U.S. Aerospace & Defense Stock News

In early February 2026, analysts and investors reacted to UnitedHealth Group’s recent earnings, which showed weaker-than-expected revenue, rising medical costs, and cautious guidance amid regulatory uncertainty around Medicare Advantage. These developments have intensified focus on how policy proposals for flat Medicare Advantage rates in 2027 and slower earnings recovery could affect UnitedHealth’s core Medicare and Optum franchises. We’ll now examine how concerns about a slower earnings...

In early February 2026, SouthState Bank Corporation was recognized by Crisil Coalition Greenwich with 29 awards in U.S. Middle Market and Small Business Banking, the second highest total nationally and an increase of six awards from the prior year. This expanded recognition, including a tie for the highest number of Middle Market Banking awards, underlines SouthState’s strengthening position among regional and super-regional institutions and highlights the depth of its client relationships...

If you are wondering whether Comcast's current share price reflects its underlying value, this breakdown is designed to help you make sense of what you are paying for. The stock last closed at US$31.57, with returns of 0.6% over 7 days, 13.5% over 30 days, 6.9% year to date, and a 0.9% decline over 1 year, plus longer term returns of a 4.8% decline over 3 years and a 25.1% decline over 5 years. These moves sit against a backdrop of ongoing interest in Comcast's broadband and media footprint,...

Earlier this week, Calix, Inc. expanded its SmartHome and cloud platforms by launching HomeOfficeIQ for cellular failover and upgrading Engagement Cloud with richer personalization, segmentation, and analytics tools for broadband service providers. These additions deepen Calix’s role in secure home connectivity and data-driven marketing, helping providers strengthen subscriber loyalty and unlock new service-based revenue streams. Next, we’ll examine how HomeOfficeIQ’s secure failover and...

Casey’s General Stores recently paid a quarterly dividend of US$0.57 per share on 13 February 2026, alongside reporting 14% Q2 fiscal 2026 earnings growth and 9% store expansion, with management guiding to 15–17% EBITDA growth for the full fiscal year. This combination of earnings momentum, ongoing network growth, and a steadily rising, though modest, dividend highlights how Casey’s is balancing reinvestment in the business with direct cash returns to shareholders. With management now...

In early February 2026, Amkor Technology reported higher fourth-quarter and full-year 2025 sales and earnings, while also disclosing a completed US$487.5 million secondary offering of 10,000,000 common shares at US$48.75 each by a Kim family investment vehicle. An interesting angle for investors is that the Kim family still holds over 49% of Amkor’s stock and has agreed to a 180-day lock-up on remaining shares, reinforcing continuity in control alongside the company’s recent earnings...

Hasbro unveiled new products at the North American International Toy Fair, including its first Peppa Pig toy featuring a character with a hearing aid and an upcoming Magic: The Gathering "Universes Beyond" set. The company announced multi-year licensing agreements, highlighted by a new Harry Potter toy partnership with Warner Bros. Hasbro also introduced a digital advertising joint venture with Animaj focused on kids' entertainment content across digital platforms. For investors watching...

Apple (AAPL) has come under pressure after a 5% single day drop, following a US Federal Trade Commission warning over alleged political bias in Apple News, combined with reported delays to AI powered Siri upgrades. See our latest analysis for Apple. That 5% one day slide comes on top of a 7 day share price return of 8.03% and a 90 day share price return of a 4.37% decline, even as Apple has been talking up new products like a low cost MacBook and expanding its services leadership team. Over...

What Analog Devices’ Recent Returns Suggest for Investors Analog Devices (ADI) has drawn attention after a recent run in its share price, including a 1 day return of 1.7% and a past 3 months return of 46.6%. This has prompted fresh interest in its fundamentals. For context, the stock shows a month return of 12.3% and a 1 year total return of 59.7%. Year to date performance stands at 23.1%. These moves have investors reassessing how the current price of US$337.10 lines up with the company’s...

Digi International (DGII) is back in focus after reporting first quarter results that showed higher revenue and net income year over year, along with fresh guidance outlining expected revenue and annual recurring revenue growth for 2026. See our latest analysis for Digi International. The earnings beat and updated guidance appear to be feeding into strong momentum, with a 27.77% 90 day share price return and a 39.88% one year total shareholder return pointing to growing optimism around Digi...

The latest shift in Innodata (INOD) toward a low-code artificial intelligence platform, paired with its work alongside generative AI developers, has become the central storyline shaping investor attention and recent stock moves. See our latest analysis for Innodata. Those AI partnerships have come during a choppy period for the shares, with a recent 1 day share price return of 2.05% at US$44.39 following a 30 day share price return decline of 27.87%. Meanwhile, the 1 year total shareholder...

Otis Worldwide (OTIS) has caught investor attention after filing an automatic mixed shelf registration covering common and preferred shares, debt, units, and warrants, alongside a sizable stock sale by its Asia Pacific president. See our latest analysis for Otis Worldwide. At a share price of $89.83, Otis has eased back 2.09% on a 1 day share price return and is 5.42% lower on a 1 year total shareholder return. Its 5 year total shareholder return of 53.86% points to steadier long term...

Recent performance snapshot Chefs' Warehouse (CHEF) has drawn fresh attention after a period of solid share price moves, with the stock last closing at $68.44 and showing gains over the past week, month, and past 3 months. See our latest analysis for Chefs' Warehouse. For context, Chefs' Warehouse has recently shown building momentum, with an 18.59% 90 day share price return, alongside longer term total shareholder returns of 4.81% over 1 year and 123.30% over 5 years. If this move has you...

In February 2026, Simpson Manufacturing reported that fourth-quarter 2025 sales rose to US$539.35 million with net income of US$56.21 million, while full-year sales reached US$2.33 billion and net income was US$345.08 million, alongside ongoing share repurchases totaling 699,995 shares for US$120.00 million under a prior authorization. These results highlight how Simpson used pricing actions and acquisitions to grow sales despite a 1% volume decline, while expanding its higher-value OEM and...

Hut 8 (HUT) is back in focus after short interest in the stock rose to 17.8% of float, while a separate law firm probe into potential fiduciary duty breaches has put governance under a brighter spotlight. See our latest analysis for Hut 8. The latest short interest spike and governance probe come after a mixed share price pattern, with a 42.89% 90-day share price return and 1-year total shareholder return of 163.17% contrasting with a 9.69% 30-day share price decline and $53.87 last close...

Ondas (ONDS) is back on radar after two defense subsidiaries landed sizeable contracts, including a multi year, $30 million plus demining program on the Israel Syria border and a separate multi million dollar counter drone order in Europe. See our latest analysis for Ondas. That contract news has arrived after a sharp run, with a 48.84% 90 day share price return but a 23.44% 30 day share price decline. The 1 year total shareholder return is very large, suggesting momentum has been choppy as...

If you are wondering whether Ascendis Pharma's share price still reflects fair value after its recent run, this article will walk through what the numbers are saying right now. The stock last closed at US$216.32, with returns of 5.1% over the past 30 days and 50.1% over the past year, while the 7-day return of a 2.6% decline shows the ride has not been perfectly smooth. Recent moves sit against a backdrop of ongoing interest in Ascendis Pharma as a Nasdaq-listed pharmaceuticals and biotech...

ATI (NYSE:ATI) reported strong fourth quarter results, supported by demand for aerospace and defense products. The company highlighted expanded long term agreements tied to next generation jet engines and missile programs. Management pointed to proprietary alloys as a key factor in higher margins and a shift in product mix. ATI enters this update with its shares at $143.93 and a very large 5 year return, reflecting substantial compounding over that period. Over the past year the stock is up...

Powell Industries, Inc. reported past first-quarter 2026 results to December 31, 2025, with sales of US$251.18 million and net income of US$41.39 million, alongside basic earnings per share from continuing operations of US$3.42. Alongside these results, the Board approved a modest increase in the quarterly dividend to US$0.27 per share, underscoring management’s confidence in the company’s cash generation and financial position. With Powell pairing stronger earnings with a higher dividend,...

MARA Holdings (MARA) is back in focus after Morgan Stanley initiated coverage with an Underweight rating, highlighting the company’s limited owned power capacity and significant exposure to the volatile bitcoin mining business. See our latest analysis for MARA Holdings. The Morgan Stanley call comes after a sharp reset in recent months. The 30 day share price return is 30.28% and the 90 day share price return is 31.19%, leaving the stock at US$7.92. This comes even though the 3 year total...

Sable Offshore Corp. recently filed for a follow-on equity offering of US$250 million in common stock through an at-the-market program. This at-the-market structure gives the company flexibility to raise capital gradually, which can influence how investors assess its funding plans and balance sheet evolution. We will now examine how this flexible US$250 million at-the-market equity raise shapes Sable Offshore’s investment narrative and risk profile. Uncover the next big thing with 29 elite...

HA Sustainable Infrastructure Capital (HASI) has drawn fresh investor attention after reporting fourth quarter and full year 2025 results that topped revenue expectations, supported by record transaction volumes and renewable energy partnerships. See our latest analysis for HA Sustainable Infrastructure Capital. The earnings beat, record US$4.3b in 2025 transactions and the new quarterly dividend of US$0.425 per share appear to have shifted sentiment. A 20.3% 90 day share price return and a...

Bain Capital plans to sell a significant portion of its stake in Coherent, reshaping the shareholder mix at NYSE:COHR. Coherent received six awards in the 2026 Lightwave Innovation Reviews for its optical networking and photonics products. These developments coincide with a current share price of $217.23 and notable share price moves over the past year. For investors following Coherent, the twin updates on ownership and product recognition arrive after a very large 1-year return and a...

In early January 2026, law firm Pomerantz LLP began investigating First Solar over potential securities fraud and unlawful business practices after a Jefferies downgrade that cited lowered guidance, significant de-bookings, and expected margin pressure into 2025. The combination of a legal probe and questions about future profitability is adding an extra layer of uncertainty to an already policy-sensitive solar manufacturer. Next, we’ll examine how the securities fraud investigation and...