U.S. Aerospace & Defense Stock News

Recent analysis of Korn Ferry (KFY) has drawn attention to its strong return on invested capital and profit quality, while also flagging end market pressures and rising expenses that are shaping a more cautious investor mood. See our latest analysis for Korn Ferry. The recent 7 day share price return of 8.09% decline and 30 day share price return of 9.92% decline, alongside a relatively modest 5.90% decline in 1 year total shareholder return and positive 3 and 5 year total shareholder...

In February 2026, Tradeweb Markets Inc. reported fourth-quarter 2025 revenue of US$521.18 million and net income of US$324.99 million, raised its quarterly dividend to US$0.14 per share, completed a prior share repurchase program, authorized a new US$500 million buyback, and earlier this month announced a commercial collaboration and investment with MAXEX to link its more than 3,000 global clients to MAXEX’s roughly 400 U.S. mortgage lenders and institutional investors. By connecting...

Fox (NasdaqGS:FOXA) has appointed Lucas P. Aragón as Senior Vice President, Creative at FOX Advertising. Aragón joins from Disney, bringing experience across major networks including OWN. The hire signals a focus on creative branding and client facing campaigns within Fox's advertising business. For investors tracking Fox at a current share price of $56.35, this leadership move arrives after a mixed return profile, with a 2.3% gain over the past year alongside a 58.4% return over three...

On February 9, 2026, Analog Devices, Inc. informed shareholders that it had received a proposal to further amend special meeting rights and urged investors to vote against it, emphasizing that its existing 25% threshold already replaced a prior 80% requirement. The company argued that keeping the current special meeting threshold aligns with public company best practices and helps prevent a small minority of shareholders from exerting disproportionate influence over corporate...

US regulators have issued a formal warning to Apple over alleged political bias in Apple News, flagging potential legal or operational changes to the service. Separately, Apple is contending with an internal delay to its flagship AI powered Siri upgrade, slowing the rollout of its next generation assistant. Together, these developments raise fresh questions about Apple’s regulatory risk, AI positioning, and product execution that investors are watching closely. For investors looking at...

CRISPR Therapeutics stock snapshot CRISPR Therapeutics (CRSP) has drawn attention after recent trading moves, with the stock closing at US$53.07 and showing mixed returns over the past year, including a 1 day gain of 8.5% and a 1 year total return of 6.7%. See our latest analysis for CRISPR Therapeutics. That sharp 8.5% 1 day share price return and 6.8% 7 day share price return sit against a relatively flat 30 and 90 day share price performance. Longer term total shareholder returns mix a...

The US Department of Defense briefly listed Alibaba Group Holding as a "Chinese military company" before withdrawing the designation. Shortly after, Alibaba introduced Qwen 3.5, a new AI model aimed at competing in agentic AI with major global tech players. Alibaba Group Holding (NYSE:BABA) is back in focus after the Pentagon's short lived move to classify it as tied to the Chinese military, followed by a reversal of that decision. The episode has drawn attention to regulatory and...

LendingClub (LC) is back in focus after its appearance at the KBW 2026 Winter Financial Services Conference, where management outlined product expansion, loan growth ambitions, profitability targets, and accounting changes aimed at clearer earnings. See our latest analysis for LendingClub. Despite the upbeat guidance and accounting simplification outlined at the KBW conference, LendingClub’s recent share price momentum has cooled, with a 30-day share price return of 24.69% and a year to date...

In recent days, Vistra has been upgraded to Buy by both Jefferies and Goldman Sachs, while also announcing a 20-year agreement to supply more than 2,600 MW of zero-carbon nuclear energy to Meta. This combination of multiple analyst upgrades and a landmark long-term nuclear power contract highlights Vistra’s growing importance as a large-scale clean energy supplier to data center and corporate customers. We’ll now look at how this long-term Meta nuclear contract could reshape Vistra’s...

Devon Energy recently reported that its February 17, 2026 earnings release showed earnings per share down more than 30% year over year, alongside an 8.52% revenue decline and a shift toward higher gas revenues but lower oil revenues. This combination of weaker earnings and a changing oil-gas revenue mix has prompted analysts to reassess their expectations and trim earnings forecasts. Next, we’ll consider how these weaker near-term earnings expectations and downward estimate revisions affect...

Zions Bancorporation, N.A. recently priced and settled a US$500,000,000 fixed‑to‑floating rate senior notes offering due February 9, 2029, with a 4.483% fixed coupon to February 2028 and a subsequent Compounded SOFR plus 1.055% floating rate. The bank plans to use the proceeds to pay down short‑term borrowings while a receive‑fixed hedge converts the new debt cost to floating, reshaping its interest rate risk profile. We’ll now examine how this US$500,000,000 senior notes issuance and...

In February 2026, Leidos Holdings announced a US$0.43 quarterly cash dividend per share, while advancing major defense IT initiatives including accelerating the DODNet migration for over 100,000 users under the US$11.50 billion, 10-year Defense Enclave Services program. Alongside the dividend, Leidos’ recent AI- and cybersecurity-focused contracts and alliances in areas like Zero Trust, automated compliance, and AI governance underscore how its NorthStar 2030 plan is increasingly tied to...

Setting the scene for JPMorgan Chase JPMorgan Chase (JPM) has drawn investor attention recently as its share price, last closing at US$302.55, reflects a mix of short term pullbacks alongside longer term gains in total return. See our latest analysis for JPMorgan Chase. Recent trading has been choppy, with a 7 day share price return of 6.07% decline and a year to date share price return of 7.04% decline. At the same time, the 1 year total shareholder return of 11.63% and 5 year total...

In February 2026, Robinhood Markets, Inc. reported fourth-quarter 2025 revenue of US$1,283 million, up from US$1,014 million a year earlier, while quarterly net income fell to US$605 million from US$916 million, even as the company continued share repurchases and highlighted growth across multiple product lines. Behind the headline miss on revenue expectations, Robinhood underscored that 11 of its products now each generate over US$100 million in annualized revenue, with a forthcoming credit...

Centrus Energy secured a $900 million US government task order to expand uranium enrichment capabilities. The company is shifting toward domestic production of high assay low enriched uranium, or HALEU, for advanced reactors. Centrus entered a new partnership with Fluor to scale operations at its enrichment facility in Ohio. Centrus Energy (NYSE: LEU) sits at the center of a renewed push to build out a domestic nuclear fuel supply, with a current share price of $199.19. The stock has seen...

Newmont (NYSE:NEM) has reached commercial production at its Ahafo North project in Ghana, adding a new producing asset to its portfolio. The company has completed a series of non core asset divestitures, refocusing its portfolio on higher priority operations. Newmont reports record free cash flow alongside elevated gold prices, supporting its plans for capital returns. For investors tracking NYSE:NEM, these updates come with the stock trading at $125.8, with a 1 year return of 174.9% and a...

Galecto, Inc. recently completed a follow-on public offering of common stock, issuing 16,644,737 shares and raising approximately US$316.3 million before fees, with Jefferies, Leerink Partners, Evercore ISI and Guggenheim Securities acting as joint book-running managers. Alongside this offering, Galecto filed a mixed shelf registration of up to US$150 million, giving the company additional flexibility to issue various securities over time to support its pipeline in blood cancers and fibrotic...

If you are wondering whether Vertiv Holdings Co is still attractively priced after its run, you are not alone. The stock has become a regular talking point for valuation focused investors. Vertiv's share price closed at US$234.53, with returns of 16.1% over the past week, 32.6% over the past month and 33.6% year to date. The 1 year gain stands at 117.4%, and the 3 year and 5 year returns are very large in percentage terms. Recent coverage around Vertiv has focused on its role in critical...

Klaviyo (NYSE:KVYO) is expanding rapidly in the enterprise market, with a sharp rise in high-value customers. The company is rolling out advanced AI agents that support more autonomous customer experiences. Doubled million dollar ARR accounts and growing enterprise adoption suggest a meaningful shift in its business mix. Klaviyo, known for its marketing automation and customer data platform tools, is pushing further into larger enterprise accounts as retailers and brands seek more automated...

In February 2026, Palomar Holdings reported fourth-quarter and full-year 2025 results showing revenue rising to US$253.36 million for the quarter and US$875.97 million for the year, with net income increasing to US$56.17 million and US$197.07 million respectively, alongside higher basic and diluted earnings per share from continuing operations. Despite these record headline figures, investors focused on weaker-than-expected underwriting efficiency, as margin pressures and a higher combined...

Fourth quarter results and buybacks in focus Marathon Petroleum (MPC) reported fourth quarter 2025 revenue of US$33,422 million with net income of US$1,535 million, alongside continued share repurchases that reduced the share count during the period. See our latest analysis for Marathon Petroleum. The latest quarterly results and ongoing repurchases appear to have supported sentiment, with a 1-month share price return of 15.73% and a year to date share price return of 23.08%. The 5-year total...

On February 16, 2026, Centerspace released its fourth-quarter results, following earlier expectations for an earnings-per-share improvement and upwardly revised revenue forecasts. The earnings release sharpened focus on the trade-off between improving analyst expectations and ongoing balance sheet pressures, including high leverage and low interest coverage. Now, we'll examine how Centerspace's fourth-quarter earnings expectations amid ongoing leverage concerns may influence the company's...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

The nCino, Inc. ( NASDAQ:NCNO ) share price has fared very poorly over the last month, falling by a substantial 33...