U.S. Aerospace & Defense Stock News

Hayward Holdings recently reported quarterly results showing 7.4% year-on-year revenue growth, beating analyst and organic growth estimates and topping EBITDA forecasts. The company also delivered the largest full-year guidance increase among its peers, suggesting its pool equipment and automation business has stronger momentum than previously assumed. Now we’ll explore how this guidance upgrade and earnings beat could influence Hayward’s investment narrative and future earnings...

DSC Meridian Capital’s fresh stake in Elme Communities (ELME) comes shortly after Elme’s roughly $1.6 billion sale of 19 multifamily properties, a move that is sharpening investor focus on underlying asset value. See our latest analysis for Elme Communities. With the portfolio sale reframing Elme as a leaner multifamily REIT, the stock’s roughly 15 percent year to date share price return and near 20 percent one year total shareholder return suggest that momentum is quietly rebuilding as...

Customers Bancorp (CUBI) has been quietly rewarding patient shareholders, with the stock climbing about 20% over the past month and more than 60% this year. This performance is prompting a closer look at what is driving the move. See our latest analysis for Customers Bancorp. At around $77.91 per share, Customers Bancorp’s strong recent 1 month share price return sits on top of an already impressive multi year total shareholder return record. This may indicate that momentum is still building...

Earlier this week, JPMorgan upgraded Shake Shack from Underweight to Neutral, citing the chain’s evolution into a free cash flow positive business and a stronger financial profile. The shift to generating free cash flow marks an important milestone for Shake Shack, potentially giving the company more flexibility to fund its ambitious expansion plans. Next, we’ll explore how this newfound free cash flow strength could influence Shake Shack’s longer-term investment narrative and growth...

MBX Biosciences (MBX) slipped onto more traders radars after Goldman Sachs launched coverage with a bearish stance, questioning how much value the company can prove beyond its lead hormone therapy canvuparatide. See our latest analysis for MBX Biosciences. Despite Goldman’s cautious view, MBX’s recent 1 day share price return of 3.5 percent to 28.67 dollars comes after a powerful 90 day share price return of 186.7 percent and 1 year total shareholder return of 40.8 percent, suggesting...

Repligen (RGEN) just widened its bioprocessing toolkit with three new chromatography resins aimed at gene therapy workflows, a move that quietly matters for both long term growth expectations and the stock’s quality story. See our latest analysis for Repligen. Repligen’s new resin launches land after a bumpy stretch, with a strong 90 day share price return of 28.96 percent off a softer year to date base. However, the 1 year total shareholder return of 7.63 percent still masks a weaker multi...

Beam Therapeutics (BEAM) just updated investors on new safety and efficacy results from its BEACON Phase 1/2 trial in sickle cell disease, and the stock is reacting to what this means for future commercialization. See our latest analysis for Beam Therapeutics. The latest BEACON update lands after a choppy year, with a 24.74% 1 month share price return but a 1 year total shareholder return of negative 9.79%. This suggests that near term momentum is improving even as longer term holders remain...

Kennedy Wilson (KW) is drawing fresh attention after providing a $306 million senior non recourse construction loan for the Harborside 8 multifamily tower in Jersey City, a sizable bet on high demand rental housing. See our latest analysis for Kennedy-Wilson Holdings. That push into high demand multifamily lending comes as Kennedy-Wilson Holdings’ share price has quietly delivered a 14.27% 90 day share price return, while its 1 year total shareholder return of 3.86% masks a still weak 3 year...

MPLX LP recently expanded its midstream footprint with the acquisition of Northwind Midstream, completed a US$1.00 billion asset sale to Harvest Midstream, and earlier reported Q3 2025 earnings that exceeded analyst expectations. The appointment of Maria A. Khoury to the MPLX GP LLC board, coinciding with her move to Marathon Petroleum as CFO in January 2026, underscores tighter financial alignment between the partnership and its parent at a time of active portfolio reshaping. We’ll now...

In the third quarter, Dallas-based Permian Investment Partners lifted its holding in TIC Solutions, Inc. by nearly 4.9 million shares, making the company about 21.9% of its reportable assets and its largest portfolio position. This sizable institutional commitment highlights confidence in TIC Solutions' recurring, compliance-driven business model and its improved cost synergy targets despite earlier volatility. We'll now examine how Permian's enlarged TIC Solutions stake, signaling...

Avadel Pharmaceuticals (AVDL) has quietly turned into one of those under the radar movers, with the stock nearly doubling this year even after a recent pullback over the past month. See our latest analysis for Avadel Pharmaceuticals. With the share price now at $21.42, Avadel’s roughly 32% 3 month share price return and 107.76% 1 year total shareholder return suggest momentum is still building as investors reassess its growth runway and risk profile. If Avadel’s run has you rethinking your...

If you have been wondering whether Equinix at around $744 a share is a bargain or a value trap, you are not alone. This article is going to walk through what the numbers are really saying. The stock is down about 0.8% over the last week and 2.7% over the last month, adding to a tougher stretch with returns of roughly 21.2% lower year to date and 17.9% lower over the past year, even though it is still up 20.4% over three years and 16.1% over five years. That mixed performance comes as...

Borr Drilling (NYSE:BORR) just made a big move, agreeing to buy five premium jack up rigs from Noble and supporting the deal with fresh equity, new debt, and a push toward dual listing. See our latest analysis for Borr Drilling. The acquisition news lands after a volatile spell, with a 30 day share price return of 23.23 percent and a five year total shareholder return of 121.15 percent. This suggests long term momentum remains broadly constructive despite bumps along the way. If this kind of...

In recent months, multiple law firms have filed securities class action lawsuits against Stride, Inc., alleging inflated enrollment figures using “ghost students,” compliance failures, and suppression of whistleblowers between October 22, 2024 and October 28, 2025. These coordinated legal actions focus sharply on whether Stride’s reported enrollment metrics and operational practices accurately reflected the health and integrity of its underlying business. Next, we’ll examine how these fraud...

Axon Enterprise (AXON) is back in focus after shares climbed about 3% as investors reacted to fresh law enforcement contracts, an expanded AI footprint through the Prepared acquisition, and ongoing strength in its Software and Services business. See our latest analysis for Axon Enterprise. Zooming out, Axon’s latest contracts and AI push arrive after a choppy stretch, with a roughly flat year to date share price return but a powerful three year total shareholder return above 200 percent. This...

Earlier this month, Datadog announced an expanded partnership with AWS at re:Invent and introduced new products targeting AI observability, storage efficiency, serverless infrastructure, and security on its unified SaaS platform. This combination of deeper AWS integration and AI-focused observability tools highlights how Datadog is positioning itself as core infrastructure for monitoring increasingly complex cloud and AI workloads. Next, we’ll examine how Datadog’s expanded AWS partnership...

Arbor Realty Trust (ABR) is back in the spotlight after a string of analyst downgrades and weaker quarterly numbers pushed the stock lower, prompting investors to reassess both its risk profile and income appeal. See our latest analysis for Arbor Realty Trust. The reaction to those downgrades and weaker numbers has come on top of an already steep slide. A roughly 41 percent year to date share price return and a 33 percent one year total shareholder return are both in negative territory,...

Arqit Quantum (ARQQ) just dropped full year 2025 earnings and a fresh 2026 revenue outlook, giving investors a clearer snapshot of how this quantum cybersecurity story is progressing and what management expects next. See our latest analysis for Arqit Quantum. The earnings release comes after a choppy stretch for the stock, with a 1 day share price return of 6.5 percent, a 90 day share price return of negative 42.7 percent, and a 3 year total shareholder return of negative 77.2 percent,...

In December 2025, Valvoline Inc. highlighted its focus on small tuck-in acquisitions, new store builds, and growth in existing locations while emphasizing a strong balance sheet, and its Great Canadian Oil Change brand was again ranked highest for customer satisfaction in J.D. Power’s 2025 Canada Customer Service Index – Long-Term Study. Alongside this service recognition, generally positive analyst sentiment and Valvoline’s consumer education efforts around winter maintenance underline how...

Earlier this year, Tapestry reported first-quarter fiscal 2026 results showing a 13% year-over-year increase in net sales, with both EPS and adjusted EPS exceeding analyst expectations under its "Amplify" growth strategy. This stronger-than-anticipated performance, combined with continued analyst optimism, has reinforced confidence in Tapestry’s ability to execute its long-term brand and operational plans. We’ll now explore how this earnings beat and improving profitability shape Tapestry’s...

RTX (RTX) just strung together a series of big wins, from multibillion dollar missile deals with Germany and Canada to a $1.6 billion F135 sustainment contract, all taking place against a friendlier U.S. defense spending backdrop. See our latest analysis for RTX. Those wins have helped push RTX toward fresh highs, with the share price now around $178.29 and a powerful year to date share price return of roughly 54% feeding into a five year total shareholder return of about 185%. This points to...

Earlier this year, Cloudflare, Inc. and JD Cloud, an affiliate of JD.com, expanded their five-year partnership to build a global platform that lets developers deploy, manage, and scale AI inference workloads with sharply lower latency between China and overseas markets. This move effectively plugs JD Cloud’s infrastructure into Cloudflare’s worldwide edge network, creating a high-performance AI cloud that could deepen JD.com’s role as a technology and infrastructure provider rather than just...

Short interest in Howmet Aerospace (HWM) has ticked higher, with 10.47 million shares now sold short, or about 3% of the float. This level tops its peer average and may hint at growing skepticism. See our latest analysis for Howmet Aerospace. Even with short interest creeping up, the recent 1 day share price gain of 3.56% sits against a powerful backdrop. A year to date share price return of 78.72% and a five year total shareholder return of 633.05% suggest momentum is still very much on...

Pediatrix Medical Group (MD) has quietly staged a strong comeback, with shares up about 53% over the past year, even after a recent pullback. This has raised fresh questions about how durable this recovery really is. See our latest analysis for Pediatrix Medical Group. At a latest share price of $21.64, Pediatrix has given investors a powerful swing higher, with a 90 day share price return of 33.01% and a 1 year total shareholder return of 53.58%. This suggests momentum is still broadly...