U.S. Aerospace & Defense Stock News

Why Martin Marietta Materials (MLM) is on investors’ radar Martin Marietta Materials (MLM) has drawn fresh attention after recent trading left the stock at $656.78, with short term returns mixed but longer periods showing stronger total return figures. For context, the share price reflects a 1 day return of about a 1.3% decline and a past week return of about a 5.8% decline. The month and past 3 months sit at roughly 0.7% and 6.6% respectively. Over longer periods, total returns stand at...

Polestar Automotive Holding UK (PSNY) has announced its largest product push yet, outlining plans for four new models by 2028, targeted low double-digit volume growth in 2026, and a 30% expansion of its retail network. See our latest analysis for Polestar Automotive Holding UK. That product roadmap lands at a time when Polestar Automotive Holding UK’s share price has been volatile, with a 21.35% 1 month share price return and a 5.46% 3 month gain. However, a 1 year total shareholder return...

Immunovant, Inc. recently reported Q3 2025 results with a smaller-than-expected quarterly loss and updated timelines for key autoimmune clinical programs, including proof-of-concept studies in cutaneous lupus erythematosus and rheumatoid arthritis, plus Phase 3 trials of batoclimab in thyroid eye disease, all expected to read out in 2026. An interesting angle is how Immunovant’s growing autoimmune antibody pipeline, backed by parent Roivant Sciences Ltd., is increasingly central to the...

Event context and recent stock move Paramount Skydance (PSKY) has been drawing attention after recent share price swings, with a 1 day move of about 7% lower contrasting with gains over the past week and month. At a last close of US$12.45, the stock also shows a different picture over the past 3 months and year to date. This gives investors several time frames to compare recent momentum. See our latest analysis for Paramount Skydance. Looking beyond the latest pullback, Paramount Skydance...

Cardinal Infrastructure Group (NasdaqGS:CDNL) has appointed three senior executives to lead its IT, investor relations, and marketing functions. The new leaders are joining the company to support its next phase of growth and sharpen its external communications and market presence. These appointments represent a material update for shareholders, lenders, and partners tracking the company’s execution priorities. Shares of Cardinal Infrastructure Group last closed at $31.57, with the stock up...

Why Youdao’s First Profitable Year Matters for Investors Youdao (DAO) has reported its first full year of profitability in 2024, a key moment shaped by AI-driven, differentiated learning services and stronger ties with parent company NetEase in online marketing. See our latest analysis for Youdao. Despite the first full year of profitability, Youdao’s recent share price performance has been mixed, with a 3.66% 90 day share price return and a 9.09% year to date share price decline, while the 1...

Science Applications International (NasdaqGS:SAIC) has been awarded a major contract by the U.S. Government Accountability Office to modernize and support its IT infrastructure. The company has also launched the Alliance for Advancing Rural Healthcare (AARH) to help implement the federal Rural Health Transformation Program. These developments expand SAIC's role in federal technology modernization and healthcare focused initiatives. For you as an investor watching NasdaqGS:SAIC, this...

First look at Braze after recent share performance Braze (BRZE) has seen mixed share performance recently, with a 5.2% move over the past day, a 13.1% gain over the past week, and weaker returns over the past month and past three months. See our latest analysis for Braze. That sharp 13.1% 7 day share price return comes after a tougher stretch, with the 90 day share price return of 33.3% and 1 year total shareholder return of 45.4% both signalling fading momentum despite the recent bounce at...

Freshworks Inc. recently announced that its board authorized a share repurchase program of up to US$400 million of its Class A common stock, which the company can suspend or discontinue at any time. On the same day, Freshworks also filed a US$123.80 million shelf registration tied to employee stock plans, underscoring a parallel focus on capital return and equity-based compensation. We’ll now examine how this sizable US$400 million buyback authorization could influence Freshworks’ existing...

Kosmos Energy (KOS) has put a tough year on the tape, closing FY 2025 with Q4 revenue of US$294.9 million and a basic EPS loss of US$0.79 as net income excluding extra items came in at a loss of US$377.1 million. Over the trailing twelve months, the company has seen total revenue of about US$1.3 billion with a basic EPS loss of US$1.47 and a net loss excluding extra items of US$699.8 million, keeping the focus firmly on loss making operations rather than growth in the top line. With the stock...

If you are wondering whether Carrier Global's current share price lines up with its underlying worth, this valuation focused breakdown is designed to give you a clear and structured view. The stock recently closed at US$61.17, with returns of 2.7% over the last 30 days, 14.3% year to date and 34.2% over 3 years, which may have some investors reassessing both its growth potential and risk profile. Recent coverage has focused on Carrier Global's position as a major player in heating,...

In early March 2026, StepStone Group faced pressure from a broader market sell-off linked to stronger-than-expected inflation data and concerns about interest rates staying higher for longer, even as it prepared for an investor-facing appearance at the RBC Capital Markets Global Financial Institutions Conference and highlighted insights from its new private equity GP Outlook with Bain & Company. At the same time, StepStone Real Estate’s recognition by PERE for its global indirect...

Academy Sports and Outdoors (NasdaqGS:ASO) is reporting ongoing annual sales declines alongside weak same store performance. The company is also seeing a reduced free cash flow margin, pointing to more capital intensive operations. These pressures raise questions around product mix, customer engagement and the effectiveness of current management decisions. Academy Sports and Outdoors, a large sporting goods and outdoor retailer, operates in a segment where shoppers can increasingly compare...

If you are wondering whether Heritage Financial's current share price reflects a fair deal or an opportunity, looking closely at its valuation can help you set clearer expectations before you commit fresh capital. The stock last closed at US$26.21, with returns of a 3.3% decline over 7 days, 1.5% over 30 days, 10.6% year to date and 12.1% over 1 year, which gives you a sense of how sentiment has shifted over different timeframes. Recent company updates and sector headlines have kept Heritage...

If you are wondering whether Protagonist Therapeutics at around US$91.30 is starting to look expensive or still offers value, you are not alone. The stock has seen returns of 4.5% over the last 7 days, 11.6% over 30 days, 4.7% year to date, and 136.2% over the past year, with a 295.4% return over 3 years and 204.3% over 5 years. Recent interest in Protagonist Therapeutics has been shaped by ongoing developments in its drug pipeline and broader sector attention on biotechnology companies...

If you are wondering whether Nelnet is still reasonably priced after its recent run, this article walks through what the current share price could mean for long term investors. Nelnet shares last closed at US$135.39, with returns of 5.2% over the past week, 5.0% year to date, 14.8% over 1 year, 52.5% over 3 years, and 88.7% over 5 years, which naturally raises questions about what is already reflected in the price. Recent news around Nelnet has focused on its position within diversified...

Perrigo Company plc recently reported full-year 2025 results showing sales of US$4,253.1 million, with net loss widening to US$1,425.4 million, and also issued 2026 guidance pointing to a further 1.5%–5.5% decline in total net sales versus the prior year. Despite this much larger loss, including a particularly weak fourth quarter, the board maintained its quarterly dividend at US$0.29 per share, signaling a continued cash return to shareholders. We’ll now examine how Perrigo’s sharply higher...

Plug Power FY 2025 Results: Revenue Growth With Deepening Losses Plug Power (PLUG) closed FY 2025 with Q4 revenue of US$225.2 million and a basic EPS loss of US$0.63, alongside net income excluding extraordinary items of a US$846.0 million loss. This puts a sharp spotlight on the trade off between scale and profitability. Over recent periods the company has seen revenue move from US$191.5 million in Q4 2024 to US$225.2 million in Q4 2025, while basic EPS shifted from a loss of US$1.48 to a...

AAR (AIR) is back in focus after signing an agreement with Otto Instrument Service to sell and support the LASEREF IV inertial reference system across the global business aviation market. See our latest analysis for AAR. The new Otto Instrument Service agreement comes as AAR’s share price sits at $116.84, with a 10.32% 1 month share price return and a 41.38% 3 month share price return. The 1 year total shareholder return of 86.47% points to momentum that has built up over a longer stretch. If...

In recent weeks, IREN Limited has accelerated its pivot from bitcoin mining to AI cloud services, highlighted by a multi‑year AI infrastructure deal with Microsoft, inclusion in the MSCI USA Index, and new visibility at Bernstein’s tech forum and as the Sydney Swans’ Official AI Cloud Partner for the 2026 AFL season. Together, these moves signal a broadening of IREN’s commercial footprint and industry recognition, potentially reshaping how investors view its transition into large‑scale AI...

NewMarket Corporation’s board recently added Executive Vice President and Chief Administrative Officer Bruce R. Hazelgrove III as a director, reaffirmed its quarterly US$3.00 per-share dividend payable on April 1, 2026, and appointed Susan M. Ridlehoover as Principal Accounting Officer. At the same time, an investor letter from Harbor Capital Advisors drew attention to ongoing weakness in NewMarket’s petroleum additives business, a core revenue contributor that is shaping investor...

Sallie Mae, traded as NasdaqGS:SLM, has priced its first student loan asset backed securities transaction of the year. The deal attracted strong investor interest and saw broad placement across institutional buyers. The transaction is backed by high quality student loan collateral and comes during a period of market volatility. For you as an investor, this securitization update sits alongside a mixed share price picture. NasdaqGS:SLM closed at $19.19, with the stock showing a 46.7% return...

Trump Media & Technology Group Corp. recently reported full-year 2025 results, with sales of US$3.68 million and a net loss of US$712.06 million, while also disclosing plans to potentially spin off its Truth Social platform after a merger with fusion firm TAE Technologies. The company is exploring a complex restructuring that could separate its loss-making social media app from a new nuclear fusion-focused business, highlighting an unusual shift from digital media to advanced energy. We’ll...

If you are wondering whether Garmin's current share price matches its underlying worth, you are not alone. This article is here to help you size up what you are actually paying for. The stock recently closed at US$250.69, with returns of 24.3% over 30 days, 23.8% year to date, 15.7% over 1 year, 171.0% over 3 years and 123.1% over 5 years, which sets an interesting backdrop for any valuation check. Recent coverage has focused on Garmin's position in consumer durables and how investors are...