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Saab: My 'Strong Buy' Paid Off Big, I See More Upside (Rating Downgrade)
Seeking Alpha· 2025-10-08 18:42
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...
Safran: Wall Street Is Missing The Buy Opportunity In This Aerospace And Defense Powerhouse
Seeking Alpha· 2025-10-06 20:16
If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Safran ( OTCPK:SAFRF ) ( OTCPK:SAFRY ), a key supplier in the commercial aviation and defense sectors, rallied 18% since my last report , outperforming the S&P 500’s 13% gain. Despite the strong performance, the stock still trades below my price ...
Boeing And Lockheed Martin Aim To Forge A Dual Aerospace Win With Turkey
Seeking Alpha· 2025-09-30 18:51
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Commercial airplane orders announced by The Boeing Company (NYSE: BA ) and Airbus SE ( OTCPK:EADSF ) more often than not capture headlines. The announcement of Turkish Airlines ordering up to 225 airplanes is no exception. However, asDhierin runs t ...
Park Aerospace Stock: Waiting For The Juggernaut (Rating Upgrade) (NYSE:PKE)
Seeking Alpha· 2025-09-27 11:23
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...
Park Aerospace: Waiting For The Juggernaut (Rating Upgrade)
Seeking Alpha· 2025-09-27 11:23
Group 1 - The Aerospace Forum aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2] - The forum is led by an analyst with a background in aerospace engineering, providing insights into industry developments and their potential impact on investment strategies [2] - The service offers access to an in-house developed data analytics platform, evoX Data Analytics, enhancing the research capabilities for investors [1] Group 2 - The analyst emphasizes the importance of data-driven analysis in formulating investment ideas within the complex aerospace industry, which has significant growth prospects [2] - The forum provides direct access to data analytics monitors, allowing members to stay updated on market trends and investment opportunities [2]
Sky Harbour Group: Speculative Buy Backed By Growing Demand
Seeking Alpha· 2025-09-21 15:41
Group 1 - Sky Harbour Group (NYSE: SKYH) is identified as a speculative buy, indicating potential investment opportunities despite possible short-term downward trends [1] - The Aerospace Forum focuses on discovering investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed analysis [1] - The analyst has a background in aerospace engineering, which aids in providing context to industry developments and their impact on investment theses [1] Group 2 - The investing group offers direct access to data analytics monitors, enhancing the research capabilities for investors in the aerospace sector [1]
Textron: Ugly Execution, Attractive Upside
Seeking Alpha· 2025-09-17 07:34
Core Insights - Textron Inc. (NYSE: TXT) stock has increased by 22.6% since the last report, which rated the stock as a buy, indicating positive stock price performance [1] - The stock's performance aligns with the broader market trends in the aerospace, defense, and airline sectors, suggesting a stable investment environment [1] - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline industries, leveraging data analytics for informed decision-making [1] Company Analysis - The Aerospace Forum is recognized as a leading investment research service focused on the aerospace, defense, and airline sectors, providing access to proprietary data analytics [1] - The analyst behind the report has a background in aerospace engineering, which enhances the analysis of industry developments and their potential impact on investment strategies [1] - The investment ideas presented are driven by data-informed analysis, emphasizing the importance of analytics in making investment decisions [1]
Howmet Aerospace Preferreds: Upgrading To Buy On Rate Cut Tailwinds
Seeking Alpha· 2025-09-16 22:09
Core Insights - The article discusses the recent downgrade of Howmet Aerospace Inc. PFD Ser A (NYSE: HWM.PR) to a hold rating, noting a 4.6% decline in the preferred stock price since the downgrade, resulting in a total return of -2.1% [1] Company Analysis - Howmet Aerospace operates in the aerospace, defense, and airline sectors, which are characterized by significant growth prospects [1] - The analysis emphasizes the potential impact of increasing chances of interest rate cuts on the company's performance and investment outlook [1] Investment Strategy - The investing group, The Aerospace Forum, aims to identify investment opportunities within the aerospace, defense, and airline industries, leveraging data-informed analysis [1] - The group provides access to data analytics monitors to support investment decisions [1]
AerCap Stock: No-Brainer Upside Gone, But Buy For The Long Term (NYSE:AER)
Seeking Alpha· 2025-09-15 13:27
Core Insights - The report focuses on AerCap Holdings N.V. (NYSE: AER) and assigns a long-term price target of $158.50, indicating a potential upside of 37% [1] - Since the previous report, AerCap's stock has gained 5.2%, aligning with the performance of the S&P 500 [1] - The analysis is conducted by an expert in aerospace engineering, emphasizing the growth prospects within the aerospace, defense, and airline industries [1] Company Analysis - AerCap is positioned within a complex industry that is expected to experience significant growth [1] - The investing group provides data analytics monitors to support investment decisions in the aerospace sector [1] Investment Strategy - The report aims to identify investment opportunities in the aerospace, defense, and airline sectors through data-informed analysis [1] - The analyst expresses a commitment to providing context on industry developments and their potential impact on investment theses [1]
QinetiQ: After A 25% Rally, What's Next For Defense Investors?
Seeking Alpha· 2025-09-06 07:08
Core Insights - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2]. Group 1 - The Aerospace Forum is recognized as a leading investment research service focused on the aerospace, defense, and airline industries [1]. - The group is led by an analyst with a background in aerospace engineering, providing context and analysis on industry developments and their potential impact on investment strategies [2]. - The service offers access to proprietary data analytics tools to enhance investment analysis [2].