U.S. Aerospace & Defense Stock News

TransMedics Group (TMDX) has drawn fresh attention after reporting fourth quarter and full year 2025 results that exceeded analyst expectations, along with 2026 revenue guidance and expansion plans across its transplant platform. See our latest analysis for TransMedics Group. After a sharp run over the past year, with a 1 year total shareholder return of 88.74%, the recent 12.30% year to date share price return and shorter term gains around the latest earnings and 2026 guidance suggest...

Novo Nordisk's next generation obesity candidate CagriSema did not match Eli Lilly's tirzepatide in the pivotal phase 3 REDEFINE 4 head to head trial. The trial did not meet its primary endpoint, raising questions about CagriSema's commercial potential in the weight loss drug market. The result has sharpened focus on Novo Nordisk's future positioning in obesity treatments and its ability to compete with Eli Lilly. For investors watching NYSE:NVO, this setback comes at a time when...

FIGS stock snapshot after recent trading move FIGS (FIGS) shares have seen mixed short term performance, with a roughly 0.5% move over the past day, about 7% gain over the past week, and a small decline over the past month. Over the past 3 months, the stock shows a return of about 13%, while the 1 year total return is close to 99%. Year to date, FIGS is down around 4%, giving investors a wide range of recent outcomes to weigh. See our latest analysis for FIGS. At a share price of US$10.96,...

Dell Technologies renewed and expanded its partnership with Unisys to deliver advanced Device Subscription Services for digital transformation. The company also extended its role as McLaren Racing's Official Innovation Partner, supporting the Formula 1 team with AI infrastructure and PCs. These agreements broaden Dell's presence in enterprise device management, edge and IoT, and elite motorsports and esports technology. Dell Technologies, listed on NYSE:DELL, is drawing attention as it...

In February 2026, Bausch + Lomb announced that the journal Ophthalmology and Therapy had published a global narrative review on noninfectious conjunctival hyperemia, highlighting rising ocular redness linked to digital lifestyles and emphasizing LUMIFY Redness Reliever eye drops and a preservative-free brimonidine tartrate formulation as differentiated management options with favorable safety profiles. The review not only connects eye redness to comfort and psychosocial concerns in a...

If you are wondering whether Worthington Enterprises is attractively priced or already fully valued, you are not alone. This article is built to unpack that question in a clear, step by step way. The stock recently closed at US$56.34, with returns of 6.3% over 30 days and 33.9% over 1 year. These moves may have changed how investors view its growth potential and risk profile. Recent coverage around Worthington Enterprises has focused on its position within the capital goods space and on how...

Vistance Networks (NasdaqGS:VISN) has completed a major divestiture and rebranded its business focus. The company has closed a significant shelf registration and is shifting priorities toward debt elimination. Management has outlined plans to begin returning cash to shareholders through dividends. For investors watching Vistance Networks, these moves mark a clear reset in how the company is positioned and financed. The stock last closed at $17.95, with a 1-year return of 267.1% and a 3-year...

Multiple class action lawsuits targeting BellRing Brands (BRBR) have been launched after accusations that its reported sales growth relied on temporary retailer inventory stockpiling, with competitive pressure and destocking later linked to weaker demand. See our latest analysis for BellRing Brands. At a share price of $18.34, BellRing Brands has seen short term share price strength with a 1 day return of 2.23% and 7 day return of 1.44%, set against a 30 day share price return of 33.69% and a...

Earlier this week, Elastic announced the jina-embeddings-v5-text family of compact, Elasticsearch-native multilingual embedding models, designed to power retrieval, text matching, classification, and clustering across cloud and resource-constrained environments via Elastic Inference Service and open-weight releases. An important angle is how these small yet high-performing models could make advanced AI search more accessible by reducing infrastructure demands and broadening deployment...

If you are wondering whether Vail Resorts' current share price reflects its true worth, looking closely at its valuation can help you decide how it fits into your portfolio. The stock recently closed at US$141.84, with returns of 3.0% over the last 7 days, 2.6% over 30 days, 5.9% year to date, but a 3.9% decline over 1 year and a 29.9% decline over 3 years, extending to a 45.4% decline over 5 years. These mixed returns have kept investor attention on how the business is positioned and...

Hewlett Packard Enterprise recently unveiled new AI-native networking and compute solutions ahead of Mobile World Congress 2026, extending its Juniper Networks integration to help service providers build low-latency, high-capacity infrastructure from core to edge with new Intel Xeon 6-based servers, cloud-native routing, and Cloud Ops automation software. By tightly combining Juniper’s cloud-native routing with HPE’s latest ProLiant platforms and AI-driven operations tools, the company is...

Recent share performance and context With no specific news event driving trading on Wednesday, Paramount Skydance (PSKY) continues to trade around its recent levels, closing at US$10.39 as investors reassess sentiment following a weak past three months. See our latest analysis for Paramount Skydance. At a share price of US$10.39, Paramount Skydance’s recent 7 day share price return of 4.1% decline and 30 day share price return of 11.2% decline sit within a much longer stretch of weaker...

If you are wondering whether Hasbro's current share price lines up with its underlying worth, you are not alone. This article is built to break that question down in practical terms. Hasbro's stock has seen mixed short term moves, with a 2.4% decline over the last 7 days, but returns of 12.5% over 30 days, 20.3% year to date and 52.4% over 1 year, with a 3 year return that is very large at 107.0% and 27.8% over 5 years. Recent attention on Hasbro has been driven in part by broader interest...

Addus HomeCare (ADUS) closed out FY 2025 with fourth quarter revenue of US$373.1 million and basic EPS of US$1.61, while trailing twelve month figures reached US$1.4b in revenue and US$5.22 in EPS. The company has seen quarterly revenue move from US$297.1 million in Q4 2024 to US$373.1 million in Q4 2025, and basic EPS rise from US$1.07 to US$1.61 over the same period. This ties into a year of 30.3% earnings growth supported by a 6.7% net margin. For investors, this combination of higher...

PayPal Holdings (PYPL) is back on many watchlists after recent share price swings, prompting fresh attention on how its current valuation lines up with financial metrics and recent performance across different time frames. See our latest analysis for PayPal Holdings. The latest 1 day share price return of 6.74% and 7 day share price return of 13.44% come after a tougher stretch, with a 30 day share price return of 16.93% and a 1 year total shareholder return of 34.59%. This suggests that...

Earlier this week, Direxion launched the Direxion Daily SoFi Bull 2X ETF, offering traders twice the daily amplified exposure to SoFi Technologies’ share price. This new leveraged ETF arrives as SoFi reports quarterly revenue above US$1.00 billion and record net income of US$174.00 million, highlighting its evolution into a broad digital finance platform. We’ll now examine how this leveraged ETF launch, alongside SoFi’s expanding revenue base, may influence the company’s investment...

If you are wondering whether Dorchester Minerals is priced fairly today, you are not alone. Many investors are asking if the current unit price really reflects its underlying value. The stock has had mixed returns, with a 0.6% move over the last 7 days, 3.7% over 30 days, 9.5% year to date, but a 7.6% decline over the past year and a very large gain over 5 years that points to a very different longer term picture. Recent attention on Dorchester Minerals has focused on its role as a royalty...

In February 2026, WPP Media announced a partnership with Genius Sports that uses its FANHub and Fan Graph platforms to power a new Brand Sports Momentum Score, giving advertisers data-driven tools to target sports fans across the U.S. market. This collaboration brings WPP into Genius Sports’ Innovation Council and links real fan behavior from more than 250 million U.S. consumers directly into media planning, activation, and campaign measurement. We’ll now examine how WPP’s access to Genius...

CenterPoint Energy recently priced a US$600 million offering of 2.875% Convertible Senior Notes due 2029 and confirmed leadership changes, with longtime Chief Accounting Officer Kristie Colvin retiring and Russell Wright assuming the role in March 2026. The company’s decision to upsize the convertible issue from US$550 million and earmark proceeds for debt repayment highlights a balancing act between funding growth and managing potential dilution for existing shareholders. Next, we’ll...

In February 2026, Vertiv Holdings completed four fixed-rate senior unsecured bond offerings totaling about US$2.10 billion, with maturities stretching from 2036 to 2066 and coupons ranging from 4.85% to 5.95%, following the release of strong 2025 results and detailed 2026 guidance. By locking in long-dated funding shortly after a very large year-on-year increase in net income and earnings per share, Vertiv appears to be reinforcing its capacity to invest in AI-driven data center...

Restaurant Brands International Inc. recently reported fourth-quarter and full-year 2025 results showing higher sales and revenue but lower net income, while also declaring a US$0.65 first-quarter 2026 dividend per share and partnership unit and setting a US$2.60 annual dividend target for 2026. Alongside these earnings and dividend moves, the company filed a US$6.86 million shelf registration for 100,000 common shares tied to an ESOP and scheduled a February 26, 2026 investor event to...

International Business Machines (IBM) is back in focus after a historic one day selloff, triggered by Anthropic’s claim that its Claude Code tool can automate modernization of COBOL workloads that are central to IBM’s mainframe services. See our latest analysis for International Business Machines. The sharp reaction to Anthropic’s COBOL announcement came on top of existing pressure. IBM’s 7 day share price return of 11.22% and 30 day share price return of 21.58% point to fading near term...

Zscaler (ZS) has been caught up in a wider tech sell-off after the White House floated a move to lift global tariffs to 15%, with investors also reevaluating cybersecurity stocks in light of rapid AI advances. See our latest analysis for Zscaler. At a share price of US$149.36, Zscaler’s recent moves have been sharp, with a 1 day share price return of 4.24% coming after a 30 day share price return of a 28.75% decline and a year to date share price return of a 32.28% decline. The 1 year total...

Adeia FY 2025 results put sharp Q4 finish under the microscope Adeia (ADEA) closed FY 2025 with Q4 revenue of US$182.6 million and basic EPS of US$0.68, setting a clear marker for how the year wrapped up. Over the past six quarters, the company has seen quarterly revenue move between US$85.7 million and US$182.6 million, while basic EPS ranged from US$0.08 to US$0.68. Trailing twelve month EPS reached US$1.02 on revenue of US$443.4 million. With earnings up 71.9% over the last year and net...