U.S. Aerospace & Defense Stock News

In recent days, GoDaddy, REI Systems and Asymbl have each announced new Salesforce-linked AI agent integrations and deployments, while Salesforce itself has cut nearly 1,000 jobs as it reallocates resources toward artificial intelligence. Together with upcoming earnings and an acquisition of Momentum to deepen voice and video AI, these moves highlight how Salesforce is rapidly repositioning its platform around agentic AI, governance and automation even as AI disruption fears weigh on the...

Recent share performance and business snapshot Universal Technical Institute (UTI) has drawn fresh attention after a recent 1 day share move of about 3.6% and a past 3 months return of roughly 40%. This has prompted a closer look at its fundamentals. The company, a Phoenix based provider of transportation, skilled trades, and healthcare education programs, reports annual revenue of about US$855.0 million and net income of roughly US$53.7 million across its UTI and Concorde segments. See our...

Clearway Energy at a glance Clearway Energy (CWEN.A) has been drawing attention after a period of mixed short term performance and stronger longer term total returns, prompting investors to reassess how its clean energy portfolio and current valuation line up. See our latest analysis for Clearway Energy. With the share price at US$36.98, Clearway Energy has seen momentum cool slightly in the very near term, but its 30 day share price return of 10.06% sits alongside a 1 year total shareholder...

Datavault AI overview and recent trading context Datavault AI (DVLT) has drawn investor attention after recent share price weakness, with the stock last closing at US$0.73 and recording negative returns over the past day, week, month, past 3 months, and year. See our latest analysis for Datavault AI. With the latest share price at US$0.73, Datavault AI’s 1 day, 7 day and 30 day share price returns of 3.87%, 7.57% and 10.53% declines respectively extend a much steeper 69.83% 90 day share price...

What Ternium’s Recent Performance Tells You Ternium (NYSE:TX) has been on investors’ radar after a 62% total return over the past year, paired with a 35% total return over the past 3 months, prompting a closer look at its fundamentals. See our latest analysis for Ternium. At a share price of US$43.52, Ternium’s recent 23% 3 month share price return sits within a much stronger 1 year total shareholder return of about 62%. This suggests momentum has been building over a longer stretch even as...

RingCentral (RNG) is back in focus after its latest quarterly report, where the company moved from a net loss to positive net income, introduced its first dividend and expanded capital returns. See our latest analysis for RingCentral. The stock’s sharp 1 day share price return of 34.4% and 30 day share price return of 47.3% reflect how investors are reacting to the profitability milestone, dividend launch and expanded AI partnership. However, the 5 year total shareholder return of 89.6% still...

Turning Point Brands’ Stoker’s line recently introduced Stoker’s Proud®, a value-focused sub-brand using 100% American-grown tobacco in two long-cut styles, while its FRE® Nicotine Pouches won a 2026 Product of the Year USA Award for the Lush 15mg Mega Pack format. Together, the expanded Stoker’s portfolio and award-winning FRE offering highlight Turning Point Brands’ emphasis on product quality, packaging innovation, and appeal to both value-oriented and modern oral consumers. We’ll now...

In February 2026, ASGN appointed former Idemia executive Donnie Scott as president of its U.S. government unit, rebranded its federal segment as Everforth, and saw Apex Systems partner with Cloudaware to launch a FinOps-focused cloud management solution. Together, the leadership change, Everforth rebrand, and FinOps partnership highlight ASGN’s push to integrate federal and commercial capabilities around digital modernization and cloud governance. Next, we’ll examine how the Everforth...

In recent days, McLaren Racing confirmed it has extended its partnership with Dell Technologies, continuing to use Dell’s AI Factory, PowerEdge servers, storage, and AI PCs to process race data, power simulations, and support operations across its Formula 1 and sim racing programs. This renewal showcases Dell’s AI and data infrastructure in one of the most data‑intensive, time‑critical environments in sport, highlighting how its enterprise offerings can support complex, real‑time...

Roku (ROKU) has come into focus after reporting fourth quarter and full year 2025 earnings that moved from a prior loss to a profit, with revenue and net income ahead of earlier results. See our latest analysis for Roku. Despite the strong earnings story and new advertising and content initiatives, the 30 day share price return of 16.16% and year-to-date share price return of 18.08% indicate that momentum has cooled recently. This is occurring even though the 3 year total shareholder return...

Why Prosperity Bancshares Is On Investors’ Radar Today Prosperity Bancshares (PB) is back in focus after recent share price moves, with the stock closing at $73.53 and showing mixed total returns across the past month, past 3 months, and longer periods. See our latest analysis for Prosperity Bancshares. Recent trading has been relatively firm, with a 90 day share price return of 8.26% and a modest 5.60% year to date share price gain. However, the 1 year total shareholder return of a 0.60%...

RBC Capital Markets has flagged Xometry (XMTR) ahead of its Feb. 24 Q4 earnings release, noting potential upside related to stronger enterprise adoption, TeamSpace usage, ERP integration, and improved sales execution. See our latest analysis for Xometry. At a share price of $56.68, Xometry has recently seen a 2.3% 7 day share price return alongside a 7.9% 30 day share price decline. Its 1 year total shareholder return of 75.6% and 3 year total shareholder return of 82.0% indicate momentum...

ExlService Holdings (EXLS) has been active on two fronts, completing a share repurchase of 1.55 million shares for US$63.4 million and securing 10 new U.S. patents tied to its data and AI capabilities. See our latest analysis for ExlService Holdings. Despite the recent share repurchase and new data and AI patents, ExlService Holdings' share price has declined 29.48% over the past 30 days and 27.03% year to date, while its 1 year total shareholder return is down 37.35%. However, its 5 year...

Why Sylvamo’s Latest Earnings Matter for Shareholders Sylvamo (SLVM) reported fourth quarter and full year 2025 results with lower sales and net income than the prior year, putting profitability trends and the investment case for the stock back in focus. See our latest analysis for Sylvamo. The earnings release appears to have weighed on sentiment, with a 7 day share price return of 5.20% and a 30 day share price return of 4.60%, even though the 90 day share price return is 6.31% and the 3...

Ashland (ASH) is back in focus after the U.S. Environmental Protection Agency formally accepted its agrimer eco-coat polymer seed coating application, a regulatory milestone that opens the door to broader commercialization and grower testing. See our latest analysis for Ashland. The EPA decision has arrived alongside a pick up in Ashland's share price, with a 6.35% 7 day share price return and a 29.29% 90 day share price return, even though the 3 year total shareholder return is a 32.37%...

In recent days, Rhythm Pharmaceuticals drew attention as RBC Capital Markets initiated coverage following the positive Phase 3 TRANSCEND results for setmelanotide in hypothalamic obesity and the prior FDA decision to extend review of its supplemental New Drug Application to March 20, 2026. At the same time, insider selling by the CFO and a full year of insider share disposals, alongside renewed institutional and analyst interest, has sharpened focus on how regulatory progress and ownership...

In February 2026, McDonald’s reported higher fourth-quarter and full-year 2025 results, with revenue rising to US$7,009 million for the quarter and US$26,885 million for the year, alongside modestly higher net income and earnings per share. At the same time, the company lifted its 2026 capital expenditure guidance to about US$3.7–US$3.9 billion to fund roughly 2,600 new global openings and reinforced its focus on menu, beverage, and digital initiatives to attract value-seeking...

In recent days, Blue Owl Capital Inc. filed a US$615.5 million shelf registration for 50,000,000 shares of Class A common stock linked to an ESOP-related offering. Around the same time, Blue Owl permanently changed liquidity terms for its retail-focused OBDC II fund and sold about US$1.40 billion of loans to institutional buyers, crystallizing concerns about how private credit vehicles balance investor access to cash with portfolio stability. We’ll now examine how Blue Owl’s decision to...

Columbia Financial stock overview Columbia Financial (CLBK) has drawn fresh attention after a recent move in its share price, with returns over the past month and past 3 months standing out against its longer term performance profile. See our latest analysis for Columbia Financial. With the share price at US$18.44 and a 30 day share price return of 15.9% alongside a 90 day gain of 17.3%, recent momentum contrasts with a 3 year total shareholder return of 12.19% decline. This may hint at...

In February 2026, Floor & Decor Holdings reported fourth-quarter 2025 results showing sales of US$1,129.67 million and diluted EPS of US$0.36, issued full-year 2026 guidance of US$4.88 billion–US$5.03 billion in net sales and US$1.98–US$2.18 in diluted EPS, and confirmed plans to open 20 new warehouse stores plus a new distribution center. Despite softer comparable store trends, the company highlighted market share gains, strong customer satisfaction scores, and continued warehouse-format...

Primoris Services (PRIM) reports its Q4 2025 results after the market closes today, a release that could matter for investors given its history of beating estimates and delivering strong revenue and earnings growth. See our latest analysis for Primoris Services. The share price has had a strong run into the earnings date, with a 14.4% 1 month share price return contributing to a 37.0% 3 month gain and a very large 3 year total shareholder return. This suggests that momentum has been building...

Grocery Outlet Holding (GO) has drawn fresh attention after its recent share move, with the stock around $10.36 and mixed returns over the past year, month, and past 3 months prompting closer scrutiny. See our latest analysis for Grocery Outlet Holding. For Grocery Outlet Holding, the recent 5.71% 1 month share price return and 1.87% year to date share price return contrast with a 33.93% decline in 1 year total shareholder return, so recent momentum is improving off a weaker long term...

Dime Community Bancshares recently reported strong fourth-quarter 2025 results with record total revenues, reauthorized its share repurchase program, announced a US$40 million redemption of subordinated debentures for March 2026, and continued its community support by granting funds to the Long Island Economic Opportunity Collaborative for academic and vocational training in Nassau and Suffolk counties. At the same time, President and CEO Stuart H. Lubow’s February 2026 sale of 25,026 shares...

Fortinet (FTNT) is back in focus after fourth quarter 2025 results topped both internal guidance and market expectations, but the report was followed by analyst downgrades citing margin pressures and rising competitive and currency risks. See our latest analysis for Fortinet. The recent 1 day share price return of a 2.04% decline and 7 day share price return of a 6.50% decline suggest sentiment has cooled after the Q4 beat. This is in contrast with the 3 year total shareholder return of...