U.S. Aerospace & Defense Stock News

Shift4 Payments (FOUR) has been in focus after launching a stablecoin settlement platform, while analysts issued mixed views and the University of Illinois Foundation lifted its position during recent share price weakness. See our latest analysis for Shift4 Payments. At a share price of US$58.49, Shift4 Payments has seen a 6.33% 7 day share price return, but a 30 day share price return decline of 11.66% and a 1 year total shareholder return decline of 38.43%. Recent enthusiasm around the...

Recently, Needham began covering Amprius Technologies, highlighting its silicon-anode battery technology and citing a US$35 million unmanned aerial systems order alongside contract manufacturing capacity of 1.8 GWh. A separate agreement made Nanotech Energy Amprius’ first U.S.-based manufacturing partner, aligning its high-performance batteries with domestic sourcing rules for defense applications. Next, we’ll examine how this new U.S. manufacturing partnership may influence Amprius’...

Why AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management expectations, supported by net service revenue growth and a strong project pipeline. The updated outlook sits alongside fresh contract wins, including detailed design work on Sydney Metro West and a global partnership with TomTom. This provides investors with more company specific data points to weigh against AECOM’s...

Alphabet (NasdaqGS:GOOGL) released its Gemini 3.1 Pro AI model, making it available to enterprise customers and developers. Google and Sea Ltd announced an AI partnership focused on Shopee's agentic AI shopping features and AI tools for game development. For Alphabet, AI is now a core focus alongside search, YouTube and cloud services, and Gemini 3.1 Pro appears directed at commercial use cases. By giving enterprises and developers direct access to this model, the company is positioning its...

Amicus Therapeutics (FOLD) closed out FY 2025 with Q4 revenue of US$185.2 million and basic EPS of US$0.01, alongside net income excluding extra items of US$1.7 million, giving investors fresh data on how the business is converting its top line into earnings. The company has seen quarterly revenue move from US$149.7 million in Q4 2024 to US$185.2 million in Q4 2025, while basic EPS shifted from US$0.05 to US$0.01 over the same period, creating a mixed picture on profitability trends. With...

Rigetti Computing secured an $8.4 million order from India's Centre for Development of Advanced Computing. The company will deliver a 108 qubit quantum computer as part of this government backed deployment. This contract expands Rigetti's international presence and reflects growing interest in its quantum systems. For investors tracking NasdaqCM:RGTI, this contract arrives as the stock trades at $15.92, with a 1 year return of 48.1%. The share price has seen pressure in the shorter term,...

Johnson & Johnson (NYSE:JNJ) is preparing a potential sale of its DePuy Synthes orthopedics unit that could exceed $20b. The company has also dropped formal diversity criteria for board selection following pressure from shareholder activists. Both moves point to shifts in Johnson & Johnson's medtech portfolio and its approach to corporate governance. Johnson & Johnson, trading at $242.49, sits at the center of two big storylines that matter if you follow large cap healthcare. The stock is...

Why Datadog’s recent returns may have investors reassessing the stock Datadog (DDOG) has lagged recently, with the share price showing a 4.1% decline over the past day and deeper negative returns over the past week, month, and past 3 months. At the same time, the company reports annual revenue of US$3.43b and net income of US$107.74m, with both revenue and net income growth reported on an annual basis. This gives investors concrete financial figures to weigh against recent price moves. See...

If you are wondering whether Amphenol's current share price lines up with its underlying worth, this article will walk through the key numbers that matter. The stock last closed at US$151.04, with returns of 2.9% over 7 days, 0.0% over 30 days, 8.1% year to date, 125.2% over 1 year, 305.2% over 3 years and 403.4% over 5 years. This raises fair questions about what is already priced in and how perceptions of risk may have shifted. Recent attention on Amphenol has centered on its role as a...

In recent days, Ondas Inc. and its subsidiaries secured a multi-million dollar Iron Drone Raider order from a NATO country and a demining contract worth more than US$30,000,000 along the Israel-Syria border, while also preparing to unveil the handheld Sentrycs Scout counter-UAS system in Germany. These developments highlight how Ondas is tying its drone, counter-drone, and demining technologies directly to defense and homeland security needs amid heightened geopolitical risk and growing...

PayPal Holdings (NasdaqGS:PYPL) is partnering with Sabre and Mindtrip to build an AI powered travel planning and booking platform. The service is designed to combine trip research, reservations, and payments into a single conversational experience. The new platform is targeted for launch in Q2 2026. For you as an investor, this move signals how PayPal is trying to extend its role beyond online checkout into broader commerce experiences. Travel is a large, transaction heavy category, and...

Five9 (FIVN) has wrapped up FY 2025 with fourth quarter revenue of US$300.3 million and basic EPS of US$0.25, alongside net income of US$19.7 million that caps off a profitable year on a trailing basis. Over the past six quarters, the company has seen quarterly revenue range from US$264.2 million to US$300.3 million, while basic EPS has moved from a loss of US$0.06 in late FY 2024 to US$0.25 most recently, with trailing twelve month EPS at US$0.51. With trailing twelve month net income at...

Sea (NYSE:SE) has entered into a wide-ranging partnership with Google to roll out advanced AI tools across its Shopee, Garena, and digital financial services businesses. The collaboration includes plans for an AI powered shopping assistant, AI supported gaming features, and trials of AI based payment and risk solutions. This move is intended to integrate AI into Sea’s core platforms and refresh user experiences across key markets. Sea is putting this AI partnership in place at a time when...

If you are looking at Coeur Mining and wondering whether the current share price is still reasonable, you are not alone. The answer comes down to what the numbers say about its underlying value. The stock last closed at US$24.63, with a 9.9% gain over the past 7 days, a 5.7% decline over 30 days, and large jumps of 40.3% year to date and about 7x over the past 3 years. Recent price moves sit against a backdrop of ongoing sector attention on precious metals producers and investor interest in...

Omnicom Group (OMC) closed out FY 2025 with Q4 revenue of $5.5 billion and basic EPS of a $4.03 loss, a sharp swing from basic EPS of $2.28 on $4.3 billion of revenue in Q4 2024. Over the past year, reported quarterly revenue has ranged from $3.7 billion to $5.5 billion while basic EPS moved from $1.46 to $1.76, then $1.32 before dropping into a Q4 loss. This sets up a clear contrast between top line scale and bottom line volatility. For investors, the latest report puts the focus on how...

If you are wondering whether Centene’s current share price reflects its true worth, you are not alone. This article is here to unpack what the numbers are really saying about the stock. Centene’s share price closed at US$43.24, with returns of 6.6% over the last 7 days, a 6.2% decline over 30 days, a 3.5% gain year to date, and longer term returns of a 25.0% decline over 1 year, a 38.5% decline over 3 years, and a 26.1% decline over 5 years. Recent coverage around Centene has focused on its...

Quanta Services (PWR) caught investor attention after reporting record fourth quarter and full year 2025 results, with revenue and earnings ahead of expectations, a sizeable year end backlog, and upbeat 2026 guidance. See our latest analysis for Quanta Services. The recent results and upbeat 2026 outlook have come alongside strong momentum, with a 30 day share price return of 17.9%, a 90 day share price return of 24.9%, and a very large 5 year total shareholder return of about 7x at a latest...

If you are wondering whether MP Materials shares still offer value after a strong run, this article will walk through what the current price might be implying. The stock last closed at US$55.34, with a 1 year return of 127.7% despite a 4.6% decline over the past 7 days and a 20.5% decline over the last 30 days, while the year to date return sits at 0.7%. Recent coverage of MP Materials has focused on the company as a key rare earths producer in the US and on how its role in critical...

Visa (NYSE:V) agreed to acquire Prisma Medios de Pago and Newpay in Argentina, aiming to build out its digital payments and technology offering in that market. In Mexico, the national antitrust authority blocked Visa's proposed purchase of Prosa, citing concerns about market concentration. These moves highlight both the growth opportunities and regulatory limits Visa faces as it looks to deepen its presence across Latin America. Visa, trading at $320.95, sits at the center of global card...

Lamar Advertising (LAMR) has wrapped up FY 2025 with fourth quarter revenue of US$595.9 million and basic EPS of US$1.50, while trailing 12 month revenue came in at about US$2.3 billion with EPS of US$5.78 as the business turned those sales into reported earnings growth of 62.3% and a net margin of 25.9% versus 16.3% a year earlier. Over recent quarters, revenue has moved from US$582.6 million in Q4 2024 to US$595.9 million in Q4 2025, with quarterly EPS shifting from essentially flat at...

MFA Financial, Inc. reported higher net income of US$54.32 million for Q4 2025 and US$176.78 million for 2025, and its Board authorized a new US$200 million common share repurchase program running through 2028 while declaring quarterly dividends on its Series B and floating-rate Series C preferred stock, payable on March 31, 2026. Together with resolving over US$150 million of delinquent loans and acquiring US$1.9 billion of residential mortgage assets in Q4, these actions underscore MFA’s...

IonQ agreed to acquire SkyWater Technology, aiming for full control of its quantum chip supply chain. The company also partnered with a regenerative medicine center to create a quantum-AI bio lab focused on applied use cases. These moves mark an expansion beyond pure quantum research into chip manufacturing and life sciences applications. IonQ (NYSE:IONQ) is making significant operational moves at a time when its share price sits at $31.9. The stock is down 6.5% over the past week and 32.5%...

Wondering if Coherent's share price actually lines up with its underlying worth, or if expectations have run ahead of reality. The stock last closed at US$248.18, with returns of 14.2% over 7 days, 26.0% over 30 days, 27.7% year to date, 200.3% over 1 year and 194.4% over 5 years. This naturally raises questions about how much future upside or downside is already reflected in the price. These moves have put valuation in sharper focus as investors weigh what is currently known about...

Agnico Eagle Mines has recently reported strong 2025 results, increased its quarterly dividend to US$0.45 per share, reaffirmed 2026–2028 production guidance of about 3.3–3.5 million ounces of gold annually, and outlined a US$565–US$635 million exploration and project budget for 2026 across key assets including Detour Lake, Canadian Malartic, Hope Bay and Fosterville. Alongside this, the company is intensifying its growth pipeline with extensive drilling programs and higher ownership in...