U.S. Aerospace & Defense Stock News

A U.S. appeals court recently ruled that Nexstar Media Group must face DirecTV’s antitrust lawsuit alleging a scheme to inflate retransmission fees, reversing an earlier dismissal and allowing the claims to proceed. This legal setback introduces fresh uncertainty around Nexstar’s retransmission economics and bargaining practices with distributors, an area central to its broadcast profitability. We’ll now explore how the revived antitrust case, and its potential legal and cost implications,...

Baker Hughes (BKR) just landed a multi year deal with Kuwait Oil Company that leans heavily on its artificial lift and digital production tech, a contract that could quietly strengthen its long term earnings base. See our latest analysis for Baker Hughes. Even with a soft patch lately, including a 30 day share price return of minus 7.8 percent, Baker Hughes still sports a 5 year total shareholder return of roughly 142 percent. This suggests long term momentum remains intact as contracts like...

Stronger Earnings Spark Investor Interest Hayward Holdings (HAYW) just posted earnings that cleared the bar on both organic revenue and EBITDA, then followed up with the biggest full year guidance raise in its peer group. That combination of upside results and a confident outlook has nudged the stock up about 4% over the past month, prompting investors to revisit how this pool equipment maker is positioned heading into next year. See our latest analysis for Hayward Holdings. Zooming out, the...

IAC Inc. ( NASDAQ:IAC ) shareholders would be excited to see that the share price has had a great month, posting a 25...

Autolus Therapeutics plc ( NASDAQ:AUTL ) shares have had a really impressive month, gaining 28% after a shaky period...

Carvana Co. ( NYSE:CVNA ) shares have had a really impressive month, gaining 37% after a shaky period beforehand. The...

We wouldn't blame Arcus Biosciences, Inc. ( NYSE:RCUS ) shareholders if they were a little worried about the fact that...

Aytu BioPharma, Inc. ( NASDAQ:AYTU ) shares have had a really impressive month, gaining 28% after a shaky period...

Alignment Healthcare, Inc. ( NASDAQ:ALHC ) shareholders have had their patience rewarded with a 25% share price jump in...

Key Insights Significantly high institutional ownership implies SelectQuote's stock price is sensitive to their trading...

Some Zscaler, Inc. ( NASDAQ:ZS ) shareholders may be a little concerned to see that the Chief Legal Officer...

We wouldn't blame ServiceTitan, Inc. ( NASDAQ:TTAN ) shareholders if they were a little worried about the fact that...

PBF Energy Inc. ( NYSE:PBF ) shareholders won't be pleased to see that the share price has had a very rough month...

Ingersoll Rand has expanded its Board of Directors to ten members and appointed former Tesla president Jerome Guillen, effective January 1, 2026, also naming him to the Compensation and Sustainability Committees. Guillen’s background in scaling advanced manufacturing, automation, and sustainable technologies across Tesla and Daimler brings fresh operational and innovation-focused oversight to Ingersoll Rand’s governance structure. We’ll now explore how Guillen’s Tesla-honed expertise in...

Tapestry (TPR) just backed up its hot share price with equally strong fundamentals, delivering 13% year over year net sales growth and 2.2 million new customers while raising its 2026 revenue and EPS guidance. See our latest analysis for Tapestry. That guidance upgrade helps explain why the 1 month share price return sits at a strong 20.1 percent, feeding into a 91.1 percent year to date share price gain and a powerful 5 year total shareholder return of about 360 percent. This suggests...

Those following along with Immunome, Inc. ( NASDAQ:IMNM ) will no doubt be intrigued by the recent purchase of shares...

Earlier this week, Mizuho Securities analyst Joseph Catanzaro initiated coverage on Upstream Bio with a buy rating, signaling fresh Wall Street attention on the biotech name. This coverage launch brings Catanzaro’s recent track record, where fewer than half of his calls were successful but still generated an 8.5% average return, into focus for investors assessing the endorsement’s weight. Next, we’ll examine how this new Mizuho coverage and Catanzaro’s track record might influence Upstream...

DNOW (DNOW) just landed on more investors' radar after Texas Capital’s Matthew Key initiated coverage, highlighting the company’s combined scale with MRC Global and the potential cash flow boost from cost synergies and cross selling. See our latest analysis for DNOW. That call out comes on the back of a $13.69 share price that has delivered a solid 8.82 percent 1 month share price return and an impressive 5 year total shareholder return of almost 100 percent. This suggests long term momentum...

In recent days, Susquehanna initiated coverage of Fabrinet with a Positive rating while investors focused on its role packaging and testing photonic modules that underpin AI data centers and advanced optical networking. This attention underscores how Fabrinet’s specialized photonic capabilities and expanding presence in AI server manufacturing are increasingly viewed as central to the AI hardware supply chain. We’ll now explore how this growing recognition of Fabrinet’s role in AI data...

Artivion (AORT) climbed about 5% after positive analyst commentary related to its On-X mechanical heart valve, with new clinical studies indicating a potentially larger U.S. market and stronger demand among younger patients. See our latest analysis for Artivion. The latest enthusiasm around On-X comes on top of a strong run, with Artivion's share price up sharply this year and a three year total shareholder return of nearly 300 percent signaling sustained momentum rather than a one off...

Eastern Bankshares (EBC) has quietly outperformed many regional peers, with the stock up about 12% over the past year and roughly 21% across the past 3 years, despite some recent weekly weakness. See our latest analysis for Eastern Bankshares. Despite a recent 1 week share price pullback, Eastern Bankshares still shows constructive momentum, with a roughly 8 percent 1 month share price return and solid double digit multi year total shareholder returns suggesting confidence in its growth and...

NuScale Power Corporation disclosed that shareholders at a special meeting on December 16, 2025 approved an amendment to its Certificate of Incorporation, raising the authorized Class A common shares from 332,000,000 to 662,000,000 to support future financing and corporate needs. This shift nearly doubles NuScale’s potential equity issuance capacity, sharpening investor attention on how the company balances funding its capital‑intensive small modular reactor ambitions against dilution risk...

H World Group (NasdaqGS:HTHT) has quietly been rewarding patient shareholders, with the stock up about 51% year to date and roughly 27% over the past 3 months, outpacing many consumer-facing peers. See our latest analysis for H World Group. With the share price now around $49.12 and a robust 30 day share price return of 11.43%, H World’s recent momentum builds on an already strong year to date and solid multi year total shareholder returns. If H World’s steady climb has caught your eye, this...

In December 2025, Centuri Holdings, Inc. announced it had secured nearly US$500 million in new customer awards and renewals across its core electric and gas infrastructure services, lifting year-to-date bookings to about US$4.30 billion. The mix of mostly new work, spanning large natural gas distribution, pipeline replacement, and substation upgrade projects in the U.S. and Canada, underscores Centuri’s role in supporting essential energy and telecom infrastructure. Next, we’ll examine how...