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Carpenter Technology Gains Pricing Power In A Tight Market (Upgrade)
Seeking Alpha· 2026-02-26 21:09
Carpenter Technology Corporation ( CRS ) is experiencing durable market dynamics as a result of the tight supply of the nickel-based superalloy market, driven by increasing demand within the aerospace & defense industry. With limited suppliers and volumes produced, CRS has experienced substantial pricing power forMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investmen ...
Why Is RTX (RTX) Down 1.7% Since Last Earnings Report?
ZACKS· 2026-02-26 17:30
It has been about a month since the last earnings report for RTX (RTX) . Shares have lost about 1.7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is RTX due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.RTX Q4 Earnings Surpass Esti ...
HEICO Q1 Earnings Surpass Estimates, Sales Increase Y/Y
ZACKS· 2026-02-26 15:56
Key Takeaways HEICO reported Q1 EPS of $1.35, beating estimates and rising 12.5% year over year.HEI's sales climbed 14.4% to $1.18B, fueled by strong Flight Support net sales.Flight Support income rose 20.8%, while Electronic Technologies income fell 4.2%.HEICO Corporation (HEI) reported first-quarter fiscal 2026 earnings per share (EPS) of $1.35, which beat the Zacks Consensus Estimate of $1.26 by 7.1%. The bottom line also improved 12.5% from the prior-year quarter’s $1.20.The year-over-year increase in t ...
Rolls-Royce Plans $12 Billion Buyback, Raises 2028 Targets
WSJ· 2026-02-26 07:58
The U.K. engine maker boosted shareholder returns with a multiyear buyback of up to around $12 billion and raised its targets after earnings grew. ...
Golden Dome Winners: Stocks on the Pentagon's SHIELD Vendor List
Benzinga· 2026-02-24 17:21
The Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) contract is the $151 billion backbone of the Pentagon's Golden Dome initiative. Often compared to a modern-day Star Wars program, the Golden Dome aims to create an impenetrable, multi-layered defensive canopy over the United States to intercept everything from traditional ballistic missiles to next-generation hypersonic threats.PLTR stock is moving. See the chart and price action here. To achieve this level of scale, the Missile Defense Ag ...
European markets set for broadly positive open as traders assess tariff landscape
CNBC· 2026-02-24 06:59
This photograph shows European countries' flags waving in front of the European Parliament building in Strasbourg, eastern France, on June 6, 2024. (Photo by SEBASTIEN BOZON / AFP) (Photo by SEBASTIEN BOZON/AFP via Getty Images)LONDON — European stocks are expected to open flat to higher on Tuesday as investors assess the new global trading landscape after U.S. President Donald Trump's latest tariff move.The U.K.'s FTSE index is seen opening unchanged, Germany's DAX and France's CAC 40 up around 0.25%, resp ...
What Are Wall Street Analysts' Target Price for TransDigm Group Stock?
Yahoo Finance· 2026-02-23 14:33
Cleveland, Ohio-based TransDigm Group Incorporated (TDG) is a leading global designer, producer and supplier of highly engineered aircraft components for use on commercial and military aircraft. Valued at a market capitalization of $75.6 billion, TDG’s major product offerings include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors, and more. TransDigm Group's shares ha ...
STI Hits 5,000. 3 Blue Chips I Will Still Buy
The Smart Investor· 2026-02-22 23:30
The Straits Times Index (SGX: ^STI) recently breached new highs, past the 5,000 level, before reversing down.With the index near fresh highs, investors are confronted with the old, so familiar feeling of the fear of missing out (FOMO); is it too late to buy stocks now?History shows that when indexes make new highs, further gains usually follow suit. However, fresh highs also mean elevated valuations; your individual stock selection now matters more than ever. In this article, we take a look at three compan ...
The Big 3: AMAT, SNDK, RTX
Youtube· 2026-02-20 18:00
Group 1: Market Overview - The market is reacting positively to a recent tariff decision, indicating potential trading opportunities [2][3]. - The focus is on short-term trading reactions rather than long-term economic implications [2]. Group 2: Applied Materials - Applied Materials is highlighted as a strong stock pick, showing a steady upward trend over the past year, currently trading at $373, up about 45% year-to-date [4][18]. - The technical analysis indicates an upside breakout from a bullish channel, with potential support levels around $341 to $340 [9][10]. Group 3: SanDisk - SanDisk is noted as a top performer, with a significant increase of nearly 170% year-to-date, driven by the growing demand for storage due to data creation [15][18]. - The stock is currently in a consolidation phase, which may set up for another upward movement if the trend continues [18][20]. Group 4: RTX (Raytheon Technologies) - RTX is positioned well in the defense sector, benefiting from increased defense spending, currently trading above $200 [29][30]. - Technical indicators show a rising wedge pattern, suggesting a potential bearish bias, but the stock is still holding above previous highs [34][35].
The New Magnificent Stocks to Own in 2026
Zacks Investment Research· 2026-02-20 16:47
[music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is [music] Zach's Market Edge. Welcome to Zach's Market Edge, the [music] podcast about investing in your life. I'm your host, Tracy Brinick, and this week I'm going solo again to talk about the new Magnificent Stocks. I've kind of hinted at this on prior podcasts earlier this year when we were talking about just the hot breakout stocks and a lot of people have basically thrown in the towel on the MAG 7. I think 2025 was its final year so i ...