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138-year-old aerospace giant emerges after rival files Chapter 11
TheStreet7d agoneutral
138-year-old aerospace giant emerges after rival files Chapter 11

The aerospace supply chain is not a market where weakness is distributed evenly. When one supplier falters, the contracts, the customer relationships, and the pricing power do not disappear. They migrate to whoever is standing. Right now, Howmet Aerospace (HWM) is very much standing. Magellan ...

Howmet Aerospace (HWM) Stock Sees Modest Fair Value Lift After Analyst Target Increases
Simply Wall St.10d agoneutral
Howmet Aerospace (HWM) Stock Sees Modest Fair Value Lift After Analyst Target Increases

The updated analyst work on Howmet Aerospace includes a higher fair value estimate, moving from US$305.13 to US$311.68, which feeds into a cluster of raised price targets around the stock. Analysts link these higher targets to strong commercial aerospace demand, recent index changes, and generally constructive Q2 previews, while still flagging sentiment and sector flows as possible swing factors. As you read on, you will see how to track these shifting views and what they might mean for...

Howmet Aerospace (HWM) Is Up 6.2% After Raising Full-Year Profit Outlook on Aerospace Strength
Simply Wall St.11d agoneutral
Howmet Aerospace (HWM) Is Up 6.2% After Raising Full-Year Profit Outlook on Aerospace Strength

Earlier this week, Howmet Aerospace raised its full-year profit forecast by 11%, citing strong momentum from 20% Commercial Aerospace growth and a 39% revenue increase in its Gas Turbine business. This upgraded outlook, combined with ongoing recognition from institutional investors for effective capital allocation, underscores how Howmet is leaning into high-growth aerospace and turbine programs. We’ll now examine how the upgraded full-year profit outlook could alter Howmet’s investment...

Howmet Aerospace (HWM) Lifts Profit Forecast, Is The Upside Already Priced In?
Simply Wall St.11d agoneutral
Howmet Aerospace (HWM) Lifts Profit Forecast, Is The Upside Already Priced In?

Howmet Aerospace (HWM) recently raised its full year profit forecast by 11%, citing strong contributions from its Commercial Aerospace and Gas Turbine segments. This development has sharpened investor focus on the stock. See our latest analysis for Howmet Aerospace. The raised profit outlook arrives while Howmet Aerospace shares trade at US$289.26, with a 7 day share price return of 6.18% and a 90 day share price return of 19.31%, alongside a 1 year total shareholder return of 52.97% and a...

Is Howmet Aerospace (HWM) Fully Priced After Strong Aerospace Demand?
Simply Wall St.11d agoneutral
Is Howmet Aerospace (HWM) Fully Priced After Strong Aerospace Demand?

Howmet Aerospace stock has delivered a very large 5 year return, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently point to the shares trading at a premium, raising the question of how much upside is left in the current valuation. Over the last 5 years, Howmet Aerospace has returned roughly 7x, which sets a high bar for any further gains to be supported by fundamentals. Strong demand from commercial aerospace customers can support...

Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation
Insider Monkey13d agoneutral
Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, […]

3 Reasons HWM Has Explosive Upside Potential
StockStory13d agoneutral
3 Reasons HWM Has Explosive Upside Potential

Howmet currently trades at $278.48 and has been a dream stock for shareholders. It’s returned 761% since July 2021, blowing past the S&P 500’s 70.4% gain. The company has also beaten the index over the past six months as its stock price is up 27.9% thanks to its solid quarterly results.

Airlines and Hyperscalers Clamor for Turbines. Only a Few Companies Make the Parts.
The Wall Street Journal26d agoneutral
Airlines and Hyperscalers Clamor for Turbines. Only a Few Companies Make the Parts.

Airlines and the hyperscalers have one thing in common: They are desperate for turbines to power their jets and data centers. At the heart of this surging demand are a few companies that manufacture the highly specialized parts. Western production of these turbine blades and vanes is concentrated in four companies, according to a report from SemiAnalysis.