Stock Insights

Wabtec beat Q2 adjusted EPS by 5.9% and lifted full-year revenue guidance by $110M at the midpoint, with its multi-year backlog surging 41.7% to $30.93B.

GAAP EPS of $7.68 beat the $6.89 consensus by 11.5%, but a $231M year-ago divestiture gain made operating income comparisons look ugly. Here's what actually happened.

GE Aerospace beat Q2 estimates with $2.02 adjusted EPS and $13.35B in revenue, up 21% YoY, while raising full-year guidance. Here's what it means for GE investors.

UAL posted adjusted EPS of $1.99 vs. the $1.89 consensus, but a $6B fuel cost hit is the real test for the rest of 2026.

JBHT's Q2 EPS of $1.91 beat the $1.76 consensus by 8.5%, with intermodal operating income jumping 58% on 10% volume growth.

Q4 EPS of $1.29 beat the $1.26 consensus, and full-year revenue reached $11.26B as Cintas closed fiscal 2026 with record profitability metrics.

Pentair's CFO resigned July 10 to join a private company. Former CFO Bob Fishman returns on a $125,000 monthly salary as the water company cuts its 2026 outlook.

EPS of $0.33 matched Wall Street estimates, but double-digit daily sales growth and digital gains are the metrics investors are watching most closely.

TransDigm pulled its takeover bid for Stellant Systems from Arlington Capital Partners, a deal exit that sent TDG shares down -4.36% on July 13.

TransDigm pulled its bid for Stellant Systems, citing regulatory uncertainty and opportunity cost. Shares fell 4.36% while the S&P 500 lost 0.77%.

Rocket Lab CEO Peter Beck is set to trim his stake by $465M at $93.09 per share, representing 0.9% of the company's shares outstanding.

AeroVironment landed $580M in new U.S. military drone contracts: a $500M indefinite-delivery vehicle and an $80.5M task order for its small unmanned aircraft systems. Here's what it means for AVAV investors.

Wedbush started Kratos Defense at Outperform with an $85 price target, framing the company as a misunderstood supplier to the entire U.S. defense complex.

Wedbush called AVAV a long-term winner in defense tech on July 1, citing its distinct position in the evolving unmanned systems ecosystem.

ICE issued a $220M contract solicitation experts say only Axon can win, two weeks after a Trump family account disclosed buying up to $5M in AXON stock.

Honeywell split into two public companies Monday, with HONA debuting on Nasdaq and HON falling 50.95% as the aerospace business trades separately.

SpaceX is joining both the Russell indexes and the Nasdaq 100 by July 7, forcing mandatory buying from passive funds benchmarked to each index at a $2.16T market cap.

Rocket Lab agreed to buy Iridium for $54 per share in a cash-and-stock deal, combining launch capability with a global satellite communications network.

UBS analyst Kevin Mcveigh lifted his EFX target to $215 from $212, keeping a Buy rating on a day Equifax shares fell 7.35% to close at $154.84.

SpaceX inked a $60 billion agreement with Cursor for AI coding, confirmed by a June 16 SEC filing, as SPCX closed at $201.80, up 4.83% on the day.

Penguin Solutions named Dell Technologies its Americas AI Partner of the Year, a third-party validation tied to the AI Factory Platform launch.

Rocket Lab's addition to the Nasdaq-100 boosts institutional visibility for the space launch company ahead of the June 2026 index rebalance.

KGI Securities starts RKLB coverage at Neutral with a $105 price target, arriving as Rocket Lab trades at $114.78 following the SpaceX IPO halo rally.

Deutsche Bank lifted its DAL price target from $80 to $90, keeping a Buy rating — here's what the upgrade means for Delta Air Lines investors.

HPE's record AI server quarter spotlights Dell's strong demand backdrop — 8-day win streak and 98% gain reinforce what it means for DELL investors.

Nvidia's RTX Spark Superchip targets the $200B CPU market via Dell and others — here's what the partnership means for DELL investors.

Morgan Stanley upgraded Dell as peers struggle with semiconductor shortages — here's what the analyst call means for DELL investors navigating the AI supply squeeze.

Dell launched its new XPS 13 laptop as a direct rival to Apple's MacBook Neo — here's what the product announcement means for DELL investors.

Dell's Q1 AI server results triggered a sector-wide rally on May 29, lifting IBM, HPE, and indexes to records — here's what it means for DELL.

A roundup of today's most significant stock moves and news across the market.

Dell posted Q1 EPS of $3.89 vs. $3.60 estimate and revenue of $33.38B — then raised its outlook. Here's what it means for DELL investors.

$20M U.S. Air Force and Space Force contract for ceramic materials development puts AeroVironment in advanced propulsion and materials innovation — supporting stock's 14.8% jump on Thursday.

Dell secured a $9.7 billion Pentagon contract to deliver Microsoft software, marking a major win in the defense IT modernization space and boosting the stock 4.4% on Thursday.

Rocket Lab surged 9% to $137.23 after its 88th successful launch for Synspective, while a record $2.2B backlog including a $90M Space Force GEO contract drove analyst upgrades.

Dell surged 14% to a record $291.20 as Wells Fargo, JPMorgan and Citi raised price targets ahead of Q1 FY2027 earnings on May 28, citing a $43B AI server backlog.

Copart beat Q3 fiscal 2026 estimates with EPS of $0.43 vs. $0.41 expected and revenue of $1.237B vs. $1.195B forecast. Here's what the results showed.

ADS reported Q4 EPS of $1.07 and revenue of $676.8M, both beating estimates, while lifting its quarterly dividend 11% to $0.80/share annually.

Deere posted Q2 2026 EPS of $6.55 vs. the $5.70 consensus and $13.37B in revenue, while holding its full-year net income forecast at $4.5B–$5B.

A roundup of today's most significant stock moves and news across the market.

Nordson reported record Q2 fiscal 2026 sales of $741M, up 8.5% YoY, and raised its FY2026 EPS outlook to $11.30–$11.80. Here's what the results showed.

Ondas Holdings announced an agreement to acquire Omnisys Ltd, adding battle-proven autonomous defense orchestration software to its platform.

Boeing lands first major Chinese aircraft order in approximately ten years; market reaction mixed on deal scale versus expectations.

Ondas Holdings reports Q1 2026 earnings via conference call; stock surged 26.52% on Thursday, May 14.

Defense contractor lifts annual guidance following Q1 results; stock falls 8.44% despite operational progress and analyst recognition.

Ondas Q1 2026 revenue hit $50.1M — a 10-fold jump from Q1 2025 — as the company raised its full-year 2026 revenue forecast to $390 million.

Stock soared past $105 after topping $200M revenue, signaling commercial traction despite ongoing operating losses.

Aerospace supplier climbs as 71% earnings growth and 19% revenue expansion fuel investor confidence.

Fluor shares fell sharply after Q1 2026 EPS of $0.14 missed the $0.52 consensus. The company also lowered its 2026 guidance amid project charges and legal costs.

BlackSky stock crashes 20% after missing Q1 targets but lifts full-year guidance on record contract wins.

A roundup of today's most significant stock moves and news across the market.

Aircraft parts maker surges 5.7% after Q1 beat and raised full-year guidance, signaling strong commercial and defense momentum.

Grainger jumped 3.09% after raising its 2026 profit outlook on robust demand for maintenance and services offerings across its industrial distribution network.

BlackSky missed Q1 revenue estimates but secured $160M in new contracts and raised full-year guidance, sending shares sharply higher.

Cloud software and connected devices propel 34% YoY Q1 revenue growth; company raises full-year forecast.

JCI beat Q2 revenue, raised full-year earnings guidance, and cited explosive data center cooling demand as a major growth driver.

CMI stock surged 2.76% on Q1 EPS beat and raised full-year guidance, driven by explosive AI infrastructure demand.

LDOS tightens near flat on strong Q1 results and raised 2026 forecast, driven by robust defense and intelligence demand.

KBR stock rises 3.3% on Q1 revenue beat and 52% earnings-per-share growth, signaling momentum in engineering and defense.

Defense contractor HII topped Q1 estimates but faced cost pressures that squeezed margins, a signal of execution risk ahead.

Eaton lifts full-year guidance to 10% organic growth after Q1 beat, though Q2 profit forecast signals near-term caution.

AI data center builder surges 21.6% on blowout Q1 earnings and raised full-year revenue and profit guidance.

Building products maker slides after Q1 2026 results reveal deepening profitability challenges and weak forward outlook.

BWX Technologies delivered a strong Q1 2026, with revenue of $860.2M and non-GAAP EPS beating consensus by 21%. The stock edged lower as the market had already priced in the momentum.

SPXC slides despite lifting revenue outlook, as higher leverage and tariff headwinds weigh on investor sentiment.

MTZ climbs 5.93% after posting record Q1 results and lifting full-year revenue outlook amid surging infrastructure demand.

STRL rallies 3.31% as investors await Q1 results, but elevated valuation and negative earnings growth raise caution flags.

Caterpillar surged 9.88% after Q1 results boosted a broader market rally, though earnings contracted 11.4% year-over-year despite solid 18% revenue growth.

Carrier jumped 8.79% after Q1 earnings as data center orders soared 500%, offsetting a slight revenue decline and offsetting prior-year earnings contraction.

CAT delivered record Q1 sales fueled by AI infrastructure demand, though stock dipped 0.96% as market digests results.

Stock barely moves after beating EPS and revenue estimates, but year-over-year earnings fell sharply.

AOS reported Q1 revenue of $945.6M, missing estimates by ~4%, and trimmed its full-year guidance. Shares are trading near a 52-week low.

AMETEK delivered record Q1 revenue and raised its full-year outlook, while announcing a deal to acquire First Aviation Services. Shares trade near $227.87.

C.H. Robinson beat Q1 EPS estimates despite reporting revenue below expectations, signaling cost discipline amid sector weakness.

FTAI plunges 6% to $216 on portfolio rotation pressure, masking robust 32.7% revenue growth and 29.8% earnings growth.

Bloom Energy crushes Q1 forecasts with 130% revenue growth and raises full-year guidance, though stock dips 3.5% post-announcement.

Allegion reported ~10% Q1 revenue growth but shares fell sharply. An ERP-related disruption in its international mechanical business offset solid Americas momentum.

AIT delivered its strongest organic sales growth in over two years in Q3 2026, driving record quarterly EBITDA. Shares touched a new 52-week high.