U.S. Aerospace & Defense Stock News

If you are holding Amazon stock right now, or considering whether to jump in, you are definitely not alone. Nearly everyone seems to have an opinion about what comes next for one of the world’s most important companies. In the past year alone, Amazon shares have climbed by 30.4%, and the three-year return stands at an impressive 76.3%. That kind of performance places Amazon among the top long-term performers, even as questions about its next steps continue to circulate. What is driving these...

Best Buy (BBY) just caught investors’ eyes, and not by coincidence. Fed Chair Jerome Powell’s dovish commentary at the Jackson Hole symposium shifted market mood across the board. When Powell hinted at possible interest rate cuts on the horizon, Wall Street took notice. Best Buy, which already reassured markets with a steady outlook and strategies to handle macro headwinds, saw its shares ride this wave of renewed optimism, as buyers flocked to consumer-facing names that could benefit from a...

If you have been watching QuantumScape (QS) lately, the latest headlines probably caught your eye. The company recently expanded its collaboration with PowerCo, which is Volkswagen’s battery arm, including new milestone payments that incentivize real progress. On top of that, QuantumScape just signed a joint development agreement with another major global automotive manufacturer, pointing to serious momentum behind its push to commercialize solid-state battery technology well beyond its...

In August 2025, First Advantage announced that its management team would participate in three major investor conferences in September, including those hosted by Barclays and Citi, with live webcasts available to investors. This initiative offers direct insights into the company’s leadership thinking and new engagement around its strategic direction and operational outlook. We’ll examine how increased visibility from First Advantage’s investor conference roadshow could influence and possibly...

Boston Scientific (NYSE:BSX) just delivered a second-quarter earnings report that has caught the attention of market watchers. The company not only beat expectations for adjusted earnings and revenue but also raised its net sales outlook for 2025, signaling growing confidence in its growth trajectory. Investors paying close attention may notice that product momentum in lines like FARAPULSE and WATCHMAN is helping the company weather the recent global recall of its ACURATE TAVR system. This...

If you own shares or are eyeing BILL Holdings (BILL) this week, the latest analyst moves might have caught your attention. In the run-up to its Q4 earnings, Wall Street has trimmed its profit expectations for the company, with consensus EPS estimates sliding about 3% over the past month. However, revenue forecasts are actually trending higher, and BTIG's recent commentary highlights growth drivers such as new pricing initiatives and a stronger offering for suppliers. The mix of caution on...

Huntington Ingalls Industries (HII) just announced that its Mission Technologies division is now part of an exclusive group of companies awarded a multiple award contract to supply training products and services enhancing U.S. Navy fleet readiness. This indefinite-delivery, indefinite-quantity contract, with a ceiling of $267 million, gives HII the opportunity to compete for a range of future task orders and further strengthen its position in advanced defense training for the Navy. For...

Corning (GLW) just inked a strategic deal with T1 Energy Inc. that has investors sitting up and taking notice. The agreement positions Corning as a cornerstone supplier to the U.S. solar supply chain, with its hyper-pure polysilicon and solar wafers headed from Michigan to T1’s new Austin facility starting in 2026. This partnership is more than just another contract; it links Corning directly to the national push for faster, affordable energy solutions at a time when electricity demand is...

If you have been tracking ACM Research (ACMR) lately, you might be intrigued by what has been driving the stock’s sharp movements. The company just reported nearly 40% sequential revenue growth in Q2, fueled by stronger equipment sales and increased demand from customers in the logic and memory markets. In addition, ACM Research has raised its forecast for the addressable semiconductor market in China and is planning to expand its production capacity. This signals growing confidence in the...

Thinking about Nutanix (NTNX) lately? You are not alone. Recent buzz surrounds the company after analysts increased their earnings per share estimates, signaling stronger confidence in the upcoming quarterly numbers. With both earnings and revenue now expected to climb at double-digit rates compared to last year, Wall Street appears to be taking a fresh, positive look at Nutanix’s business momentum ahead of its next results announcement. This optimism adds to an active period for the stock...

If you’ve had APA (APA) on your watchlist, the company just gave investors a reason to take a closer look. APA announced an 8.4% bump in net profit for the year, backed by strong results in its gas transmission and storage business as well as new assets coming online. The company is also signaling that next year could bring more upside, with targeted EBITDA growth and a higher distribution—which remains an appealing prospect for income seekers. At the same time, management is focused on...

Earlier this month, EverCommerce presented at two major industry conferences, the Oppenheimer 28th Annual Technology, Internet & Communications Conference and the Canaccord Genuity 45th Annual Growth Conference, featuring CEO Eric Remer and senior leaders discussing company developments. Following these appearances, EverCommerce received a Zacks Rank #1 (Strong Buy) analyst upgrade, reflecting improved earnings outlook and positive business momentum. We’ll examine how the recent analyst...

If you are holding or considering Norwegian Cruise Line Holdings (NCLH), there has been a shake-up worth your attention. David Herrera has stepped down as president of Norwegian Cruise Line, with CEO Harry Sommer stepping in as interim president while a search for a permanent leader gets underway. The company has labeled this as a strategic leadership change, tying it to broader ambitions such as new ships and upgrades at their private island, rather than any sudden shift in the business’s...

If you've been following Expedia Group (EXPE), you may have noticed its recent surge has caught quite a few eyes on Wall Street. The main spark behind this move appears to be fresh analyst upgrades to the company’s earnings projections for fiscal 2025. That, combined with a growing buzz among momentum investors, is shining a spotlight on Expedia’s current run and raising questions about where the stock might be headed next. What’s fueling the optimism? In addition to upward earnings...

If you own or watch Annaly Capital Management (NLY), the latest market action probably caught your attention. Shares jumped after Federal Reserve Chair Jerome Powell’s surprisingly dovish tone at the Jackson Hole symposium, hinting at potential interest rate cuts ahead. Coupled with mortgage rates dropping to year lows, this shift in policy signals could reshape how investors view the risk and reward balance for mREITs like Annaly, especially as falling rates often lead to improved...

In late August 2025, Fed Chair Jerome Powell delivered dovish comments at the annual Jackson Hole symposium, signaling the possibility of upcoming interest rate cuts and a shift in Federal Reserve policy. This announcement eased worries about extended periods of high interest rates, sparking renewed optimism across financial markets and driving a rally in regional bank stocks such as FB Financial. We'll explore how the potential for lower rates may influence FB Financial's investment outlook...

When U.S. Bancorp (USB) shares rose alongside other financials after the Federal Reserve signaled a softer stance on interest rates, investors took notice. The Fed’s hint at moderating inflation and a possible rate cut shifted market sentiment in favor of bank stocks. For those wondering if this rally is just a passing reaction or the beginning of a change in how markets value the sector, important decisions lie ahead. This recent move is the latest chapter in a year that has seen U.S...

If you own or follow Super Micro Computer (SMCI), last week’s earnings report may have come as a jolt. The company announced results that fell short of expectations for the fourth quarter, along with lowered guidance for the next period. Management pointed to slowed customer orders and tighter capital availability as the main culprits. This shift is something many investors have been watching for, given the aggressive expansion in AI hardware and intense competition from...

Semrush Holdings recently announced its second quarter 2025 financial results and participated in both the 2025 Goldman Sachs Communacopia + Technology Conference and Canaccord Genuity’s 45th Annual Growth Conference. This combination of financial disclosure and high-profile conference participation underscores Semrush's continued efforts to increase industry visibility and investor engagement in the rapidly evolving online marketing sector. With the company presenting at major industry...

If you are watching Axcelis Technologies (ACLS) today, you have probably noticed the company’s shares drawing extra attention after management announced a new Joint Development Program with GE Aerospace. The partnership aims to develop advanced 6.5 to 10kV superjunction power devices using Silicon Carbide technology, a material that is making waves for its role in next-generation aerospace, defense, and commercial systems. For investors, this announcement is more than just a press release; it...

Modine Manufacturing (MOD) just opened a new 100,000 square foot manufacturing facility in Chennai, India, marking a significant step to meet Asia-Pacific’s demand for advanced data center cooling. This is more than a typical ribbon cutting. Modine is now producing Airedale by Modine equipment locally, including its new AireWall ONE fan wall, to serve a region experiencing substantial growth from AI and digital infrastructure investments. The move allows Modine to stay closely aligned with...

Kohl's (NYSE:KSS) is back in the spotlight as investors and analysts brace for its upcoming quarterly earnings, expected to show both revenue and profit under pressure. With consumer sentiment still shaky and digital sales facing headwinds, the market’s attention has zeroed in on how Kohl’s will manage through these crosscurrents. As earnings approach, the buzz isn’t just about short-term numbers, but also whether the retailer’s strategy, particularly partnerships and newer categories, can...

GoDaddy (GDDY) has been keeping busy this summer, announcing a string of new initiatives aimed at helping small businesses thrive. Most recently, the company rolled out GoDaddy Capital, a merchant cash advance program delivering up to $1 million in funding within 24 hours, as well as the Smart Terminal Pro, an AI-enabled point-of-sale device designed for seamless checkouts and smarter inventory management. There is also a new strategic partnership with Titan to enhance GoDaddy’s Professional...

Tractor Supply (TSCO) just gave investors a new reason to take notice: the company has been turning heads with strong financial results, punctuated by efficiency measures well above industry averages. Its latest earnings haven’t just impressed on paper; investors are zeroing in on a return on equity of 44%, which signals effective management and solid profitability. That optimism was further supported by the company’s decision to maintain a steady, well-covered dividend, reinforcing...