Sharemaestro Newsreel

AerCap, Boeing and Aeroméxico Celebrate Dreamliner Milestones

DUBLIN, Aug. 14, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that it has delivered its tenth Boeing 787 aircraft on lease to Grupo Aeroméxico, S.A.B. de C.V. ("Aeroméxico"). The delivery marks AerCap's 100th Boeing 787 delivery from …

Mirae Asset Global Investments Co. Ltd. Has $36.70 Million Holdings in Howmet Aerospace Inc. $HWM

Mirae Asset Global Investments Co. Ltd. increased its stake in Howmet Aerospace Inc. (NYSE:HWM) by 9.3% in the second quarter, bringing its holdings to 136,518 shares valued at $36.7 million. Howmet Aerospace reported stronger-than-expected quarterly results, with an EPS of $1.33 and revenue of …

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 …

Howmet Aerospace (NYSE:HWM) Raised to "Strong-Buy" at Zacks Research

Zacks Research has upgraded Howmet Aerospace (NYSE:HWM) to a "strong-buy" rating. This upgrade follows the company's recent quarterly results, where adjusted EPS of $1.33 and revenue of $2.55 billion both exceeded analyst expectations. The broader consensus among analysts for Howmet Aerospace is a "Moderate …

Archer Aviation Has Fallen Over 20% and Looks Like a Long-Term Buying Opportunity

Key Points Archer trades at more than 50% lower than its 52-week high, yet the company is making meaningful progress. It unveiled a jointly developed autonomous platform with Anduril and acquired three businesses from Boeing. Archer still needs FAA type certification for its eVTOL, …

Top Honeywell Aerospace (HONA) Competitors 2026

Why Is RocketLab Stock Crashing, and is it a Buying Opportunity?

RocketLab(NASDAQ: RKLB) reported quarterly results that sent the stock price lower. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal …

Quantinno Capital Management LP Takes Position in Firefly Aerospace, Inc. $FLY

AeroVironment (AVAV) Could Be 16% Undervalued Following Tariffs And New Defense Wins

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AeroVironment (AVAV) stock action is drawing attention after new US tariffs on imported drones and components, a sizable U.S. Army unmanned systems contract, …

ABN Amro Investment Solutions Buys 14,388 Shares of Howmet Aerospace Inc. $HWM

ABN Amro Investment Solutions increased its stake in Howmet Aerospace Inc. by 82.5% in the second quarter, purchasing an additional 14,388 shares. This acquisition brings their total holdings to 31,821 shares, valued at $8,555,000. Other institutional investors also adjusted their positions in HWM, while …

AeroVironment (AVAV) Stock May Be Near Fair Value Despite Army Contract News

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AeroVironment stock has delivered strong gains over the past three years, yet the current checks suggest it may now sit close to its …

VSE Corporation’s Q2 Earnings Call: Our Top 5 Analyst Questions

VSE Corporation's Q2 Earnings Call: Our Top 5 Analyst Questions VSE Corporation's second quarter results were well received by the market, reflecting significantly stronger performance than anticipated by analysts. Management attributed this outperformance to a combination of organic growth across both aviation repair and …

Rocket Lab (RKLB) Is Up 5.9% After Record Q2, Space Force Win And Neutron Progress - Has The Bull Case Changed?

In August 2026, Rocket Lab reported record second-quarter revenue of US$234.07 million, a record US$2.36 billion backlog and a US$397 million U.S. Space Force Flatellites contract, while advancing its Neutron rocket and progressing the planned Iridium acquisition. The combination of strong government contract wins, …

HawkEye 360 outlines $215M-$220M 2026 revenue outlook while targeting 10-minute revisit and latency in 2-3 years

Earnings Call Insights: HawkEye 360 (HAWK) Q2 2026 MANAGEMENT VIEW * John Serafini said the quarter marked a public-market milestone and emphasized demand tied to real-world operations: "I am exceptionally pleased with our second quarter results, which demonstrate continued execution across the business, strong …

Bell Expands Aftermarket Offerings in Asia Pacific with New Hydraulic Capabilities at Australian Facility

Bell Textron Inc. has significantly expanded its component, repair, and overhaul (CRO) facility in Brisbane, Australia, to include specialized hydraulic component maintenance and repair services. This marks Bell's first facility in the Asia-Pacific region to offer such services, enhancing its aftermarket support capabilities and …

VSE (VSEC) After Earnings And Guidance Raise, Is The Stock Fully Valued?

5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover

In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky (BKSY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX (SPCX).

RKLB Q2 Deep Dive: Iridium Acquisition, Neutron Progress, and Margin Pressures Shape Outlook

RKLB Q2 Deep Dive: Iridium Acquisition, Neutron Progress, and Margin Pressures Shape Outlook Aerospace and defense company Rocket Lab (NASDAQ:RKLB) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 62% year on year to $234.1 million. On top of that, …

Howmet Aerospace (NYSE: HWM) Stock Price Surges 60% On Commercial Aerospace Boom As Demand Shows No Signs Of Slowing

Howmet Aerospace (NYSE: HWM) has seen its stock price surge by 60% over the past year, significantly outperforming the industry, driven by a booming commercial aerospace sector. This growth is fueled by increased global air travel, demand for fuel-efficient aircraft, and a recovery in …

Space Exploration Technologies Corp. (SPCX) rebounds 22.8% while medium-term damage lingers

The weekly move is large, but inactive trend confirmation and a negative four-week return keep the aerospace-and-defense setup mixed.

Herndon's HawkEye 360 Posts 87% Revenue Growth in Second Quarter, With Record International Demand

HawkEye 360, based in Herndon, Virginia, reported an 87% increase in second-quarter revenue, reaching $49.8 million, driven by growing international demand for its space-based radio frequency intelligence services. International revenue specifically surged by 134% to $21 million, attributed to increased adoption by defense, intelligence, …

HII Looks 8.7% Overvalued on GF Value™ Amid Naval Redesign Mandate

Huntington Ingalls Industries Inc (HII) is deemed 8.7% overvalued by GuruFocus' GF Value™ metric, trading at $325.76 against an intrinsic value of $299.57. This assessment comes amidst a presidential mandate to revert to steam-powered catapults for future aircraft carriers, potentially causing contract delays and …

VirTra, Inc. (VTSI) Reports Q2 Loss, Tops Revenue Estimates

VirTra, Inc. (VTSI) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report …

David Abrams's Top Second Quarter 2026 Move: Alphabet Inc at a -3.07% Portfolio Impact

This article first appeared on GuruFocus. Abrams Capital trims its Alphabet stake while maintaining a concentrated, value-driven portfolio David Abrams (Trades, Portfolio), founder and CEO of Abrams Capital Management, recently submitted his 13F filing for the second quarter of 2026, revealing key adjustments to …

Archer Aviation (NYSE:ACHR) Shares Up 11.4% - Here's What Happened

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

Archer Aviation Inc. has acquired Wisk Aero and two other Boeing subsidiaries, turning former courtroom rivals into corporate partners. This all-stock deal gives Boeing a significant stake in Archer and allows Archer to expand its operations by integrating Wisk's eVTOL designs and Insitu's defense …

Northrop Grumman gets $158.8 million contract modification

Northrop Grumman Corp. (NYSE:NOC) has been awarded a $158.8 million contract modification from the U.S. Department of War. This modification, valued at $158,831,128, is for the definitization of an existing contract and the work will be performed at the company's Rolling Meadows, Illinois facility. …

Firefly Aerospace Awarded Contract to Design Elytra Deorbit System for Defense Innovation Unit

Firefly Aerospace has been awarded a contract by the Defense Innovation Unit and Space Development Agency to design its Elytra deorbit system. This system aims to mitigate space debris by deorbiting satellites at the end of their lives, and Firefly will be eligible to …

Axon Shares: Flock Privacy Criticism Creates $285 Million Competitive Opportunity

Flock Safety's recent privacy changes, including reducing data retention and implementing mandatory case codes, have opened a significant competitive opportunity for Axon Enterprise (NASDAQ:AXON) in the fixed license-plate camera market. While the immediate revenue potential from Flock's $285 million annual recurring revenue is small …

HawkEye 360 falls 8% amid Q2 loss

HawkEye 360 Inc. reported strong Q2 revenue growth of 87% to $49.8 million but a wider-than-expected loss of -$0.07 per share, causing shares to drop 8.7% in after-hours trading. Despite the loss, the company exceeded analyst consensus for full-year 2026 revenue guidance and highlighted …

LMT (LMT) files Form 144 for $2.02M sale of 3,378 shares

An affiliate of Lockheed Martin Corp (LMT) has filed a Form 144 for the proposed sale of 3,378 common shares, valued at approximately $2.02 million, through Morgan Stanley Smith Barney LLC. The sale is targeted for August 13, 2026, on the NYSE. The filing …

Arxis, Inc. (ARXS) carries 73.4% 12-week gain into latest weekly screen

The aerospace and defense stock’s rally remains sizable, but volume, trend status and Market Dynamics show confirmation is mixed.

Investors Purchase High Volume of Call Options on RTX (NYSE:RTX)

Investors in RTX (NYSE:RTX) recently purchased a significantly high volume of call options, approximately 300% above the average daily volume. This occurred despite a 1.0% dip in the stock price to $220.48 following a quarterly earnings report that surpassed expectations in both earnings per …