U.S. Aerospace & Defense Stock News

Lam Research (LRCX) is back in focus after announcing a plan to invest more than US$3b over five years to expand its global R&D lab network and increase experiment capacity by over 50%. See our latest analysis for Lam Research. Over the past year Lam Research has seen strong momentum, with a year to date share price return of 70.03% and a 1 year total shareholder return of 205.32%. However, the 7 day share price return declined 4.04% after recent sector pressure and profit taking. If you are...

Sea (NYSE:SE) drew fresh attention from investors after its second quarter 2026 results showed higher revenue and net income than a year earlier. This suggested firmer business momentum and improving profitability trends. See our latest analysis for Sea. Sea’s latest quarterly news has arrived alongside a sharp rebound in its share price, with a 1 month share price return of 23.18% and a 3 month share price return of 31.80%. However, the year to date share price return is still down 6.32% and...

Global Net Lease has delivered a strong 31.1% one year return, yet current valuation work suggests the stock may still trade below its estimated intrinsic value based on a Discounted Cash Flow (DCF) view and market multiples. Over the last 12 months, Global Net Lease has returned 31.1%, which puts fresh focus on whether the recent share price better reflects the underlying real estate portfolio. The acquisition of Modiv Industrial for US$535 million can support long term rental income from...

Long dated US Treasuries are back in the spotlight as Washington leans on buybacks and even the Treasury General Account to steady bond markets, while critics question what that means for long term yields and risk premia. For investors, that mix of policy experimentation and credibility concerns can reshuffle the winners and losers among US bond trading and fixed income market making banks. This article walks through three stocks from our screener that appear most exposed to this story and...

Monetary policy is back in the spotlight, with a push to shift the Federal Reserve away from interest rate targeting and toward strict control of credit growth. That kind of rule based approach could reshape how money flows through lenders and into the real economy, which matters for future borrowing costs and credit availability. This article walks through three U.S. nonbank and fintech lenders exposed to that debate, and explains how this policy rethink could influence their risk and reward...

Aurinia Pharmaceuticals recently entered into a settlement with Teva Pharmaceuticals resolving U.S. patent litigation over Teva’s proposed generic 7.9 mg voclosporin capsules, with Teva agreeing that Aurinia’s patents, expiring in December 2037, are valid, enforceable, and would be infringed by U.S. sales of its generic. The agreement, which restricts Teva from launching its generic voclosporin in the U.S. before December 7, 2036 (subject to contingencies and FDA approval), materially...

Everforth (EFOR) stock is in focus after its ECS unit secured a four year, US$30 million prime contract with the Defense Health Agency to support data driven IT modernization and analytics. See our latest analysis for Everforth. The recent four year Defense Health Agency contract has arrived during a sharp rebound in Everforth’s share price, with a 30 day share price return of 57.77% and a 90 day share price return of 68.74%. However, the 1 year total shareholder return is still down 38.59%...

AutoZone (AZO) has drawn fresh attention after its stock gained 1.74% on a weak market day, as investors focus on the company’s upcoming fourth quarter fiscal 2026 earnings and related conference call. See our latest analysis for AutoZone. That 1.74% one day share price gain comes after a mixed run for AutoZone, with the 30 day share price return of 1.76% set against a year to date share price decline of 8.91% and a 1 year total shareholder return that declined 27.31%, while the 5 year total...

Credicorp (NYSE:BAP) has drawn investor attention after reporting its second quarter and first half 2026 results. The company showed higher net interest income, net income and earnings per share than in the same periods last year. See our latest analysis for Credicorp. Credicorp's recent earnings release comes after a strong run, with a year to date share price return of 32.59% and a 1 year total shareholder return of 58.00%. The 3 year and 5 year total shareholder returns of 217.40% and...

ScanSource, Inc. has already reported full-year results for the period ended June 30, 2026, with sales rising to US$3.23 billion and net income improving to US$78.87 million, alongside higher basic and diluted earnings per share from continuing operations. Alongside these results, ScanSource issued guidance for fiscal 2027 calling for mid‑single‑ to high‑single‑digit net sales growth, while its Board adjusted to seven members following the retirement of long‑serving director Peter C...

Earlier this month, International Flavors & Fragrances released its “Inside the India GLP-1 Consumer Journey” report, detailing how GLP-1 usage is reshaping Indian consumers’ eating habits, nutrition priorities, and sensory preferences. The research points to consumers favoring smaller portions but higher-quality, better-tasting foods, signaling emerging product innovation opportunities for food and beverage brands that work with IFF. We’ll now explore how IFF’s insights into GLP-1-driven...

PPL Corporation previously declared a quarterly common stock dividend of US$0.2850 per share on August 21, 2026, payable on October 1, 2026, to shareowners of record as of September 10, 2026. Alongside this dividend, PPL outlined nearly US$5.10 billion of 2026 capital investments and US$23.00 billion through 2029, signaling a sizable commitment to grid and infrastructure spending backed by expanding revenues. We will now explore how PPL’s large multi‑year capital investment program could...

Ashland Inc. recently launched permexa sodium caprate, an intestinal permeation enhancer engineered to support scalable oral peptide, biologic and low-permeability drug products, including GLP-1 therapies. The product’s blend of permeability enhancement with improved powder flow and tablet compressibility offers a differentiated excipient solution for complex oral biologic formulations and manufacturing. We’ll now explore how Ashland’s permexa sodium caprate launch, aimed at oral biologics...

On July 28, 2026, BXP reported second-quarter results that exceeded analyst expectations and raised the midpoint of its full-year 2026 FFO outlook, citing improving business fundamentals. This combination of stronger-than-anticipated earnings and a higher FFO forecast highlighted management’s increased confidence in the company’s operating trajectory and cash flow visibility. Next, we’ll examine how BXP’s upgraded full-year FFO outlook shapes its existing investment narrative and risk‑reward...

NNN REIT (NNN) drew fresh attention after appointing Christina Chiu and Charles D. Mueller Jr. to its Board of Directors, a planned succession move related to the forthcoming retirement of director Betsy D. Holden. See our latest analysis for NNN REIT. Alongside the board refresh, NNN REIT’s recent 1-day share price return of 1.11% and year to date share price return of 17.23% come after a 30 day share price decline of 6.16%. Its 1-year total shareholder return of 16.62% and 5-year total...

In recent months, multiple law firms have filed securities class action lawsuits against PROCEPT BioRobotics, alleging undisclosed bulk discounting of Aquablation handpieces that inflated reported unit sales, revenues, and key utilization metrics. The core allegation is that these discount-driven bulk orders pulled demand forward and led to excess customer inventory, raising questions about the sustainability and quality of PROCEPT’s previously reported growth indicators. We’ll now examine...

Yelp (YELP) has drawn fresh attention after its recent share price move, with the stock closing at US$23.83. Investors are weighing this valuation against the company’s latest revenue and net income figures. See our latest analysis for Yelp. Looking beyond the latest move, Yelp’s recent trading tells a mixed story. The stock has a 7 day share price return of 3.29% and a 90 day share price return of 3.92%, yet the year to date share price return is down 21.09%, and the 1 year total shareholder...

Carter's stock has delivered a steep 60.0% decline over the past five years, yet valuation checks now suggest the market price may be lagging an intrinsic value estimate that screens the shares as undervalued. The question for investors is whether the current discount is justified by business risks or whether the market has become too pessimistic. The share price is down 60.0% over five years, which implies the market has materially reduced its expectations for Carter's. Future cash flow...

Earlier this month, RUM Group Inc. announced a six-year, approximately US$13.70 billion agreement to provide GPU services and AI chip infrastructure to an unnamed U.S.-based cloud customer from its under-development Maysville, Georgia facility, alongside warrants for the customer to purchase over 50 million Class A shares. An important angle for investors is that RUM Group currently lacks the financing to deliver on this very large contract, meaning the agreement’s value is closely tied to...

AGCO’s Farm Progress Show reveal puts new equipment in focus AGCO (AGCO) is drawing fresh attention after announcing a wide slate of new tractors, planters and precision retrofit solutions for its Fendt, Massey Ferguson and PTx brands ahead of the 2026 Farm Progress Show. See our latest analysis for AGCO. AGCO’s Farm Progress Show plans come as the stock has seen a mixed pattern, with the 7 day share price return of 10.41% and the 30 day share price return down 9.14%, while the 1 year total...

Analysts expect HealthEquity (HQY) to report quarterly earnings of $1.19 per share and revenue of $350.23 million in its upcoming release, with projections indicating growth in custodial revenue and total HSA assets. See our latest analysis for HealthEquity. HealthEquity’s recent momentum has been firm, with a 30-day share price return of 11.38% and a 90-day share price return of 20.80%. The 1-year total shareholder return of 20.57% highlights how expectations around earnings and HSA growth...

NeoGenomics, Inc. previously announced that Alicia Olivo, EVP, General Counsel & Business Development, would step down as General Counsel in September 2026 and remain with the company until early October 2026 to support the transition. The company also secured a favorable North Carolina court ruling that invalidated key Natera patents, reducing legal friction around its RaDaR ST assay and altering the competitive landscape in molecular residual disease testing. We’ll now examine how this...

CDW stock has fallen about 33.0% over the past three years, yet the current share price of US$132.51 still screens as cheap on both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and on earnings based multiples. That combination of weak recent returns and supportive valuation signals is what investors are weighing today. CDW's share price has declined 33.0% over three years, which puts the focus on whether the market has become too pessimistic about the company’s...

Energy sensitive inflation is back in focus as oil and gas prices feed into policy debates and consumer budgets. That spotlight on security and supply puts Aerospace and Defense stocks on many watchlists, since governments tend to treat defense and critical infrastructure as priority spending. This article explains why that theme matters now and highlights 3 Aerospace and Defense screener picks worth a closer look. The 3 Aerospace and Defense stocks below are just a sample. The full screen...