U.S. Aerospace & Defense Stock News

Recent performance puts Green Brick Partners in focus Green Brick Partners (GRBK) has quietly outperformed many peers this year, with the stock up about 18% year to date and roughly 15% over the past year, despite a recent pullback. See our latest analysis for Green Brick Partners. At a share price of $65.44, Green Brick’s recent pullback follows a strong upswing, with year to date share price returns still firmly positive and a standout three year total shareholder return suggesting momentum...

Worthington Steel (WS) just posted Q2 2026 results with revenue of about $871.9 million and EPS of $0.38, while trailing twelve month revenue came in at roughly $3.3 billion with EPS of $2.52, setting a clear snapshot of its recent performance. The company has seen quarterly revenue move from $739 million in Q2 2025 to $871.9 million in Q2 2026 and EPS shift from $0.26 to $0.38 over the same period, giving investors a data rich backdrop against which to evaluate the recent trends in growth...

Aptiv and Vecna Robotics recently announced a collaboration to co-develop next-generation Autonomous Mobile Robot solutions, integrating Aptiv’s PULSE sensor, machine-learning-based perception, and embedded compute with Vecna’s autonomy and workflow orchestration platform for safer, more efficient industrial material handling. This move extends Aptiv’s technology beyond vehicles into warehouse and factory automation, highlighting how its perception and software stack can be monetized across...

SM Energy (SM) has been sliding lately, with the stock down roughly 5% over the past week and almost 50% over the past year. Let us unpack what the market might be missing. See our latest analysis for SM Energy. That slide reflects a sharp shift in sentiment, with a 90 day share price return of about minus 27 percent and a 1 year total shareholder return of roughly minus 48 percent, despite a still impressive 5 year total shareholder return above 200 percent. This suggests long term value but...

Radware (RDWR) shares have been quietly grinding higher recently, leaving investors wondering what is driving the move and whether the current price still offers a reasonable entry point. See our latest analysis for Radware. That steady climb to a share price of $23.87 sits against a mixed backdrop, with a 30 day share price return of 6.37 percent but a 90 day decline of 13.01 percent, while the 3 year total shareholder return of 23.10 percent suggests long term momentum is still quietly...

Rayonier (RYN) just put two meaningful cards on the table at once: a $1.40 per share special dividend and a fresh universal shelf registration, and together they reshape the near term risk reward profile for investors. See our latest analysis for Rayonier. The mixed reaction around the $1.40 special dividend and the new shelf registration helps explain why the latest 1 day share price return is negative. At the same time, the 1 year total shareholder return still reflects a milder loss and...

In December 2025, Onex Corporation sold its remaining 3.19% stake in Ryan Specialty Holdings for approximately US$230 million, with Onex CEO Bobby Le Blanc set to retire from the board in February 2026 following the exit. At the same time, CEO Timothy William Turner’s US$6.95 million insider share sale, linked to a divorce settlement, coincided with fresh analyst scrutiny on Ryan Specialty’s margin pressures and growth outlook. We’ll now examine how Turner’s sizable insider sale and the end...

Baidu (BIDU) shares are back in focus after reports that the company is weighing a separate listing for its Kunlunxin AI chip arm, a move that could unlock fresh value and sharpen its position against global chip rivals. See our latest analysis for Baidu. The Kunlunxin news lands as Baidu’s share price sits at $120.51 and rides a strong year to date share price return of about 45.7 percent. Even though the 1 year total shareholder return of roughly 40.8 percent still reflects a choppy few...

In December 2025, Enovix highlighted the expansion of its Fab 2 facility in Malaysia to four production lines targeting up to 10 million units annually, alongside Board approval of a US$60 million 2025 share buyback and broad smartphone OEM sampling activity for its batteries. Beyond the immediate operational update, the combination of high-volume capacity build-out, interest from seven of the top eight smartphone OEMs, and an authorized buyback suggests management is aligning manufacturing...

Earlier this week, Zoetis completed a US$1.75 billion Rule 144A offering of 0.25% senior unsecured convertible notes due June 15, 2029, primarily to fund share repurchases and capped call transactions, following a 6% first-quarter 2026 dividend increase and recent product progress in feline osteoarthritis pain management. This combination of low-cost convertible financing, incremental cash returns to shareholders, and portfolio expansion in long-acting biologics for cats adds fresh context...

Comfort Systems USA (FIX) is stepping into the S&P 500, and that index move is only part of the story; the stock sits at the crossroads of data center build outs and a record project backlog. See our latest analysis for Comfort Systems USA. That momentum is already visible in the tape, with the latest share price at $918.54, a 1 day share price return of 3.93 percent helping offset a choppy 7 day pullback. A 90 day share price return of 15.15 percent and a five year total shareholder return...

Applied Materials (AMAT) has moved back into the spotlight after a run of upbeat analyst calls tied to the accelerating AI chip buildout, Micron’s bullish forecast, and the company’s record annual revenue performance. See our latest analysis for Applied Materials. Despite the latest pullback, with a 1 day share price return of minus 4.08 percent and a 7 day share price return of minus 9.77 percent, Applied Materials is still riding strong AI infrastructure momentum. This is reflected in a 90...

Las Vegas Sands (LVS) has quietly pushed higher this month, with shares up about 3% over the past 30 days and roughly 24% in the past 3 months, inviting a closer look. See our latest analysis for Las Vegas Sands. That recent climb builds on a strong trend, with the share price now at $66.96 and a solid year to date share price return alongside healthy multi year total shareholder returns, suggesting momentum is still building as investors reassess growth and risk. If Las Vegas Sands has you...

Flagstar Bank National Association (FLG) just doubled down on its private banking ambitions by rolling out new wealth planning units and a regional operating model that tie directly into its recent share price momentum. See our latest analysis for Flagstar Bank National Association. Those wealth build outs seem to be resonating with investors, with a roughly 25 percent 1 month share price return and about 46 percent year to date, even though the 3 year total shareholder return is still deeply...

Darden Restaurants (DRI) opened Q2 2026 with revenue of about $3.1 billion and basic EPS of $2.05, setting a clear snapshot of where the restaurant group stands heading into the back half of its fiscal year. The company has seen quarterly revenue move from $2.89 billion in Q2 2025 to $3.1 billion in Q2 2026, alongside EPS stepping up from $1.84 to $2.05. Trailing twelve month revenue reached roughly $12.6 billion with EPS of $9.63, giving investors a solid read on how scale and profitability...

Janus Henderson Group (JHG) has quietly outperformed over the past year, and with the stock up about 7% in the past month, investors are starting to revisit its long term earnings and dividend story. See our latest analysis for Janus Henderson Group. That recent 7.0% 1 month share price return sits on top of a steady climb, with a 1 year total shareholder return of about 13% and a striking 3 year total shareholder return above 100%. This suggests positive momentum rather than a fading story...

Perrigo (PRGO) is back in the spotlight after multiple law firms launched securities class actions tied to its Nestlé infant formula acquisition, putting fresh pressure on a stock already down sharply over the past year. See our latest analysis for Perrigo. The legal overhang has amplified existing concerns, with the 90 day share price return of minus 37.32 percent and a 1 year total shareholder return of minus 45.28 percent underscoring that momentum is firmly fading rather than...

Fresh bullish research on monday.com (MNDY) is colliding with a weak share price, as analysts spotlight its AI native Work OS, accelerating cash generation, and new share repurchase program as key long term drivers. See our latest analysis for monday.com. That upbeat story sits against a tougher tape, with the stock’s 90 day share price return of minus 33.61 percent and 1 year total shareholder return of minus 35.25 percent, showing momentum has clearly faded after a solid 27.73 percent three...

In December 2025, DigitalOcean announced a multi-year, eight-figure-per-year partnership with Persistent Systems, under which Persistent chose DigitalOcean as the exclusive cloud and AI infrastructure provider for its SASVA™ platform, powered by DigitalOcean’s Gradient AI Agentic Cloud and GPU offerings. The collaboration is designed to cut AI infrastructure and operational costs by over 50% for clients while using Persistent’s engineering expertise and SASVA to enhance DigitalOcean’s...

Assessing C3.ai stock after a difficult year C3.ai (AI) has quietly slipped to around 14 dollars after a rough year for shareholders, with the stock down about 60% year to date and over 60% in the past year. See our latest analysis for C3.ai. The latest close at 13.82 dollars caps a tough stretch, with a steep year to date share price return and a similarly weak one year total shareholder return, even though the three year total shareholder return is still positive. This suggests earlier...

How Has AT&T Stock Actually Performed? Once you get past the dividend headline, AT&T's share price performance paints a more nuanced picture than many investors expect. While it has lagged some high growth tech names, the long term numbers still matter for anyone weighing income against capital appreciation. Over the last year, the stock is up 12.3%, which is a solid positive turn for a mature telecom name. Year to date returns sit at 6.3%, suggesting that, despite recent volatility, the...

Vertiv Holdings Co (VRT) just added another proof point to its AI data center story, closing the PurgeRite acquisition, deepening a high profile Hut 8 and Jacobs collaboration, and backing it with a higher dividend. See our latest analysis for Vertiv Holdings Co. Despite a sharp 7 day share price return of negative 13.6 percent and a softer 30 day share price return of negative 6.4 percent, Vertiv still has a robust year to date share price return of about 30 percent and a 3 year total...

Recent commentary on Crown Holdings (CCK) has focused on two years of weak constant currency revenue growth, putting a spotlight on demand headwinds, pricing power, and how durable its packaging franchise really is. See our latest analysis for Crown Holdings. Even with those demand headwinds, investors have bid Crown’s shares up to about $102.53. A robust year to date share price return of 26.25 percent suggests momentum is quietly rebuilding despite only modest growth expectations. If you...

ACI Worldwide (ACIW) just landed two fresh deal wins, with BanKo in the Philippines upgrading its core payments infrastructure and LLP Exotic Auto Finance adopting ACI Speedpay to streamline luxury auto finance payments and digital wallet experiences. See our latest analysis for ACI Worldwide. These wins come as ACI Worldwide’s share price sits around $48.20, with recent strength reflected in a positive 1 month and 1 week share price return. Its year to date performance remains weaker, while...