U.S. Aerospace & Defense Stock News

Victory Capital Holdings (VCTR) has drawn investor attention after recent share price moves, with the stock last closing at $74.33. That puts recent monthly and past 3 months returns into sharper focus. See our latest analysis for Victory Capital Holdings. The recent 1-month share price return of 9.36% and 3-month share price return of 17.82% suggest building momentum. A 1-year total shareholder return of 18.98% and a very large 5-year total shareholder return indicate that longer term...

Recent commentary on Chewy (CHWY) has focused on two issues: slowing projected sales growth and the company’s broad definition of subscription revenue, even as it reports ongoing revenue growth and sustained profitability. See our latest analysis for Chewy. Chewy’s share price, now at $24.71, has seen a 1-day share price return decline of 6.58% and a 30-day share price return decline of 22.03%. Its 1-year total shareholder return decline of 28.29% underlines fading momentum as investors...

Monster Beverage (MNST) is back in focus after several major banks upgraded their views, pointing to management execution, strong free cash flow and a solid balance sheet ahead of a closely watched quarterly earnings update. See our latest analysis for Monster Beverage. The recent wave of bank upgrades and attention around the upcoming Q4 2025 earnings call comes after Monster Beverage’s share price climbed to US$84.69, with a 90 day share price return of 13.19% and a 1 year total shareholder...

Main Street Capital (NYSE:MAIN) has expanded its revolving credit facility with the addition of a new lender. This increases available commitments and gives the company more financing capacity for future activity. Main Street Capital, trading at $56.78, has seen mixed recent performance, with a 4.5% decline over the past week and an 11.4% decline over the past month. Over longer periods, returns have been more positive, including a 70.5% gain over three years and 127.1% over five years,...

Camtek stock moves and recent performance snapshot Camtek (NasdaqGM:CAMT) has recently attracted investor attention after a mix of short term pullback and longer term strength, with the share price up over the past month and past 3 months despite a weaker week. See our latest analysis for Camtek. At a share price of $153.11, Camtek has seen momentum cool slightly in the past week, but its 30 day share price return of 6.6% sits alongside a very strong 1 year total shareholder return of 95.3%...

Event overview and recent performance context Zevra Therapeutics (ZVRA) has attracted attention recently as investors reassess its rare disease pipeline alongside its current trading level of US$8.70. Recent returns range from a 1.1% decline over the past day to a 16.8% gain over the past year. See our latest analysis for Zevra Therapeutics. For Zevra, a 4.3% year to date share price return and 16.8% one year total shareholder return suggest momentum has been building, even as shorter term...

Investors may be wondering whether Autodesk’s current share price lines up with its underlying worth, or if the stock is starting to look interesting again after a pullback. Autodesk closed at US$218.64, with the stock showing a 5.4% decline over the past 7 days, a 19.0% decline over 30 days, and a 23.7% decline year to date, while the 3 year return sits at 11.2%. Recent coverage around Autodesk has focused on its role as a major software provider to design and engineering professionals, and...

If you are wondering whether Western Midstream Partners is still offering value at current levels, this article walks through what the numbers suggest and how to think about the price you are paying. The units last closed at US$41.20, with returns of a 5.1% decline over 7 days, 1.1% over 30 days, 3.7% year to date and 11.7% over the past year. The 3-year return is a bit more than 2x and the 5-year return is very large. Recent coverage around Western Midstream Partners has focused on its...

Terreno Realty Corporation recently expanded its industrial footprint by acquiring two New York properties for a combined expected investment of about US$115.6 million and securing a long-term lease in Rancho Dominguez, California that will run from June 2026 to September 2036. Together, these transactions highlight Terreno Realty’s focus on high‑traffic coastal logistics corridors, with planned renovations and interior build-outs aimed at enhancing property functionality and income...

Virtu Financial (VIRT) has just filed its latest Form 10-K, outlining growth in revenue and net income linked to higher trading volumes and greater institutional activity, alongside capital moves such as share repurchases and debt refinancing. See our latest analysis for Virtu Financial. Those capital moves come against a backdrop of strong recent momentum, with a 22.64% year to date share price return and a 137.72% three year total shareholder return. This suggests investors have been...

Why IPG Photonics Is Back on Investors’ Radar IPG Photonics (IPGP) is in focus after reporting a quarter that exceeded market expectations, alongside a fresh US$100 million share repurchase plan and guidance for the next quarter’s revenue range. See our latest analysis for IPG Photonics. The latest earnings beat, new revenue guidance for the first quarter of 2026 and a fresh US$100 million buyback plan come after a sharp share price run. The 30 day share price return is 55.69% and the 1 year...

IAC (IAC) has been drawing attention after recent share price moves, with the stock closing at US$35.20. For investors, the key question is how current performance lines up with the company’s underlying fundamentals. See our latest analysis for IAC. The latest move to US$35.20 comes after a 5.9% 1 day share price decline. This caps a choppy few months where the 30 day share price return is a 10.8% decline but the 90 day share price return is a 2.4% gain, while the 5 year total shareholder...

Meritage Homes (MTH) is back on investors’ radar after recent share price moves, with the stock showing mixed short term returns despite positive year to date and multi year total return figures. See our latest analysis for Meritage Homes. The recent pullback, with a 1 day share price return of a 1.32% decline and a 7 day share price return of a 4.71% decline to around $76.80, sits against a stronger backdrop. This includes a 30 day share price return of 6.67% and a 5 year total shareholder...

Lamar Advertising (LAMR) is back on investor radars after recent share price moves, with the stock closing at US$132.03. That puts fresh attention on how its billboard focused business is currently valued. See our latest analysis for Lamar Advertising. While the latest move leaves Lamar Advertising at US$132.03 after a 1 day share price return of a 1.46% decline, the year to date share price return of 6.37% and 1 year total shareholder return of 12.69% sit within a much stronger 5 year total...

Why Costamare’s latest earnings matter for shareholders Costamare (CMRE) recently reported fourth quarter and full year 2025 results, with net income and earnings per share rising while revenue edged lower. This puts the focus squarely on profitability and the durability of its charter driven cash flows. See our latest analysis for Costamare. At a share price of US$16.77, Costamare has had a 30 day share price return of 5.34% and a 90 day gain of 9.90%. Its 1 year total shareholder return of...

In recent weeks, analysts including Roth Capital, DA Davidson, and Oppenheimer have initiated or reiterated positive coverage on Modine Manufacturing, emphasizing its strengthening position in thermal solutions for high-growth end markets such as AI-focused data centers. At the same time, Modine has reported record orders, multi-year visibility, and capacity expansion in its data center cooling business, while broadening its Climate Solutions portfolio through acquisitions that extend its...

If you are wondering whether West Pharmaceutical Services at around US$244 per share is offering fair value or presenting an opportunity, this article will walk you through what the current price may be implying. The stock has been mixed recently, with a 2.5% decline over the last 7 days, a 3.2% gain over the past month, and returns of 10.9% over 1 year. However, it has seen declines of 11.6% year to date, 21.3% over 3 years, and 12.6% over 5 years. These moves have kept West Pharmaceutical...

If you have ever wondered whether Roblox shares are priced attractively today, you are not alone. Many investors are weighing up what they are really getting for the current share price. The stock recently closed at US$62.43, with returns of a 1.2% decline over 7 days, a 15.8% decline over 30 days, a 22.9% decline year to date and a 2.2% gain over the past year. This naturally raises questions about how much risk and opportunity is already reflected in the price. Recent news coverage has...

TJX Companies recently attracted attention as multiple Wall Street firms reiterated positive ratings ahead of its latest earnings release, while the company confirmed a quarterly dividend of US$0.425 per share set for payment on March 5, 2026. Adding to the interest, positive insider buying trends and analysts’ steady earnings expectations highlight how closely investors are watching TJX’s off-price retail model and execution. With earnings expectations steady and insiders buying, we’ll...

TKO Group Holdings has recently reported rapid sales growth and an earnings rebound, while gearing up for major past events like WWE Chamber and UFC Mexico that have highlighted its global sports entertainment footprint. These developments, alongside analysts’ slightly higher revenue expectations and ongoing insider selling activity, underline both the company’s strengthening fundamentals and the varied investor sentiment around its outlook. Next, we’ll examine how TKO’s recent revenue and...

Tower Semiconductor, NasdaqGS:TSEM, has expanded its partnership with Xanadu to scale advanced silicon photonics for commercial quantum computing hardware. The company also announced a collaboration with Scintil Photonics to launch the first heterogeneously integrated DWDM laser sources aimed at AI focused data centers. These agreements mark new steps in photonics and quantum chip manufacturing tied directly to data center and quantum computing markets. Tower Semiconductor, trading at...

Western Digital is continuing to sell down its ownership in Sandisk (NasdaqGS:SNDK) through a large secondary public offering. The transaction involves only existing shares held by Western Digital, with no new shares issued by Sandisk itself. A concurrent debt for equity exchange further reshapes Sandisk’s shareholder base and Western Digital’s financial exposure. The sale is intended to address the legacy ownership overhang tied to Western Digital’s stake in Sandisk. The move coincides with...

What Flutter Entertainment’s recent share slide means for investors Flutter Entertainment (NYSE:FLUT) shares have retreated sharply in recent months, with negative returns over the past day, week, month and past 3 months, prompting investors to reassess the US$115.42 closing price. See our latest analysis for Flutter Entertainment. Beyond the recent slide, Flutter Entertainment’s share price return has weakened over both shorter and longer periods, with the year-to-date share price return of...

Wondering whether Highwoods Properties is priced attractively at its current level, or if the value story is not as clear as it looks at first glance? The stock last closed at US$22.91, with returns of 0.9% decline over 7 days, 13.1% decline over 30 days, 11.5% decline year to date, 14.9% decline over 1 year, 8.6% over 3 years and 22.0% decline over 5 years. This performance may have some investors reassessing both risk and opportunity. Recent coverage around Highwoods Properties has focused...