Investment opportunities in aerospace

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Delta Offers Rare Value And Resilience In Airline Bankruptcy Wave (NYSE:DAL)
Seeking Alpha· 2025-10-02 14:00
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Delta Air Lines (NYSE: DAL ) is set to report its Q3 2025 earnings on October 9. In this article, I provide an earnings preview, examine how analyst estimates have shifted, and update my price target. Since myDhierin runs the investing group The Ae ...
Boeing And Lockheed Martin Aim To Forge A Dual Aerospace Win With Turkey (NYSE:BA)
Seeking Alpha· 2025-09-30 18:51
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Commercial airplane orders announced by The Boeing Company (NYSE: BA ) and Airbus SE ( OTCPK:EADSF ) more often than not capture headlines. The announcement of Turkish Airlines ordering up to 225 airplanes is no exception. However, asDhierin runs t ...
Boeing And Lockheed Martin Aim To Forge A Dual Aerospace Win With Turkey
Seeking Alpha· 2025-09-30 18:51
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Commercial airplane orders announced by The Boeing Company (NYSE: BA ) and Airbus SE ( OTCPK:EADSF ) more often than not capture headlines. The announcement of Turkish Airlines ordering up to 225 airplanes is no exception. However, asDhierin runs t ...
Dassault Aviation: This Fighter And Business Jet Maker Has A Big Runway Ahead (DUAVF)
Seeking Alpha· 2025-09-11 07:44
Group 1 - The core viewpoint is that Dassault Aviation's stock has underperformed, with a 5.4% decline since the last coverage, contrasting with the S&P 500's 25.6% gain [1] - The investment group, The Aerospace Forum, aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data analytics for informed analysis [1] - The analyst emphasizes a data-driven approach to investment ideas, providing context to industry developments and their potential impact on investment theses [1] Group 2 - The analyst has no current stock or derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [1]
QinetiQ: After A 25% Rally, What's Next For Defense Investors?
Seeking Alpha· 2025-09-06 07:08
Core Insights - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2]. Group 1 - The Aerospace Forum is recognized as a leading investment research service focused on the aerospace, defense, and airline industries [1]. - The group is led by an analyst with a background in aerospace engineering, providing context and analysis on industry developments and their potential impact on investment strategies [2]. - The service offers access to proprietary data analytics tools to enhance investment analysis [2].
Boeing 737 MAX Nears Key Milestone
Seeking Alpha· 2025-08-28 17:34
Group 1 - The Boeing Company is experiencing strong momentum in 2023 with a revival of order inflow and production [1] - The company is part of the aerospace, defense, and airline industry, which has significant growth prospects [1] - The analysis provided by the investing group focuses on discovering investment opportunities and offers data-informed insights [1] Group 2 - The investing group utilizes an in-house developed data analytics platform to enhance their research capabilities [1] - The analyst behind the report has a background in aerospace engineering, which adds depth to the analysis of industry developments [1] - The report emphasizes the importance of data-driven analysis in forming investment theses [1]
Moog: The Pain Is Temporary, The Growth Is Long-Term
Seeking Alpha· 2025-08-22 18:00
Group 1 - Moog (NYSE: MOG.A) (NYSE: MOG.B) has shown underwhelming performance with a 4.3% gain compared to the S&P 500's gain since the last report in June [1] - The Aerospace Forum aims to discover investment opportunities in the aerospace, defense, and airline industry, providing analysis of a complex industry with significant growth prospects [1] - The investing group's analysis is driven by data-informed insights and offers direct access to data analytics monitors [1]
Woodward: Why I Remain Extremely Bullish
Seeking Alpha· 2025-08-21 12:10
Core Insights - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2]. Group 1 - The Aerospace Forum is recognized as a leading investment research service focused on the aerospace, defense, and airline industries [1]. - The group is led by an analyst with a background in aerospace engineering, providing context and analysis on industry developments and their potential impact on investment strategies [2]. - The service includes access to proprietary data analytics tools, enhancing the ability to monitor and analyze market trends [2].
Melrose Industries: Strong Buy On Aerospace And Defense Tailwinds
Seeking Alpha· 2025-08-18 01:00
Core Insights - Melrose Industries has significantly outperformed the S&P 500, with a stock increase of nearly 28% since May 2025 [1] Group 1: Company Performance - Melrose Industries stock has outperformed the S&P 500's gain of 8.9% [1] - The stock listing at the London Stock Exchange has shown a rally of nearly 28% since the report published in May 2025 [1] Group 2: Industry Context - The Aerospace Forum focuses on discovering investment opportunities in the aerospace, defense, and airline industry [1] - The analysis provided by the forum is informed by data and aims to contextualize developments in the industry [1]
Jet2: Excellent Airline Stock, CapEx Masks Operating Efficiency (Rating Downgrade)
Seeking Alpha· 2025-08-17 10:27
Group 1 - Jet2, the UK's largest tour operator, has seen a stock price increase of nearly 25%, outperforming the S&P 500's return of 23.3% [1] - The stock price approached the analyst's target of $25.53, peaking at $25.25 in June [1] - The Aerospace Forum focuses on identifying investment opportunities in the aerospace, defense, and airline sectors, leveraging data analytics for informed analysis [1] Group 2 - The analyst has a background in aerospace engineering, providing context to industry developments and their potential impact on investment theses [1] - The investing group offers direct access to data analytics monitors, enhancing the investment research process [1]