momentum with an 84.46% year to date share price return and...

Nutrien stock has delivered a 53.8% total return over the past five years, and the current valuation now sits at an interesting crossroads, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while broader checks paint a more mixed picture. Over five years, Nutrien has returned 53.8%, which puts recent gains front and center when assessing whether the current price still offers a margin of safety. US plans to invest US$500 million in domestic...

Teck Resources (TSX:TECK.B) has drawn fresh attention after signing a multi party Strategic Investment Agreement to expand critical mineral production capacity at its Trail Operations facility in British Columbia. See our latest analysis for Teck Resources. Teck Resources’ recent agreement around critical minerals comes as momentum has been firming, with the share price at CA$84.51 after a 1-day share price return of 2.10%, a year to date share price return of 28.06%, and a 1-year total...

Aecon Group Inc. announced that TerraMarine, a consortium in which it holds a 30% interest, was selected as preferred proponent for the Roberts Bank Terminal 2 landmass and wharf progressive design-build project in British Columbia, a long-term initiative to expand container capacity and create new waterfront industrial land at the Port of Vancouver. This win adds a large, complex marine infrastructure opportunity to Aecon’s pipeline, aligning with its focus on collaborative contracts and...