U.S. Aerospace & Defense Stock News

NasdaqCM:ATOM
NasdaqCM:ATOMSemiconductor

Is Atomera’s (ATOM) MST Progress With Gate-All-Around Tech Reframing Its Core Investment Story?

In February 2026, Atomera Incorporated reported fourth-quarter 2025 sales of US$50,000 with a net loss of US$4.43 million, and full-year 2025 sales of US$65,000 with a net loss of US$20.17 million, alongside updated Delaware law-aligned bylaws. Alongside these results, Atomera highlighted progress integrating its MST technology into advanced Gate-All-Around transistor structures and GaN-on-silicon applications, supported by a new major equipment OEM partnership and collaborations with...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation (ROK) Valuation Check After Earnings Beat And Raised Full Year Guidance

Rockwell Automation (ROK) is back in focus after its latest quarter showed revenue of US$2,105 million and net income of US$305 million, alongside a modest uptick in full year earnings guidance. See our latest analysis for Rockwell Automation. The earnings beat, raised full year guidance and ongoing buybacks have come alongside a 1 year total shareholder return of 36.15% and a 5 year total shareholder return of 75.37%. The current share price of US$394.37 follows a recent 7.75% 90 day share...
NYSE:TRGP
NYSE:TRGPOil and Gas

Assessing Targa Resources (TRGP) Valuation After Record EBITDA, Raised Outlook And Expansion Plans

Targa Resources (TRGP) is back in focus after reporting record adjusted EBITDA of US$1.27b in Q3 2025, issuing a higher full-year outlook, advancing major Permian growth projects, and outlining plans for a higher dividend. See our latest analysis for Targa Resources. The recent Q3 earnings beat, higher outlook and new Permian projects have coincided with a 20.8% 1 month share price return and a 32.0% 3 month share price return. The 3 year total shareholder return of more than 3x suggests...
NYSE:GWRE
NYSE:GWRESoftware

A Look At Guidewire Software (GWRE) Valuation After Record Q1 Sales, Cloud Wins And AI Expansion

Guidewire Software (GWRE) drew fresh attention after reporting record fiscal Q1 sales activity, securing new cloud contracts with The Hartford and Sompo, and raising full year guidance across all key performance metrics. See our latest analysis for Guidewire Software. Even with the recent contracts and raised guidance, Guidewire’s share price has been under pressure, with a 30 day share price return of 20.1% decline and a year to date share price return of 32.3% decline. However, the 3 year...
NYSE:HTH
NYSE:HTHBanks

Did Hilltop’s 10-K and KBW Update Just Reframe HTH’s Bank, Broker-Dealer, and Mortgage Story?

Hilltop Holdings Inc. recently presented at the KBW 2026 Winter Financial Services Conference in Boca Raton and filed its latest annual 10-K, outlining current performance and business priorities across its banking, broker-dealer, and mortgage operations. The combination of detailed disclosures on segment performance, opportunities in acquisitions and technology, and upbeat analyst coverage has sharpened investor focus on Hilltop’s business mix and long-term positioning. With its recent 10-K...
NYSE:TSN
NYSE:TSNFood

Tyson Foods (TSN) Valuation Check As Beef Losses Mount And Cattle Costs Stay Elevated

What Tyson’s beef losses and new bond issue mean for stock investors Tyson Foods (TSN) is facing sustained pressure in its beef business, with consecutive quarterly losses tied to higher cattle costs and a smaller US herd, even as the company taps bond markets for fresh funding. See our latest analysis for Tyson Foods. The recent bond issue, ongoing beef losses and a softer earnings quarter come against a backdrop where Tyson’s 90 day share price return of 19.16% and 1 year total shareholder...
NasdaqGS:SYRE
NasdaqGS:SYREBiotechs

Spyre Therapeutics (SYRE) Valuation Check As IBD Pipeline And Analyst Support Draw Investor Attention

Spyre Therapeutics (SYRE) is in focus after growing investor interest in its clinical-stage pipeline for inflammatory bowel disease, particularly its monoclonal antibody candidates SPY001 and SPY002, along with broad analyst support for the stock. See our latest analysis for Spyre Therapeutics. The recent clinical pipeline interest has come alongside strong momentum, with a 10.2% 1 month share price return, a 52% 3 month share price return and a 59.8% 1 year total shareholder return. The...
NYSE:CUZ
NYSE:CUZOffice REITs

Cousins Properties (CUZ) Is Down 11.3% After Buying Fully Leased Charlotte Tower And Posting 2025 Results

Cousins Properties reported past full-year 2025 results with revenue of US$993.82 million and net income of US$40.5 million, while also acquiring the fully leased 638,000-square-foot 300 South Tryon office property in Uptown Charlotte for US$317.5 million. The combination of higher sales and revenue with a premium, fully occupied Charlotte asset funded partly by non-core asset sales highlights Cousins’ focus on strengthening its Sun Belt office portfolio and income visibility. We’ll now...
NYSE:UCB
NYSE:UCBBanks

A Look At United Community Banks (UCB) Valuation After Recent Share Price Momentum And Earnings Narrative

Event context and recent return profile United Community Banks (UCB) has drawn renewed attention after recent trading, with the stock last closing at $34.56 and posting a 0.1% move over the past day and a 3.7% decline over the past week. Over the past month, the share price shows a 2.1% return, while the past 3 months reflect a 17.8% gain, giving investors a fresh reference point to compare against the bank’s fundamentals and valuation metrics. See our latest analysis for United Community...
NasdaqGS:VICR
NasdaqGS:VICRElectrical

How Accelerating Earnings and Strong Margins At Vicor (VICR) Has Changed Its Investment Story

Recently, Vicor reported accelerating earnings growth supported by steady revenue expansion, robust profit margins, and a balance sheet that remains in strong financial health. What stands out is how Vicor’s rapid earnings momentum and solid profitability make its valuation appear comparatively attractive next to industry peers. Next, we’ll examine how Vicor’s accelerating earnings growth and strong profitability profile may influence the company’s broader investment narrative. Invest in the...
NYSE:DTM
NYSE:DTMOil and Gas

Assessing DT Midstream (DTM) Valuation As Growth Expectations Clash With Cyclical Risk Concerns

DT Midstream (DTM) is back in focus as recent commentary suggests the stock is priced for sustained high growth, even though its midstream business is tied to a cyclical upstream sector. See our latest analysis for DT Midstream. The recent announcement of DT Midstream’s upcoming 2026 Annual Meeting lands at a time when momentum has been building, with a 10.6% 1 month share price return, a 37.16% 1 year total shareholder return and a 191.73% 3 year total shareholder return from a share price...
NYSE:RL
NYSE:RLLuxury

A Look At Ralph Lauren (RL) Valuation After Strong Earnings And Raised Outlook

Ralph Lauren (RL) just paired strong quarterly results with a lift to its full year outlook, after reporting higher sales and profits, especially in Asia, along with solid performance across its digital and retail channels. See our latest analysis for Ralph Lauren. The raised guidance and strong quarterly earnings have come alongside firm share price momentum, with a 7 day share price return of 6.0% and a 90 day share price return of 12.5%. The 1 year and 5 year total shareholder returns of...