AeroAnalysis

Willis Lease Finance: Wall Street Is Missing This Hidden Engine Powerhouse (NASDAQ:WLFC) Discover why Willis Lease Finance Corporation is a Buy despite recent declines. Click for this updated look at WLFC stock following its latest earnings release.

Willis Lease Finance: Wall Street Is Missing This Hidden Engine Powerhouse #WillisLeaseFinance #StockMarket #Investment #FinancialNews #EarningsRelease

Archer Aviation: Stock Drops On Dilution, But Upside Is Still Intact #ArcherAviation #StockMarket #Investing #Finance #StockAnalysis

FMC Corporation Stock Crashes 44% After India Shock: Is This A Buy Opportunity? (NYSE:FMC) FMC Corporation stock plunged 44% after Q3 2025 results, driven by a major India business write-down and dividend cut. Click here to learn more about FMC stock.

Revisiting: FMC Stock Crashes 44% After India Shock: Is This A Buy Opportunity? #FMCStock #StockMarket #Investing #BuyOpportunity #StockCrash

Ducommun Stock Beat The S&P 500, And There Is More To Come Summary Ducommun has surged 31.6%, outperforming the S&P 500, driven by strong aerospace and defense sales and margin expansion initiatives. DCO benefits from robust commercial aerospace and defense demand, with growth supported by production ramp-ups and a focus on higher-margin engineered products. Despite transient pressures from delayed OEM ramp-ups, DCO is positioned for 6.5% annual sales growth and significant EBITDA margin improvement through 2027. I reiterate a strong buy rating with a $112 price target, citing undervaluation, improving financials, and broad exposure to major aerospace and defense platforms. Ducommun Incorporated (DCO) has surged 31.6% since my last report, outperforming the S&P 500’s 16.2% gain and moving beyond my previous price target. The rally reflects investor confidence in the company’s expanding aerospace and defense sales More on my IG service 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. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. 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 significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Revisiting: Ducommun Stock Beat The S&P 500, And There Is More To Come #Ducommun #StockMarket #Investing #Finance #SP500

Meta: One-Trick Pony Or The Smartest AI Play Nobody Understands? #Meta #AI #Investing #StockMarket #NASDAQ

Williams: The Midstream AI Winner That Might Lose From Falling Interest Rates #Williams #MidstreamEnergy #AI #Investing #InterestRates

UPS Stock Downgraded To Hold As Trade Pains Deepen #UPS #StockMarket #Investing #FinanceNews #TradePains

AerSale: No Hope For AerAware, Aerospace MRO As Core Value Creator Summary AerSale remains attractive due to its core MRO and used serviceable materials businesses, despite disappointing AerAware commercialization. AerAware's limited economic case and slow adoption shift focus to aftermarket sales, which benefit from airline fleet aging and regulatory drivers like AerSafe. MRO capacity expansion and strong USM feedstock acquisition position ASLE for margin and sales growth, with improved predictability expected. ASLE's price target is raised to $14.94, reflecting steady fundamentals and upside from MRO growth, while leverage reduction enhances future flexibility. I have been covering AerSale Corporation (ASLE) for some time. Initially, I believed that the company had significant growth prospects for its wearable HUD system. However, the commercialization of that production has been nothing short of disappointing. That still More on my IG service 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. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Revisiting: AerSale: No Hope For AerAware, Aerospace MRO As Core Value Creator #Aerospace #MRO #Aviation #AerSale #AerAware

American Airlines: Job Cuts Don’t Change The Buy Case (NASDAQ:AAL) American Airlines faces rising costs and softening revenues, prompting corporate job cuts and a focus on cost rationalization. Read why AAL stock is a Buy.

American Airlines: Job Cuts Don't Change The Buy Case #AmericanAirlines #JobCuts #StockMarket #Investing #AAL

Intel Stock: Is The Turnaround Finally Real? (NASDAQ:INTC) Intel beats Q3 2025 estimates but faces ongoing profitability challenges. See here for INTC's key insights, future outlook, and investment guidance.

Intel Stock: Is The Turnaround Finally Real? #Intel #INTC #StockMarket #Investing #TechStocks

AIRO Group: Drones And eVTOL - A Combination That Could Work (AIRO) AIRO Group Holdings, Inc. receives speculative Buy rating, with price target of $19.65, reflecting 26% upside potential. Read more on AIRO stock here.

AIRO Group: Drones And eVTOL - A Combination That Could Work #AIROGroup #Drones #eVTOL #Aviation #Stocks

Parker-Hannifin Is Quietly Becoming An Aerospace And Defense Powerhouse (PH) Parker-Hannifin Corporation is rated a Buy with stable growth and strong shareholder returns. Learn more about PH stock here.

Revisiting: Parker-Hannifin Is Quietly Becoming An Aerospace And Defense Powerhouse #Aerospace #Defense #Investing #StockMarket #ParkerHannifin

Alphabet Hits $100 Billion In Quarterly Sales And AI Growth Is Just Beginning (NASDAQ:GOOG) Alphabet reported Q3 2025 revenues surpassing $100 billion, driven by strong growth in Google Services and Google Cloud.

Alphabet Hits $100 Billion In Quarterly Sales And AI Growth Is Just Beginning #Alphabet #Google #AIGrowth #QuarterlySales #GoogleCloud

Butler National Stock Hits Target: Here’s Why I’m Staying Bullish (OTCMKTS:BUKS) Butler National stock offers up to 26% upside with strong aerospace growth offsetting gaming softness. Here's what investors need to know.

Butler National Stock Hits Target: Here's Why I'm Staying Bullish #ButlerNational #StockMarket #Investing #Aerospace #GamingIndustry

Boeing Ramp-Up Approved: 737 MAX Output Climbs As Airbus Struggles To Deliver (BA) The Boeing Company expanded its lead over Airbus in net airplane orders, driven by wide-body demand & production approval. Read more on BA stock here.

Revisiting: Boeing Ramp-Up Approved: 737 MAX Output Climbs As Airbus Struggles To Deliver #Boeing #737MAX #Airbus #AviationNews #Aerospace

C.H. Robinson Worldwide: AI And Automation Decouple Cost From Volume, But Not A Buy (CHRW) Get insights on C.H. Robinson Worldwide's margin growth, stable earnings, and valuation outlook. Click for my updated look at CHRW stock ahead of Q3 earnings.

Revisiting: C.H. Robinson Worldwide: AI And Automation Decouple Cost From Volume, But Not A Buy #CHRobinson #AI #Automation #Investing #StockMarket

Loar Holdings: Growth At A Premium After Shareholder Sell-Off (LOAR) Loar Holdings Inc. is a speculative buy for growth-focused investors with a $97 price target and healthy financials. Learn more about LOAR stock here.

Loar Holdings: Growth At A Premium After Shareholder Sell-Off #LoarHoldings #Investing #StockMarket #GrowthInvestment #Financials

Melrose Industries: A Hidden Aerospace Cash Machine #MelroseIndustries #Aerospace #Investing #CashFlow #HiddenGems

Teledyne Stock Falls 8% After Q3 Earnings: Here’s Why I’m Still Bullish (NYSE:TDY) Teledyne Technologies stock shows long-term growth potential. See the latest price target and investment outlook.

Teledyne Stock Falls 8% After Q3 Earnings: Here's Why I'm Still Bullish #Teledyne #StockMarket #Investing #EarningsReport #GrowthStocks

Revisiting: GXO Logistics: A Missed 'Buy' Opportunity #GXOLogistics #StockMarket #Investing #Finance #BusinessNews

Airbus: Airplane Delivery Momentum Increases, Huge Challenge Remains (OTCMKTS:EADSF) Airbus is ramping up deliveries, with September showing significant year-on-year improvement. Learn more about EADSF stock here.

Revisiting: Airbus: Airplane Delivery Momentum Increases, Huge Challenge Remains #Airbus #AviationNews #AirplaneDelivery #Aerospace #EADSF

AerCap Stock Still Has Room To Fly Higher (NYSE:AER) AerCap posted strong Q3 results with higher guidance, robust lease revenue, and asset gains, plus improved liquidity. Learn why AER stock is a buy.

AerCap Stock Still Has Room To Fly Higher #AER #AerCap #StockMarket #Investing #FinancialNews

Revisiting: General Dynamics Stock: Beating The S&P 500 And Still Undervalued #GeneralDynamics #StockMarket #Investing #FinancialNews #SP500

Revisiting: Hensoldt: Don't Miss Europe's Re-Energized Defense Play #Hensoldt #DefenseStocks #Investing #StockMarket #BuyRating

FMC Stock Crashes 44% After India Shock: Is This A Buy Opportunity (NYSE:FMC) FMC stock drops 44% after Q3 results and dividend cut. Discover if its 29% upside and turnaround prospects make it a speculative buy.

FMC Stock Crashes 44% After India Shock: Is This A Buy Opportunity? #FMCStock #StockMarket #Investing #BuyOpportunity #DividendCut

Revisiting: RTX Stock Soars After Strong Q3 Earnings And Raised Outlook #RTX #StockMarket #Investing #EarningsReport #Finance

Ducommun Stock Beat The S&P 500 And There Is More To Come (NYSE:DCO) Ducommun has surged 31.6%, outperforming the S&P 500, driven by strong aerospace and defense sales and margin expansion initiatives. Learn more about DCO stock here.

Ducommun Stock Beat The S&P 500, And There Is More To Come #Ducommun #StockMarket #Investing #Aerospace #Defense

Revisiting: MTU Aero Engines: Wall Street Missed 91% Rally, About To Miss The Next One #MTUAeroEngines #WallStreet #Investing #StockMarket #Aerospace

GE Aerospace: Why I Am Downgrading My Favorite Stock To Hold (NYSE:GE) GE Aerospace shows strong Q3 sales growth, profit gains, and raised guidance with operational improvements. Find out why GE stock is downgraded to a hold.

Revisiting: GE Aerospace: Why I Am Downgrading My Favorite Stock To Hold #GEAerospace #StockMarket #Investment #NYSE #FinancialNews

AerSale: No Hope For AerAware, Aerospace MRO As Core Value Creator (NASDAQ:ASLE) Discover why AerSale’s MRO growth and used parts business drive margin gains and predictability amid changing airline fleets.

AerSale: No Hope For AerAware, Aerospace MRO As Core Value Creator #Aerospace #MRO #AerSale #Aviation #UsedParts