U.S. Aerospace & Defense Stock News

A Jefferies downgrade and a sizable insider sale have just put Nextpower (NXT) back under the microscope, as the stock wobbles alongside a broader pullback across the solar sector. See our latest analysis for Nextpower. Those concerns come after a huge run, with the latest share price at $88.7 and a standout year to date share price return of roughly 125 percent, alongside a roughly 152 percent 1 year total shareholder return. This suggests momentum is still positive even if short term...

If you are wondering whether Bitmine Immersion Technologies at around $31 a share is still a smart bet after its huge run, or if the easy money has already been made, you are not alone. The stock is down about 10% over the last week but still up 7.5% in the past month, with an eye catching 348.0% gain year to date and 282.6% over the last year, a combination that highlights both potential opportunity and elevated risk. Much of this move has coincided with growing market attention on...

H&R Block (HRB) just turned in a quarter that topped revenue and EBITDA expectations, then followed it up with the biggest full year guidance raise in its peer group. This signals management’s confidence heading into fiscal 2026. See our latest analysis for H&R Block. The upbeat outlook lands after a choppy stretch for the stock, with a 90 day share price return of minus 13.05 percent and a year to date share price return of minus 17.67 percent, yet the five year total shareholder return of...

NMI Holdings (NMIH) caught traders attention after a well followed Keefe, Bruyette & Woods analyst upgraded the stock to Outperform. The move reflects growing confidence in its earnings power and mortgage insurance growth trajectory. See our latest analysis for NMI Holdings. The upgrade lands after a solid run, with NMI Holdings posting a roughly 11 percent 1 month share price return and a powerful near doubling in 3 year total shareholder return. This suggests momentum is still building...

Recently, Driivz, a Vontier company, was added to the Electric Vehicle Charging Accessibility Network’s Qualified Products List after meeting interoperability, security, reliability, and data-management requirements. This qualification could make Driivz a more attractive software partner for public agencies and utilities seeking funding-eligible, scalable EV charging solutions. Next, we’ll explore how Driivz’s Qualified Products List status may influence Vontier’s investment narrative around...

Nike (NKE) just posted its Q2 2026 numbers, with revenue at $12.4 billion, basic EPS of $0.54 and net income of $792 million setting the tone for the latest quarter. The company has seen revenue move from $12.4 billion in Q2 2025 to $12.4 billion in Q2 2026, while basic EPS shifted from $0.78 to $0.54 over the same period, giving investors plenty to dissect around how underlying margins are tracking. See our full analysis for NIKE. With the headline figures on the table, the next step is to...

RPM International (RPM) has had a choppy stretch lately, with the stock slipping over the past week but still edging higher over the month. That mixed price action sets up an interesting entry point. See our latest analysis for RPM International. Zooming out, the recent pullback sits against a softer backdrop, with the 90 day share price return of negative 14.14 percent and a one year total shareholder return of negative 14.54 percent pointing to fading momentum despite solid underlying...

Earlier this month, Valmont Industries reported revenue growth of 2.5% year on year, beating analyst forecasts on both sales and adjusted operating income, and raised its full-year earnings guidance. The standout detail was that Infrastructure delivered solid growth on the back of strong utility demand and improved factory throughput, even as Agriculture markets remained under pressure. Now we’ll explore how the raised earnings guidance and Infrastructure strength could influence Valmont’s...

In recent weeks, Goldman Sachs filed a US$30.00 billion medium-term note shelf registration and issued multiple fixed-rate senior and subordinated bonds across maturities from 2028 to 2055 as part of its ongoing funding plans. These bond sales coincide with Goldman’s push into AI-focused software advisory and enterprise AI investing, underscoring how its balance sheet funding supports a bigger pivot toward technology-driven, fee-based businesses. We’ll now examine how Goldman’s expanded...

Earlier in December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. This detailed breakdown highlights how reliant the company expects to be on high-margin royalty income, with smaller contributions from Captisol and contract work. Next, we’ll examine how this...

If you are wondering whether M&T Bank at around $205 a share is still a buy or already priced for perfection, you are not alone. This article is designed to unpack that value question clearly. The stock has quietly climbed 1.0% over the last week, 12.7% over the past month, and is now up 9.1% year to date, building on a solid 11.9% 1 year gain and an impressive 93.0% over 5 years. Recent attention on regional banks, including M&T, has focused on balance sheet resilience and how well they...

Earlier this month, Pure Storage completed a US$480 million share repurchase program covering 8,190,911 shares, or 2.51% of its stock, and between August 4 and December 10, 2025 alone it bought back 1,109,101 shares for US$89.5 million. On the same day, the company lifted its share buyback authorization by US$400 million to a total of US$900 million, signaling a stronger commitment to returning cash to shareholders alongside its shift toward higher-margin, subscription-led storage...

Why Teleflex Stock Is Back on Investors' Radar Teleflex (TFX) has quietly swung higher over the past month, even as its year to date performance looks rough. That kind of disconnect often flags a shift in how the market is reassessing the story. See our latest analysis for Teleflex. That recent 15 percent 1 month share price return stands out against a deeply negative year to date share price performance. It hints that investors are starting to re rate Teleflex as execution and growth...

Viking Holdings recently announced its support for a new contemporary events pavilion at Highclere Castle, the historic estate and Downton Abbey filming location, designed to blend with the castle’s architecture while adding sustainable features like solar panels and a heat exchanger system. This project deepens Viking’s cultural and experiential offering by giving its guests enhanced Privileged Access to Highclere through lectures, roundtable discussions, and upgraded on-site facilities...

Hawaiian Electric Industries recently learned it will be added to the S&P SmallCap 600 index in December 2025, even as court challenges delay Maui wildfire settlement payments until at least early 2026. This combination of index inclusion and slower-than-expected settlement progress highlights how improving market visibility intersects with ongoing legal and financial uncertainty for the utility. We’ll now examine how the planned S&P SmallCap 600 inclusion could reshape Hawaiian Electric’s...

Worthington Steel, Inc. recently reported past second-quarter fiscal 2026 results, with sales rising to US$871.9 million and net income to US$18.8 million, alongside a US$0.16 per-share quarterly dividend and a small US$0.6 million impairment on machinery in Taylor, Michigan. Beneath the headline numbers, the company highlighted record automotive shipments, new international OEM business, and expansion of its North American electrical steel footprint, while using artificial intelligence to...

Maase (MAAS) has quietly delivered a strong run lately, with the stock up about 10% in a day, 25% this week, and more than 30% over the past 3 months. See our latest analysis for Maase. That surge in the 1 day and 7 day share price returns sits on top of a year to date share price return of 28.4%, suggesting momentum is building around Maase at its current share price of $4.97. If Maase's recent move has you thinking more broadly about opportunities, this could be a good moment to explore...

Lionsgate Studios (LION) has quietly outperformed the broader market over the past month, climbing roughly 22%. That move, despite ongoing revenue pressure and losses, has investors rethinking how to value its content pipeline. See our latest analysis for Lionsgate Studios. That surge sits on top of a solid backdrop, with a roughly 22% 30 day share price return and a much stronger 1 year total shareholder return. This hints that sentiment is turning more constructive even as fundamentals...

If you are looking at Ryder System and wondering whether the recent run means you are late to the party, you are not alone. This stock has quietly become one of the more interesting value debates in transportation. Ryder shares now trade around $191.56 after rising 1.1% over the last week, 14.9% over the past month, 22.4% year to date, 25.6% in the last year, and 241.1% over five years. That naturally raises the question of how much upside might be left relative to the risks. Much of that...

Earlier this month, Google Cloud and NextEra Energy expanded their long-running collaboration to jointly develop multiple gigawatt-scale US data center campuses, restart the Duane Arnold Energy Center in Iowa, and roll out AI-driven grid and operations tools, with the first commercial product targeted for the Google Cloud Marketplace by mid-2026. This partnership positions NextEra as a key power and technology partner for hyperscale AI infrastructure, blending large-scale clean energy...

AutoNation (AN) just planted a bigger flag in Maryland, closing its purchase of Jerry's Toyota in Baltimore and rebranding it as AutoNation Toyota White Marsh. This adds meaningful revenue and volume to an already dense regional footprint. See our latest analysis for AutoNation. Investors seem to be rewarding AutoNation for disciplined expansion, with the share price at $209.12 and a strong year to date share price return of 25.27 percent. This complements an impressive five year total...

Earlier this month, News Corporation authorized up to US$1.00 billion in additional repurchases of its Class A and Class B common stock as part of its capital management plans, with ongoing transparency through daily ASX disclosures and regular filings. This enlarged buyback highlights management’s focus on returning cash to investors and adjusting the company’s capital structure alongside its broader digital growth initiatives. We’ll now examine how this expanded US$1.00 billion repurchase...

ON Semiconductor (ON) just gave investors another reason to revisit the stock by announcing a new collaboration with GlobalFoundries to co-develop next-generation gallium nitride power devices for high-growth, energy-hungry markets. See our latest analysis for ON Semiconductor. That backdrop helps explain why, despite a weak year to date with a negative share price return and a one year total shareholder return of about negative 16 percent, the recent 1 month share price return near 20...

Alvotech and Teva Pharmaceuticals recently announced a settlement and license agreement with Regeneron over AVT06, a proposed biosimilar to Eylea, setting a licensed U.S. entry date in the fourth quarter of 2026 or earlier under certain conditions. This deal reduces legal uncertainty around Eylea’s U.S. exclusivity and provides clearer timing for when biosimilar competition may start to affect Regeneron’s franchise. We’ll now examine how clearer timing for U.S. Eylea biosimilar entry could...