U.S. Aerospace & Defense Stock News

Why Best Buy is on investors’ radar today Best Buy (BBY) is drawing attention after recent share price moves that contrast with its longer term returns, prompting investors to reassess how the current valuation lines up with the company’s fundamentals. See our latest analysis for Best Buy. Recent trading has been choppy, with a 1-day share price return of 3.36% and a 7-day share price return of 1.98% sitting against a 30-day share price return decline of 6.73%. Over a longer horizon, the...

In December 2025, Kratos Defense & Security Solutions announced a letter of intent to L3Harris Technologies for 40 Zeus 1 and 20 Zeus 2 hypersonic solid rocket motors, which L3Harris designs and manufactures to Kratos’ specifications. This arrangement underscores L3Harris’s role as a key merchant supplier in hypersonic launch systems, directly linking its technology to U.S. national security test programs and advanced flight platforms. We’ll now examine how this sizeable hypersonic motor...

American Airlines Group (AAL) recently reported quarterly results that exceeded analysts' EPS estimates, along with guidance above expectations, and the stock has climbed about 26.4% since that earnings release. See our latest analysis for American Airlines Group. The earnings beat and confident guidance have come on top of a 32.76% 90 day share price return to $15.48, although the 1 year total shareholder return of 11.64% decline shows longer term holders have had a tougher run. Recent...

Valero Energy (VLO) is back in focus after reports that U.S. forces captured Venezuelan President Nicolás Maduro. This development is raising questions about future U.S. policy on Venezuelan crude exports and feedstock availability for refiners. See our latest analysis for Valero Energy. The stock’s recent moves reflect that today’s US$165.31 share price comes after a 1 day share price return of 1.55% and a 30 day share price return of 5.07% decline. At the same time, the 1 year total...

Novavax (NVAX) shares moved higher after its JN.1 Covid-19 vaccine became available at select GP clinics in Singapore from January 2 to May 31, 2026, highlighting renewed interest in its Covid-19 franchise. See our latest analysis for Novavax. The Singapore rollout and recent revenue beat come after a volatile period, with a 6.1% 1 day share price return and a 90 day share price decline of 21.48%, while the 5 year total shareholder return of a 94.15% decline points to momentum that has been...

Cadence Design Systems has continued to attract attention for its software tools that underpin AI chip and semiconductor design, supporting applications across AI, automotive, and 5G as of early 2026. This focus highlights how Cadence functions as a key enabler behind the AI hardware ecosystem, giving investors exposure to the infrastructure powering advanced computing rather than to any single chip maker. We’ll now examine how Cadence’s central role in AI chip design tools may influence the...

FormFactor stock: recent performance snapshot FormFactor (FORM) has drawn investor interest after a stretch of solid share price performance, with the stock showing gains over the past week, month and past 3 months compared with recent levels. At a last close of US$59.19, the company’s recent total return figures, including about 3% over the past week and around 52% in the past 3 months, are prompting closer scrutiny of its current valuation and fundamentals. See our latest analysis for...

Why Pfizer is on investors’ radar today Pfizer (PFE) is back in focus after recent trading left the shares with a small 1 day gain and a modest move higher over the past week, contrasting with weaker returns over the past month and the past 3 months. See our latest analysis for Pfizer. While Pfizer’s share price is currently at $25.18, the 30 day share price return of 3.27% and 90 day share price return of 4.15% sit against a 3 year total shareholder return of 38.10% and 5 year total...

International Flavors & Fragrances (IFF) has attracted fresh attention after a short term rebound following a long slide, as investors weigh management’s portfolio simplification, cost savings, and margin improvement efforts against ongoing structural challenges. See our latest analysis for International Flavors & Fragrances. The recent shift in sentiment around portfolio simplification and cost savings comes after a 90 day share price return of 11.49% from a last close of US$68.03. This is...

In recent days, Halliburton reported fresh insider holdings disclosures from its Eastern Hemisphere president, while investors watched oil prices, upcoming U.S. jobs data, and the company’s quarterly results scheduled for January 21. This combination of sector-wide optimism in oilfield services and additional insider ownership information has sharpened market attention on how Halliburton’s operations are positioned ahead of its earnings update. Next, we’ll examine how this early-year...

Pure Storage (PSTG) is back in focus after fresh attention on its high-density, power efficient storage platforms and recent recognition by Gartner as a technology leader in enterprise storage. See our latest analysis for Pure Storage. The recent focus on Pure Storage's role in AI data centers and its recognition by Gartner comes after a choppy period. The latest share price is US$69.01, with a 1 day share price return of 2.98%, a 90 day share price return decline of 21.49%, a 1 year total...

Knight-Swift Transportation Holdings (KNX) has drawn fresh attention after recent share price swings, with the stock showing mixed returns across different periods as investors reassess the large US trucking and logistics operator. See our latest analysis for Knight-Swift Transportation Holdings. The latest pullback sits against a 90 day share price return of 22.06% and a 1 year total shareholder return of a 2.49% decline, suggesting recent momentum has cooled after a stronger quarter as...

On 23 December 2025, SLB announced a five-year contract from Aramco to deliver stimulation, well intervention, frac automation, and digital solutions for Saudi Arabia’s unconventional gas fields as part of a broader multi-billion-dollar development program. This win highlights SLB’s growing role in advanced unconventional gas technologies that support Saudi Arabia’s push to diversify its energy mix and progress the global energy transition. Next, we’ll examine how this long-term Aramco...

Kontoor Brands (KTB) has been drawing attention after a period of weaker share performance, with the stock showing negative returns over the past month and past 3 months while longer term returns remain positive. See our latest analysis for Kontoor Brands. At a share price of $61.50, Kontoor Brands has seen weaker recent momentum, with a 30-day share price return of negative 19.29% contrasting with a 3-year total shareholder return of 57.49%. This suggests that recent sentiment looks softer...

If you are wondering whether AbbVie stock still offers value at its current level, this article will walk through how the numbers stack up and what that could mean for your expectations. AbbVie recently closed at US$229.31, with a 7 day return of a 0.7% decline, a 30 day return of 1.4%, and a 1 year return of 31.8%, which may catch the eye of investors thinking about both growth potential and changing risk perceptions. Recent coverage around AbbVie has focused on its role as a large US...

In recent months, Amazon has accelerated investment in artificial intelligence infrastructure and data centers for Amazon Web Services, which now contributes roughly two-thirds of the group’s operating profits and is growing revenue at its fastest pace in several years. These AI-driven cloud and advertising advances are reinforcing Amazon’s position across multiple high-margin business lines, supporting a broader narrative of renewed growth momentum beyond its core retail operations. Next,...

NIO Inc. reported in early January 2026 that it had delivered 48,135 vehicles in December 2025 and 124,807 vehicles in the fourth quarter, bringing full-year 2025 deliveries to 326,028 and cumulative deliveries to 997,592 across its NIO, ONVO and FIREFLY brands. This broad-based strength across three distinct brands suggests NIO’s multi-brand approach is gaining traction with different customer segments in the electric vehicle market. We’ll now examine how NIO’s record 2025 delivery volumes...

Five Below (FIVE) shares are in focus after the retailer reported quarterly revenue of US$1.04b, 23.1% higher year on year, and issued next quarter EPS guidance that came in above analyst expectations. See our latest analysis for Five Below. That upbeat earnings update comes on the back of strong recent share price momentum, with a 30.3% 90 day share price return and a 1 year total shareholder return of 90.3%. This suggests investors are reassessing Five Below’s growth and risk profile. If...

Lumentum Holdings (LITE) has arranged a new senior secured revolving credit facility of up to US$400 million with Wells Fargo and other lenders, providing the company with additional liquidity for working capital and general corporate purposes. See our latest analysis for Lumentum Holdings. The new US$400 million facility comes as Lumentum’s share price sits at US$386.11, with a 30-day share price return of 16.51% and a 90-day share price return of 145.70%. The 1-year total shareholder return...

United Parcel Service (UPS) is back in focus as it heads into its fiscal fourth quarter earnings release, with analysts expecting a 20% decline in diluted EPS compared with last year. See our latest analysis for United Parcel Service. At a share price of $101.02, UPS has seen a 6.48% 1 month share price return and a 17.49% 3 month share price return, yet the 1 year total shareholder return of 13.08% decline shows longer term momentum is still fading even as investors reassess its overhaul,...

Recent moves by HoldCo Asset Management, which lifted its Eastern Bankshares (EBC) position to 1.2 million shares, along with fresh coverage from Barclays, have brought this regional bank into sharper institutional focus. See our latest analysis for Eastern Bankshares. Those moves come after a period where the share price has been relatively steady, with a 1 year total shareholder return of 11.03% and 3 year total shareholder return of 13.37%. This suggests momentum has been gradual rather...

In recent comments, Dell Technologies’ chief operating officer Jeff Clarke warned that unprecedented cost increases from global chip shortages, driven by surging AI-related demand for high-bandwidth memory, are likely to push the company to raise prices for consumers. This highlights how the AI data center build-out is straining semiconductor supply chains, potentially squeezing hardware makers’ margins even as demand for advanced infrastructure rises. We’ll now explore how these cost...

Why Trade Desk is on investors’ radar today Trade Desk (TTD) has drawn attention after recent share price moves, with the stock now trading around $37.68. Investors are weighing this level against the company’s current fundamentals and its longer-term return history. See our latest analysis for Trade Desk. Recent trading has been choppy, with a 1 day share price return of 0.74% decline and a 90 day share price return of 29.56% decline. The 1 year total shareholder return of 70.23% decline...

Novo Nordisk (NYSE:NVO) is back in focus after recent share price moves, with the stock up 3.0% over the past week and 9.5% over the past month, even as the past 3 months show an 11.2% decline. See our latest analysis for Novo Nordisk. At a share price of $52.39, Novo Nordisk has seen near term momentum pick up, with a 30 day share price return of 9.47%. However, the 1 year total shareholder return of 37.16% decline shows longer term pressure and suggests sentiment has recently shifted...