U.S. Aerospace & Defense Stock News

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...

Credo Technology Group Holding (CRDO) is back in the spotlight after Jim Cramer called it a winner, pointing to upbeat second quarter results and stronger sales guidance that reinforce its growing role in AI connectivity. See our latest analysis for Credo Technology Group Holding. The upbeat second quarter and bullish commentary follow a volatile stretch, with an 8.34% 1 day share price return and 111.66% year to date share price return. The 3 year total shareholder return above 1,000% shows...

Teradyne (TER) is back in the spotlight after unveiling a new U.S. robotics operations hub in Michigan, a move that lands just as AI driven semiconductor demand and upbeat earnings momentum are lifting the stock. See our latest analysis for Teradyne. The new robotics hub lands on top of a powerful run, with Teradyne’s share price up a hefty 54.22% year to date and a 55.64% total shareholder return over the last year. This underscores that momentum is clearly building as AI driven test demand...

In the past week, DocuSign reported Q3 revenue growth of 8.4% year on year, raised its full-year guidance, and highlighted increasing customer adoption of its AI-powered Intelligent Agreement Management and Identity and Access Management platforms, while also committing EUR4.5 million to expand its AI Centre of Excellence in Dublin. These developments, reinforced by fresh analyst coverage emphasizing the company’s AI capabilities and recurring revenue potential, underscore how DocuSign is...

Copa Holdings (NYSE:CPA) just released its November traffic update, showing capacity up 10% and passenger traffic up 10.2% year over year, with load factor nudging higher to 86.2%. See our latest analysis for Copa Holdings. The strong November traffic update fits neatly with Copa Holdings' recent momentum, with a 1 day share price return of 3.47 percent and a robust year to date share price return of 44.81 percent. The 1 year total shareholder return of 48.17 percent underscores that...

Legend Biotech (LEGN) just released fresh long term data on its flagship CAR T therapy CARVYKTI from the CARTITUDE program in hard to treat multiple myeloma, clarifying its profile for durability, safety, and potential future revenue. See our latest analysis for Legend Biotech. Despite today’s positive CARVYKTI update, Legend Biotech’s 30 day share price return of minus 21.71 percent and one year total shareholder return of minus 35.68 percent show sentiment has been weak, but the 3.01...

Jefferies Financial Group recently faced an SEC investigation and parallel law firm probes into whether it adequately disclosed risks tied to its Point Bonita Capital trade finance exposure to bankrupt auto-parts supplier First Brands Group, while also continuing to issue multiple long-dated, callable senior unsecured notes in 2031, 2040 and 2055. The juxtaposition of fresh bond issuance and a regulatory probe into risk disclosure and internal controls raises important questions about...

In recent days, Cardinal Health reported an exceptional quarter, beating revenue and EPS expectations, while management highlighted broad-based operational strength heading into fiscal 2026. Commentary has also emphasized CEO Jason Hollar’s vision and the company’s growing exposure to higher-value areas like specialty therapies and nuclear medicine, even as potential regulatory shifts remain a key risk. With this backdrop of stronger-than-expected execution and optimistic commentary on...

If you are wondering whether Viatris at around $11.93 is a hidden value play or a value trap, you are not alone. This article is about cutting through that noise. The stock has crept higher in the short term, up about 2.4% over the last week and 14.1% over the past month, even though it is roughly flat over 1 year and still down 3.9% year to date. Part of this renewed interest has come as investors refocus on Viatris’ strategic shift toward a more streamlined, branded and complex generics...

Recent share performance and setup Littelfuse (LFUS) has quietly outperformed many industrial tech peers this year, with the stock up about 9% year to date and roughly 10% over the past year, despite some recent pullback. See our latest analysis for Littelfuse. The recent pullback after a solid 1 month share price return suggests some short term profit taking, but the 1 year total shareholder return still points to steady, if unspectacular, momentum. If you are comparing Littelfuse to what...

In December 2025, Wells Fargo & Company said it will redeem all of its Floating Rate Junior Subordinated Deferrable Interest Debentures due January 15, 2027 on January 15, 2026 at 100% of principal plus accrued interest, removing a covenant that had constrained redemptions of its 3.90% Fixed Rate Reset Non-Cumulative Perpetual Class A Preferred Stock, Series BB. At the same time, Wells Fargo has been active in issuing new callable senior and subordinated unsecured notes across maturities out...

Assurant recently reported quarterly results that exceeded earnings and revenue expectations, while expanding its mobile device protection and extended service contract programs through new financial services partnerships. This combination of consistent earnings outperformance and broader protection offerings across connected devices, homes, and automobiles has reinforced confidence in Assurant’s business model resilience. We’ll now explore how this continued earnings outperformance,...

Host Hotels & Resorts recently reported third-quarter 2025 earnings with earnings per share of US$0.23 versus expectations of US$0.04, and completed a US$400 million 4.250% Senior Notes due 2028 offering that is expected to raise about US$395 million in net proceeds. This combination of a stronger-than-expected quarter and fresh funding expands the company’s financial flexibility to reinvest in its premium hotel portfolio and support ongoing capital projects. Next, we’ll examine how the...

Advance Auto Parts (AAP) has quietly slid again, with the stock down about 2 % on the day and roughly 31 % over the past 3 months, putting its turnaround story back under the microscope for investors. See our latest analysis for Advance Auto Parts. Zooming out, the recent slide adds to a tough stretch, with a roughly 19 percent 1 month share price return and a year to date share price decline suggesting momentum is still fading despite some operational progress, while the 3 year total...

Children's Place (PLCE) is back in focus after a rough stretch, with a third straight quarterly loss, softer sales, and fresh financing moves that aim to steady the balance sheet and fund a broader turnaround. See our latest analysis for Children's Place. The new term loan and revolving credit line arrive against a brutal backdrop, with a 7 day share price return of minus 41.9 percent and a 1 year total shareholder return of minus 57.6 percent. This underscores that sentiment has been...

Origin Bancorp has been added to the Russell 1000 Index, placing the regional lender alongside larger US-listed companies that the index tracks. This index inclusion raises Origin Bancorp’s visibility with institutional investors that track or benchmark against the Russell 1000, potentially increasing attention on its regional banking franchise. We’ll now examine how Origin Bancorp’s new Russell 1000 membership could influence its investment narrative, particularly around institutional...

ZenaTech has announced plans to open its Zena AI Baton Rouge R&D Center in early 2026, focused on secure, defense-oriented artificial intelligence and quantum computing research for the U.S. Department of War, DARPA, and other federal agencies. This move positions the company at the intersection of AI, quantum computing, and defense applications, including multi-drone coordination, secure edge intelligence, and battlefield decision-support technologies. We’ll now examine how the new Baton...

Alight (ALIT) shares slipped after the company said Chief Financial Officer Jeremy Heaton will resign in early January, with longtime finance leader Greg Giometti stepping in as interim CFO to guide the transition. See our latest analysis for Alight. The CFO transition lands at a tough time for shareholders, with the 1 year total shareholder return down about 70 percent and the 90 day share price return sliding roughly 42 percent. This signals that momentum has clearly been fading despite...

Arthur J. Gallagher & Co. recently filed a Form 8-K under Regulation FD and, earlier this month, held an investor meeting that shared updated 2025–2026 estimates and details on net after-tax cash flows from its clean energy investments. At the same time, several research firms, including Evercore ISI and Truist, reassessed their views on the company in light of softer organic growth expectations and property pricing pressures, prompting investors to reconsider how much growth risk is already...

BKV Corporation recently announced that its Board of Directors has authorized a two-year share repurchase program of up to US$100 million of its outstanding common stock, to be funded through available cash or borrowings under its existing reserve-based lending agreement. The buyback authorization, coming shortly after a public offering that raised about US$170.3 million linked to a planned power asset acquisition, highlights how BKV is actively reshaping its capital structure and capital...