U.S. Aerospace & Defense Stock News

DigitalBridge Group (DBRG) has quietly put up a mixed near term performance, slipping over the past week but still sitting on a strong month long gain, which has investors reconsidering its risk reward profile. See our latest analysis for DigitalBridge Group. The recent pullback sits against a much stronger backdrop, with an 18.35% year to date share price return and a 1 year total shareholder return of 18.06% suggesting momentum is cooling, not collapsing. If DigitalBridge’s swings have your...

In December 2025, BigBear.ai announced a partnership with C Speed to integrate its ConductorOS AI orchestration platform into C Speed’s LightWave Radar systems, aiming to enhance real-time, autonomous threat detection and decision support for defense and homeland security missions across air, missile, and counter‑UAS domains. This collaboration links BigBear.ai’s expanding Abu Dhabi presence with C Speed’s deployed U.S. and international radar footprint, potentially broadening the role of AI...

In December 2025, Saba Capital Management, L.P. increased its ownership in ASA Gold & Precious Metals Ltd by buying additional shares, lifting its stake to more than 5.32 million shares after multiple insider purchases. This wave of insider and institutional buying follows a very large year-to-date gain for the ASA fund, underscoring strong conviction among key holders despite its low 0.1% yield. We’ll now examine how Saba’s continued accumulation and ASA’s very large year-to-date gain...

In recent days Intel has overhauled key leadership roles, expanded its government affairs and technology teams, and moved closer to acquiring AI chip startup SambaNova while advancing High-NA EUV manufacturing and deepening ecosystem collaborations in markets like China. These shifts highlight how Intel’s turnaround now rests as much on political relationships and AI systems capabilities as on traditional chip design. We’ll now examine how Intel’s reinforced government affairs team and...

German American Bancorp recently announced that Scott Powell has been appointed executive vice president and chief credit officer, succeeding retiring executive vice president and chief credit officer Keith Leinenbach as of April 1. Because the chief credit officer shapes lending standards and overall credit risk oversight, this leadership change could meaningfully influence the bank’s future risk profile and loan portfolio quality. Next, we’ll examine how this shift in credit leadership...

Wondering whether Walt Disney is a comeback value story or still priced for magic, not math, right now? We are going to break down what the current share price really implies. Despite a choppy few years, the stock is up around 0.4% over the last week, 5.3% over the past month, and 1.6% over the last year, while still sitting well below its 5 year level with a 34.1% decline. Recently, investors have been watching moves like Disney doubling down on its streaming strategy and sharpening its...

Korn Ferry recently reported past second-quarter fiscal 2026 results, with revenue rising to US$729.8 million and net income to US$72.4 million, alongside confirming third-quarter guidance and maintaining a quarterly dividend of US$0.48 per share. Management highlighted the ongoing success of its “We Are Korn Ferry” strategy, with cross-solution referrals contributing nearly 28% of fee revenue, underscoring deeper client engagement and stronger internal collaboration. Next, we’ll examine how...

Ruter and Holo recently announced a partnership with MOIA to deploy Volkswagen’s ID. Buzz AD equipped with Mobileye Drive and the new EyeQ 6H chip in Oslo’s Groruddalen suburb from as early as spring 2026, following two years of snowy-weather testing in the area. This marks one of Europe’s first series-production-ready Level 4 autonomous shuttles for shared, on-demand public transport, linking Mobileye’s technology to real-world fleet scale-up plans, including Ruter’s vision for up to 30,000...

Wondering if Truist Financial is still a value play after its recent run, or if you are late to the party? This breakdown will help you decide whether the current price really makes sense. The stock is up around 0.5% over the last week, 12.6% over the past month, and 23.2% in the last year, with longer term 3 year and 5 year returns of 38.4% and 34.3% that signal a meaningful recovery story taking shape. Recent headlines have focused on Truist reshaping its business mix, including strategic...

Wondering if Palvella Therapeutics is still a smart buy after its massive run up, or if the market has already priced in the story, you are not alone. That is exactly what this breakdown will tackle. After an eye catching 666.8% return year to date, the stock has cooled slightly in the last week with a 4.9% pullback but is still up 10.9% over the past month. Recent headlines have focused on Palvella's progress in late stage development for treatments targeting rare dermatologic diseases...

SailPoint (SAIL) shares have quietly climbed about 12% over the past month even as three month performance remains weak, setting up an interesting reset in expectations around its identity security business. See our latest analysis for SailPoint. Zooming out, SailPoint’s 30 day share price return of about 12% contrasts with a still negative year to date share price return. This hints that sentiment is stabilising rather than fully turning bullish just yet. If SailPoint’s recent move has your...

In recent days, Advanced Micro Devices announced the appointment of Emily Ellis as Corporate Vice President and Chief Accounting Officer, while partners such as 4D Path highlighted new AI oncology deployments using AMD EPYC CPUs on Oracle Cloud Infrastructure and OpenAI secured access to up to 6 gigawatts of AMD chips via a warrant-linked supply deal. Taken together with upcoming Ryzen and Helios launches, these developments underscore how AMD is deepening its role as a core AI...

Tanger (SKT) just picked up a Zacks Rank 2, or Buy, after analysts lifted their earnings estimates, a signal that the fundamentals of its outlet-heavy retail portfolio are quietly improving beneath the recent share gains. See our latest analysis for Tanger. Those higher earnings expectations are landing at a time when momentum is quietly building, with the share price at about $34.41 and a solid multi year total shareholder return suggesting patient investors have already been well...

Event driven move in Pool stock Pool (POOL) shares have drifted lower over the past year, even as revenue and net income kept growing, which sets up an interesting gap between the stock performance and the underlying business. See our latest analysis for Pool. That gap has been widening, with the 90 day share price return of negative 25.7 percent and a one year total shareholder return near negative 29.5 percent pointing to fading momentum as investors reassess cyclical risks and...

In recent months, First Solar reported very large year-on-year revenue growth and improving profitability, while missing full-year revenue and EPS guidance, as investors evaluated its position ahead of new U.S. clean energy tax credit rules. Analyst optimism, stronger market share, and expectations that forthcoming foreign-entity-of-concern guidance could favor manufacturers with domestic supply chains have reinforced First Solar’s role as a key beneficiary of U.S. utility-scale solar...

In recent weeks, Take-Two Interactive has continued to draw attention as analysts highlight the company’s shift out of a heavy investment phase, after absorbing over US$9.00 billion in net losses tied to developing Grand Theft Auto VI and other titles between fiscal 2023 and 2025. With Grand Theft Auto VI now scheduled for a November 2026 launch and analysts projecting strong year-over-year earnings growth as those investments begin to normalize, investor focus has sharpened on whether...

Why PepsiCo is Back on Investors Radar PepsiCo (PEP) has been quietly grinding higher, with shares up around 5% over the past 3 months. That steady climb is drawing fresh attention from income focused, defensive investors. See our latest analysis for PepsiCo. Zooming out, PepsiCo’s modest 1 year total shareholder return of 2.55% and slightly negative year to date share price return signal steady, not explosive, momentum as investors reassess its defensive earnings strength and valuation after...

Recently, Brookfield Infrastructure Partners highlighted that its high-yield dividend is supported by stable cash flows, a solid financial position, and an accelerating earnings outlook backed by new investments in areas such as semiconductor fabrication infrastructure and data centers. The partnership has secured about US$1.50 billion of investments this year, adding assets like a U.S. refined products system, a bulk fiber network, and a North American railcar network that are expected to...

NextEra Energy (NEE) just put a bigger flag in the ground with Google, expanding their collaboration to build gigawatt scale data center campuses and restart Iowa’s Duane Arnold plant, a combination that directly reshapes its long term growth story. See our latest analysis for NextEra Energy. Those moves sit on top of a 90 day share price return of 13.77% and a 12.93% year to date share price gain. The 1 year total shareholder return of 19.52% suggests momentum has been quietly rebuilding as...

Operational setback sharpens focus on Dillard's strategy Fresh commentary on Dillard's (DDS) weak demand, sliding same store sales, and falling earnings per share has put management's strategy under the microscope, especially as the retailer pauses new store openings in order to overhaul existing locations. See our latest analysis for Dillard's. Despite the recent pullback and soft same store sales, Dillard's share price has still delivered a robust year to date share price return and an even...

Ares Management recently expanded its US data center footprint, with Ares Real Assets funds securing a 314-acre development site in Spotsylvania County, Virginia, and acquiring two fully leased hyperscale facilities in Leesburg totaling 745,000 square feet and 165 MW of IT load. These transactions highlight how Ares is pairing its digital infrastructure and real estate capabilities to pursue long-term, contracted cash flows in data centers, a sector tied to accelerating adoption of advanced...

Recently, Jefferies upgraded Trex Company to Buy, arguing that the market reaction to softer results has pushed the decking maker’s valuation below what its profitability and market position might warrant. The upgrade spotlights Trex’s reinvestment in marketing, distribution partnerships, and eco-focused composite decking as potential levers to win share from smaller rivals despite industry softness. We’ll now explore how Jefferies’ emphasis on Trex’s perceived undervaluation and market...

Sandisk (SNDK) has quietly moved higher, up about 6% on the day and more than doubling over the past 3 months, even though its performance over the last month has been choppy and negative. See our latest analysis for Sandisk. Put simply, Sandisk’s latest share price of $219.46 caps a huge multi month rally, with a 90 day share price return of 114.71% and a year to date share price return of 509.61%. This suggests momentum is still firmly building despite short term volatility. If Sandisk’s...

FuelCell Energy (FCEL) has put out its FY 2025 numbers with fourth quarter revenue at about $55.0 million and basic EPS of roughly -$0.85, capping off a trailing twelve months that saw revenue of around $158.2 million and basic EPS of about -$7.42. The company has seen quarterly revenue move from roughly $49.3 million in Q4 2024 to $55.0 million in Q4 2025, while net income for these quarters remained negative at about -$42.2 million and -$30.7 million respectively. This underscores that top...