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Park Aerospace: Signs Of Overvaluation (NYSE:PKE)
Seeking Alpha· 2026-01-15 15:51
Park Aerospace Corp. ( PKE ) is a supplier of composites used to make aircraft structures and engines. Revenue and earnings are growing, thanks to a broader aerospace & defense rebound. Despite its small size, it has deep roots withinBashar is a contributing writer at Seeking Alpha, focusing on Long/Short investment ideas, with a geographic focus in North America. Before that, Bashar worked at an Investment Fund in the United Kingdom. He has a Master's degree in Finance from the Queen Mary University of Lon ...
【公告全知道】光刻胶+PCB+商业航天+芯片+军工+无人驾驶!公司控股股东部分所属企业已向商业航天相关企业供应航天产品
财联社· 2026-01-15 15:25
每周日至每周四22:00推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热 点,防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①光刻胶+PCB+商业航天+芯片+军工+无人驾驶!这家公司控股股东部分所属企业已向商业航天相关企业 供应航天产品;②AI应用+云计算+AI智能体+无人驾驶+英伟达!这家公司与超聚变共同推出AI企业级知识 库一体机,大模型智能助手主要应用在数据分析、营销策划等;③商业航天+PCB+CPO+算力+人形机器 人+无人驾驶!公司低轨卫星接收天线板技术已实现产业化,光模块业务同比有较大突破营收大幅提升。 前言 ...
Joby Aviation's Stock Outperfomed in 2025 and Ready for Takeoff in 2026
Yahoo Finance· 2026-01-15 15:17
Key Points Joby is leading the certification race in the U.S. and is preparing for a commercial launch in Dubai. The company has plenty of milestones ahead that good act as a positive catalyst for the stock price. 10 stocks we like better than Joby Aviation › Electric vertical take-off and landing (eVTOL) company Joby Aviation (NYSE: JOBY) entered 2025 neck-and-neck with its peers, including Archer Aviation (NYSE: ACHR), the UK's Vertical Aerospace (NYSE: EVTL), and Germany's Lilium Aerospace. Howev ...
GE Aerospace names veteran Mohamed Ali to head expanded CES unit
Reuters· 2026-01-15 14:49
GE Aerospace said on Thursday it has appointed veteran executive Mohamed Ali to lead its expanded commercial engines and services (CES) division, which will now also include the technology and operati... ...
2026年,可能是美股超级IPO之年
Huan Qiu Wang· 2026-01-15 01:13
【环球网财经综合报道】《环球邮报》近日发文称,知名的人工智能公司Anthropic和OpenAI已迈出上市的早期步伐, 而埃隆·马斯克的火箭公司SpaceX已经接触投资银行,希望它们来领导IPO。 对此报道中评价,这些公司纷纷提出上市,能在美股IPO经历了多年的平淡乏味后,为华尔街和硅谷带来巨大的财 富,引发投资者对人工智能热潮的狂热追逐,而华尔街银行也将借此获得数亿美元的中介费。 人工智能热潮正进入第四年,尽管泡沫问题日益凸显,但这些上市活动引发了更多的兴奋。摩根士丹利全球股权资本 市场联席负责人埃迪·莫洛伊说:"我们将进入一个潜在创纪录的IPO交易规模时期。"并补充道:"我们对这些公司的规 模和投资者兴趣充满信心。" Irving Investors的投资者杰里米·阿贝尔森则表示:"在过去的二十年中,我还没有见过如此有意义、影响深远的私营公 司。它们不仅规模更大,相关性更强,而且是前所未有的优秀公司,有着前所未有的数据。" ...
V2X: The Surprising Winner Of The Aerospace And Defense Surge
Seeking Alpha· 2026-01-15 00:32
Group 1 - V2X (VVX) has experienced a strong start to the year, gaining over 20% due to a potential $1.5 trillion defense budget [1] - The stock has increased by 13.5% since the last report, outperforming the S&P 500, which gained 9.3% [1] - The aerospace, defense, and airline industry is highlighted as having significant growth prospects, with the analysis driven by data-informed insights [1]
Indra Sistemas: Upgrade As Europe’s Defense And AI Boom Accelerates (OTCMKTS:ISMAY)
Seeking Alpha· 2026-01-15 00:06
Core Insights - Indra Sistemas, S.A. stock has increased by 69% since the last report, exceeding the price target and outperforming the S&P 500 [2] Company Overview - Indra Sistemas is a Spanish defense and technology company that is shifting focus towards growth in the aerospace and defense sectors [2] Analyst Background - The analysis is conducted by an aerospace, defense, and airline analyst with a background in aerospace engineering, providing insights into a complex industry with significant growth prospects [2]
Indra Sistemas: Strong Buy Rating Upgrade As Europe's Defense And AI Boom Accelerates
Seeking Alpha· 2026-01-15 00:06
Group 1 - Indra Sistemas, S.A. stock has surged 69% since the last report, surpassing the price target and outperforming the S&P 500's gain [2] - The company is increasingly pivoting toward aerospace and defense growth, indicating a strategic shift in focus [2] - The analyst provides data-informed analysis to discover investment opportunities in the aerospace, defense, and airline industry [2] Group 2 - The investing group, The Aerospace Forum, aims to identify investment opportunities within the aerospace, defense, and airline sectors [2] - The analyst has a background in aerospace engineering, which supports the analysis of a complex industry with significant growth prospects [2]
Boeing reaches tentative settlements in related 737 MAX crash lawsuits
Reuters· 2026-01-15 00:02
Group 1 - Boeing has reached tentative settlements with a Canadian man regarding the 2019 Ethiopian Air 737 MAX crash [1]
1 Stock I'd Buy Before Joby Aviation
The Motley Fool· 2026-01-14 06:55
Looking for explosive growth? This stock could be better than Joby Aviation.Joby Aviation (JOBY 3.89%) has positioned itself as an early leader in the electric vertical take-off and landing (eVTOL) aircraft space. The eVTOL specialist went public through a merger with a special purpose acquisition company (SPAC) in 2021 and has seen some volatile swings since its public debut. Despite big pricing volatility, the company's share price is up roughly 53% from market close on the day of its post-combination tra ...