U.S. Aerospace & Defense Stock News

Applied Optoelectronics (NasdaqGM:AAOI) reports its first major volume order for 800G data center transceivers from a hyperscale customer. The company introduces a new high powered pump laser aimed at AI focused data centers. Applied Optoelectronics breaks ground on a large new manufacturing facility in Texas to support future production. Applied Optoelectronics, a supplier of optical networking products for data centers and other markets, is connecting new business wins with expanded...

Iridium Communications (NasdaqGS:IRDM) is set to present at several major industry events, including the Barclays Communications and Content Symposium. The company will also participate in the Raymond James Institutional Investors Conference and the Deutsche Bank Media, Internet & Telecom Conference. These appearances will spotlight Iridium's expanding technology ecosystem and its role in global satellite services across enterprise and government markets. Iridium operates a global satellite...

Earlier in February 2026, JetBlue and United Airlines announced a new phase of their Blue Sky collaboration, enabling customers to book eligible itineraries and redeem loyalty points or miles for flights on either carrier directly through JetBlue and United websites and apps, with more integrated benefits planned over time. This cross-booking and loyalty integration meaningfully broadens JetBlue’s customer reach and network access without adding aircraft, potentially enhancing the appeal of...

If you are wondering whether Hershey's current share price reflects its real value or if the market is mispricing this long-established brand, this article will help you frame that question clearly. Over the short term, Hershey's shares have seen a 0.4% decline in the last 7 days, a 16.0% return over 30 days, and a 21.6% return year to date, while the 1-year return sits at 32.2% and the 5-year return at 71.7%. Recent moves in the share price sit against a backdrop of ongoing interest in...

If you are wondering whether Accenture shares are now priced attractively or still look expensive, this article will help you assess what you are actually paying for. The stock recently closed at US$215.35, with returns of a 4.0% decline over 7 days, a 23.4% decline over 30 days, a 17.2% decline year to date and a 39.6% decline over 1 year. These moves may change how investors think about its potential and risk. Recent coverage has focused on Accenture's role as a large global IT and...

Baxter International (NYSE:BAX) reported fourth quarter revenue growth but weaker profitability. Management cited an unfavorable sales mix, higher costs, and operational challenges as key pressure points. The company recorded significant goodwill impairments that weighed on reported earnings. CEO Andrew Hider publicly called the quarter disappointing and said performance needs meaningful improvement. Baxter International, a major medical products and therapies company, sits at the center of...

If you are wondering whether Garmin shares offer good value at today’s price, you are not alone. This article is designed to help you assess that question clearly. The stock has recently seen sharp moves, with returns of 15.9% over 7 days, 20.7% over 30 days, 22.9% year to date, 12.6% over 1 year and 123.7% over 5 years. This naturally raises questions about growth potential and changing risk perceptions. Recent news around Garmin has focused on its role as a long standing player in fitness...

American Airlines Group (AAL) has drawn investor attention after recent share price moves, with the stock up about 1.8% over the past day but showing mixed returns over the past year. See our latest analysis for American Airlines Group. That one day share price gain to US$13.59 comes after a seven day share price return of a 2.1% decline and a 30 day share price return of a 7.4% decline, while the one year total shareholder return of a 10.8% decline and five year total shareholder return of a...

What Arm’s recent performance tells you right now Arm Holdings (NasdaqGS:ARM) has seen mixed share performance recently, with a 1 day decline of 1.1%, a small gain over the past week, an 8.2% rise over the past month, and a 6.8% decline over the past 3 months. See our latest analysis for Arm Holdings. With the share price at $125.58, the mix of a 9.46% year to date share price return and a 1 year total shareholder return of 13.3% decline suggests recent upside momentum is still working...

Bill Ackman's investment in Hilton Worldwide Holdings (NYSE:HLT) has recently stood out by outperforming several other major stocks in his portfolio. The share price is currently $315.96, drawing fresh attention to Hilton as a key holding for a high profile investor. This move is putting a spotlight on Hilton's long term appeal and is feeding into broader discussion around investor confidence in the company. Hilton Worldwide Holdings sits in a stronger spotlight right now because its role...

Why Intuit is Back on Investors’ Radar Intuit (INTU) has come under fresh scrutiny after a sharp pullback, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. This has prompted investors to reassess the story. See our latest analysis for Intuit. At a share price of $380.55, Intuit’s recent slide, including a 30 day share price return of 32.52% decline and a 1 year total shareholder return of 32.25% decline, suggests momentum has been...

Fastenal (FAST) is back in focus after fourth quarter 2025 results met expectations, with contract customer momentum, expanding digital sales and better operating leverage, along with planned 2026 capital spending to support distribution and technology. See our latest analysis for Fastenal. Fastenal’s recent Q4 update and focus on digital sales come after a strong run, with a 30 day share price return of 5.31% and a 90 day share price return of 16.75%, while the 1 year total shareholder...

Dillard's is pulling back from opening new stores and focusing on improving existing locations. The company is responding to weak same store sales and pressure on earnings over the past two years. This shift raises questions about how Dillard's plans to keep and grow its customer base in a changing retail market. Dillard's, listed as NYSE:DDS, is adjusting its playbook at a time when its recent sales and earnings have been under pressure. The stock has delivered strong long term returns,...

In the past quarter, Conestoga Capital Advisors highlighted Oddity Tech Ltd. for rapidly scaling its business to an estimated US$800 million in 2025 revenue while sustaining operating margins above 20%. An interesting aspect for investors is that this performance comes under founder-led management, with CEO Oran Holtzman holding more than 20% of the company’s shares. We’ll now examine how this combination of rapid scaling and strong operating margins may influence Oddity Tech’s broader...

What Global Payments’ recent share performance tells you Global Payments (GPN) has drawn attention after a recent rebound in its share price, with gains over the past week, month and past 3 months standing against a weaker 1 year and multi year return profile. See our latest analysis for Global Payments. The recent 7 day share price return of 20.43% and 90 day share price return of 13.28% contrast with a 1 year total shareholder return of 19.12% and 5 year total shareholder return of 56.49%...

Insight Enterprises (NSIT) is back on investors’ radar after record Q4 gross margins of 23.4%, fresh insider buying at three year lows, and a sharp one year share price drop that has widened valuation questions. See our latest analysis for Insight Enterprises. Despite the Q4 margin record and insider buying, momentum has been mixed, with a 30 day share price return of 3.51% and a 1 year total shareholder return decline of 46.85%. This suggests sentiment is still healing rather than firmly...

Leadership change and recent stock performance Rubrik (RBRK) recently promoted Jesse Green to Chief Revenue Officer, succeeding Brian McCarthy during a period of strong preliminary Q4 results and global expansion of its Cyber Resilience and AI Agent Operations platforms. This leadership transition arrives as investors weigh Rubrik’s recent share performance. The stock has shown negative returns over the past month and past 3 months, while the company has reported annual revenue growth and...

If you are wondering whether EOG Resources is offering good value at around US$123.08, this article will walk you through how its current share price compares with a range of valuation checks. The stock has returned 1.9% over the last 7 days and 13.6% over the last 30 days, while the year-to-date return sits at 14.7% compared to a 4.1% decline over the past year. These numbers may have investors reassessing both opportunity and risk. Recent coverage has focused on how EOG Resources fits into...

If you are wondering whether Tyson Foods at around US$63.86 is giving you fair value for the risk you take, you are not alone. The stock has been relatively steady over the last week with a 0.1% decline, while returns stand at 3.6% over 30 days, 10.0% year to date and 9.4% over 1 year, with a 15.8% return over 3 years and 9.1% over 5 years, providing extra context for longer term holders. Recent coverage has focused on Tyson Foods as a key player in branded and commodity protein products,...

What recent performance suggests about Valaris (VAL) Valaris (VAL) has drawn attention after a recent share price around $95.75 and strong moves over the past month and past 3 months, prompting investors to reassess its US$2,369.0 million revenue and US$982.8 million net income profile. See our latest analysis for Valaris. That recent 3.52% 1 day share price return sits on top of a strong 30 day share price return of 76.47% and a 1 year total shareholder return of 129.18%. This suggests...

If you are wondering whether Alexandria Real Estate Equities is priced attractively today or if the recent share price already reflects its appeal, this article is here to help you assess what you are really paying for. The stock last closed at US$53.65, with returns of 2.2% over 7 days, a 10.1% decline over 30 days, a 9.6% gain year to date, and a 40.2% decline over 1 year, as well as 58.8% and 58.7% declines over 3 and 5 years respectively. Recent share price moves have kept Alexandria...

Battery Management Corp.'s decision to liquidate its entire position in Zeta Global Holdings (ZETA), worth about US$9.05 million, has sharpened focus on a stock that has lagged despite stronger revenue trends. See our latest analysis for Zeta Global Holdings. The recent decision by Battery Management Corp. to exit comes after a volatile stretch. Zeta Global’s 1 day share price return is 4.02% and its 7 day share price return is 5.50%. This follows a 30 day share price return decline of...

Archer Aviation (ACHR) has drawn fresh attention after recent trading left the stock with a one-month return of about a 19% decline and a past three-month return of about a 7% decline. See our latest analysis for Archer Aviation. That recent 19% one month share price decline and 7% three month share price decline sit against a year to date share price return of 14.76% decline and a very large three year total shareholder return. This suggests that long term momentum contrasts with more...

If you are looking at MPLX and wondering whether the current price reflects its true value, this article will walk you through what the numbers are actually saying about the stock. With the share price at US$58.19 and returns of 2.4% over 7 days, 5.5% over 30 days, 8.0% year to date, 17.9% over 1 year and more than a 7x gain over 5 years, many investors are now asking whether the recent performance still lines up with a sensible valuation. Recent news around MPLX has focused on its position...