Noticias

The defence industry, long considered a value trade, has in the past few years become a growth play. Global conflict is on the rise, and technology...

General Dynamics Corporation (NYSE:GD) is one of the undervalued aerospace and defense stocks to buy. On May 8, General Dynamics Corporation (NYSE:GD) inked a strategic collaboration with Kodiak AI to accelerate the development of autonomous ground vehicles for defense applications. The strategic partnership aims to integrate Kodiak AI-powered virtual driver technology with General Dynamics Land […]

Aerospace, defense stocks trade near buy point in mixed week for the sector. Boeing eases from entry on China orders, delivery report.

General Dynamics (NYSE:GD) secured a U.S. Navy contract modification worth up to $2.31b for Virginia-class Block VI submarines, extending support through 2035. The company’s GDIT unit entered a new technology partnership with NightDragon to advance U.S. government cybersecurity, AI and autonomy solutions. For investors watching NYSE:GD, these updates add fresh context to a stock that has delivered a 24.5% return over the past year and 100.5% over five years. With a current share price of...

Wood puts renewed focus on the self-driving truck company amid its expanding Driver-as-a-Service fleet and partnerships.

The eVTOL maker reported an Ebitda loss of $97.2 million from sales of $10.1 million. Wall Street was looking for a $127 million loss from $8.7 million in sales.

LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.

The latest fair value estimate for General Dynamics has been adjusted to US$392.31 from US$393.07, a small move that still matters for how you think about upside versus current trading levels. Recent Street research blends both bullish and cautious views, with some analysts lifting targets and others trimming them, all circling around how much to pay for the stock on a P/E basis given current growth and execution assumptions. As you read on, you will see how to track these shifts in the...

Kodiak AI (NASDAQ:KDK) executives used the company’s first-quarter fiscal 2026 earnings call to highlight a $100 million capital raise, progress scaling paid driverless operations, and new partnerships spanning long-haul trucking, industrial applications, and defense. Founder and CEO Don Burnette s

Apple's iPhone 17 demand and record Services revenue highlight growth drivers as AMD and Chevron benefit from AI and energy momentum.

Palantir will soon get a chance to show off its technical expertise to the Army.

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Defense spending is surging.

NOC rides a $95.6B backlog and rising defense demand, but labor shortages and compliance costs threaten near-term performance.

In the first quarter of 2026, General Dynamics reported revenue of US$13.5 billion and diluted EPS of US$4.10, with particularly strong growth in its Marine Systems and Aerospace segments and companywide bookings of US$26.6 billion. The company’s backlog rose to about US$131 billion and management raised full-year EPS guidance to US$16.45–US$16.55, underscoring how recent contract wins and improved shipyard productivity are feeding into longer-term earnings visibility. We’ll now examine how...

General Dynamics (NYSE:GD) opened fiscal 2026 with first-quarter results that President Danny Deep described as “a very powerful quarter in all respects,” highlighted by double-digit growth in revenue and earnings, strong cash generation, and a sharp increase in backlog. Deep, who led the call alon

Moby summary of General Dynamics Corporation's Q1 2026 earnings call

Danny Deep: Thank you, Nicole. Earlier today, we reported earnings of $4.10 per diluted share on revenue of $13.5 billion, operating earnings of $1.420 billion and net earnings of $1.125 billion. For example, revenue was up 10.3% and importantly, operating earnings are up 12% and net earnings are up 13.2%.