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Teledyne Stock Falls 8% After Q3 Earnings: Here's Why I'm Still Bullish
Seeking Alpha· 2025-11-04 05:05
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.Teledyne Technologies (NYSE: TDY ) stock dropped nearly 8% since my last report after reporting third-quarter earnings, sparking concerns about slowing demand and margin pressure. However, I believe these are temporary headwinds that do not alter t ...
Boeing Ramp-Up Approved: 737 MAX Output Climbs As Airbus Struggles To Deliver
Seeking Alpha· 2025-10-29 04:42
文章核心观点 - 该投资研究服务专注于航空航天、国防和航空业 旨在通过数据驱动分析发现投资机会 [1][2] - 服务提供全面的研究报告、数据和投资理念 并包含内部开发的数据分析平台evoX Data Analytics [1] - 分析基于航空航天工程背景 对复杂行业的发展提供背景分析并评估其对投资理论的影响 [2] 服务内容与特点 - 投资研究服务提供直接的数据分析监测工具访问权限 [2] - 服务目标是发现航空航天、国防和航空行业的投资机会 [2] - 投资理念由数据驱动的分析所推动 [2]
Hensoldt: Don't Miss Europe's Re-Energized Defense Play
Seeking Alpha· 2025-10-25 03:32
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.Hensoldt ( OTCPK:HAGHY , OTCPK:HNSDF ) stock has surged 183% since I upgraded the rating to "Buy" in May 2024. While I believe that the company has substantial growth opportunities on a re-energized weapon systems recapitalization in EuropeDhierin ...
Lockheed Martin: Boring Earnings Hide A Perfect Entry Point
Seeking Alpha· 2025-10-23 01:00
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 ...
Joby Aviation: Shares Fall After Capital Raise, A Necessary Step Toward eVTOL Commercialization
Seeking Alpha· 2025-10-09 21:20
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 ...
Textron: Ugly Execution, Attractive Upside (NYSE:TXT)
Seeking Alpha· 2025-09-17 15:34
股票表现 - Textron公司股票自上次买入评级报告以来上涨22.6% [1] - 股价表现与行业基准持平 [1] 研究服务 - The Aerospace Forum为航空航天、国防及航空业投资研究服务提供独家数据分析平台evoX Data Analytics [1] - 研究团队通过数据驱动分析挖掘行业投资机会 [1] 行业覆盖 - 研究范围涵盖航空航天、国防和航空业等高增长潜力领域 [1] - 提供行业动态对投资理论影响的实时解读 [1]
AerCap Stock: No-Brainer Upside Gone, But Buy For The Long Term
Seeking Alpha· 2025-09-15 21:27
核心观点 - AerCap Holdings NV股票获得158.5美元长期目标价 隐含37%上涨空间[1] - 该股近期表现与标普500指数持平 上涨5.2%[1] 研究服务信息 - The Aerospace Forum是Seeking Alpha上排名第一的航空航天、国防和航空业投资研究服务[1] - 服务提供evoX数据分析平台访问权限 包含内部开发的数据分析工具[1] - 研究团队由航空航天工程背景专家领导 专注于数据驱动的行业分析[1] 行业覆盖范围 - 研究范围涵盖航空航天、国防和航空业[1] - 通过实时发展分析提供行业背景解读[1] - 致力于发现相关行业的投资机会[1]
AeroVironment Stock: Strong Growth, Weak Margins, Better Buy (Upgrade) (NASDAQ:AVAV)
Seeking Alpha· 2025-09-10 20:15
公司业绩表现 - AeroVironment公司报告了2026财年第一季度业绩 收入超出分析师预期 但核心每股收益未达预期 [1] - 自上次报告以来 公司股价已下跌7% [1] 行业研究服务 - The Aerospace Forum是Seeking Alpha上排名第一的航空航天 国防和航空业投资研究服务 提供独家数据分析平台evoX Data Analytics的访问权限 [1] - 该研究服务的目标是发现航空航天 国防和航空业的投资机会 通过数据分析驱动投资理念 [1]
AeroVironment: Strong Growth, Weak Margins, Better Buy (Rating Upgrade)
Seeking Alpha· 2025-09-10 20:15
公司业绩表现 - AeroVironment在2026财年第一季度收入超分析师预期但核心每股收益低于预期[1] - 公司股价自上次报告以来下跌7%[1] 研究服务信息 - The Aerospace Forum是Seeking Alpha上排名第一的航空航天、国防和航空投资研究服务[1] - 研究服务提供evoX数据分析平台使用权及数据分析监测工具[1] - 研究团队由航空航天工程背景专家领导 专注于通过数据分析发现行业投资机会[1]
Boeing 737 MAX Nears Key Milestone
Seeking Alpha· 2025-08-29 01:34
公司动态 - 波音公司今年订单流入和生产复苏势头强劲 [1] - 公司通过内部开发的数据分析平台evoX Data Analytics提供行业数据服务 [1] 行业研究 - 航空航天、国防和航空业存在显著增长前景和投资机会 [1] - 行业分析需结合工程背景和数据驱动方法解读复杂发展动态 [1]