U.S. Aerospace & Defense Stock News

Generation Investment Management, co founded by Al Gore, has taken a new position in Spotify Technology (NYSE:SPOT). The firm exited holdings in select semiconductor companies while building its stake in Spotify. The move highlights Spotify’s role in sustainability focused portfolios alongside its push into new technologies and content formats. For you as an investor, this puts fresh attention on how Spotify earns its money and where it is trying to grow next. The company runs a global...

What recent performance says about Globalstar stock Globalstar (GSAT) has been relatively flat over the past week, with a small gain of 0.1%. The share price shows a 7.5% decline over the past month and is roughly unchanged over the past 3 months. See our latest analysis for Globalstar. That short term softness, including a 7.5% 30 day share price decline and a year to date share price return of 6.1% in the red, sits alongside a very large 1 year total shareholder return of about 191%. This...

NuScale Power (SMR) is back in focus after multiple securities class action lawsuits accused the company of misleading investors about commercialization partner ENTRA1 Energy’s experience in nuclear project development, which has put its growth plans and risk profile under closer scrutiny. See our latest analysis for NuScale Power. At a share price of US$13.44, NuScale has seen a 1 month share price return of 32.02% decline and a year to date share price return of 17.60% decline, while the 1...

In recent weeks, Lincoln National Corporation reported weaker fourth-quarter and full-year 2025 earnings, launched its protection-focused Lincoln WealthProtector Indexed Universal Life product, announced a quarterly US$0.45 dividend, and initiated a US$500 million exchange offer for its 2.330% senior unsecured notes due August 15, 2030. Together with the earlier minority stake sale to Bain Capital and capital restructuring actions, these moves highlight Lincoln’s push to strengthen its...

Recent performance snapshot Rivian Automotive (RIVN) has drawn fresh attention after a choppy period for the stock, with a 1 day return of about a 2% decline and a 14% decline over the past week. Over the past month the share price shows a 4% decline, while the past 3 months are roughly flat, giving investors a mixed short term picture to weigh against longer term expectations. See our latest analysis for Rivian Automotive. Looking beyond the recent pullback, Rivian’s share price return is...

In February 2026, Glaukos Corporation reported fourth-quarter 2025 sales of US$143.12 million and full-year sales of US$507.44 million, alongside a US$112.87 million intangible asset impairment and a full-year net loss of US$187.69 million. The company also issued 2026 net sales guidance of US$600 million to US$620 million, highlighting confidence in its expanding ophthalmic portfolio, including recently FDA-approved Epioxa and the growing iDose TR franchise. Now we’ll examine how this...

In February 2026, Willdan Group, Inc. announced it had been selected by the City of San Diego to deliver a US$112 million energy savings performance contract, covering efficiency upgrades at 40 city facilities, decarbonization at 23 sites, and modernization of 39,000 streetlights with electrification, storage, HVAC, water heating, and solar solutions. This win underscores Willdan’s role as an implementation partner for large-scale municipal decarbonization and grid-support projects, aligning...

If you are wondering whether V2X is still fairly priced after its recent run, this article will help you make sense of what you are actually paying for each US$1 of the business. The stock closed at US$68.59 recently, with returns of 4.6% over 7 days, a 1.9% decline over 30 days, 23.5% year to date, and 63.0% over the past year, which can change how investors think about both upside potential and risk. Alongside these moves, recent news around V2X has focused on its position as a provider of...

Affiliated Managers Group (AMG) is back in focus after its fourth quarter and full year 2025 results, which mixed strong net inflows in alternative strategies with revenue that did not meet Wall Street expectations. See our latest analysis for Affiliated Managers Group. Despite the earnings beat on net income and strong alternative inflows, AMG's recent earnings release and leadership change coincided with a sharp reset in sentiment, with a 1 day share price return of negative 10.72% and a 7...

If you are wondering whether American Electric Power Company is reasonably priced after its recent run, this article walks through what the numbers actually suggest about value, not just the share price. The stock last closed at US$129.37, with returns of 10.9% over the past 30 days and 26.9% over the last year, adding to longer term returns of 60.1% over 3 years and 107.3% over 5 years. Recent coverage around American Electric Power Company has focused on its role as a large regulated...

If you are wondering whether Cirrus Logic stock still offers value at recent prices, this article will help you weigh what the current market is implying about the company. The shares closed at US$142.14, with returns of 11.6% over the last 30 days, 18.8% year to date and 30.3% over the past year. This performance has likely changed how some investors view both its potential and its risks. Recent attention on Cirrus Logic has focused on its role within the broader semiconductor space and how...

In mid-February 2026, Ciena attracted heightened attention after multiple brokerages reiterated or upgraded their views on the company, citing stronger confidence in its optical networking business and long-term demand tied to cloud and AI infrastructure. This wave of renewed analyst conviction underscores how Ciena’s role in high-capacity optical transport for hyperscalers and global carriers is becoming increasingly central to AI-era network build‑outs. With recent analyst upgrades...

Public Storage recently reported fourth-quarter 2025 results showing revenue of US$1,215.79 million and net income of US$507.08 million, while its Board declared a regular quarterly dividend of US$3.00 per share payable on March 31, 2026, to shareholders of record on March 16, 2026. Alongside these results, the company unveiled its PS4.0 plan and announced a leadership reshuffle, with long-time CFO and Chief Investment Officer Tom Boyle becoming CEO and Joe Fisher stepping in as President...

In February 2026, The Progressive Corporation reported January results showing year-over-year growth in net premiums written and earned, alongside a 10% increase in total policies in force driven by agency and direct auto segments. At the same time, several major Wall Street firms trimmed their earnings expectations and turned more cautious on Progressive’s near-term outlook after weaker-than-expected net investment income. We’ll now examine how Progressive’s solid premium and policy growth,...

Coinbase Global (COIN) is back in focus after a volatile stretch, with the share price showing mixed short term performance, as well as longer term gains that contrast with recent negative one month and three month returns. See our latest analysis for Coinbase Global. The latest 1 day share price return of 3.3% and 7 day share price return of 4.3% sit against weaker 30 day and 90 day share price returns. The 3 year total shareholder return of about 3x suggests earlier investors have still...

Earlier in February, Super Micro Computer raised its full-year revenue guidance to at least US$40.00 billion, driven by strong demand for AI servers, with more than 90% of recent quarterly revenue coming from AI platforms and supported by expansion plans such as potential AI system production in India. The upgraded outlook, combined with insider share purchases, bullish options activity, and analyst focus on margin expansion from its Data Center Building Block Solutions platform, has...

Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after a recent share price move, with the stock closing at US$370.54. That puts recent returns and underlying financial metrics under closer investor scrutiny. See our latest analysis for Taiwan Semiconductor Manufacturing. The latest move comes on top of a 10.65% 1 month share price return and a 30.18% 3 month share price return. The 1 year total shareholder return of 88.88% and 5 year total shareholder return of 214.14% point to...

Why Assured Guaranty Stock Is On Investors’ Radar Assured Guaranty (AGO) has attracted fresh attention after recent trading moves, with the share price at $88.39 and short term returns showing a mix of gains over the week and month, alongside a small negative past 3 months performance. See our latest analysis for Assured Guaranty. The recent 6.2% 1 month share price return, alongside a small 1 day gain, contrasts with a slightly negative year to date share price return. At the same time, 3...

SoFi Technologies (NasdaqGS:SOFI) relaunched its crypto platform and saw over 63,000 customers use it within 10 days. The crypto relaunch comes during challenging market conditions for digital assets. SoFi appointed personal finance influencer Vivian Tu as chief of financial empowerment. Tu’s role focuses on financial literacy, customer education, and brand engagement. SoFi sits at the intersection of digital banking, lending, and investing, so quick traction on its crypto relaunch provides...

On February 8, 2026, iQIYI opened iQIYI LAND in Yangzhou, China’s first immersive indoor theme park created by a streaming platform, turning popular dramas into interactive, tech-enabled experiences across seven themed zones. This offline expansion aims to extend the life and value of iQIYI’s content IP, deepen fan engagement, and link its streaming ecosystem with China’s growing cultural tourism market. Next, we’ll examine how iQIYI LAND’s offline, IP-driven experiences could reshape...

If you are wondering whether MercadoLibre is still worth your attention at around US$1,996.87 per share, the key question is how that price stacks up against the value of the business. The stock has had a mixed run, with a 0.4% return over the last 7 days, a 6.6% decline over the past 30 days, a 1.2% gain year to date, and an 11.6% decline over the last year. The 3 year and 5 year returns sit at 72.6% and 21.9% respectively. Recent coverage around MercadoLibre has focused on its role as a...

In recent weeks, Caterpillar’s Power & Energy unit delivered double-digit annual growth and secured an agreement to supply natural gas generators and battery storage totaling 2 gigawatts of power to American Intelligence and Power’s Monarch Compute Campus by 2027. This surge in demand for power generation solutions beyond traditional data centers is drawing attention to Caterpillar’s shift toward higher-margin services and AI-related infrastructure exposure. We’ll now examine how...

IREN (NasdaqGS:IREN) has been added to the MSCI USA Index, expanding its visibility with institutional investors. Cantor Fitzgerald has made a major investment in IREN, reflecting growing interest in the company’s AI cloud ambitions. The company has formally shifted focus from Bitcoin mining to AI cloud infrastructure and appointed a Chief Innovation Officer to lead next generation data center engineering. IREN, traded on NasdaqGS:IREN, is repositioning itself from a pure Bitcoin miner to...

Main Street Capital (MAIN) recently expanded its multi year revolving credit facility commitments to $1.175b by adding a new lender and $30 million in capacity to support future investments and general corporate uses. See our latest analysis for Main Street Capital. At a share price of $57.94, Main Street Capital has had a 30 day share price return of 9.54% decline and a year to date share price return of 6.17% decline, while its 3 year total shareholder return of 80.35% and 5 year total...