High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints. Speaking at a Morgan Stanley conference, Ghai
As Howmet Aerospace has outpaced the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.
Howmet Aerospace (HWM) has fallen about 21% from its August high, and the question is whether that is a gift or a warning. Its own record says falls this size have paid off more often than not, and that you will probably watch it fall further first. What knocked the stock down is a scare about who else might make turbine blades. Start with what the record paid.
Competition in the turbine blade manufacturing industry is heating up. In that battle, GE Aerospace has seemingly gotten the edge on SpaceX leaving SpaceX CEO Elon Musk with an interesting choice. Musk made waves in the aerospace industry recently when he suggested that his rocket and AI firm could get into the business of casting turbine blades.
HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
GE Aerospace announces deal to purchase CPP for nearly $12 billion in an effort to bolster castings production, supply chain. GE stock rises.
Strong earnings growth, rising demand, and bullish analyst sentiment suggest investors may be underestimating the aerospace supplier’s long-term prospects.
A single Elon Musk post knocked billions off one aerospace supplier. Jim Cramer thinks that reaction was a gift.
Investing.com -- SpaceX’s plans to manufacture its own industrial gas turbine blades and vanes pose little threat to Howmet Aerospace (NYSE:HWM) and could instead create a buying opportunity following weakness in the stock, Bernstein analysts said.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
Howmet Stock Plunges on SpaceX Production Shift as Citi Spots a Buying Opportunity
An Elon-Musk induced drop in shares of Howmet Aerospace is an opportunity, according to Citi analyst John Godyn.
An Elon-Musk induced drop in shares of Howmet Aerospace is an opportunity, according to Citi analyst John Godyn.
Bernstein Defends Howmet After SpaceX Turbine Move. Stock Target Jumps to $328
The S&P 500 Index ($SPX ) (SPY ) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.23%. E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini...
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn as the industry has shed 1.5% over the past six months. This drop is a stark contrast from the S&P 500’s 11.6% gain.
MSGE, POWW and HWM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 20th, 2026.
HWM, MSGE, CAKE, KALU and LEG have been added to the Zacks Rank #1 (Strong Buy) List on August 20th, 2026.
GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.
Howmet (HWM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The average brokerage recommendation (ABR) for Howmet (HWM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Howmet (HWM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
ATI's Q2 earnings surge on strong aerospace and defense demand, record backlog and pricing gains, prompting higher 2026 guidance.
HWM beats Q2 estimates as commercial and defense demand surged, prompting higher 2026 revenue, EBITDA and earnings guidance.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
In the past week, Howmet Aerospace Inc. reported second‑quarter 2026 results with sales of US$2,547 million and net income of US$534 million, raised its full‑year 2026 revenue guidance baseline to US$10.05 billion, completed a US$2.80 billion share repurchase program, and declared a US$0.14 per‑share dividend payable on August 25, 2026. Together, the stronger earnings, higher full‑year outlook, and sizable buybacks highlight Howmet’s focus on scaling capacity while returning capital to...
Howmet Aerospace (HWM) delivered another beat-and-raise quarter, with investors continuing to focus
Howmet is the Big Cap 20 component in focus as the stock tests a key level after breaking out in June. The stock is wading in a 5% buy zone, rendering it actionable now. Both Howmet and fellow aerospace stock ATI reported robust earnings, causing several of these names to rally in unison.
Aerospace, defense plays rally on earnings wave. Howmet, ATI score breakouts. Redwire, CACI International make bullish moves.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
