U.S. Aerospace & Defense Stock News

Guardant Health (GH) is in focus after a U.S. District Court upheld a major patent infringement verdict, imposing over US$245.2m in damages plus 6% ongoing royalties on 11 key products. See our latest analysis for Guardant Health. Guardant Health shares have been volatile around the patent ruling, with the stock down 4.4% on the day but still showing a 10.8% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum has been building despite the legal...

MP Materials has delivered a strong 3 year gain, yet the stock now screens as expensive on market multiples, which raises questions about how much of the story is already in the US$57.42 share price. MP Materials has returned about 189.6% over 3 years, which puts recent weakness into the context of a very strong medium term run. Fresh interest in critical minerals linked to the US government's focus on domestic supply chains can support sentiment. Any change in policy momentum or funding...

Starbucks (SBUX) stock is back in focus after the company sold more than 2 million Unicorn Frappuccinos in one weekend, driving a 28.5% traffic surge and its biggest North America Saturday sales day. See our latest analysis for Starbucks. At a share price of US$107.49, Starbucks has posted a 28.01% year to date share price return and a 28.46% total shareholder return over 1 year, as recent product launches, menu refreshes and restructuring moves keep sentiment focused on whether this momentum...

Earlier in August 2026, Mosaic raised about US$2.0 billion through new senior notes and used much of the proceeds to refinance existing debt, while its Biosciences unit launched Renuvis Enzara, an enzyme-based residue management product aimed at improving field conditions and equipment efficiency for growers. This combination of large-scale balance sheet reshaping and a new biosciences offering highlights Mosaic’s parallel efforts to manage financing costs and expand into higher-value...

Driivz Ltd. recently announced it has integrated WEX Inc.’s payment solutions into its OCPI-certified EV charging platform, enabling seamless billing for electric fleets using WEX DriverDash and RFID at Driivz-managed chargers worldwide. This collaboration deepens WEX’s presence in EV fleet infrastructure by tying its payments network directly into smart charging and energy management used by global fleet operators. Next, we’ll explore how integrating WEX payments into Driivz’s global EV...

Recent reports highlight that Alphabet expanded its AI chip design partnership with Marvell and bond markets raised Broadcom’s credit risk as the company discussed taking on more than US$60 billion to US$80 billion in new AI-related debt financing. These developments deepen questions about Broadcom’s reliance on a few large AI customers and the growing leverage it is using to support massive cloud and AI infrastructure deals. We’ll now examine how rising competition inside Google’s AI chip...

Sector-wide freight selloff puts J.B. Hunt Transport Services (JBHT) in focus J.B. Hunt Transport Services (JBHT) fell 6.3% on August 24 in a broad freight and logistics selloff, as investors reacted to sector wide concerns about freight demand and wider macroeconomic conditions. See our latest analysis for J.B. Hunt Transport Services. Even after the recent sector driven pullback, with a 1 month share price return down 9.86% and a 7 day share price return down 8.29%, J.B. Hunt Transport...

Albany International stock has had a weak run over the past few years, yet the current market pricing still screens as expensive rather than discounted. With a low value score and an overvalued read on traditional multiples, investors are being asked to pay up despite a history of negative returns. The share price has declined 35.5% over the past three years, which means long term holders have not been rewarded for staying invested. Future valuation can hinge on how reliably Albany...

Geopolitics is back on centre stage, with the threat of U.S. sanctions on Chinese banks tied to Iranian oil flows rippling through expectations for crude supply, currency stability and global risk appetite. That mix can create sharp winners and losers. This article walks through three large integrated oil and gas stocks from our Global Majors screener that are closely exposed to this news, and explains why each might deserve a closer look right now. The three stocks below are just a starting...

Critical Metals stock moves after recent performance swings Critical Metals (CRML) has drawn fresh attention after sharp recent share price swings. The stock is up about 15% over the past month but down roughly 43% in the past 3 months. See our latest analysis for Critical Metals. For investors tracking the wider trend, Critical Metals has a mixed profile, with a 14.8% 30 day share price return but a 3 year total shareholder return that declined 38.35%. This suggests that momentum may be...

KeyCorp preferred stock redemption sets the context for NYSE:KEY KeyCorp (KEY) has notified holders that it plans to redeem all 525,000 depositary shares of its Series D preferred stock on September 15, 2026, for cash at the specified redemption price. See our latest analysis for KeyCorp. At a share price of $21.87, KeyCorp has seen a 7 day share price return that declined 5.08% and a 30 day share price return that declined 3.44%, while its 1 year total shareholder return of 19.85% and 3 year...

C.H. Robinson Worldwide (CHRW) has drawn investor attention after recent trading left the stock down about 23% over the past month and 20% over the past 3 months, despite positive trailing multi year total returns. See our latest analysis for C.H. Robinson Worldwide. At a latest share price of US$142.86, C.H. Robinson Worldwide has seen its short term share price momentum fade, with the 30 day share price return down 23.4% and the year to date share price return down 12.7%. However, the 5...

Humana (NYSE:HUM) and DaVita have launched a new coordinated value-based care partnership for Medicare Advantage members with chronic kidney disease. The program targets over 10,000 Medicare Advantage members and focuses on earlier intervention to slow disease progression and reduce hospitalizations. The collaboration expands Humana's value-based care model by integrating DaVita's kidney care expertise into Humana's existing Medicare Advantage footprint. For investors tracking how health...

Escalating tariff threats between the U.S. and Canada are putting a fresh spotlight on auto and industrial manufacturers that rely on cross border trade. When policy risk reshapes supply chains, some stocks can feel pressure while others may gain an edge. This article looks at three U.S. focused manufacturers exposed to the current trade headlines and explains how the news could matter for their businesses and for your watchlist. The stocks covered below are just a small sample of what this...

Baird recently upgraded Darden Restaurants to Outperform as part of a wider reshuffle of its restaurant coverage, citing the company’s strong execution, relevant marketing and role as a core casual dining holding. The move underscores how, in tougher operating conditions for restaurants, investors may be favoring operators viewed as having more resilient growth frameworks. Next, we’ll examine how Baird’s vote of confidence in Darden’s execution and brand strength could influence its existing...

CarGurus stock moves draw attention after recent performance CarGurus (CARG) has attracted fresh interest after a strong recent run in its share price, with the stock closing at US$37.21 and recording double digit returns over the past month and over the past 3 months. See our latest analysis for CarGurus. Zooming out, CarGurus now trades at US$37.21 with a 30 day share price return of 11.51% and a 90 day share price return of 33.90%, while the 1 year total shareholder return is 9.09%. The 3...

10x Genomics stock has delivered a very strong 353.4% return over the past year, yet broader valuation checks suggest the shares are not a clear bargain at current levels. With expectations high around its Atera spatial biology platform and expanding clinical collaborations, the key issue for investors is whether the recent price move already reflects much of that optimism. Over the last 12 months, 10x Genomics has returned 353.4%, which puts extra focus on whether recent gains leave much...

Rocket Companies recently added Sarah Watterson as an independent director, expanding its board to 10 members and bringing extensive experience across investment, capital markets, transportation, real estate, and sports and entertainment operations. At the same time, a settlement allowing Redfin to keep its core rental-listing economics with Zillow while regaining freedom to grow its own rentals advertising business meaningfully shifts how Rocket can approach the multifamily rentals...

Harley-Davidson (HOG) has drawn fresh attention after its recent share price move, with the stock closing at $28.29 as of 24 August 2026. Investors are reassessing the motorcycle maker’s value, business mix, and recent financial trends. See our latest analysis for Harley-Davidson. Harley-Davidson’s recent share price momentum has been firm, with a 7 day share price return of 4.66% and a year to date share price return of 37.06%, although the 5 year total shareholder return of 20.88% shows...

Lockheed Martin (NYSE:LMT) recently ran a major live trial of its NetSense AI-enabled Airspace Awareness-as-a-Service system, using commercial 5G networks to track unmanned aircraft systems in real time. The NetSense trial highlighted a service model aimed at scalable, lower cost protection for critical infrastructure and sensitive airspace. Lockheed Martin expanded its work with Firefly Aerospace into a multi-year block of dedicated rocket launches. The partnership now also covers...

Over the last 7 days, the United States market has experienced a slight decline of 1.5%, yet it has shown robust growth over the past year with an increase of 18%, and earnings are expected to continue growing at a rate of 17% annually. In this context, identifying stocks that are estimated to be below their fair value can be particularly appealing for investors seeking potential opportunities amidst fluctuating market conditions.

Over the last 7 days, the United States market has dropped 1.5%, yet it has shown resilience with an 18% increase over the past year and an annual earnings growth forecast of 17%. In such a fluctuating environment, growth stocks with high insider ownership can be appealing as they often indicate strong confidence from those closest to the company in its long-term potential.

Over the last 7 days, the U.S. market has dropped 1.5%, but it has risen by 18% over the past year, with earnings forecasted to grow by 17% annually. For investors willing to explore beyond established names, penny stocks—often smaller or newer companies—can present intriguing opportunities despite their somewhat outdated label. By focusing on those with strong financials and a clear growth path, investors can discover promising options that balance potential upside with stability.

Moody’s recent affirmation of Las Vegas Sands (LVS) credit ratings with a stable outlook has put the stock back in focus for investors watching casino operators with large Asian resort exposure. See our latest analysis for Las Vegas Sands. Despite Moody’s affirmation, Las Vegas Sands’ share price has been under pressure, with the stock down 28% year to date and the 1 year total shareholder return declining 15%, signalling fading momentum even as credit confidence remains intact. If you are...