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Boeing Analysts Turn Most Bullish Since 2022 on ‘Momentum Shift’

(Bloomberg) -- Boeing Co.'s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health …

Former Airbus Japan President Stéphane Ginoux Appointed as Advisor to SkyDrive

To accelerate the launch and worldwide adoption of Japan-developed eVTOL aircraft TOYOTA, Japan, August 14, 2026--(BUSINESS WIRE)--SkyDrive Inc. ("SkyDrive"), a leading compact eVTOL (*1) aircraft developer based in Japan, announced today that Stéphane Ginoux has joined SkyDrive as an advisor, effective August 1, 2026. …

From Courtroom Rivals to Corporate Partners: Archer Buys Its Way Into Boeing’s Orbit

Five years ago, Wisk Aero sued Archer Aviation Inc. (NYSE:ACHR) for allegedly stealing its trade secrets. On August 10, Archer agreed to buy Wisk entirely, along with two other The Boeing Company (NYSE:BA) subsidiaries, in a deal that gives the aerospace giant a roughly …

Prediction: Here's What a $10,000 Investment in Archer Will Be Worth in 3 Years

Key Points Wall Street analysts expect Archer's revenue to grow to $1.6 billion by 2029. If we account for dilution, Archer's revenue growth could support a market cap of $8 billion to $9.6 billion by that year. Archer stock would then grow about 20% …

Do Options Traders Know Something About Lockheed Martin Stock We Don't?

Investors in Lockheed Martin Corporation LMT need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 18, 2026 $330 Call had some of the highest implied volatility of all equity options today. What …

Archer Aviation Stock Has Surged 45% in the Past Month. Should You Buy Into the Rally?

Archer Aviation (NYSE: ACHR) stock has been red-hot of late. For much of the year, it's been doing poorly, but there have been some recent developments, including a deal to acquire multiple businesses from aircraft giant Boeing, which appear to have sparked renewed interest …

General Electric (GE) Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are …

Strength in Defense & Propulsion Unit Drives GE Aerospace: Can It Sustain?

GE Aerospace GE is witnessing strong momentum in its Defense & Propulsion Technologies segment. After experiencing growth of 19% in first-quarter 2026, revenues from the segment increased 16% year over year in the second quarter. The surge in revenues was driven by the growing …

ATI Q2 Earnings Beat Estimates on Aerospace Demand, Outlook Raised

ATI Inc. ATI posted adjusted earnings of $1.23 per share for the second quarter of 2026, up 66.2% from the year-ago quarter. The figure beat the Zacks Consensus Estimate of $1.03 by 19.4%. Sales of $1.26 billion rose 10.6% year over year and topped …

Integrated Visual Augmentation Systems Market Trends Analysis and Growth Outlook 2026-2035 | Profiles Microsoft, BAE Systems, Elbit Systems, Lockheed Martin and More

Company Logo Integrated Visual Augmentation Systems MarketIntegrated Visual Augmentation Systems Market Dublin, Aug. 13, 2026 (GLOBE NEWSWIRE) -- The "Integrated Visual Augmentation Systems Market, Till 2035: Distribution by Type of Product, Type of Technology, Type of Application, Type of End User, and Geographical Regions: …

Howmet Rides on Commercial Aerospace Strength: Will the Uptrend Continue?

Howmet Aerospace Inc. HWM continues to gain momentum, with commercial aerospace remaining its strongest growth engine. In the second quarter of 2026, revenues from the commercial aerospace market surged 28% year over year, accounting for 53% of total revenues. An increase in air travel …

Northrop-Grumman-Aktie legt nach Q2-Beat und höherer Prognose zu

Can Rising Fighter Jet Demand Sustain Boeing's Defense Growth?

The Boeing Company BA is seeing encouraging opportunities in its fighter jet business, supported by rising defense spending and growing demand for advanced military aircraft. Governments worldwide are strengthening their air capabilities and replacing aging fighter fleet, creating a favorable environment for defense aircraft …

Patriots and THAAD: Lockheed Martin Corporation (LMT) and Northrop Grumman Corporation (NOC) Bet Big on Missile Defense Surge

On August 3, the Pentagon inked a more than $3 billion deal with Lockheed Martin Corporation (NYSE:LMT) and Northrop Grumman Corporation (NYSE:NOC) to boost the production of Patriot and THAAD interceptor missile parts.Patriots and THAAD: Lockheed Martin Corporation (LMT) and Northrop Grumman Corporation (NOC) …

2 High-Flying Stocks Worth Your Attention and 1 We Avoid

2 High-Flying Stocks Worth Your Attention and 1 We Avoid Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if …

SpaceX, Defense Contractors Progress On Orbital Interceptors, Pass Golden Dome Test

SpaceX, RTX and 10 other defense contractors passed the first space-based interceptor test for the Golden Dome program. Citi hikes aerospace targets. Continue Reading

Odysight.ai Reports Financial Results for the First Half of 2026 and Provides Business Update

Odysight.ai Inc. Ramat Gan, Israel, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (NASDAQ/TASE: ODYS), a leader in AI-powered visual sensing and predictive maintenance (PdM) solutions for the aerospace, defense, and industrial markets, today announces its financial results for the first half of 2026, …

Odysight.ai signs agreement with Boeing to demonstrate AI-Powered capabilities

Odysight.ai Inc. The agreement will showcase vision-based technology at two Boeing sites in laboratory and test environments Ramat Gan, Israel, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (NASDAQ/TASE: ODYS), a leader in AI‑powered visual sensing and predictive maintenance (PdM) solutions for the aerospace, …

Can Lockheed Martin's Space Business Become Its Next Growth Driver?

Lockheed Martin LMT is strengthening its position in the rapidly evolving space-defense market, with its Space business benefiting from increased demand for strategic systems and missile-defense technologies. During the second quarter of 2026, Space sales increased 6% year over year to $3.5 billion, with …

Portland General Electric: Ladenburg stuft Aktie nach Restrukturierungs-Deal hoch

How the U.S. Is Trying to Copy China’s Supply Chain Playbook

The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, …

Big Tech Drives Up Credit Risk for Safe Firms With No AI Links

(Bloomberg) -- As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world's safest firms. Most Read from Bloomberg Walter Sells Lakers, Seeks More …

5 Must-Read Analyst Questions From TransDigm’s Q2 Earnings Call

5 Must-Read Analyst Questions From TransDigm's Q2 Earnings Call TransDigm's second quarter performance reflected broad-based growth across its commercial OEM, commercial aftermarket, and defense segments, with management highlighting particularly strong demand in the commercial transport aftermarket. CEO Michael Lisman credited the 18% year-over-year growth …

Firefly Aerospace (FLY) Is Up 16.2% After Record Q2 Sales And New Lockheed Launch Deal - Has The Bull Case Changed?

In the second quarter of 2026, Firefly Aerospace reported record sales of US$117.68 million but widened its net loss to US$92.32 million, alongside a two-year extension of its multi-launch agreement with Lockheed Martin for up to 25 Alpha Block II rocket missions through 2031 …

BOEING AKTIE: AI-Analysen, Prognose & Kursziel

Rolls-Royce Aktie: Gewinnziel auf 4,7–4,9 Mrd. Pfund erhöht

Does Lumen Technologies (LUMN) Gain An Edge With John Hinshaw Joining Its Board?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. …

BETA Technologies Inc (BETA) (Q2 2026) Earnings Call Highlights: Revenue Surges 146% as ...

This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue in Q2 2026 was $14.7 million, exceeding guidance and up 146% year-over-year, driven by …

Rheinmetall Aktie: TKMS-Prognose treibt Rüstungswerte

Northrop Grumman, Aeronix invest in space-based encryption technology

[Exterior Northrop Grumman office business building in Georgia modern glass facade with sign in capital city] krblokhin/iStock Editorial via Getty Images Northrop Grumman (NYSE) and Aeronix are jointly investing several million dollars to develop space-based cryptographic systems aimed at making classified communications faster and …

Defense ETFs to Buy as Pentagon Pushes to Boost Missile Stockpiles

The Pentagon is currently pressing the U.S. defense contractors to accelerate weapon production dramatically. In a recent memo, deputy defense secretary Steve Feinberg gave major contractors just 21 days to submit plans for "significantly faster, more aggressive delivery schedules and/or increased production for critical …

Which stocks could benefit from deregulation of commercial space launches?

INVESTORS SHOULD KNOW: A proposed FAA rule to waive environmental review requirements for commercial space launches is adding regulatory momentum to a sector already showing strong backlog growth and balance sheet expansion across key publicly traded names. BACKGROUND The FAA's late-July proposal would waive …

Archer Aviation (ACHR) Jumped, So What Is Behind The Latest Attention?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Archer Aviation (ACHR) has drawn fresh attention after reporting second quarter 2026 results that included US$5 million in sales and a net loss of US$263.2 million, along …