U.S. Aerospace & Defense Stock News

In late 2025, Cybin Inc. filed for a US$100,000,000 at-the-market follow-on equity offering of its common shares, expanding its potential funding capacity. This kind of incremental capital-raising tool can meaningfully influence how investors weigh Cybin’s financing flexibility against the effects of additional share issuance. With the recent share price declines in mind, we’ll now examine how this sizeable at-the-market equity program shapes Cybin’s investment narrative. The end of...

PDD Holdings (PDD) has drawn fresh attention after recent share moves, with the stock up around 3% over the past week but showing a decline over the past 3 months. See our latest analysis for PDD Holdings. Those recent share price moves sit within a mixed picture, with a 1 year total shareholder return of 18.39% but a 5 year total shareholder return of 29.71%. This suggests shorter term momentum, while longer term performance has been more challenging. If PDD’s swings have you reassessing...

In late 2025, investors filed a securities class action lawsuit against Freeport-McMoRan, alleging the company understated safety risks at its Grasberg Block Cave mine in Indonesia and misled the market about related operational and regulatory exposures between February 2022 and September 2025. The case puts Freeport-McMoRan’s operational risk management and disclosure practices under scrutiny, raising questions about how safety performance aligns with its long-term copper growth...

The White House recently delayed previously scheduled tariff hikes that would have doubled duties on many home goods, keeping existing 25% rates in place and easing expected cost pressures for retailers such as Victoria’s Secret. This policy shift offers short-term relief for Victoria’s Secret’s input costs and planning visibility, contrasting with earlier concerns about rising tariff headwinds and margin pressure. We’ll now explore how this temporary tariff delay, and its impact on cost...

Sirius XM Holdings (SIRI) is back in focus after renewing Howard Stern’s contract through 2028 and installing a new CFO with automotive and consumer finance experience, moves that are directly tied to its ongoing turnaround plan. See our latest analysis for Sirius XM Holdings. Those Stern and CFO announcements land after a mixed run for investors, with a 1-year total shareholder return decline of 4.15% and a 3-year total shareholder return decline of 60.43%, even as the 7-day share price...

Axsome’s latest FDA decision reshapes the near term setup The latest spike in interest around Axsome Therapeutics (AXSM) stems from the FDA accepting and granting priority review to the company’s supplemental application for AXS-05 in Alzheimer’s disease agitation, which sharply tightens the regulatory decision timeline. See our latest analysis for Axsome Therapeutics. Axsome’s recent FDA milestones on AXS-05 and AXS-12, along with insider share sales late in 2025, have coincided with a...

Catalysts at CES and a potential acquisition Quantum Computing (QUBT) is back in focus after a 7.3% share price move ahead of CES 2026, where it plans live demonstrations alongside a proposed US$110 million acquisition of Luminar Semiconductor. See our latest analysis for Quantum Computing. The recent 1 day share price return of 8.63% and 7 day gain of 15.0% come after a 90 day share price decline of 42.56% and a 1 year total shareholder return decline of 31.62%. However, the 3 year total...

Natera has recently launched an expanded 21‑gene Fetal Focus single‑gene non‑invasive prenatal test, backed by blinded prospective EXPAND trial data showing high sensitivity and specificity across a wider range of inherited conditions. New post‑hoc analysis from the ALTAIR trial, to be presented at the 2026 ASCO GI Symposium, found a statistically significant disease‑free survival benefit for Signatera‑positive colorectal cancer patients treated with Trifluridine/Tipiracil, marking a...

In late December 2025, Fairfax Financial Holdings, led by V. Prem Watsa, increased its indirect stake in Under Armour by purchasing 13.2 million Class A and Class C shares, consolidating all of Watsa’s holdings under indirect ownership and reducing his direct ownership to zero. This consolidation by a major 10% shareholder hints at a potentially more hands-on role in Under Armour’s direction, which could matter for how the company executes its ongoing brand-elevation and operational...

XPeng Inc. reported past delivery results for December and full-year 2025, with 37,508 vehicles delivered in the month and 429,445 for the year, alongside rapid expansion of its overseas footprint and charging network. Beyond headline growth, the company’s overseas deliveries of 45,008 vehicles and entry into around 60 countries and regions underline how central international markets have become to its scale-up efforts. We’ll now assess how XPeng’s rapid global delivery and charging-network...

Hycroft Mining Holding Corporation recently filed a US$500 million universal shelf registration covering a wide range of securities, and at its 2025 virtual annual meeting stockholders elected Sean D. Goodman to the Board of Directors. These moves highlight Hycroft’s continued focus on maintaining financing flexibility while refreshing its boardroom as investors reassess the miner’s role in AMC Entertainment’s unconventional investment story. With this backdrop and AMC’s exit from most of...

Universal Display (OLED) shares are in focus after the company signed new long-term OLED material supply and license agreements with Tianma, extending their collaboration on UniversalPHOLED materials for Tianma's next-generation displays. See our latest analysis for Universal Display. The Tianma agreements come as Universal Display's recent share price return has been mixed, with short-term gains such as a 7-day share price return of 3.57% alongside a 90-day share price return decline of...

KBR, Inc. recently announced it secured a five-year, single-award US$350 million-ceiling Technical Support Services Contract from the U.S. Geological Survey to modernize the Earth Resources Observation and Science Center using cloud-native systems, AI/ML, and advanced software and IT solutions. A key aspect of this win is KBR’s role in preparing USGS for the Landsat Next three-satellite constellation, supporting higher-resolution, multi-band Earth observation that underpins applications from...

KLA Corporation recently reported a strong third quarter, delivering double-digit year-over-year revenue and EPS growth and exceeding analyst estimates, while management highlighted solid positioning for relative revenue growth in 2025 despite ongoing U.S.-China export restrictions. The company’s inclusion among the best-performing dividend stocks in 2025, alongside rising AI-driven demand for its chipmaking tools, underscores how investors are weighing robust fundamentals against persistent...

Sprouts Farmers Market (SFM) is back in focus after reporting softer-than-expected third-quarter 2025 comparable-store sales, cutting full-year growth guidance, and becoming the target of a new securities class action lawsuit. See our latest analysis for Sprouts Farmers Market. The weaker third quarter and class action filing come after a sharp reset in sentiment, with the share price at US$79.94 and a 90 day share price return of 23.41% decline. The 5 year total shareholder return of 305.99%...

SharkNinja (SN) has drawn fresh attention after recent share price moves, with the stock down about 2.5% over the past day but still showing a gain in the past 3 months. See our latest analysis for SharkNinja. That 2.5% one day share price decline comes after a 21.1% 90 day share price return, while the 1 year total shareholder return of 8.3% points to momentum that has been positive rather than fading. If SharkNinja has you looking at consumer names more broadly, it could be a good time to...

Unum Group (UNM) has come onto investors’ radar after its recent share performance, with the stock around $78.31 and a value score of 4. This has prompted fresh attention to this insurance provider’s fundamentals. See our latest analysis for Unum Group. At around $78.31, Unum Group’s recent share price movement includes a 5.41% 1 month share price return and a 9.18% 1 year total shareholder return, indicating measured momentum following a very large 5 year total shareholder return...

In early January 2026, Salesforce reported that 2025 holiday online sales rose globally and in the U.S., highlighting AI-driven “agentic” shopping and showing that AI agents influenced a meaningful share of retail revenue while handling a very large increase in operational tasks. This shift toward agentic commerce underscores how Salesforce’s AI and Agentforce capabilities are starting to play a more central role in real-world customer transactions and retailer operations. We’ll now examine...

In early January 2026, Goldman Sachs reaffirmed its Conviction Buy view on Madison Square Garden Entertainment and highlighted expectations for stronger operating income, supported by a packed concerts calendar and a planned music residency across upcoming fiscal years. The firm also pointed to the potential sale of the Theater at MSG, tied to the Penn Station Transformation Plan, as a key future catalyst contingent on a developer being selected by May 2026. We’ll now examine how the...

If you are wondering whether Oracle's current share price still offers value or if most of the opportunity is already priced in, this article will help you frame that question clearly before you commit fresh capital. Oracle's stock sits at US$192.59 after a 2.3% decline over the last 7 days and an 11.5% decline over the last 30 days, while the shares have returned 20.0% over 1 year, 130.2% over 3 years and 229.5% over 5 years. Recent attention on Oracle has been shaped by its role in large...

Without a specific news headline driving attention today, Semtech (SMTC) still gives investors a lot to consider, including its recent share performance and its role in semiconductors and IoT connectivity. See our latest analysis for Semtech. After a softer recent patch, with a 30 day share price return of 6.62% decline and year to date share price return of 1.22% decline, Semtech’s 1 year total shareholder return of 14.11% and 3 year total shareholder return of about 14x suggest that longer...

Quarterly beat puts Mister Car Wash (MCW) in focus Mister Car Wash (MCW) drew investor attention after quarterly revenue came in ahead of expectations and same store sales impressed, a combination that quickly contributed to a stronger share price reaction. See our latest analysis for Mister Car Wash. The latest quarterly beat lands on top of a recent upswing, with a 14.4% 90 day share price return and a 10.5% 30 day share price return suggesting momentum is building, even though the 1 year...

What Cantor Fitzgerald’s coverage means for SEALSQ shares Cantor Fitzgerald’s new coverage of SEALSQ (LAES) centers on the company’s post quantum security focus and its plan to build scalable, secure quantum systems using silicon and CMOS compatible manufacturing processes. See our latest analysis for SEALSQ. The recent initiation of coverage comes after a mixed price pattern, with a 1-day share price return of 2.59% and 7-day share price return of 10.69% contrasting with a 1-year total...

Snowflake stock reaction to contract momentum and billings growth Recent reports on Snowflake (SNOW) securing new contracts and maintaining billings growth are in focus for investors, especially as the company points to potential revenue expansion and possible market share gains over the next year. See our latest analysis for Snowflake. At a share price of $224.36, Snowflake’s recent 1 day share price return of 3.53% and 1 year total shareholder return of 41.25% indicate that momentum has...