Does Howmet Aerospace (HWM) Have Runway for Growth and Expansion?

Group 1 - ClearBridge Investments reported a significant rally in US equities during Q2 2025, with the S&P 500 returning 10.9% and the Russell Midcap Growth Index advancing 18.2% [1] - Growth stocks outperformed value stocks across market caps, contributing to the strategy's outperformance driven by strong performance in the "mid cap plus" segment and solid stock selection in IT, industrials, and financials [1] - The investor letter highlighted Howmet Aerospace Inc. (NYSE:HWM) as a key stock, which saw a one-month return of 9.03% and a 52-week gain of 97.99%, closing at $187.46 per share with a market capitalization of $75.57 billion [2] Group 2 - ClearBridge Growth Strategy emphasized that the purchases of Howmet Aerospace Inc. and Axon Enterprise enhance exposure to the aerospace and public safety markets, with both companies being dominant players with significant growth potential [3] - Howmet Aerospace Inc. was held by 57 hedge fund portfolios at the end of Q2 2025, an increase from 56 in the previous quarter, indicating growing interest among institutional investors [4] - Despite the potential of Howmet Aerospace Inc., some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk [4]