J Studios/DigitalVision via Getty Images Listen below or on the go on Apple Podcasts and Spotify Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. (01:18) Boeing (BA), machinists union to resume talks with federal mediator. (02:25) This is an abridged transcript. Gold (XAUUSD:CUR) hit a new record. This morning it is above $3,800 an ounce, boosted by a weaker dollar as traders weigh the risk of a poten ...

Core Insights - The Boeing Company is identified as one of the most undervalued stocks in the Dow according to analysts, with a strong position in both commercial and defense aviation [1] Regulatory Developments - The Federal Aviation Administration (FAA) will relax restrictions on Boeing's ability to issue airworthiness certificates for select 737 Max jets and the 787 Dreamliner starting September 29, 2025, allowing for expedited production and delivery timelines [2] - This regulatory shift indicates renewed confidence in Boeing's processes after years of heightened oversight due to safety and quality concerns [2] Market Orders and Demand - Boeing secured significant orders, including Turkish Airlines' largest-ever widebody order for up to 75 Boeing 787 Dreamliners and 150 737 Max jets, which supports over 123,000 U.S. jobs and highlights strong global demand for Boeing aircraft [3] - Norwegian Group has also returned as a customer, ordering 30 737-8 Max planes, expanding its backlog to 80, emphasizing the model's fuel efficiency and sustainability [4] Investor Sentiment - Following these developments, Boeing's shares have increased by more than 30% year-to-date, reflecting growing investor confidence [5]

Core Insights - The article discusses the 12 most undervalued Dow stocks recommended by analysts, highlighting the significance of the Dow Jones Industrial Average as a benchmark for the top 30 US firms [1][2] Economic Context - On September 26, 2025, the Dow Jones Industrial Average increased by 0.6%, ending a three-day decline, as inflation data met expectations, leading to optimism about potential rate cuts [3] - The core PCE index rose by 2.9% year-over-year and 0.2% month-over-month in August, remaining above the 2% target but easing concerns about tighter monetary policy [3] Company Highlights - **3M Company (NYSE:MMM)**: - Recognized as one of the most undervalued Dow stocks with a price target upside of 1.68% and a P/E ratio of 21.22 [10] - The company is implementing a "back to basics" strategy aimed at achieving a 25% margin expansion by 2027 and launching 1,000 new products over the next three years [11] - Financially, 3M reported strong Q2 2025 results with a 1.4% year-over-year organic revenue increase and a dividend yield of 1.9% [14] - **The Travelers Companies, Inc. (NYSE:TRV)**: - Showcasing resilience with a price target upside of 2.29% and a P/E ratio of 12.25 [15] - Q2 2025 results showed a 183% year-over-year net income increase to $1.51 billion, driven by improved operational efficiency [16] - The company is leveraging AI to automate claims processing, enhancing efficiency and customer satisfaction [17] - **The Boeing Company (NYSE:BA)**: - Recognized for its potential with a price target upside of 5.22% [19] - Recent regulatory changes allow Boeing to expedite production and delivery timelines for select aircraft, signaling renewed confidence from regulators [20] - Secured significant orders from Turkish Airlines and Norwegian Group, reinforcing strong global demand for its aircraft [21][22]

Core Viewpoint - The International Association of Machinists and Aerospace Workers and Boeing are set to resume negotiations with the assistance of a federal mediator to resolve a labor dispute that has lasted nearly two months [1] Group 1 - The negotiations are scheduled to take place on Monday, indicating a renewed effort to reach an agreement [1] - The involvement of a federal mediator suggests that both parties are seeking a resolution to avoid further escalation of the dispute [1]

Core Viewpoint - The article discusses the best growth stocks to buy and hold for the long term, highlighting a positive outlook for equity markets amid a resilient US economy and low-interest-rate environment [1][4]. Group 1: Market Outlook - Global equities are expected to continue rising despite valuation concerns, with a Bank of America survey indicating that most fund managers remain overweight in equities [1][2]. - The risk of a recessionary trade war is diminishing, contributing to a bullish sentiment in equity markets [2]. - The US Federal Reserve's hints at potential interest rate cuts further enhance the outlook for growth stocks, which typically trade at a premium [2][3]. Group 2: Methodology for Stock Selection - The selection of the best growth stocks involved using the Finviz screener to identify stocks with over 10% EPS growth in the past five years and an expected EPS growth rate of at least 20% over the next five years [6]. - The list was narrowed to stocks with a forward price-to-earnings ratio exceeding 20 and popularity among elite hedge funds in Q2 2025 [6][7]. Group 3: Featured Growth Stocks - **Comfort Systems USA, Inc. (NYSE:FIX)**: - EPS Growth Over the Past Five Years: 36.52% - EPS Growth Over the Next Five Years: 24.58% - Forward Price to Earnings Ratio: 30.31 - Number of Hedge Fund Holders: 53 - UBS raised its price target to $875, citing strong financial health and a robust project environment [8][9][10]. - **Howmet Aerospace Inc. (NYSE:HWM)**: - EPS Growth Over the Past Five Years: 22.24% - EPS Growth Over the Next Five Years: 23.36% - Forward Price to Earnings Ratio: 44 - Number of Hedge Fund Holders: 57 - The company is experiencing healthy growth in its spares business and is investing in capacity expansion to meet demand [12][13][14][15]. - **DexCom, Inc. (NASDAQ:DXCM)**: - EPS Growth Over the Past Five Years: 39.06% - EPS Growth Over the Next Five Years: 24.59% - Forward Price to Earnings Ratio: 26.07 - Number of Hedge Fund Holders: 60 - UBS maintains a bullish stance on the company despite concerns over its G7 continuous glucose monitoring sensor, expecting strong demand for CGM technology [16][17][18][19].

Core Insights - Geopolitical instability is driving growth for defense companies like Boeing and Lockheed Martin, leading to increased U.S. and allied defense budgets for military modernization and procurement [1][10] - Demand for military programs such as the F-35 Joint Strike Fighter and missile systems is providing stable revenue for Lockheed, while Boeing benefits from its defense programs and commercial aerospace market exposure [2][3] Financial Strength and Growth Catalysts - Boeing has shown recovery with cash and cash equivalents of $22.97 billion, exceeding its current debt of $8.72 billion, and a current ratio of 1.23, indicating sufficient capital for short-term obligations [4] - Lockheed's cash and cash equivalents were $1.29 billion, significantly lower than its debt, with cash flow from operations declining to $1.61 billion, raising liquidity concerns [5] - The proposed $1.01 trillion U.S. defense budget for fiscal 2026 is expected to benefit both companies, with Boeing receiving $3.1 billion for the F-15EX and $3.5 billion for the F-47 platform [6] - Lockheed is set to gain from a 30% increase in Space Force funding to $40 billion and $25 billion for the 'Golden Dome' missile defense shield [7] - Boeing forecasts a demand for 43,600 new commercial planes by 2044, driven by a 4.2% annual passenger traffic growth rate, benefiting its commercial and services units [8] - Lockheed is strengthening its position as a defense contractor with programs like the F-35 and Trident II D5 missile modernization, alongside increased production rates for various missile systems [9] Market Performance and Valuation - Boeing shares surged 39.3% in the past year, while Lockheed shares declined by 15.8%, despite Lockheed's steadier profile [10] - Lockheed's forward sales multiple is 1.48, which is more attractive compared to Boeing's 1.73 [19] Conclusion - Boeing shows signs of financial recovery and long-term growth potential but remains a high-risk investment due to operational challenges [24] - Lockheed is viewed as a more stable investment choice with a resilient defense portfolio, providing reliable cash flow and shareholder returns [25]

Core Insights - HEICO Corporation (NYSE:HEI.A) reported strong financial performance in FQ3 2025, exceeding revenue and EPS estimates with revenue of $1.15 billion, surpassing expectations by $32.45 million, and EPS of $1.26, exceeding consensus by $0.12 [1] Analyst Ratings - Following the earnings announcement, Wall Street analysts have shown bullish sentiment towards HEICO Corporation, with multiple analysts reiterating Buy ratings [2] - William Blair analyst Louie DiPalma highlighted the company's solid Q3 2025 performance, noting a 13% organic growth in the Flight Support Group (FSG), which, while slightly slower than the previous quarter, remains robust [2] - Bank of America Securities analyst Ronald Epstein also reiterated a Buy rating, increasing the price target from $355 to $400 [3] Company Overview - HEICO Corporation specializes in manufacturing jet engines and aircraft component replacement parts, positioning itself favorably within the aerospace industry [3]

Core Viewpoint - Boeing is seeking remedies to obtain European Union approval for the acquisition of Spirit AeroSystems, the largest standalone aerostructures company in the world [1] Group 1 - Boeing's efforts are aimed at addressing regulatory concerns from the European Commission regarding the acquisition [1] - The acquisition of Spirit AeroSystems is significant for Boeing as it enhances its capabilities in aerostructures [1] - The deal reflects Boeing's strategy to consolidate its supply chain and strengthen its position in the aerospace industry [1]

Core Insights - Dassault Aviation inaugurated a new production facility in Cergy, marking its first new facility since the 1970s, which is a significant development for the aerospace sector and the French industry as a whole [2][3] Group 1: Facility Overview - The Cergy facility has a total size of 110,760 m², with 39,700 m² dedicated to production, and features such as a fully solar panel-equipped roof, integrated green space, innovative ventilation systems, and smart lighting [4] - The facility is operational since summer 2024 and has taken over operations from the outdated Argenteuil plant, focusing on the assembly of Falcon and Rafale skin panels, forward fuselages, and metal hose production [3][4] Group 2: Workforce and Operations - The new facility employs over 600 engineers, technicians, foremen, and skilled workers, primarily transferred from the Argenteuil plant [4] - Key activities at the Cergy facility include the assembly of Falcon and Rafale skin panels, forward fuselages, and outfitting of Rafale fuselages with various systems and equipment [4] Group 3: Background and Development Timeline - The project for the Cergy facility was launched in 2019, with ground-breaking occurring in 2021 and completion in July 2024 [4] - The transfer of teams and machinery from Argenteuil to Cergy took place between July 2024 and January 2025 [5] Group 4: Company Profile - Dassault Aviation has delivered over 10,000 military and civil aircraft globally, including 2,700 Falcons, and reported revenues of €6.2 billion in 2024, employing 14,600 people [6]

​Moog Inc. (NYSE:MOG.A) is one of the Undervalued Aerospace Stocks to Buy Now. Wall Street is Bullish on Moog Inc. (NYSE:MOG.A) since the company topped revenue and EPS estimates for its fiscal third quarter of 2025. ​The company posted a revenue of $971.36 million, up 7.36% year-over-year and ahead of consensus by $49.61 million. The EPS of $2.37 also topped estimates by $0.22. Management noted the revenue of $971 million was a record, driven by growth in Commercial Aircraft, Space and Defense, and Milit ...