Notícias

For some time, it seemed as though owners of existing power plants—such as Vistra and Constellation Energy —were in a great spot. With demand growth outstripping new power supply, incumbent power plants could reap higher prices for their output without putting much capital at risk. Power plant owners have had a rough year on the stock market.

Aerospace and defense company Howmet (NYSE:HWM) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 24.1% year on year to $2.55 billion. On top of that, next quarter’s revenue guidance ($2.58 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 6.7% above analysts’ consensus estimates.

Price targets for Howmet Aerospace are now clustering in the low to mid US$300s, with updated fair value estimates moving from US$311.68 to US$325.93. Analysts link this shift to recent Q2 model updates and rising confidence in the company’s earnings power, while still weighing growth, margin and valuation risks. As you read on, you will see how these changing targets fit into the broader story and what to watch as the narrative around Howmet Aerospace evolves. Analyst Price Targets don't...

Howmet Aerospace (HWM) is back in focus after a strong second quarter update, a raised 2026 outlook, and fresh details on capital deployment, giving investors new information on revenue, margins, and shareholder returns. See our latest analysis for Howmet Aerospace. The latest update comes after a year in which Howmet Aerospace’s share price return is up strongly, with a 33.14% year to date gain and a very large 5 year total shareholder return that reflects building momentum around earnings,...

Howmet Aerospace (NYSE:HWM) reported second-quarter results that exceeded the high end of its guidance, driven by continued growth in commercial aerospace, gas turbines and defense markets. The company also raised its full-year outlook for revenue, EBITDA, earnings per share and free cash flow. Rev

Howmet raises its 2026 outlook as aerospace and gas-turbine demand fuels capacity expansion, spares growth and higher capital spending into 2027.

Moby summary of Howmet Aerospace Inc.'s Q2 2026 earnings call

The headline numbers for Howmet (HWM) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

HWM's Q2 results are due Aug. 6, with commercial aerospace strength expected to aid growth despite transportation and supply-chain headwinds.

Howmet Aerospace raised its quarterly dividend by 16.7% to $0.14 per share on July 27, reflecting strong free cash flow and confidence in the ongoing aerospace upcycle.

Howmet Aerospace has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Beyond analysts' top-and-bottom-line estimates for Howmet (HWM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Howmet (HWM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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 ...

Here is how Howmet (HWM) and Moog (MOG.A) have performed compared to their sector so far this year.

Howmet (HWM) possesses solid growth attributes, which could help it handily outperform the market.

Woodward (WWD) and Howmet Aerospace (HWM) are expected to benefit from a strong engine market in the

While everyone obsesses over broadband subscriber counts, a different business inside Comcast is quietly hitting record after record.

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...

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) 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...

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...

JEPI's monthly distributions look like income, but the IRS sees them very differently from the dividends in your S&P 500 fund, and that distinction quietly reshapes the math for anyone holding this fund in a taxable account.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Management raised its full-year profit forecast by double digits, but the market seems to be waiting for a second opinion.

Howmet Aerospace is hovering in a buy zone above a 281.45 pivot ahead of second-quarter results on Aug. 6.

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, […]

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.