U.S. Aerospace & Defense Stock News

Barclays just nudged its outlook on NOV (NOV) higher by lifting its target while keeping a cautious stance, and that shift, echoed by other Wall Street upgrades, has quietly pulled more eyes to the stock. See our latest analysis for NOV. That slightly brighter backdrop lines up with NOV’s recent trading pattern. A 90 day share price return of about 21% contrasts with a still modest 1 year total shareholder return of roughly 15%, suggesting momentum is building but not yet euphoric. If this...

International Flavors & Fragrances (IFF) has been quietly trying to reset expectations after a tough stretch, showing modest revenue growth alongside a sharp rebound in annual net income growth that is catching investors attention. See our latest analysis for International Flavors & Fragrances. Despite the latest share price of $65.62 and a modest positive 90 day share price return, longer term total shareholder returns over one, three, and five years remain deeply negative. This suggests...

China recently canceled a range of older, mostly non-operational lithium mining licenses, triggering a sharp rise in domestic lithium prices and raising concerns about future supply tightness. This potential tightening of global lithium supply is particularly important for producers like Sigma Lithium, whose business model is directly linked to lithium market conditions. We’ll now examine how the prospect of tighter lithium supply from China could reshape Sigma Lithium’s investment narrative...

MANTL, an Alkami solution, recently announced a partnership with Method Financial to plug real-time liability and payoff data into its loan origination platform, aiming to cut manual payoff checks, improve prequalification accuracy, and streamline refinancing and debt consolidation for banks and credit unions across digital and branch channels. By embedding live liability data and collateral verification directly into a unified lending workflow, MANTL is moving deeper into automated,...

Nucor (NUE) shares have cooled off slightly this week, even after a strong run over the past year, and that dip has some investors revisiting whether the steel maker’s momentum still looks sustainable from here. See our latest analysis for Nucor. That pullback comes after a strong stretch, with Nucor’s 30-day share price return of 8.2 percent and year to date share price return of 40.4 percent pointing to momentum that still looks more like a pause than a reversal. This is especially the case...

Zacks just spotlighted Mercury General (MCY) as a top value idea, citing its Strong Buy rating and earnings outlook. As a result, investors are taking a fresh look at the insurer’s recent multi year run. See our latest analysis for Mercury General. That bullish value call comes on the back of a steadily improving tape, with Mercury General’s share price up strongly over the year and a powerful three year total shareholder return hinting that sentiment has meaningfully reset in its favor. If...

Eclipse Energy previously announced a collaborative partnership with Weatherford International plc, including a capital investment from Weatherford to accelerate deployment of Eclipse’s subsurface biotechnology platform for clean hydrogen and other fuels, with joint projects targeted to begin in January 2026. This move leverages Weatherford’s global oilfield footprint to turn mature reservoirs into clean energy assets, highlighting how legacy infrastructure can be repurposed for the energy...

In mid-December 2025, Incyte announced that the European Commission approved Minjuvi (tafasitamab) with lenalidomide and rituximab for adults with relapsed or refractory Grade 1–3a follicular lymphoma after at least one prior systemic therapy. This creates the first approved CD19/ CD20 dual-targeted, chemotherapy-free immunotherapy regimen for eligible follicular lymphoma patients in Europe, meaningfully broadening Incyte’s oncology footprint in a key market. We’ll now examine how this new...

D.R. Horton (DHI) has quietly pulled back about 2% over the past week, even after gaining roughly 10% over the past month. This gives investors a fresh chance to reassess the homebuilder’s setup. See our latest analysis for D.R. Horton. That modest pullback comes after a solid run, with D.R. Horton’s share price still sitting at $152.0 and a positive year to date share price return, while multi year total shareholder returns point to momentum that is easing rather than reversing. If D.R...

QuantumScape recently completed installation of key equipment for higher-volume QSE-5 cell production on its Eagle Line pilot line in San Jose and, over 2025, signed joint development and licensing agreements with major automotive and industrial partners including a new top-10 global automaker, Volkswagen’s PowerCo, Murata Manufacturing, and Corning. Alongside these partnerships and manufacturing advances, QuantumScape reached an important commercialization step by beginning customer...

Exxon Mobil (XOM) caught a tailwind after President Trump announced a total and complete blockade on oil tankers linked to Venezuela, lifting WTI prices and giving energy producers a short term earnings and cash flow boost. See our latest analysis for Exxon Mobil. That move slots into an already solid year for Exxon Mobil, with a roughly 9.4% year to date share price return and a 1 year total shareholder return of about 14.4%. This suggests momentum is gradually rebuilding as investors...

American International Group, Inc. recently announced that Adam Clifford will become CEO of International Commercial Insurance in January 2026, while Scott Leney will take over as Regional President for Asia Pacific in February 2026, alongside governance-focused amendments to the company’s by-laws. These leadership appointments, both drawing on deep international insurance experience, suggest AIG is sharpening its focus on global commercial lines while tightening shareholder-meeting and...

Coupang (CPNG) is back in the spotlight after disclosing a massive data breach affecting roughly 34 million customers, a crisis that quickly erased recent gains and pushed the stock sharply lower. See our latest analysis for Coupang. The selloff around the breach comes on top of an already weak stretch, with the share price down sharply over the past quarter even though the three year total shareholder return remains strongly positive. This suggests long term momentum has not completely...

Village Farms International (VFF) just created a Global Chief Strategy Officer role and hired industry veteran Brian Stevenson, a move that signals a more deliberate push into regulated cannabis markets worldwide. See our latest analysis for Village Farms International. The timing of this hire lines up with a powerful run in the stock, with Village Farms International delivering a year to date share price return of roughly 394 percent and a one year total shareholder return of about 468...

Topgolf Callaway Brands (MODG) has quietly put together an interesting stretch of returns, with the stock up about 14% over the past month and roughly 26% over the past 3 months. See our latest analysis for Topgolf Callaway Brands. That recent burst in the share price, with a roughly 30% year to date share price return and a 60% one year total shareholder return, suggests momentum is rebuilding even after a tough multi year stretch. If Topgolf Callaway’s rebound has caught your eye, this...

Motorola Solutions (MSI) is back in the spotlight after teaming up with Google to let Android users stream live video directly to 911 call handlers, a practical upgrade to its already entrenched public safety platform. See our latest analysis for Motorola Solutions. That kind of real world innovation is arriving just as sentiment is resetting. The latest 1 day share price return of 2.93 percent has lifted Motorola Solutions to 374.49 dollars after a tough stretch that has seen a 90 day share...

In early December 2025, Medtronic’s board approved a US$0.71 per-share cash dividend for the third quarter of fiscal 2026, payable on January 16, 2026, to shareholders of record as of December 26, 2025. More recently, Medtronic gained FDA approval for its Hugo robotic-assisted surgery system and began the U.S. commercial launch of the MiniMed 780G with Abbott’s Instinct sensor, signaling continued investment in advanced robotics and diabetes technology. We’ll now examine how the FDA-cleared...

Atmos Energy (ATO) shares have quietly climbed over the past year, with the stock up about 27% and roughly 22% year to date, prompting a closer look at what is driving the move. See our latest analysis for Atmos Energy. With the share price now around $169.17 and a strong year to date share price return, that 1 year total shareholder return near 27% suggests investors are steadily repricing Atmos for dependable growth rather than treating it as a sleepy utility. If this steady climb in a...

Semtech (SMTC) shares have quietly pulled back about 6% in the past day and 16% over the past week, even though the stock is still up this month and in the past 3 months. See our latest analysis for Semtech. Viewed over a longer stretch, Semtech’s recent pullback sits against a still positive backdrop, with an 8.1% year to date share price return and a hefty 148.45% three year total shareholder return suggesting momentum is cooling rather than broken. If you are weighing what comes next for...

State Street (STT) has quietly put up a solid run, with shares gaining roughly 30% this year and about 12% over the past 3 months, as earnings and margin trends keep improving. See our latest analysis for State Street. At a share price of $127.36, State Street’s momentum looks like it is still building, with a 30 day share price return of 12.51% feeding into a 37.64% one year total shareholder return and an 81.17% total shareholder return over three years. If this kind of steady compounding...

In the past week, J.P. Morgan downgraded Ingram Micro Holding to “underweight,” citing concerns about weaker enterprise IT spending and a likely cooling in PC demand after a strong 2025 cycle. This shift in analyst sentiment contrasts with Ingram Micro’s recent AWS Partner of the Year awards and its new Polish go-to-market collaboration for SaaS data protection. We’ll now examine how J.P. Morgan’s downgrade and concerns around enterprise spending shape Ingram Micro’s investment...

e.l.f. Beauty (ELF) just rolled out Glow Up!, an immersive Roblox makeup game that leans into high fidelity virtual looks and inclusivity, raising fresh questions about how this digital push could influence a stock that is still in a slump. See our latest analysis for e.l.f. Beauty. Glow Up! lands at a tricky moment for the stock, with the 1 month share price return of 8.33% offering a tentative bounce after a bruising 90 day share price decline of 46.24% and a 1 year total shareholder return...

Richtech Robotics (RR) has quietly become one of the more volatile small cap robotics names, with the stock swinging sharply over the past week despite relatively steady fundamentals and a still early stage revenue base. See our latest analysis for Richtech Robotics. That volatility sits on top of a wild ride over the past year, with a roughly 42% year to date share price return but an eye catching 198% one year total shareholder return suggesting momentum is still broadly intact even after...

In December 2025, activist investor Engine Capital, backed by proxy advisers and fellow shareholders, won majority common-shareholder support for its UniFirst board nominees, intensifying pressure on the company to address governance concerns and consider a potential sale. The vote exposed a sharp divide between UniFirst’s dual-class control structure and the preferences of common shareholders, who are increasingly pushing for an independent strategic review and greater accountability from...