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Why ATI (ATI) is a Top Momentum Stock for the Long-Term
ZACKS· 2026-02-09 15:52
Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that help investors select stocks likely to outperform the market in the next 30 days, rated from A to F based on value, growth, and momentum [2][7] Value Score - The Value Style Score identifies attractive and discounted stocks using ratios like P/E, PEG, and Price/Sales [3] Growth Score - The Growth Style Score focuses on a company's future prospects and financial health, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends, using factors like one-week price changes and monthly earnings estimate changes [5] VGM Score - The VGM Score combines the three Style Scores to identify companies with the best value, growth forecasts, and momentum, serving as a strong indicator alongside the Zacks Rank [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.83% since 1988, significantly outperforming the S&P 500 [8][10] Stock to Watch: ATI Inc. - ATI Inc., a diversified specialty materials producer, holds a 2 (Buy) Zacks Rank and a VGM Score of A, with a Momentum Style Score of A and a 9.2% increase in shares over the past four weeks [12][13] - Four analysts have raised their earnings estimates for ATI for fiscal 2026, with the consensus estimate increasing by $0.21 to $4.12 per share and an average earnings surprise of +11.2% [13]
Curtiss-Wright Selected by Boeing to Supply Mission Computers for U.S. Air Force C-17 Fleet Modernization
Businesswire· 2026-02-09 15:00
Core Viewpoint - Curtiss-Wright Corporation has been selected by Boeing to provide mission computer technology for the U.S. Air Force's C-17 Globemaster III Flight Deck Obsolescence and Technology Refresh program, with a contract value exceeding $400 million [1]. Group 1: Contract Details - The contract aims to extend the operational life and capability of the C-17, a critical airlift platform for the military [1]. - Curtiss-Wright will supply Modular Open Systems Approach (MOSA)-aligned mission computers for integration into the C-17 aircraft fleet, enhancing computing performance and technology insertion [2][3]. Group 2: Company Insights - Lynn M. Bamford, Chair and CEO of Curtiss-Wright, emphasized the importance of their rugged, modular mission computing technology in supporting the long-term readiness of the C-17 [2][3]. - The C-17 has been a cornerstone of the U.S. Air Force's strategic airlift since the early 1990s, crucial for transporting heavy equipment, vehicles, and troops [3]. Group 3: Company Background - Curtiss-Wright Corporation is a global integrated business providing engineered products and solutions primarily to Aerospace & Defense markets, employing approximately 9,100 skilled employees [5].
Eve Holding, Inc. (EVEX): Driving Global Urban Air Mobility with eVTOL Innovation
Yahoo Finance· 2026-02-09 14:14
Core Insights - Eve Holding, Inc. (NYSE:EVEX) is recognized as a promising penny stock, particularly following its recent agreements aimed at enhancing urban air mobility [1][9] - The company has signed a binding order with AirX for up to 50 eVTOL aircraft, marking its first deal in the Asia-Pacific region, with deliveries expected in 2029 [1][2] Group 1: Strategic Partnerships - The partnership with AirX is seen as a milestone for advancing sustainable air transport in Japan, with a focus on sightseeing and last-mile routes in major cities like Tokyo and Osaka [2] - Eve's CEO emphasized the significance of this agreement in positioning the region as a leader in clean air transport [2] Group 2: Financial Developments - On January 15, Eve Air Mobility secured up to $15 million in guaranteed loans from the Export-Import Bank and the Private Export Funding Corporation, which will be utilized for procuring batteries and engineering services [3][4] - This financing is crucial for integrating battery systems from BAE Systems into Eve's eVTOL aircraft, supporting the company's urban air mobility operations [4] Group 3: Business Model and Ecosystem - Eve Holding, Inc. specializes in developing and manufacturing electric vertical take-off and landing (eVTOL) aircraft, providing a comprehensive ecosystem for urban air mobility, including aircraft production and air traffic management software [6]
XTI Aerospace Reports Accelerating Revenue Growth and Expected 2026 Cash Flow at Shareholder Town Hall
Prnewswire· 2026-02-09 13:30
Core Viewpoint - XTI Aerospace expects to achieve over $160 million in revenue for 2026, indicating approximately 30% growth, driven by its Drone Nerds subsidiary and a focus on disciplined execution and profitability [2][3]. Group 1: Revenue Growth and Financial Performance - The company anticipates full-year 2026 revenue to exceed $160 million, reflecting increased visibility into its pipeline and customer demand [2]. - XTI's Drone Nerds subsidiary generated over $110 million in revenue in 2024, contributing to the company's growth trajectory [3]. - XTI aims to achieve positive monthly cash flow nearing $2 million by the end of 2026, supported by an improved cost structure and operating leverage [3]. Group 2: Strategic Initiatives and Market Position - The company has transformed into a scaled enterprise drone and unmanned aircraft systems platform following the acquisition of Drone Nerds in November 2025 [2]. - XTI is capitalizing on favorable regulatory trends to enhance its leadership in drone solutions, particularly those compliant with the National Defense Authorization Act [3]. - The growth strategy includes diversification across enterprise drone verticals, enhancing customer retention and improving margins [3]. Group 3: Expansion and Market Opportunities - XTI is expanding into federal and military markets, leveraging its Commercial-Off-The-Shelf drone platform to meet the increasing demand for reliable drone capabilities [3]. - The company has launched a redesigned corporate website to reflect its strategic focus and showcase its drone and UAS capabilities [4].
GXO Announces Formation of Defense Advisory Board
Globenewswire· 2026-02-09 12:00
Core Insights - GXO Logistics, Inc. has established a new Defense Advisory Board to enhance its logistics solutions for the aerospace and defense sectors, indicating a strategic focus on growth opportunities in this area [1][2] Company Overview - GXO is recognized as the world's largest pure-play contract logistics provider, with over 150,000 employees across more than 1,000 facilities, totaling over 200 million square feet [6] - The company has over two decades of experience in delivering logistics services for aerospace, government, and defense, supporting the entire product lifecycle and various market segments [3] Strategic Developments - The formation of the Defense Advisory Board is a response to the growing demand for advanced logistics solutions in the aerospace and defense industries, as highlighted by CEO Patrick Kelleher [2] - GXO's growth in these sectors is supported by recent agreements with major companies such as BAE Systems, Pratt & Whitney, and Boeing [4] Advisory Board Composition - The Defense Advisory Board includes notable members with extensive military and business backgrounds, such as: - Rob Dickerson, a retired U.S. Army Colonel with experience in military business development [5] - Kurt Gutierrez, a managing partner with over 25 years of executive experience [5] - Chad Hennings, a former U.S. Air Force officer and entrepreneur [5] - Rear Admiral Jonathan A. Yuen, a senior logistics leader with a background in global Navy logistics operations [5] Market Position - GXO is positioned to unlock growth opportunities across Europe following its acquisition of Wincanton, enhancing its capabilities in the defense logistics market [3]
Fugro: A Brutal Energy Reset Wipes Out Growth But I Stay Bullish
Seeking Alpha· 2026-02-09 09:09
Core Insights - The article emphasizes the importance of The Aerospace Forum as a leading investment research service focused on the aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2]. Group 1: Company Overview - The Aerospace Forum is led by an analyst with a background in aerospace engineering, aiming to identify investment opportunities within the aerospace, defense, and airline industries [2]. - The forum offers data-informed analysis to provide context on industry developments and their potential impact on investment strategies [2]. Group 2: Services Offered - The forum provides direct access to data analytics monitors, enhancing the investment research process for its members [2]. - Membership includes full access to reports, data, and investment ideas tailored to the aerospace and defense sectors [1].
Kongsberg Gruppen: Defense Repositioning Powers Growth, Valuation Now Tight
Seeking Alpha· 2026-02-09 00:34
Core Insights - The article emphasizes the importance of accessing comprehensive reports, data, and investment ideas in the aerospace, defense, and airline sectors through The Aerospace Forum, which is highlighted as a leading investment research service on Seeking Alpha [1]. Group 1: Analyst Background - Dhierin-Perkash Bechai is identified as an analyst specializing in aerospace, defense, and airline sectors, with a background in aerospace engineering, which enhances the analysis of this complex industry [2]. - The goal of The Aerospace Forum is to uncover investment opportunities within the aerospace, defense, and airline industries, indicating a focus on growth prospects [2]. Group 2: Analytical Approach - The analysis provided by the forum is data-driven, suggesting that investment ideas are informed by thorough data analysis, which is crucial for understanding industry developments [2].
X @Herbert Ong
Herbert Ong· 2026-02-09 00:16
SpaceX’s gonna build city on the moon 🌕🚀Elon Musk (@elonmusk):For those unaware, SpaceX has already shifted focus to building a self-growing city on the Moon, as we can potentially achieve that in less than 10 years, whereas Mars would take 20+ years.The mission of SpaceX remains the same: extend consciousness and life as we know it to ...
Boeing (BA) Is One of My Favorites, Says Jim Cramer
Yahoo Finance· 2026-02-08 21:20
Core Viewpoint - The Boeing Company (NYSE:BA) has shown significant stock performance, with a 28% increase over the past year and a 4% increase year-to-date, supported by positive analyst ratings and company progress in aircraft production [2]. Group 1: Stock Performance - Boeing's shares have increased by 28% over the past year and by 4% year-to-date [2]. - Bernstein raised the share price target to $277 from $267 while maintaining an Outperform rating, citing satisfactory progress with the 767 and 787 aircraft [2]. - UBS increased its price target for Boeing to $285 from $275 and maintained a Buy rating, highlighting improvements in free cash flow and production processes [2]. Group 2: Analyst Opinions - Jim Cramer has expressed increasing positivity towards Boeing, praising its CEO and discussing the potential for the stock to reach $250 [2][3]. - Cramer noted the potential for significant wins in markets like China and Saudi Arabia, suggesting that improved production capabilities could drive the stock price higher [3].
Rocket Lab: Neutron Setback, Now An Opportunistic Rating Upgrade To Buy
Seeking Alpha· 2026-02-08 13:32
Core Insights - The article discusses the downgrade of Rocket Lab stock (NASDAQ: RKLB) to a sell rating due to a sales-driven valuation indicating the stock is approximately 20% overvalued in the best-case scenario [1]. Group 1: Company Analysis - Rocket Lab's stock price has experienced a significant decline amidst broader market trends [1]. - The analysis is conducted by an experienced aerospace, defense, and airline analyst who emphasizes data-informed investment ideas [1]. Group 2: Industry Context - The aerospace, defense, and airline sectors are highlighted as having significant growth prospects, with the analyst providing context to developments that may impact investment theses [1].