U.S. Aerospace & Defense Stock News

In recent days, Freedom Capital Markets began covering The Cheesecake Factory, highlighting its collection of premium dining brands and underappreciated smaller concepts such as North Italia and Flower Child. Amid this fresh analyst attention, investors are reassessing Cheesecake Factory’s balance of a mature core brand with emerging growth concepts and off-premise sales. We’ll now explore how this renewed focus on incubator brands and off-premise momentum could influence Cheesecake...

LyondellBasell Industries (LYB) has turned heads after its dividend yield jumped to around 13%, even as the company wrestles with a polyolefin supply glut, tariff uncertainty, and softer demand across key end markets. See our latest analysis for LyondellBasell Industries. The share price now sits at $43.09. The roughly 40% year to date share price decline, alongside a similar slide in multi year total shareholder returns, suggests momentum has clearly faded as investors reassess cyclical and...

Broadridge Financial Solutions (BR) has been quietly treading water, with the stock roughly flat over the past month but down about 6% in the past 3 months, despite steady earnings growth. See our latest analysis for Broadridge Financial Solutions. That sideways share price over the past few months sits against a far stronger backdrop, with a modestly positive 1 year total shareholder return and a powerful 3 year total shareholder return of 76.63%. This suggests that momentum is cooling...

CoreCivic recently reopened a previously shuttered ICE detention center in Dilley, Texas, expanded its revolving credit facility by US$300 million to support rising detention demand, and announced leadership changes including a new CEO effective January 1, 2026. The appointment of long-time executive Daren Swenson as Executive Vice President and Chief Corrections and Reentry Officer underscores CoreCivic’s emphasis on experienced, continuity-focused leadership across its corrections,...

Salesforce (CRM) just picked up two heavyweight endorsements for its Agentforce AI platform, with Novartis and the U.S. Department of Transportation both signing on for multi year, organization wide rollouts that highlight growing enterprise adoption momentum. See our latest analysis for Salesforce. For all that momentum around Agentforce, Salesforce’s 14.1% 1 month share price return comes against a year to date share price decline of 21.4 percent, although the 3 year total shareholder...

Lamar Advertising (LAMR) just handed the keys to its core Outdoor Division to Ross Reilly, effective January 1, 2026, a leadership move that directly ties strategy, acquisitions and digital growth together. See our latest analysis for Lamar Advertising. That leadership shuffle lands as Lamar’s $127.31 share price has quietly trended higher, with a solid year to date share price return and standout multi year total shareholder returns suggesting sentiment is leaning toward steady, dividend...

How Merck's Recent Performance Frames the Valuation Story With Merck’s share price hovering just above the 100 dollar mark, many investors are wondering whether they are looking at a solid long term compounder or a stock that has already priced in most of its upside. The recent performance numbers offer a useful starting point for framing that valuation debate. Over the last week, Merck has inched up around 0.8%, adding to a stronger 6.4% gain over the past month and a more modest 1.9% return...

Essential Properties Realty Trust (EPRT) has been quietly grinding higher over the past three years, and its latest trading session keeps that slow, steady story intact despite a flat near term performance. See our latest analysis for Essential Properties Realty Trust. That modest pullback in the share price over the past month sits against a far more upbeat backdrop, with a resilient 1 year total shareholder return and a standout 3 year total shareholder return suggesting momentum is still...

Visa (V) just checked off two big boxes on the future of payments timeline, moving AI shopping agents into real world use and turning USDC settlement for U.S. partners from pilot to product. See our latest analysis for Visa. Investors seem to be warming to that story, with Visa’s 1 month share price return of 7.75 percent helping build momentum on top of an 11.08 percent year to date share price gain and a robust 3 year total shareholder return of 73.56 percent. If Visa’s AI and stablecoin...

Etsy (ETSY) shares climbed after the board approved a fresh 750 million dollar buyback, lifting total potential repurchases to nearly 1 billion dollars and announcing a revamped leadership lineup. See our latest analysis for Etsy. The new buyback plan and leadership refresh land at a delicate moment, with Etsy’s roughly 2 percent year to date share price return contrasting sharply with a five year total shareholder return of about negative 71 percent. This suggests today’s pop could be early...

National Health Investors (NHI) has quietly rewarded patient shareholders, with the stock up about 17% over the past year while maintaining steady revenue and earnings growth. This makes it an interesting income-focused REIT to revisit. See our latest analysis for National Health Investors. That steady climb in sentiment is visible in the numbers, with the latest share price at $77.84, a positive year to date share price return, and a strong one year and multi year total shareholder return...

PACS Group, Inc. recently named Kelly Priegnitz as Chief Compliance Officer and Trent Bingham as Chief Human Resources Officer, bolstering its leadership in compliance and workforce management after a series of acquisitions and a credit agreement amendment earlier in 2025. The addition of seasoned executives with deep healthcare compliance and human capital experience underscores PACS Group’s focus on governance, culture, and operational discipline as it grows its skilled nursing...

If you are wondering whether Norfolk Southern at around $291 a share is still worth climbing aboard or if the train has already left the station, this piece is for you. The stock is up 24.2% year to date and 27.1% over the last year, even after a recent 1.9% dip this week and a 3.4% gain over the past month. This hints that the market is still actively reassessing its long term prospects. Recent headlines have focused on Norfolk Southern’s ongoing safety and network efficiency initiatives,...

Earlier this month, Harmony Biosciences announced initial open-label extension data from its Phase 3 ARGUS trial of EPX-100 in Dravet syndrome, showing clinically meaningful seizure reductions and a generally favorable safety profile over long-term treatment. Beyond the seizure data, the twice-daily liquid EPX-100, derived from a proprietary zebrafish screening platform targeting 5HT-2 serotonin receptors, highlights Harmony’s push into rare, treatment-resistant epilepsies such as Dravet and...

If you are wondering whether EVERTEC at around $29 a share is a value opportunity or a value trap, you are not alone. That is exactly what we are going to unpack here. Despite a modest 0.6% gain over the last month, the stock is still down 15.8% year to date and 13.1% over the past year, which suggests sentiment has cooled even as the underlying business keeps grinding on. Recent headlines around digital payments infrastructure in Latin America and the Caribbean, along with ongoing shifts...

If you are wondering whether UnitedHealth Group is now quietly trading at a discount after a rough stretch, or if that low price is a value trap in disguise, this breakdown is for you. After a choppy year, the stock is down about 35.1% year to date and 32.9% over the last 12 months, even though it has managed a 5.9% gain over the past month despite a 4.2% dip in the last week. Much of this volatility has been driven by headlines around rising medical cost trends, regulatory scrutiny in key...

TE Connectivity (TEL) has quietly delivered a strong run over the past year, and with shares hovering near 229 dollars, investors are starting to revisit whether the current price still reflects future growth potential. See our latest analysis for TE Connectivity. That steady climb in the share price to about 229.98 dollars, backed by a robust year to date share price return and a strong multi year total shareholder return, suggests momentum is still building as investors reassess TE...

If you are wondering whether Eli Lilly is still worth buying after its massive run up, or if the market has already priced in all the good news, you are not alone. The stock has climbed 4.3% over the last week, 37.7% year to date, and an enormous 577.5% over five years. This naturally raises questions about how much upside is really left from here. Recent gains have been driven largely by excitement around Eli Lilly's leadership in obesity and diabetes treatments, with blockbuster demand for...

If you are wondering whether Fluence Energy is still a smart buy after its recent run, or if the market has already priced in the upside, this article is for you. The stock has been volatile lately, dropping around 10% over the last week, but still up roughly 18.7% over the past month and 31.2% over the last year. This shows that sentiment can swing quickly. Recent attention has been driven by Fluence winning large scale energy storage contracts and expanding partnerships with major...

Wondering if Western Union at around $9.56 is a cheap cash cow or a value trap? Let us unpack whether the current price really reflects the underlying business. Over the last month the stock has climbed 13.1%, even though it is still down 8.4% year to date and 38.4% over 5 years, a mix that often signals shifting expectations rather than quiet stagnation. Recently, investors have been digesting Western Union's ongoing push into digital remittances and partnerships with fintech platforms, a...

Home Depot (HD) is under a cloud of lowered earnings expectations right now, after a recent EPS miss and softer housing backdrop pushed analysts to trim forecasts and turn more cautious on the stock. See our latest analysis for Home Depot. Despite initiatives like faster delivery and the new Creator portal aimed at driving engagement, the share price has lost momentum recently. A 90 day share price return of negative 17.01 percent and a softer 1 year total shareholder return of negative 9.93...

Duke Energy recently announced a series of finance leadership changes, with longtime chief accounting officer Cindy Lee set to retire at the end of 2026 and investor relations head Abby Motsinger stepping into the senior vice president, chief accounting officer and controller role from March 1, 2026, alongside several internal promotions across treasury, risk and financial planning. By elevating investor relations and corporate development leaders into core finance roles as it executes a...

If you are wondering whether Medical Properties Trust is finally a bargain or still a value trap at a lower price, this article will walk you through what the numbers indicate about its valuation. After a painful multi year slide, the stock has started to claw back some ground, rising 0.8% over the last week, 2.0% over the past month, and 27.9% year to date, although it still trades well below where it was 3 and 5 years ago. Recent moves have been driven less by hype and more by shifting...

Earlier this month, Walt Disney announced a three-year agreement for OpenAI’s Sora and ChatGPT Images to generate short-form content using more than 200 licensed characters from Disney, Pixar, Marvel, and Star Wars, alongside a US$1.00 billion equity investment and additional equity warrants in OpenAI. The deal positions Disney to weave its intellectual property directly into generative AI platforms while also adopting OpenAI’s tools across Disney+, ESPN, and internal operations, potentially...