U.S. Aerospace & Defense Stock News

NYSE:BR
NYSE:BRProfessional Services

Broadridge Pass Through Voting Upgrade Sparks Interest In Undervalued Shares

Broadridge Financial Solutions (NYSE:BR) has introduced a major Pass-Through Voting upgrade to its ProxyVote platform. The enhancement is designed to simplify how individual investors express their voting preferences on fund holdings. Vanguard is the first asset manager to adopt the new capability for its investors. The rollout is expected to reach millions of end investors as more asset managers implement the feature. Broadridge, a long-time provider of investor communications and proxy...
NYSE:ADM
NYSE:ADMFood

What Archer-Daniels-Midland (ADM)'s Earnings Beat Amid Accounting Probe Means For Shareholders

In late February 2026, Archer-Daniels-Midland reported fourth-quarter 2025 adjusted earnings per share of US$0.87, ahead of analyst expectations even as revenue came in below forecasts, alongside ongoing accounting scrutiny and leadership changes. This mix of earnings resilience, governance reset, and a push toward higher-margin food innovation and bio-based products is pushing investors to reassess how ADM’s traditional grain and oilseed footprint supports its newer, ingredients-focused...
NYSE:RES
NYSE:RESEnergy Services

Assessing RPC (RES) Valuation As Mixed Share Performance Meets Conflicting Fair Value Signals

Why RPC (RES) Is On Investors’ Radar Today RPC (RES), an Atlanta based oilfield services provider, has drawn attention after recent share performance, including a one month return of around a 10% decline and a past three month return of nearly a 4% gain. At a last close of US$5.97, the company trades close to analyst estimates, while its reported revenue of US$1.63b and net income of US$30.93m give investors concrete figures to assess against sector peers. See our latest analysis for...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

WillScot Holdings (WSC) Is Down 11.8% After 2025 Loss, Softer 2026 Outlook And Dividend Move - What's Changed

WillScot Holdings recently reported that for the fourth quarter and full year 2025 its revenue declined to US$565.97 million and US$2.28 billion respectively, with both periods swinging to a net loss and basic loss per share of US$1.03 and US$0.29 from prior-year profits. Alongside these weaker results, the company set 2026 revenue guidance at about US$2.18 billion, maintained a US$0.07 quarterly dividend, and expanded its RentaFence.com perimeter-security offering nationwide to deepen its...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Assessing Whether MKS Instruments (MKSI) Shares Look Overvalued After A Strong Multi‑Month Rebound

Why MKS (MKSI) is On Investors’ Radar Today MKS (MKSI) has caught investor attention after recent share price moves, with the stock showing mixed short term returns but gains over the past 3 months and year. See our latest analysis for MKS. Recent trading has been choppy, with a 1-day share price return of a 4.79% decline and a 7-day share price return of a 7.50% decline. However, a 90-day share price return of 42.33% and a 1-year total shareholder return of 173.87% suggest momentum has been...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target (TGT) Same Store Sales Decline Reinforces Bearish Narrative In Q3 Earnings

Target (TGT) just released its FY 2026 third quarter numbers, with revenue of US$25.3b, basic EPS of US$1.52, net income of US$689m, and same store sales down 2.7%. Over recent quarters, revenue has held in a tight band around US$25b while EPS moved from US$2.58 in FY 2025 Q2 to US$2.06 in FY 2026 Q2 and US$1.52 in FY 2026 Q3. This sets a cautious backdrop for a business where margins and same store sales are under close watch. See our full analysis for Target. With the latest numbers on the...
NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

CarGurus (CARG) Is Up 12.0% After Strong 2025 Earnings And New US$250 Million Buyback Plan

In February 2026, CarGurus, Inc. reported higher fourth-quarter and full-year 2025 sales and net income, issued revenue guidance for 2026, and detailed progress on its existing share repurchase activity. On the same day, the company also authorized a new US$250 million Class A share buyback plan, signaling continued emphasis on returning capital to shareholders alongside its expanding online automotive marketplace operations. Next, we’ll examine how the strong 2025 earnings and the new...
NYSE:PIPR
NYSE:PIPRCapital Markets

A Look At Piper Sandler (PIPR) Valuation After Earnings Beat And Inflation Driven Share Pullback

Piper Sandler Companies (PIPR) is back in focus after strong quarterly results coincided with a broad market sell off tied to hotter than expected wholesale inflation, leaving the stock under pressure despite the earnings beat. See our latest analysis for Piper Sandler Companies. The recent pullback, including a 1-day share price return of -1.69% and a 30-day share price return of -13.61%, contrasts with Piper Sandler’s 1-year total shareholder return of 17.14% and very strong 3 and 5 year...
NYSE:S
NYSE:SSoftware

How A New CFO And AI Identity Push At SentinelOne (S) Has Changed Its Investment Story

SentinelOne recently appointed Sonalee Parekh as Chief Financial Officer, effective March 24, 2026, while also rolling out new Singularity Identity offerings targeting human and non-human identity risks across endpoints, browsers, and AI workflows. By pairing seasoned financial leadership with an execution-focused identity portfolio aimed at AI agents and machine identities, SentinelOne is sharpening its position in the emerging “agentic” cybersecurity segment. With Sonalee Parekh set to...
NYSE:AUB
NYSE:AUBBanks

The Bull Case For Atlantic Union Bankshares (AUB) Could Change Following CFO Transition And Investor Debut - Learn Why

In February 2026, Atlantic Union Bankshares announced that longtime CFO Robert M. Gorman will retire and be succeeded by Alexander D. Dodd, an experienced TD Bank Group finance executive, with a structured transition and year-long consulting period to support continuity. Atlantic Union Bankshares is also scheduled to present at the 47th Annual Raymond James Institutional Investor Conference in March 2026, giving incoming CFO Dodd an early platform to articulate his priorities and approach...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

Assessing WeRide (WRD) After Steep Share Price Slide And DCF Upside Potential

If you are trying to figure out whether WeRide at around US$6.34 is a bargain or a value trap, you are in the right place for a clear look at what the numbers are saying. The stock has been under pressure, with returns of a 14.7% decline over the past week, a 20.8% decline over the past month, and a 32.5% decline year to date, while the 1-year return sits at a 62.4% decline. Recent coverage around WeRide has focused on its position in autonomous driving and how investors are reassessing...
NYSE:THG
NYSE:THGInsurance

Is Hanover Insurance Group (THG) Pricing Reflect Its Strong Excess Returns Estimate

If you are wondering whether Hanover Insurance Group is fairly priced or offering value at its current level, this article will walk through what the numbers are really saying about the stock. The shares last closed at US$179.22, with returns of 3.3% over 7 days, 2.9% over 30 days, 0.1% year to date, 7.9% over 1 year, 42.2% over 3 years and 61.1% over 5 years. This provides useful context before comparing that price to underlying value. Recent news around Hanover Insurance Group has focused...
NYSE:WPC
NYSE:WPCREITs

Assessing W. P. Carey (WPC) Valuation After Recent Share Price Momentum And Mixed Model Signals

What stands out in W. P. Carey right now W. P. Carey (WPC) is back on many REIT watchlists after a recent share price move, with the stock closing at $73.79 and showing mixed short term returns over the past week and month. Over the past 3 months, the stock’s total return sits at about 10.8%, while the year to date figure is around 13.8%. On a 1 year basis, total return is roughly 21.1%, with longer 3 and 5 year total returns of about 12.3% and 48.9%. Alongside that share performance, W. P...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Carvana Weighs Record Results Automation Push And Lofty Growth Targets

Carvana (NYSE:CVNA) reported record revenue and unit sales, supported by automation and efficiency measures across its operations. Management highlighted stronger profitability and detailed new efforts to streamline costs through expanded automation. CEO Ernie Garcia outlined a long term ambition to sell 3 million retail units annually and addressed recent short seller allegations in public comments. For investors tracking NYSE:CVNA, the current share price of $318.99 comes after a volatile...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

Will Inflation-Driven Credit Fears for Regional Banks Change FirstSun Capital Bancorp's (FSUN) Narrative?

In recent days, regional bank stocks such as FirstSun Capital Bancorp came under pressure after hotter-than-expected US inflation data heightened concerns about persistent interest rate levels and rising credit risk across the sector. This shift in sentiment has drawn attention to how sustained inflation and potential problem loans could weigh on banks that are more exposed to economic cycles, including regionally focused lenders like FirstSun. We’ll now examine how worries about persistent...
NYSE:GPI
NYSE:GPISpecialty Retail

A Look At Group 1 Automotive (GPI) Valuation After Earnings Miss And Morgan Stanley Downgrade

Group 1 Automotive (GPI) has been under pressure after a quarterly earnings and revenue miss was followed by a Morgan Stanley downgrade tied to rising interest rates and broader macroeconomic concerns. See our latest analysis for Group 1 Automotive. The stock has been under pressure since the earnings and revenue miss, with a 21.42% 3 month share price return decline and a 26.42% 1 year total shareholder return decline, suggesting momentum has recently faded despite a 107.28% 5 year total...
NYSE:OFG
NYSE:OFGBanks

OFG Bancorp (OFG) Valuation Check After Recent Share Price Pullback

OFG Bancorp (OFG) is back on investors’ radar after recent share price moves, with the stock last closing at $40.28. That has some investors rechecking its fundamentals and valuation profile. See our latest analysis for OFG Bancorp. The recent 1-day share price return of 0.74% decline and 7-day share price return of 2.47% decline sit against a much stronger backdrop, with 3-year total shareholder return of 52.84% and 5-year total shareholder return of 112.31%. This suggests longer term...
NYSE:NRG
NYSE:NRGElectric Utilities

Is It Too Late To Consider NRG Energy (NRG) After Its Strong Multi Year Rally?

Investors may be wondering whether NRG Energy at around US$162 per share still offers value after a strong run, or if most of the opportunity is already reflected in the price. The stock has seen a mix of moves recently, with an 11.9% decline over the last 7 days, a 6.2% return over 30 days, a 2.5% decline year to date, and a 63.7% return over the past year, along with a very large 3 year gain and a strong 5 year result. Recent coverage has focused on NRG Energy's share price strength over...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

AI And Employer Programs Steer Strategic Education Toward Higher Margin Growth

Strategic Education (NasdaqGS:STRA) reported record results in its Education Technology Services segment in its latest 10-K and earnings filings. The company highlighted AI driven productivity gains that have reduced costs across its operations. Employer affiliated programs, with a particular focus on healthcare partnerships, featured as a key growth area within the segment. For you as an investor, the headline is that NasdaqGS:STRA is leaning further into tech enabled education services,...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax Taps David Smith To Steer AI Growth In Core Unit

Equifax (NYSE:EFX) has appointed David Smith as President of its U.S. Information Solutions segment. Smith brings experience in consumer lending, digital transformation and the use of AI and decision intelligence. The move comes as Equifax continues to build on its cloud transformation and expand AI driven offerings. For investors tracking Equifax at a share price of $206.43, this leadership change sits alongside a mixed return profile. The stock is up 6.2% over the past week and 2.5% over...
NYSE:CRGY
NYSE:CRGYOil and Gas

Crescent Energy Upsizes Convertible Notes To Reshape Debt And Growth Path

Crescent Energy (NYSE:CRGY) completed a $600 million convertible senior notes offering, upsized from an initially announced $400 million. The company plans to use the proceeds to redeem outstanding debt and support its balance sheet. The transaction follows recent profitability, Q4 outperformance, and cost synergies from acquired assets. Crescent Energy, an upstream oil and gas company, is coming off a period of operational execution marked by profitability and effective integration of...
NYSE:PG
NYSE:PGHousehold Products

Is Procter & Gamble (PG) Offering Value After Recent Share Price Swings?

Wondering if Procter & Gamble is fairly priced at its recent levels, or if the market is missing something in this household giant's story? Over shorter periods the stock has been mixed, with a 3.4% decline over the last 7 days, a 5.2% gain over 30 days, a 12.6% return year to date, and a 5.2% decline over the past year. The 3 year and 5 year returns stand at 25.3% and 43.6% respectively. Recent headlines around Procter & Gamble have largely focused on its position as a major consumer...
NYSE:B
NYSE:BMetals and Mining

Barrick Mining Results, Buybacks And New Leaders Leave Valuation Gap

Barrick Mining (NYSE:B) reported record quarterly results, marking a new high point for its recent performance. The company announced a substantially higher dividend for shareholders in the same quarter. Barrick executed large share repurchases, reducing its share count over the recent period. The miner also made significant executive appointments, reshaping leadership at the top of the organization. Barrick Mining, listed on the NYSE as B, is a major global mining group with a core focus...
NasdaqGS:WBTN
NasdaqGS:WBTNInteractive Media and Services

Does Disney-backed Platform Deal and Wider Losses Change The Bull Case For WEBTOON Entertainment (WBTN)?

WEBTOON Entertainment reported its fourth-quarter and full-year 2025 results, with quarterly revenue easing to US$330.69 million while the net loss widened to US$307.57 million, and issued first-quarter 2026 guidance calling for broadly flat revenue on a constant-currency basis. At the same time, WEBTOON advanced its AI-driven personalization and signed a multi-year agreement with The Walt Disney Company to co-develop a new digital comics platform targeting a 2026 launch, aiming to deepen...