Sharemaestro Newsreel

Does Firefly Aerospace (FLY) Have A Bigger Defense Role After Its $93.7 Million Win?

Can L3Harris' Platform-Agnostic Model Expand Growth Opportunities?

L3Harris Technologies (LHX) is using its platform-agnostic business model to increase its growth opportunities in the defense industry by operating as a prime contractor, merchant supplier, or subcontractor. This flexibility, combined with its broad technology portfolio, allows the company to adapt to evolving customer …

Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?

Axon Enterprise, Inc. (AXON) is experiencing significant growth in its Connected Devices segment, driven by strong demand for its TASER devices, the adoption of its latest body cameras, and increased sales of counter-drone equipment. The company's TASER 10 products and Axon Body 4 cameras …

Archer Aviation Is Buying The Revenue Its Own Quarter Could Not Produce

Two drone businesses now share one CEO as Red Cat unifies operations

Red Cat Holdings (Nasdaq: RCAT) has promoted Mitch McDonald to Divisional CEO of its UAS operations, unifying the leadership of Teal Drones and FlightWave Aerospace. McDonald, previously President of Teal Drones, will focus on operational integration, manufacturing scale, and execution across Red Cat's UAS …

Nvidia's $70 billion bet on OpenAI, Anthropic, and others could pay off big for shareholders

Arguably, no one has more at stake than Nvidia (NVDA) in the AI boom. Next-gen companies such as Elon Musk's SpaceX (SPCX) are clamoring for Nvidia's high-powered computing chips, which are at the heart of the investment thesis on the company. But investors should …

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip …

Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year …

Astronics Corp. (ATRO): Capital International Investors discloses 5.8% ownership

Capital International Investors has disclosed a 5.8% passive ownership stake in Astronics Corp. (ATRO) through a Schedule 13G SEC filing. The firm beneficially owns 264,925 shares of Astronics' common stock, with sole voting and dispositive power over these shares, held on behalf of various …

Curtiss-Wright Expands 2026 Share Repurchase Authorization

Curtiss-Wright (CW) has expanded its 2026 share repurchase plans by an additional $100 million, bringing the total for the year to $160 million. This move, executed via a Rule 10b5-1 trading plan, signals confidence in the company's upgraded 2026 outlook, strong free cash flow, …

Fund Update: 2,215,137 LEONARDO DRS (DRS) shares added to BESSEMER GROUP INC portfolio

BESSEMER GROUP INC has significantly increased its holdings in LEONARDO DRS (DRS) by adding 2,215,137 shares to its portfolio, as per a recent SEC 13F filing for the Q2 2026 report period. This move highlights a notable institutional interest in DRS, with 208 institutional …

RTX Corporation (NYSE:RTX) Announces Quarterly Dividend of $0.73

RTX Corporation (NYSE:RTX) has declared a quarterly dividend of $0.73 per share, payable on September 3rd to shareholders of record by August 14th, representing an annualized dividend of $2.92 and a 1.3% yield. The company recently reported strong quarterly earnings with EPS of $1.89 …

Elon Musk Says AI Will Be SpaceX's Biggest Business by September: Does the Math Check Out?

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SpaceX(NASDAQ:SPCX) CEO Elon Musk says artificial intelligence will overtake everything else the company sells as soon as next month. In an all-hands meeting, Musk said AI revenue …

Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

What's Going On With Boeing Stock Wednesday?

Boeing (NYSE: BA) stock traded lower on Wednesday despite positive commercial aircraft data and a strategic deal with Archer Aviation (NYSE: ACHR) to acquire Wisk Aero, SkyGrid, and Insitu. Analysts remain bullish on Boeing, with a consensus Buy rating and an average price target …

Mercury Systems rated Overweight at Piper Sandler on defense computing demand

[Flag of USA on a processor, CPU Central processing Unit or GPU microchip on a motherboard. US firms have become the latest collateral damage in US-China tech war. US blocks sales of AI chips to China.] William_Potter/iStock via Getty Images Piper Sandler initiated coverage …

Mercury Systems rated Overweight at Piper Sandler on defense computing demand (MRCY:NASDAQ)

Piper Sandler initiated coverage of Mercury Systems (MRCY) with an Overweight rating, citing increasing demand for computing power in autonomous weapons and advanced military systems. The firm believes this demand will drive Mercury Systems' growth, leading to higher organic growth and stronger margins despite …

Boeing Stock Rises 7.4% YTD: Can the Turnaround Gain Momentum?

Boeing (BA) shares have increased 7.4% year-to-date, driven by strong relationships with airlines, a broad product portfolio, and growth in its Commercial Airplanes segment. Despite tailwinds like record backlogs and new defense agreements, the company faces challenges including slow production, delayed deliveries, and significant …

Astronics (NASDAQ:ATRO) Sets New 12-Month High Following Earnings Beat

Patented: Textron’s Modular Tandem Tiltrotor and 176 More Inventions Across North Texas

Textron Innovations Inc. secured a patent for a modular tandem tiltrotor aircraft that positions rotors at the front and back of the fuselage, aiming for improved structural efficiency and reduced drag. This invention is one of 177 patents granted in North Texas for the …

Earnings call transcript: BETA Technologies misses Q2 2026 EPS as shares fall

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 …

CAE earnings up next: Transformation progress in focus amid soft market

CAE Inc. is set to report its first-quarter fiscal 2027 earnings, with investors focused on the progress of its transformation plan amidst a soft civil aviation training market. Analysts anticipate earnings of 24 cents Canadian per share on revenue of $1.13 billion, reflecting a …

BETA Technologies Announces Q2 2026 Financial Results and Hosts Conference Call

BETA Technologies, Inc. filed its Q2 2026 financial results with the SEC on August 12, 2026, through a Form 8-K. The report details the company's financial and operational performance for the quarter ending June 30, 2026. A conference call was held on the same …

Analysts Offer Insights on Industrial Goods Companies: Plug Power (PLUG) and Rocket Lab USA (RKLB)

Morgan Stanley analyst David Arcaro maintained a Sell rating on Plug Power (PLUG) with a price target of $1.65, despite the company's shares closing higher. The analyst consensus for Plug Power is a Hold with a $3.65 average price target. Meanwhile, Morgan Stanley's Kristine …

Karman Holdings’ (KRMN) CEO Transition Strengthens the Long-Term Bull Case

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Discovery Fund". A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, …

Astronics Corporation Q2 Earnings Call Points to Further Margin Gains

Astronics Corporation (ATRO) reported strong Q2 2026 results, indicating further margin gains and raising its full-year revenue guidance to $1.02 billion to $1.04 billion. The company achieved record bookings and backlog, driven by volume leverage, pricing adjustments, workforce efficiency, and a significant U.S. Army …

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Archer Aviation ACHR, Boeing BA, Palantir PLTR, NVIDIA NVDA, SpaceX SPCX and United Airlines UAL. Archer Aviation: Ready for Takeoff? Zacks Rank #2 (Buy) company Archer Aviation is …

ACHR Stock Gains 49.2% in a Month: Is There More Upside Ahead?

Archer Aviation Inc. ACHR shares have rallied 49.2% over the past month, outperforming the Zacks Aerospace-Defense industry's rise of 8.2%. The company is driving growth by advancing Midnight toward commercialization, scaling production and expanding into autonomous VTOL and aviation AI. The planned Boeing's Wisk …

RBC Capital raises DPC Holdings stock price target on strong revenue growth

RBC Capital has increased its price target for DPC Holdings PLC (NYSE:DPC) to $62 from $53, maintaining an Outperform rating, following strong Q2 2026 results. The company reported a 34% rise in revenue to $269 million and an adjusted EBITDA of $48 million, highlighting …

Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The …

Redwire Corp (RDW) Stock News Today

Wall Street Analysts See a 66.12% Upside in Kratos (KTOS): Can the Stock Really Move This High?

Kratos (KTOS) closed the last trading session at $63.73, gaining 26.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of …

Breakingviews - Boeing ditches flying taxis before crash and burn

Boeing is offloading its electric aircraft and drone subsidiaries to Archer Aviation, taking a 20% stake in Archer, signaling a retreat from the costly and uncertain flying taxi market. The sector has burned through billions globally, faces significant regulatory hurdles, and widespread adoption is …

AEROVIRONMENT, INC. (NASDAQ: AVAV) SHAREHOLDER INVESTIGATION ALERT: Bernstein Liebhard Investigates Potential Breaches of Fiduciary Duty

Bernstein Liebhard LLP has announced an investigation into potential breaches of fiduciary duty by directors and officers of AeroVironment, Inc. (NASDAQ: AVAV). The firm is encouraging shareholders who purchased shares before June 25, 2025, to contact them to discuss their legal rights regarding whether …

Earnings call transcript: Applied Aerospace & Defense posts record Q2 2026 sales

Applied Aerospace & Defense reported record Q2 2026 revenue of $167.3 million and adjusted EBITDA of $36.4 million, marking its first earnings call as a public company. Despite a stock slip in premarket trading, the company highlighted strong demand across all end markets, a …

Mercury Systems: Piper Sandler bullish on ruggedized compute growth

Piper Sandler initiated coverage of Mercury Systems with an Overweight rating and a $126 price target, citing autonomy and next-generation defense computing as key growth drivers. Analyst Clarke Jeffries highlighted Mercury's strong portfolio management under its current CEO and CFO, which has led to …