U.S. Aerospace & Defense Stock News

Newmont Corporation reported fourth-quarter 2025 sales of US$6,818 million and full-year sales of US$22.67 billion, with full-year net income of US$7.09 billion and a fourth-quarter cash dividend of US$0.26 per share declared in February 2026 for payment on 26 March 2026. Despite record full-year earnings and a higher dividend, Newmont guided to lower attributable gold production of about 5.3 million ounces in 2026, alongside higher expected capital spending and an ongoing dispute over the...

Recent performance snapshot Northrop Grumman (NOC) has recently caught investor attention, with the stock showing a 1 day return of 1.8%, followed by a 3% gain over the past week and 7.5% over the past month. Looking slightly further back, the shares show a 27.9% return over the past 3 months and 23.5% year to date. This has contributed to a 64.3% total return over the past year and 61% over the past 3 years. See our latest analysis for Northrop Grumman. With the share price at US$723.56,...

Las Vegas Sands (LVS) is entering a leadership transition, with Patrick Dumont set to become CEO and chairman on March 1, 2026. He will succeed Robert G. Goldstein, who will remain as senior advisor. See our latest analysis for Las Vegas Sands. For investors watching the leadership handover, recent price action has been mixed. The 7 day share price return of 1.50% contrasts with a 90 day share price decline of 11.66%, while the 1 year total shareholder return of 34.52% reflects a stronger...

DexCom highlighted strong momentum from the successful U.S. rollout of its G7 15 day sensor system in its latest results. Management pointed to encouraging early feedback from both customers and physicians using the new G7 platform. The company also emphasized growing international traction, with expansion efforts seen as a key opportunity outside the U.S. For investors watching NasdaqGS:DXCM, the latest update centers on product adoption and execution rather than macro themes. The stock...

In February 2026, Atlassian announced that James Chuong, formerly Chief Financial Officer at LinkedIn and an experienced technology and investment banking executive, would become its Chief Financial Officer and principal financial officer, overseeing the company’s Finance and Legal teams. Chuong’s background in scaling LinkedIn to more than 1 billion members and US$18.00 billion in revenue brings Atlassian a leader versed in managing complex, global growth and financial operations. We’ll now...

Fluor (FLR) is back in focus after weak 2025 earnings, with a full year net loss of US$51 million, but a growing backlog, new EPC wins in uranium enrichment and gold, and a shift toward lower risk contracts. See our latest analysis for Fluor. The market reaction around these updates has been strong, with a 7 day share price return of 18.05% and a 90 day share price return of 30.25%. The 1 year total shareholder return of 42.30% and 5 year total shareholder return of 212.88% point to momentum...

Deere (NYSE:DE) reported strong fiscal Q1 2026 results, highlighting a recovery in its construction and small agriculture segments. The company is calling back hundreds of workers as it ramps output, indicating management sees 2026 as a potential bottom in the current cycle. Deere rolled out next generation equipment, including updated excavators, and agreed to acquire Tenna to strengthen its technology and digital capabilities. Management raised full year earnings guidance alongside the...

Earlier in February 2026, NIO set multiple single-day records for battery swap usage across its 3,750 stations during the Lunar New Year travel rush, while also reporting strong year-on-year vehicle delivery growth and ongoing analyst support. At the same time, quantitative hedge fund D.E. Shaw & Co. became NIO’s largest institutional shareholder, suggesting growing institutional interest in the company’s expanding EV and battery-swapping ecosystem. We’ll now examine how NIO’s record battery...

Context for Wells Fargo Stock Right Now Without a single headline catalyst today, Wells Fargo (WFC) still gives investors plenty to work with, from its recent share performance to its current earnings profile and valuation signals. See our latest analysis for Wells Fargo. At a share price of US$88.70, Wells Fargo’s recent gains, including a 4.77% 90 day share price return, sit alongside a much stronger picture over time. The 1 year total shareholder return is 16.94% and the 5 year total...

Rambus (RMBS) has just seen two meaningful boardroom moves, with semiconductor veteran Victor Peng joining its Board of Directors and long serving chief financial officer Desmond Lynch set to depart later in February. See our latest analysis for Rambus. At a share price of US$102.64, Rambus has recently seen an 11.0% 30 day share price decline, a 10.7% 90 day share price return, and a very strong 1 year total shareholder return of 63.6%. Momentum has therefore cooled in the short term after a...

Vertiv Holdings Co (NYSE:VRT) is working with Nvidia on advanced power architectures for AI focused data centers. The company has introduced its OneCore prefabricated modular data centers aimed at faster, repeatable deployments. These moves are tied to multiyear trends in data center construction and artificial intelligence infrastructure. Vertiv reports strong demand and a rapidly growing backlog connected to these newer offerings. Vertiv sits at the heart of digital infrastructure,...

Motorola Solutions' SVX body worn assistant and CommandCentral DEMS have received FedRAMP High authorization for use by U.S. federal agencies. The authorization covers AI powered public safety tools for secure, real time evidence capture and digital evidence management. This security clearance positions the company to pursue additional federal contracts in areas that require stringent data protection. For investors watching NYSE:MSI, this security milestone comes with the stock trading at...

Quarterly earnings spark fresh interest in Innovative Aerosystems Innovative Aerosystems (ISSC) has drawn fresh attention after reporting first quarter earnings, with revenue of US$21.81 million and net income of US$4.06 million for the period ended December 31, 2025. The company also reported basic earnings per share from continuing operations of US$0.23 and diluted earnings per share of US$0.22, figures investors are now weighing against recent share price moves. See our latest analysis for...

If you are wondering whether Warner Bros. Discovery still offers good value after its recent share price increase, or if the easier gains may already be behind it, this article will focus on what the current share price might be implying. The stock recently closed at US$28.75, with returns of 2.7% over the last 7 days, 0.6% over 30 days, 0.8% year to date, 166.7% over 1 year, 84.9% over 3 years and a 45.8% decline over 5 years. Taken together, these figures present a mixed picture of how the...

If you are wondering whether QUALCOMM's current share price offers good value or not, you are not alone; many investors are asking the same question. The stock last closed at US$142.88, with returns of 1.5% over 7 days, an 8.3% decline over 30 days, a 17.4% decline year to date, an 11.7% decline over 1 year, 23.0% over 3 years and 16.8% over 5 years, which raises questions about how the market is weighing its prospects and risks. Recent headlines around QUALCOMM have focused on its role in...

Canadian Solar (NasdaqGS:CSIQ) has connected its first battery energy storage system in Japan, a 2 MW, 8.25 MWh DC project in Hokkaido, marking the e STORAGE unit’s entry into this market. See our latest analysis for Canadian Solar. That first grid connected BESS in Japan lands at a time when Canadian Solar’s 1 day share price return of 1.06% and 7 day share price return of 3.40% sit against a 30 day share price decline of 10.61% and year to date share price decline of 21.09%. The 1 year...

T. Rowe Price Group (NasdaqGS:TROW) announced its 40th consecutive annual dividend increase. The company highlighted this dividend milestone as a signal of its ongoing commitment to shareholder income. The news arrives as investors show interest in income focused assets during a period of fee competition and changing market conditions. T. Rowe Price Group, trading at $95.38, is marking four decades of uninterrupted annual dividend growth, which sets a clear tone for how it positions itself...

Loar Holdings recently completed its acquisitions of LMB Fans & Motors and Harper Engineering and amended its Credit Agreement, lifting its loan commitment to US$275 million and extending availability through September 2026 to support future initiatives. These moves deepen Loar’s product portfolio in aerospace components and may enhance cross-selling, operational efficiency, and profit margins across its expanded customer base. Next, we’ll examine how the enlarged US$275 million credit...

Fidelity National Financial, NYSE:FNF, reported increased fourth quarter and full year revenue in a housing market with the lowest home sale volumes since 1995. Commercial title revenues and retirement savings products were key contributors, alongside industry leading title margins supported by tight expense control. The company highlighted progress in digital platforms and AI adoption, which it says are improving operational efficiency and supporting future deal activity. Management...

If you are wondering whether PTC's current share price lines up with its underlying worth, this article will walk through what the numbers actually say about value. After a 22.2% return over 3 years and 13.3% over 5 years, the stock has recently pulled back, with a 1% decline over the last 7 days, 4.3% over 30 days, and 8.8% year to date. This leaves the 1 year return at 4% lower. Recent coverage around PTC has focused on its position in software and product lifecycle management, alongside...

Tesla (NasdaqGS:TSLA) is shifting its core focus from premium electric vehicles to robotics, artificial intelligence, and autonomous systems. The company is discontinuing the Model S and Model X and converting parts of its manufacturing footprint to produce the Optimus humanoid robot. Tesla is launching its Cybercab autonomous vehicle and restructuring Full Self Driving into a subscription based service. The robotaxi pilot is being scaled while the company addresses technical issues,...

In early February 2026, the Teamsters Union sought a federal court injunction to halt UPS’s new Driver Choice Program, alleging multiple violations of the National Master Agreement tied to a broad driver buyout scheme and parallel to its earlier disputed Driver Voluntary Separation Program. These legal challenges emerge just as UPS undertakes its largest-ever U.S. network reconfiguration, including dozens of facility closures and workforce reductions, raising material questions about how...

Rocket Lab stock overview Rocket Lab (RKLB) is back in focus after recent trading swings, with the share price moving roughly 7% lower over the past day, following a gain of about 5% over the past week. See our latest analysis for Rocket Lab. Even after the 7.47% 1 day share price decline to US$70.86 and a 20.29% 1 month share price pullback, Rocket Lab’s 90 day share price return of 66.93% and very large 1 year total shareholder return suggest momentum has cooled recently but remains strong...

Intuitive Surgical (NasdaqGS:ISRG) is expanding AI use across its robotic-assisted surgery platforms, including da Vinci and Ion. The company is rolling out new devices and digital services that build on its installed base and recurring revenue model. These developments come as competitors introduce rival systems and regulators focus more closely on surgical robotics and AI tools. Intuitive Surgical, best known for its da Vinci systems, sits at the center of the shift toward minimally...