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defense: Archive

Zacks Equity Research

Implied Volatility Surging for ATI Stock Options

Investors need to pay close attention to ATI stock based on the movements in the options market lately.

ATIPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights BWX, Curtiss-Wright, CAE and Rocket Lab

Defense stocks look set to beat earnings as BWXT, Curtiss-Wright, CAE and Rocket Lab ride strong orders and rising military demand.

CWPositive Net Change CAENegative Net Change BWXTPositive Net Change RKLBPositive Net Change

Neena Mishra

Can the Aerospace and Defense Rally Continue in 2026?

We discuss the outlook for the sector following a strong rally.

BANegative Net Change LMTPositive Net Change NOCPositive Net Change SHLDPositive Net Change ITAPositive Net Change XARPositive Net Change GCADPositive Net Change EUADPositive Net Change

Shaun Pruitt

Bull of the Day: GE Aerospace (GE)

Upside bias regarding GE Aerospace's (GE) profitability remains intact despite its slightly elevated 40X forward earnings multiple.

GEPositive Net Change

Debanjana Dey

SIFCO Plunges 14.3% in the Past Three Months: How to Play the Stock?

SIF's fourth-quarter fiscal 2025 results benefit from stronger margins and improved operations as aerospace demand and order backlog continue to build.

PKEPositive Net Change SIFNegative Net Change OPXSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Teledyne, AAR and Innovative Solutions and Support

TDY stands out as defense stocks gain favor, with Teledyne, AAR and ISSC highlighted as ways to position for rising geopolitical uncertainty.

AIRPositive Net Change TDYPositive Net Change ISSCPositive Net Change

Ethan Feller

Best Defense Stocks to Buy for Geopolitical Uncertainty

Teledyne Technology, AAR and Innovative Solutions and Support shares have been on the rise as geopolitical tensions flare up again

AIRPositive Net Change TDYPositive Net Change ISSCPositive Net Change

Avisekh  Bhattacharjee

Howmet vs. L3Harris: Which Aerospace & Defense Stock Has Greater Upside?

HWM stands out against LHX on stronger commercial and defense aerospace growth, rising estimates, and faster sales and profit momentum despite a richer valuation.

LHXPositive Net Change HWMNegative Net Change

Tanuka De

PL vs. RDW: Which Space Tech Stock Offers Better Growth Potential?

PL and RDW ride satellite demand, but only one boasts deeper diversification, stronger growth, and a cheaper valuation.

PLPositive Net Change RDWPositive Net Change