Core Viewpoint - Archer Aviation has partnered with Serbia as the preferred electric vertical take-off and landing aircraft partner, aiming to expand into global markets [1] Group 1 - The partnership with Serbia marks a strategic move for Archer Aviation to enhance its presence in international markets [1]

Core Insights - Boeing is expected to report a loss of 39 cents per share for Q4 2025, with revenues projected at $21.74 billion, reflecting a year-over-year growth of 42.6% [1][7] Financial Estimates - The Zacks Consensus Estimate for Q4 2025 shows a loss of $0.39 per share, with a high estimate of $0.30 and a low estimate of -$0.78 [2] - Year-over-year growth estimates indicate a significant recovery, with EPS expected to improve by 93.39% in Q4 2025 compared to the previous year [2] - The average negative surprise in earnings over the last four quarters has been 22.4%, with two beats and two misses [3] Earnings Prediction - The Earnings ESP for Boeing is +16.73%, suggesting a potential earnings beat, supported by a Zacks Rank of 3 (Hold) [4][5] Operational Performance - Boeing's Q4 deliveries increased by 180.7% year-over-year, driven by a recovery in production and delivery momentum [11] - The acquisition of Spirit AeroSystems is expected to enhance production stability and supply-chain management, positively impacting delivery and profitability [9] - Rising international air travel has increased demand for commercial jet maintenance and related services, contributing to sales growth [10] Challenges - Supply-chain pressures from tariffs and stressed suppliers continue to pose risks to production efficiency and cash flow [12] - The aviation industry faces challenges in sourcing sufficient quantities of steel and aluminum, which may delay aircraft program completions [21] Market Performance - Boeing's stock has returned 15% over the past three months, outperforming the industry growth of 7.8% [13] - The stock is currently trading at a discount compared to its industry on a forward 12-month P/S basis [15] Investment Thesis - The demand for commercial air travel and the need for new jets and aftermarket services are key growth drivers for Boeing [19] - Despite the positive outlook, persistent supply-chain issues may offset some of the growth potential [20][22]

General Dynamics Corporation (NYSE:GD) is among the 10 Best Defense Stocks to Buy in the S&P 500. On January 15, Susquehanna hiked its price target on the stock to $420 from $405 and maintained a Positive rating, as part of the firm’s broader analysis of the industry. General Dynamics Corporation (GD) a Moderate Buy, Per Wall Street Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels On the same day, UBS reiterated a Neutral rating on the stock and raised its price tar ...

GE Aerospace (NYSE:GE) is among the 10 Best Defense Stocks to Buy in the S&P 500. The company is an important player in the defense sector. Last week, in an initiative with Lockheed Martin, the company announced the completion of a series of tests showing the effectiveness of a liquid-fueled rotating detonation ramjet in hypersonic missiles. GE Aerospace (GE) a Strong Buy, Analysts Forecast 7% Upside This marked the first such collaboration between the companies under a joint technology development arran ...

The Boeing Company (NYSE:BA) is among the 10 Best Defense Stocks to Buy in the S&P 500. According to TipRanks, Jefferies analyst Sheila Kahyaoglu reiterated the firm’s Buy rating on the stock on January 19, with a price target of $290. Wall Street Bullish on The Boeing Company (BA) with Strong Buy Rating This follows Bernstein’s adjustment to the stock last week, on January 15, when analyst Douglas Harned reiterated an Outperform rating and raised the price target to $298 from $277. The firm anticipates ...

Core Insights - Investors are encouraged to focus on companies that provide strong returns after covering all expenses, with a preference for profitable businesses over those that incur losses [2] - Micron Technology, Credo Technology, and Innovative Aerosystems are highlighted as top profitable picks due to their high net income ratios and significant upside potential, with respective share price increases of 239.1%, 114%, and 121.8% over the past year [3] Company Performance - Micron Technology has a net profit margin of 28.2%, indicating strong profitability in the memory and storage sector [9] - Credo Technology has a net profit margin of 26.6%, driven by robust demand for Ethernet and PCIe solutions [10] - Innovative Aerosystems reports a net profit margin of 18.5%, stemming from its advanced avionics design and manufacturing capabilities [11] Screening Criteria - The net income ratio is a key indicator of profitability, reflecting the percentage of net income to total sales revenues, with a higher ratio indicating better revenue generation and expense management [4] - Additional screening parameters include Zacks Rank 1 (Strong Buy), trailing 12-month sales and net income growth higher than the industry, and a strong buy percentage rating greater than 70% [5][6]

Core Viewpoint - Boeing Co. shares have recovered from significant losses following a midair incident in January 2024, indicating growing investor confidence in the company's turnaround under CEO Kelly Ortberg [1] Group 1: Stock Performance - The stock rose 0.5% on Tuesday, closing at $249, the same price it was at before the January incident [2] - Following the incident, Boeing's stock tumbled as much as 45% over the next 15 months [2] - The stock experienced a 15% increase in December, marking its best month in two years, after the company projected a return to cash generation in 2026 [6] Group 2: Company Recovery and Management - The new leadership has stabilized Boeing's business and is on track for recovery, with expectations of the first annual profit in seven years by 2026 [3] - Investors have responded positively to management's decisions, particularly due to strong orders and a shift to positive quarterly free cash flow [4] Group 3: Production and Regulatory Developments - Boeing is increasing production of the 737 while addressing manufacturing quality issues and improving workplace culture [5] - US regulators have allowed Boeing to raise its 737 output to 42 planes per month, lifting a previous cap of 38 per month imposed after the January incident [5] Group 4: Market Position - Boeing has outperformed rival Airbus SE in jet sales for the first time since 2018, reflecting strong demand in the market [6]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - The Boeing Company (NYSE:BA) is currently viewed as a strong investment opportunity, with analysts highlighting its recovery and growth potential in both commercial and defense sectors [1][2][3]. Group 1: Analyst Ratings and Price Targets - Bernstein SocGen Group raised its price target for Boeing to $277 from $267, maintaining an Outperform rating, and named it the "top pick in the US for 2026" due to progress in resolving challenges with the 737 and 787 programs [1]. - Tigress Financial Partners maintained a Buy rating and a price target of $275, emphasizing Boeing's role as a "uniquely leveraged global aerospace and national-security growth engine" [3]. Group 2: Company Performance and Developments - Boeing has shown a noticeable recovery in its defense division, with "few new charges" and a recent contract win for the F-47, which are seen as positive indicators [2]. - The company's Q3 2025 results indicated a comeback in deliveries and an expanding backlog, leading to faster earnings and financial growth [3]. Group 3: Company Overview - The Boeing Company is a global leader in aerospace, involved in the design, manufacturing, and support of commercial jetliners, military aircraft, satellites, missile defense systems, and space technologies [4].

Core Viewpoint - GE Aerospace is expected to report strong fourth-quarter 2025 results, with revenues projected to grow by 14% year-over-year to $11.26 billion and earnings per share estimated at $1.42, reflecting a 7.6% increase from the previous year [1][9]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for GE's fourth-quarter revenues is $11.26 billion, indicating a 14% growth from the prior-year quarter [1]. - The consensus estimate for earnings is $1.42 per share, which has increased by 1.4% over the past 60 days, representing a 7.6% growth from the year-ago quarter [1]. - GE has consistently delivered better-than-expected results, with an average earnings surprise of 19.1% over the last four quarters [2]. Group 2: Factors Influencing Performance - Increased utilization of GE's engine platforms in both commercial and defense markets is expected to drive results, with the Commercial Engines & Services segment projected to generate $9.09 billion in revenues, an 18.8% year-over-year increase [3]. - The Defense & Propulsion Technologies business is anticipated to benefit from growing demand for propulsion technologies and aftermarket services, with revenues expected to reach $2.73 billion, reflecting an 8% year-over-year increase [4]. - Significant investments in expanding and upgrading manufacturing facilities are likely to enhance operational capacity and meet rising demand from commercial and defense customers [5]. Group 3: Challenges and Risks - GE has faced high costs and operating expenses on certain projects, which may impact performance [6]. - Supply chain challenges and labor shortages in the aerospace and defense sectors are expected to affect results in the fourth quarter [6]. Group 4: Earnings Predictions - The earnings model indicates a potential earnings beat for GE, supported by a positive Earnings ESP of +1.98% and a Zacks Rank of 3 [7][8].