Aerospace and Defense

This drone maker has won the support of Thiel Capital.

The U.S. and Kyiv have made “big progress” toward a peace proposal to put to Russia, President Donald Trump said.

The company launched its second rocket in the past 48 hours. Increasing the pace means more revenue.

Despite recent double-digit losses in the stock price, Wall Street is bullish on AeroVironment.

The continent is back on investors’ maps. Our international roundtable experts sized up the winners.

Boeing is racking up new jet orders in Dubai, but the stock is falling. What gives?

The latest market sell-off is another sign of tech/AI froth. But there are other pockets of the market that still look attractive.

BofA Securities analyst Andrew Obin cut his rating on Honeywell shares all the way to Sell from Buy.

Jefferies analyst Sheila Kahyaoglu estimates about $4 billion in sales and $1.50 in EPS for the aerospace company from sales of the jets to the kingdom.

The president’s statement came a day after Seaport analyst Richard Safran reiterated a bullish call on the stock.

Heading into Friday trading, the highest-flying industrial stocks were the ones hit hardest in the recent spate of selling.

Privately held defense startup Anduril is working with HD Hyundai Heavy Industries on autonomous surface vessels for the U.S. Navy.

Understanding the rare-earth industry isn’t easy. Investors have no choice but to get up to speed, quickly.

The path to profitability is similar, but the two companies are valued very differently.

There are challenges for defense companies operating in Europe—the estimated increase in military spending may not materialize for instance. But Europe is playing catch-up on an epic scale.

Wednesday, TransDigm reported fiscal fourth-quarter adjusted EPS of $10.82 from sales of $2.4 billion. Wall Street was looking for EPS of $10.08 and sales of $2.4 billion.

The company’s adjusted third-quarter earnings rose 133% compared with the prior year’s quarter.

The AI software firm discloses a $250 million deal to acquire another defense-focused AI platform.

Price targets for shares are rising after the company’s purchase of Filtration Group for $9.3 billion.

BigBear.ai surges after striking a deal to acquire a generative AI platform, while Nebius falls after missing analysts’ estimates.

The stock trades for about 170 times estimated 2027 Ebitda. That is up from about 56 times at the start of the year.

The jet manufacturer can move on to the next phase of flight tests for its 777x wide-body aircraft, according to the Air Current.

Shares of eVTOL maker Archer Aviation rose early Monday after a brutal sell off this past week.

Sunday, Deutsche Bank analyst Corinne Blanchard upgraded shares of MP Materials to Buy from Hold. Her price target went to $71 a share from $68.

Metsera falls sharply after Pfizer agrees to buy the weight-loss drug start-up in a deal that could be worth more than $10 billion.