U.S. Aerospace & Defense Stock News

In May 2026, Meta Platforms began laying off about 8,000 employees, roughly 10% of its workforce, while sharply increasing AI-related capital spending and reorganizing teams to prioritize artificial intelligence across its business. This combination of workforce cuts, large-scale AI infrastructure investment, and new AI monetization efforts such as paid Meta AI subscriptions highlights a decisive shift in how Meta allocates resources and manages long-term risks around regulation, safety, and...

This article examines whether NewMarket, at around US$762 per share, still offers value or is already priced for perfection by breaking down what the current share price might be implying. The stock has recently posted returns of 9.0% over 7 days, 9.4% over 30 days, 10.8% year to date and 19.9% over the past year, which naturally raises questions about how much of the story is already in the price. Recent coverage has focused on NewMarket's role as a specialty chemicals business and on how...

Wondering if AGNC Investment at around US$10.43 offers real value or just headline appeal? This article walks through what the current price might be implying and how that lines up with different valuation checks. The stock has risen 3.0% over the last week, while being down 5.4% over the last month and 4.6% year to date, and showing a 33.9% return over the last year and 73.2% over three years, with a 9.6% return over five years. Recent coverage has focused on AGNC Investment as a widely...

Viking Therapeutics is drawing fresh attention as a potential acquisition target, centered on its obesity drug candidate VK2735. Both injectable and oral forms of VK2735 are in late stage development, making the company a focus for larger pharmaceutical buyers. Market speculation has recently pointed to major firms such as Eli Lilly and Pfizer as possible suitors. For investors tracking NasdaqCM:VKTX, this buyout chatter sits against a mixed share price backdrop. The stock closed at $30.8,...

In May 2026, Digital Turbine reported fourth-quarter and full-year results showing sales rising to US$142.55 million and US$565.25 million respectively, while annual net loss narrowed to US$37.73 million, alongside issuing fiscal 2027 revenue guidance of US$630 million to US$650 million. At the same time, Digital Turbine deepened its AI partnerships with Google Cloud and Databricks and expanded its alternative app distribution footprint through a new agreement with Orange, potentially...

Expeditors International of Washington stock triggered article Expeditors International of Washington (EXPD) has drawn attention after recent share price moves, with the stock closing at US$160.70 and showing double digit total returns over the past year and past 3 months. For investors watching logistics and freight stocks, the company’s reported annual revenue of US$11.19b and net income of US$836.15m, along with a value score of 1, provide key reference points for assessing current...

If you are wondering whether Roku at around US$127.61 is still offering value or starting to look stretched, you are not alone. The stock has posted returns of 5.8% over the last 7 days, 10.8% over the last 30 days, 17.4% year to date, 77.3% over 1 year and 121.0% over 3 years, while the 5 year return shows a decline of 63.3%. Recent headlines around Roku have focused on its role in the streaming ecosystem, its advertising reach and how its platform position fits into broader shifts in how...

Five9 (FIVN) is back in focus after shareholders approved changes to its corporate charter at the 2026 annual meeting, including declassifying the Board of Directors and removing supermajority voting requirements. See our latest analysis for Five9. The corporate charter changes arrive after a sharp 37.7% 30 day share price return and a 27.7% 90 day share price return. However, the 1 year total shareholder return is down 17% and the 5 year total shareholder return has declined 86.9%,...

Globalstar recently postponed its planned May 17, 2026 HIBLEO-4 replenishment satellite launch with SpaceX to allow additional preparation time, with a new date yet to be confirmed for this low Earth orbit mission supporting network resilience and service reliability. Alongside this delay, Globalstar granted time-vested restricted stock awards to directors and a senior executive, underscoring the company’s continued use of equity-based compensation to align leadership incentives with...

Wondering if Guidewire Software at around US$137 a share still makes sense for your portfolio, or if the stock’s current price is out of line with its fundamentals? The stock is down 1.9% over the past week, 1.6% over the past month, 26.8% year to date, and 34.4% over the last year, while the 3 year and 5 year returns are 68.3% and 41.0% respectively. Recent coverage has focused on how investors are reassessing higher growth software stocks in light of changing interest rate expectations and...

Celcuity Inc. recently expanded its Phase 3 VIKTORIA-2 trial of gedatolisib for advanced HR+/HER2- breast cancer and filed a U.S. patent application for a subcutaneous formulation, following a Type B meeting with the FDA. By broadening VIKTORIA-2 to both endocrine-resistant and endocrine-sensitive patients and pursuing an injection-based version of gedatolisib, Celcuity is refining how its lead therapy could be used across more real-world treatment settings. We’ll now examine how expanding...

Wondering whether Arista Networks at around US$158.01 is still offering value or if you may be late to the story? This article walks through what the current price might be implying about the stock. The share price is up 11.6% over the past week and 18.3% year to date, although it is down 10.7% over the last month, after a very large 5 year return of about 7x and a 70.8% gain over the past year. Recent news around Arista has focused on its role in networking for cloud and AI data centers, as...

AAR Corp. recently reported a strong fiscal third-quarter, with revenue, earnings, and profitability exceeding expectations, supported by solid organic growth in its parts supply business and resilient commercial aviation demand. The upbeat full-year outlook, combined with defense-related tailwinds and recognition from investors such as Fred Alger Management, has reinforced confidence in AAR’s multi-segment aviation services model. We’ll now examine how this earnings beat and encouraging...

NextDecade secured Federal Energy Regulatory Commission approval for continuous 24/7 construction at its Rio Grande LNG project. The decision allows the company to keep the project moving toward potential operational status following a period of leadership changes and legal challenges. The approval is a key step in advancing long term expansion plans for the liquefied natural gas facility. For investors tracking NasdaqCM:NEXT, the new approval arrives with the stock at $8.37 and a year to...

5G timing milestone puts NextNav (NN) in focus NextNav (NN) drew fresh attention after reporting field validation of its 5G positioning, navigation, and timing network. The company achieved around 20-nanosecond timing accuracy in both outdoor and GPS-challenged indoor environments. See our latest analysis for NextNav. The timing milestone lands after a Q1 update where revenue was US$0.995 million and the net loss was US$10.62 million. The stock’s 30-day share price return of 29.98% and very...

If you are wondering whether Cencora at about US$270.78 is starting to look attractive or stretched, the key question is what you are really paying for its future cash flows and business quality. The stock is up 1.7% over the last week, even though it is down 12.1% over the last month, 20.1% year to date and 7.0% over the last year, while the 3 year and 5 year returns stand at 67.4% and 149.4% respectively. Recent news around Cencora has focused on its role as a major healthcare distributor...

Why the OneVision launch matters for Cognex (CGNX) investors Cognex (CGNX) has just moved OneVision from beta to full availability, positioning its AI vision platform as a tool for manufacturers that want to scale inspection without adding complexity or slowing production. See our latest analysis for Cognex. The OneVision news lands during a strong run in Cognex’s stock, with a 1-month share price return of 25.93%, a year-to-date share price return of 85.03%, and a 1-year total shareholder...

GameStop (GME) continues to attract attention as investors reassess the stock following recent trading performance, with shares closing at $21.91 and market value sitting near $9.8b. See our latest analysis for GameStop. Recent trading has been choppy, with the 30 day share price return down 12.18% and the 1 year total shareholder return down 36.68%, suggesting momentum has faded even though the year to date share price return is 6.26%. If this kind of volatility has you looking beyond a...

Recent performance snapshot Mastercard (MA) has drawn fresh attention as the stock has slipped, with the share price down about 1% over the past day, 1% over the past week and 2% over the past month. See our latest analysis for Mastercard. Looking beyond the recent pullback, Mastercard’s share price has declined 12.45% year to date, while its 3 year total shareholder return of 36.54% and 5 year total shareholder return of 41.07% point to a steadier long term record. This suggests current...

Nvidia CEO Jensen Huang publicly called on Super Micro Computer (NasdaqGS:SMCI) to tighten export compliance following Taiwanese detentions tied to alleged illegal AI server shipments to China. In response, Super Micro announced plans to upgrade its global trade compliance program, signaling a shift in focus from purely legal scrutiny to operational and supply chain controls. Super Micro, a key AI server supplier, sits at the center of demand for high performance computing hardware that...

Palomar Holdings, Inc. recently appointed Scott Beiser, Co-Chairman and former CEO of Houlihan Lokey, to its Board of Directors as a Class I director, also naming him to the Audit, Compensation, and Investment Committees. His long track record in corporate governance, capital allocation, and investment banking adds an experienced financial voice to Palomar’s boardroom decision-making. We’ll now explore how adding Beiser’s investment banking and capital allocation expertise could influence...

Investors may be wondering whether Johnson & Johnson at around US$230 per share still offers value after a strong run, or whether they might be late to the story. The stock last closed at US$230.18, with returns of 0.1% over 7 days, 1.2% over 30 days, 11.0% year to date, 54.0% over 1 year, 62.8% over 3 years and 60.1% over 5 years. These figures raise fair questions about how much potential future upside or downside is already reflected in the price. Recent headlines around Johnson & Johnson...

Southern stock reacts to recent performance metrics Southern (SO) has drawn fresh attention as investors reassess the utility’s recent share performance and fundamentals, with the stock last closing at $94.09 and a one-year total return of 8.1%. See our latest analysis for Southern. Recent moves have been relatively muted, with the 1 day share price return slipping 0.5% and the 90 day share price return down 1.9%. The 5 year total shareholder return of 78.4% points to solid long term...

Wondering if Strategy at around US$159.93 is priced as an opportunity or a value trap? This article explains what the current share price could mean for you. The stock is up 1.8% year to date, but has fallen 6.5% over the past month and is down 57.0% over the last year. These moves may have changed how investors view its risk and reward trade off. Recent coverage has focused on Strategy as a high profile software and data analytics stock, with attention on its role in wider market themes and...