It must be nice to have a biggest fan. Investment company Baron Capital is one of the largest investors in Elon Musk’s aerospace technology company, SpaceX, with allocated assets currently sitting at about $10 billion. The firm also launched five new active products in December that are designed to mirror its strategies in private investment accounts and mutual funds, including the Baron First Principles ETF (RONB), which allocates 14% of its holdings to SpaceX. Along with two new ETF industry hires this ...

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Core Viewpoint - Astronics Corporation will release its fourth quarter and fiscal year 2025 financial results on February 24, 2026, followed by a conference call and webcast to discuss the results and corporate strategies [1]. Financial Results Announcement - The company will announce its fourth quarter and fiscal year 2025 financial results after the market closes on February 24, 2026 [1]. - A conference call and webcast will take place on the same day at 4:45 p.m. Eastern Time to review financial and operating results [1]. - A question-and-answer session will follow the presentation [1]. Company Overview - Astronics Corporation (Nasdaq: ATRO) is a provider of advanced technologies for the aerospace, defense, and other mission-critical industries [1]. - The company has over 50 years of experience delivering innovative technology solutions and works closely with customers to address complex challenges [1]. - Astronics aims to enhance its value by developing technologies and capabilities that offer innovative solutions to its targeted markets [1].

Starship Super Heavy testingSpaceX (@SpaceX):Cryoproof operations complete for the first time with a Super Heavy V3 booster. This multi-day campaign tested the booster's redesigned propellant systems and its structural strength https://t.co/RpMQ1DoT5x ...

Core Viewpoint - Archer Aviation is developing electric vertical takeoff and landing (eVTOL) aircraft to alleviate urban traffic congestion, with plans to launch its Midnight aircraft in major U.S. cities as early as summer 2024 [2][4]. Group 1: Company Overview - Archer Aviation is currently pre-revenue and is expected to take one to two years before generating meaningful revenue [4]. - The company has a market capitalization of approximately $4.3 billion and a robust cash position of about $1.6 billion, alongside a backlog valued at over $6 billion [4]. Group 2: Regulatory Environment - Archer Aviation lacks FAA Type Certification for commercial flight, and the timeline for obtaining this certification remains uncertain [3]. - The White House initiatives, including the eVTOL Integration Pilot Program (eIPP), aim to expedite the regulatory process for eVTOL aircraft [3]. Group 3: Stock Performance - Archer's stock is currently trading around $6.50, which is down more than 55% from its 52-week high of approximately $14.60 [4]. - The upcoming fourth-quarter earnings report, expected on February 26, will be crucial for stock performance, as any news could significantly impact the stock's volatility [5].

Core Insights - RTX's BBN Technologies has been awarded a contract by the Department of War to develop a prototype for secure, real-time spectrum coexistence between 5G networks and defense radars, addressing national security concerns [1] Group 1: Project Overview - The initiative aims to maintain operational readiness of critical national security radars while sharing radio frequencies with commercial 5G networks [1] - Current spectrum coexistence tools take tens of minutes to detect interference, which poses risks to both 5G users and radars [1] - The project will be executed in two phases: the first phase involves creating a basic "smart spectrum manager" for rapid detection and traffic shifting, while the second phase will develop a more advanced prototype for reliable spectrum sharing [1] Group 2: Technical Goals and Collaborations - The project aims for a 50% increase in usable commercial 5G capacity, a 20 dB reduction in unwanted radar interference, and a 1,000-fold improvement in 5G link quality when both systems operate together [1] - Collaborating teams include Novowi for machine learning techniques, Purdue University for advanced signal processing, Federated Wireless for dynamic spectrum management, Signal Processing Technologies for interference techniques, and Ericsson Federal Technologies Group for 5G expertise [1] Group 3: Broader Implications - Successful implementation of the system could resolve the dilemma of protecting radars while expanding 5G, thereby enhancing the nation's digital economy and preserving national security [1] - The project will be conducted across multiple locations in the U.S., including Massachusetts, Texas, Virginia, and Indiana [1]

Core Viewpoint - Honeywell International Inc. is a diversified technology and manufacturing conglomerate with a market capitalization of $151.34 billion, focusing on aerospace systems, building automation, industrial automation, performance materials, and safety solutions [1] Stock Performance - Over the past 52 weeks, Honeywell's stock has gained 23.7%, outperforming the S&P 500 index, which is up 15.6% during the same period [2][3] - The stock reached a 52-week high of $240.95 on February 9 and is only slightly down from that level [2] Financial Performance - For Q4 of fiscal 2025, Honeywell reported a 6% year-over-year growth in revenue to $9.76 billion, with an 11% organic growth, although this was below Wall Street estimates [4] - Adjusted sales grew 10% year-over-year, and adjusted EPS increased 17% to $2.59, exceeding estimates [4] Backlog and Spin-off Plans - The company ended 2025 with a record backlog exceeding $37 billion and plans to spin off Honeywell Aerospace into an independent publicly traded company in Q3 of 2026 [5] Analyst Expectations - Analysts expect Honeywell's profit to drop 7.6% year-over-year to $2.32 per diluted share for the current quarter, but anticipate a 7.5% increase to $10.51 per diluted share for the current year, followed by an 8.6% growth to $11.41 per diluted share in the next year [6] - Honeywell has a strong track record of surpassing consensus estimates, having topped them in all four trailing quarters [6] Analyst Ratings - Among 23 Wall Street analysts covering Honeywell, the consensus rating is a "Moderate Buy," with 11 "Strong Buy" ratings, one "Moderate Buy," 10 "Holds," and one "Moderate Sell" [7] - The ratings have become more bullish recently, with the number of "Strong Buy" ratings increasing from 10 to 11 [9]

Michael Grimes is leaving the government to return to Morgan Stanley and work on possibly the biggest initial public offering ever. ...

Core Insights - Intuitive Machines is experiencing increased investment interest, highlighted by the University of Pennsylvania's significant stake increase, indicating a bullish outlook on the stock [2][7] - Despite a challenging one-year performance, the company's shares have surged in 2026, driven by excitement in the space sector and recent contract wins [10][11] Company Overview - Intuitive Machines is a Houston-based aerospace company focused on lunar and space infrastructure solutions, leveraging advanced engineering for reliable access to lunar exploration [6] - The company operates in the aerospace and defense sector, providing services such as lunar access, orbital services, and space products [9] Financial Metrics - As of February 5, 2026, the company's stock price was $14.79, with a market capitalization of $2.81 billion [4] - The company reported a revenue of $218.49 million and a net income of -$193.22 million for the trailing twelve months [4] Investment Activity - The University of Pennsylvania's Trustees increased their stake in Intuitive Machines by 2,571,424 shares, raising their total investment to $52.69 million, which is 25.87% of the fund's reportable assets under management [2][3] - The stock's price-to-sales ratio is around 10, indicating a high valuation compared to the previous year [11]

In the race for tech dominance, finding the right workers isn’t so simple, says billionaire CEO Elon Musk. Musk is known for his micromanagement leadership style (which he has jokingly referred to as nanomanagement), and hiring is no different. In the early years of building SpaceX, he interviewed the first few thousand employees, before he no longer had enough time, he said. Musk now relies on his staff to find the “wow” factor and asks for bullet points on “evidence of exceptional ability,” he told S ...