AAR Corp. (NYSE:AIR) is one of the stocks Jim Cramer was recently asked about. When a caller asked if they should buy AIR shares, Cramer remarked: I’ve been recommending AIR forever, and we know it’s up 27% for the year. I saw that Gold, I think it was Goldman that started it with a Neutral. This thing is can’t miss. We had John Holmes on recently, and it is just part of the great aerospace boom that it has no sign of slowing down. Stock market data showing an upward trajectory. Photo by Burak The Week ...

GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer shared his take on. Cramer called the company’s CEO the “savior of the old GE,” as he said: How about GE Aerospace? It’s the best of the best. Self-improvement here is extraordinary. CEO Larry Culp is one of a kind, the savior of the old GE, the architect of the most successful breakup of all time. Two years ago, the stock was at 62, came in hot, 318 today. Just a monster. So what happens?… GE Aerospace, nothing but net, just fantastic, every line, in ...

With a market cap of $150.6 billion, Lowe's Companies, Inc. (LOW)  is a U.S.-based home improvement retailer offering a wide range of products for construction, maintenance, repair, remodeling, and home décor through its stores, website, and mobile apps. It serves both professional customers and homeowners with brand-name and private-label products, along with installation and repair services. The Mooresville, North Carolina-based company is expected to announce its fiscal Q4 2025  results soon. Ahead of ...

Lowe’s Companies, Inc. (NYSE:LOW) is included among the 13 Best Dividend Kings to Buy in 2026. Truist Raises Lowe’s (LOW) Target to $295 as Card Data Supports the Setup Copyright: luckydog / 123RF Stock Photo On January 16, Truist raised its price target on Lowe’s Companies, Inc. (NYSE:LOW) to $295 from $269 and maintained a Buy rating on the stock. The update was included in a broader research note covering hardlines and broadlines consumer names. Truist said it made the adjustment after reviewing its ...

Core Insights - AAR Corp. has demonstrated strong performance with a one-year total return of 43.28%, and the recent share sale by a senior vice president occurred at a weighted average price of $97.05 per share, slightly above the market close of $97.03 [1][4][7] Company Overview - AAR Corp. provides a range of aviation aftermarket support services, including inventory management, maintenance, repair, overhaul, and engineering services, primarily targeting defense and government markets [1][5] - The company operates within the global aerospace and defense sector, leveraging its expertise to support both commercial and government fleets, which contributes to stable, recurring revenue streams from long-term contracts [5] Transaction Details - The recent transaction involved the direct sale of 23,621 shares by senior vice president Christopher Jessup, which represented 26.42% of his direct common stock holdings [2][4] - This sale was executed following the exercise of 14,652 options for common stock, indicating that the primary intent was liquidity from option conversion rather than a discretionary reduction of equity exposure [3][6] Financial Performance - In the most recent quarter, AAR Corp. reported revenue of $795 million, reflecting a 16% year-over-year increase, with adjusted diluted EPS of $1.18 and adjusted EBITDA growth of 23% [7] - Margin expansion was attributed to the Parts Supply and Repair & Engineering segments, while recent acquisitions have provided long-term visibility through contracted demand [7] Market Context - The share sale is viewed as routine and option-driven, occurring against a backdrop of improving fundamentals, expanding margins, and durable demand in the aviation sector [8]

Core Insights - Lowe's Companies, Inc. is recognized as a reliable dividend payer with a payout ratio of approximately 40% of earnings and a current yield near 2% [2][4] - The company benefits from stable demand in the home improvement sector, which remains resilient even during economic downturns [3][5] - Over the past decade, Lowe's has achieved a 350% increase in earnings per share, reflecting operational gains and capital discipline [4] Business Strategy - Management is focusing on expanding the professional contractor business and enhancing omnichannel capabilities, which have contributed to stable revenue [4][6] - The DIY segment is the largest revenue source, followed by the Pro segment that serves small and mid-sized contractors [5] Recent Acquisitions - In 2025, Lowe's made a significant move into the professional contractor market, viewing it as a $250 billion opportunity [6] - The company completed a $1.33 billion acquisition of Artisan Design Group, which specializes in design and installation services for interior finishes [6] - In October, Lowe's acquired Foundation Building Materials for $8.8 billion, adding over 370 locations and a broad distribution network for interior products [7]

Company Overview - Argan is a diversified engineering and construction firm focusing on power generation, renewable energy, and infrastructure markets, leveraging technical capabilities and project management expertise to deliver complex projects for utility and industrial clients nationwide [6][9] - As of the latest market close, Argan's stock price is $325.96, with a market capitalization of $4.52 billion, revenue of $915.03 million, and net income of $119.93 million for the trailing twelve months (TTM) [4] Recent Developments - Alpine Investment Management initiated a new position in Argan, acquiring 60,000 shares valued at approximately $16.20 million as of September 30, which now accounts for 13.62% of Alpine's reportable U.S. equity assets [2][3] - Argan's stock has increased by 127% over the past year, significantly outperforming the S&P 500's 17% gain during the same period [3] Financial Performance - In the third quarter, Argan reported a net income of $30.7 million, or $2.17 per share, with EBITDA climbing to $40.3 million and margins expanding to 16% [10] - For the first nine months of the fiscal year, net income increased by over 60% year over year, and the company ended the quarter with over $726 million in cash and investments, with no debt [10] Project Backlog - Argan reported a record project backlog of approximately $3.0 billion, more than double the amount at the start of the fiscal year, primarily driven by new gas-fired power projects in Texas [7] - This backlog indicates years of revenue already secured, rather than mere projections [7] Market Position - The company's focus on hard assets and cash generation aligns with current investment trends, suggesting that Argan's stock has potential for further growth based on its backlog, margins, and liquidity [11]

Core Insights - The "picks and shovels" trade has historically been a profitable investment strategy, focusing on the essential services and infrastructure that support transformative industries like AI and energy [1] Company Overview - Quanta Services, founded in 1997, is a leading U.S. infrastructure services provider specializing in complex energy, utility, communications, pipeline, and renewable projects, recognized as one of the largest specialty contractors in North America [3] - The company offers a range of services including design, engineering, installation, maintenance, and repair across various infrastructure sectors [3] Financial Performance - Quanta Services has a market capitalization of $63 billion and its stock increased by 33.8% in 2025, outperforming the S&P 500's growth of 16.7% during the same period [4] - Over the past decade, Quanta has achieved steady revenue and earnings growth with compound annual growth rates (CAGRs) of 13.45% and 17.97%, respectively [5] - The company's Q3 2025 results showed revenues of $7.6 billion, a 17% increase year-over-year, with the core electric segment contributing $6.2 billion (81% of total revenues) and growing at an annual rate of 18.5% [6][7] - The Underground and Infrastructure segment reported sales of $1.46 billion, marking a year-over-year growth of 15.9% [7]

Lowe’s Companies, Inc. (NYSE:LOW) is included among the 10 Cash-Rich Stocks to Buy Now. Truist Raises Lowe’s (LOW) Target as Shoppers Stay Focused on Value Image by Alexsander-777 from Pixabay On December 17, Truist analyst Scot Ciccarelli raised the firm’s price target on Lowe’s Companies, Inc. (NYSE:LOW) to $269 from $256 and kept a Buy rating on the shares. The move came as part of a broader research note previewing 2026 for Hardlines and Broadlines consumer names. Ciccarelli said that slower consume ...

Company Overview - AerCap (AER) is valued at $27.2 billion and operates as an integrated global aviation company, specializing in aircraft and engine leasing, trading, and parts sales [1] - The company also provides aircraft management services and performs maintenance, repair, and overhaul services through certified repair stations [1] Technical Analysis - AerCap has shown strong technical momentum, with shares up 52% over the past year and a 100% "Buy" technical opinion from Barchart [6][7] - The stock recently traded at $145.22, reaching an all-time high of $146.55 on December 23 [4][7] - AER has a Weighted Alpha of +56.90 and a Relative Strength Index (RSI) of 70.48, indicating strong performance [7] - The stock gained 11.37% since the Trend Seeker signaled a new "Buy" on October 30 [2] Financial Performance - Revenue is expected to grow by 4.15% this year but is projected to decrease slightly by 0.24% next year [8] - Earnings are estimated to increase by 22.08% this year and an additional 0.55% next year [8] - AER has a trailing price-earnings ratio of 9.79x and a dividend yield of 0.74% [7][8] Market Sentiment - Wall Street remains bullish on AerCap, with multiple "Buy" ratings and long-term price targets reaching up to $290 [6]