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Textron: Ugly Execution, Attractive Upside (NYSE:TXT)
Seeking Alpha· 2025-09-17 15:34
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.Textron Inc. (NYSE: TXT ) stock has gained 22.6% since my last report rating the stock a buy. While the stock price performance does look good, we note that the stock merely performed in line withDhierin runs the investing group The Aerospace Forum ...
AerCap Stock: No-Brainer Upside Gone, But Buy For The Long Term
Seeking Alpha· 2025-09-15 21:27
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.In my prior report on AerCap Holdings N.V. (NYSE: AER ), I assigned a long-term $158.50 price target to AerCap stock, which would imply 37% upside. Since then, the stock has performed in line with the S&P 500, gaining 5.2%. In this report, IDhierin ...
AeroVironment Stock: Strong Growth, Weak Margins, Better Buy (Upgrade) (NASDAQ:AVAV)
Seeking Alpha· 2025-09-10 20:15
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.AeroVironment (NASDAQ: AVAV ) reported its Q1 2026 results, beating analyst estimates on the top line but missing estimates on core earnings per share. The stock has lost 7% since my last report , whichDhierin runs the investing group The Aerospace ...
AeroVironment: Strong Growth, Weak Margins, Better Buy (Rating Upgrade)
Seeking Alpha· 2025-09-10 20:15
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.AeroVironment (NASDAQ: AVAV ) reported its Q1 2026 results, beating analyst estimates on the top line but missing estimates on core earnings per share. The stock has lost 7% since my last report , whichDhierin runs the investing group The Aerospace ...
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]
Archer Aviation Takes Flight (Rating Downgrade)
Seeking Alpha· 2025-08-26 21:24
公司表现与股价动态 - Archer Aviation作为电动垂直起降飞行器开发领域的领先企业之一 自上次报告发布以来股价出现下跌[1] - 股价下跌与作者对该股持有的看涨评级不一致[1] 研究服务与背景 - The Aerospace Forum是Seeking Alpha平台上排名第一的航空航天、国防和航空业投资研究服务 提供全面报告、数据和投资观点[1] - 研究团队由航空航天工程背景的专业人士领导 通过数据驱动分析提供复杂行业的深度解析[1] - 服务包含独家开发的evoX数据分析平台接入权限 提供直接的数据分析监测功能[1]
TransDigm: Buy The Dip On Disappointing Earnings
Seeking Alpha· 2025-08-06 15:30
公司表现 - TransDigm股票在第三季度财报发布后下跌12% [1] - 自上次报告以来该股仍上涨13.3%,超过标普500指数6.5%的涨幅 [1] 行业研究服务 - The Aerospace Forum是Seeking Alpha上排名第一的航空航天、国防和航空投资研究服务 [1] - 该服务提供evoX Data Analytics平台,用于数据分析和投资机会发现 [1] - 研究目标集中在具有显著增长前景的复杂行业 [1] 分析师背景 - 分析师拥有航空航天工程背景,专注于行业动态对投资理论的影响分析 [1] - 投资理念基于数据驱动的分析方法 [1]
RTX Stock Flies Past Targets: Why I'm Raising My Price Target
Seeking Alpha· 2025-07-03 17:11
公司表现 - RTX公司股票自2024年买入评级以来表现强劲,涨幅达18.4%,远超标普500指数2.7%的涨幅 [2] - RTX公司股票回报率达19.9%,显著高于市场平均水平 [2] 行业研究 - 航空航天论坛专注于航空航天、国防和航空行业的投资机会研究,目标是通过数据分析发现投资机会 [2] - 该论坛提供直接访问数据分析监控工具的权限,帮助投资者获取行业动态 [2] - 航空航天、国防和航空行业具有显著的增长前景,但行业复杂性较高 [2] 数据平台 - 航空航天论坛提供evoX数据分析平台,该平台为内部开发的数据分析工具 [1] - 该平台为投资者提供全面的研究报告、数据和投资理念 [1]
Archer Aviation: Shareholder Dilution Is Good News
Seeking Alpha· 2025-06-22 23:46
航空航天与国防行业研究服务 - 提供航空航天、国防及航空业的全面研究报告、数据及投资理念 [1] - 服务包含内部开发的数据分析平台evoX Data Analytics [1] - 目标为发掘航空航天、国防及航空业的投资机会 [2] 分析师背景与研究方法 - 分析师具备航空航天工程背景,专注于复杂行业的增长前景分析 [2] - 分析方法基于数据驱动,提供行业动态对投资逻辑的影响解读 [2] - 服务包含直接访问数据分析监测工具 [2]
Rocket Lab Firing On All Cylinders With Strong Buy Momentum For Defense
Seeking Alpha· 2025-06-02 22:23
公司定位 - Rocket Lab Corporation (NASDAQ: RKLB) 正在巩固其作为商业和政府客户端到端发射和空间系统关键供应商的地位 [1] - 分析师重申对Rocket Lab的强烈买入评级 [1] 行业研究 - The Aerospace Forum 是一个专注于航空航天、国防和航空业投资机会的研究服务 [1] - 该研究服务提供数据驱动的分析,并直接访问数据分析监控工具 [1] - 行业具有显著的增长前景,分析师通过航空航天工程背景提供复杂行业的分析 [1]