Starfighters Space is rated a Strong Sell. Unproven model, high capital needs, and overvaluation signal investor caution. Read here for more on FJET stock.

S&P 500 could gain 12-13% by 2026, led by earnings growth despite high valuations. Click for my outlook and why AI, defense and aerospace will lead.

Howmet Aerospace Inc.'s Q3 earnings show robust aerospace and defense growth, but valuation concerns suggest limited upside. Discover if it's time to sell HWM.

Summary Oracle shares dropped 37.3% after Q2 2026 revenue and margin misses, but I view the sell-off as overdone. Cloud revenues surged 34% to $8B, now 50% of the total, while higher CapEx and costs reflect investment in future topline growth. Despite elevated CapEx and debt concerns, ORCL’s $523B RPO and robust EBITDA growth support strong multi-year upside potential. I maintain a strong buy rating with a base case price target of $301.83, citing 35%–105% upside based on peer multiples and growth. Oracle stock (ORCL) has lost 37.3% of its value since I issued a strong buy rating driven by major earnings opportunities for cloud and AI solutions. The company posted Q2 2026 results that missed 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.

Summary Dassault Aviation remains undervalued versus peers, with a buy rating maintained and 14–24% upside potential based on 2026–2027 price targets. DUAVF's Rafale fighter jet pipeline includes potential orders from India, Ukraine, and Switzerland but faces risks from competitive pricing and uncertain defense budgets. Business jet growth is anchored by the Falcon 10X's 2027 entry and expanded US MRO footprint, supporting aftermarket revenue opportunities. Cash flow performance is volatile, and shareholder returns lack predictability, partly due to majority family ownership and order timing. Dassault Aviation (DUAVF) stock has declined 7.1% since my last report, underperforming the S&P 500’s 4.2% gain. While Europe is facing a significant push for weapon system procurement, Dassault Aviation 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.

DSV outperforms with the Schenker acquisition, DKK 9B synergies by 2028, 2025 EBIT guidance of DKK 20B, and 38% upside potential. Read why DSDVF stock is a buy.

Boeing posts strong Nov. orders, driven by 777X and 787 demand. BA's operational focus has shifted from cash flow maximization to production quality. See more.

Energy Transfer is rated a buy, offering an 8.1% yield with 20–39% upside potential by 2026 as market discounts overstate risk. Read the latest analysis on the stock here.

Firefly Aerospace gains from index inclusion, Volta Space deal, new COO and a 3x EV/Sales 2026 valuation offering 60% upside. Check out why FLY stock is a buy.

Learn why Nvidia Corporation remains a Strong Buy as robust margins and growth fuel a bullish outlook—China sales have minimal impact. Click for this NVDA update.

Summary AeroVironment remains a buy, with a $309.90 price target based on 2028 earnings despite recent post-earnings volatility. BlueHalo acquisition drove revenue growth but compressed margins, shifting AVAV's profile toward lower-margin services and altering near-term profitability. Revenue visibility stands at 93% for FY2026, but the new bookings pipeline has shrunk, warranting close monitoring of order flow. AVAV is fairly valued on 2027 earnings; upside depends on executing growth and margin recovery, particularly as drone and counterdrone demand accelerates. AeroVironment, Inc. (AVAV) stock tumbled 12.9% following its Q2 earnings release. Since my last report, the stock is now up 5.7% which is slightly better than the S&P 500’s 5.1% gain. However, we note that the stock price did surge as much 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. 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.

Micron Technology, Inc. is rated a Strong Buy, driven by robust HBM and DRAM pricing from AI hardware demand. Learn more about MU stock here.

Super Micro Computer stock fell after repeatedly missing revenue estimates and guidance, raising execution concerns. Click here for my latest analysis of SMCI.

PepsiCo, Inc. is rated a Buy with a $168.42 price target, reflecting stable cash generation and long-term value creation. Learn more about PEP stock here.

Howmet Aerospace Inc.'s Q3 earnings show robust aerospace and defense growth, but valuation concerns suggest limited upside. Discover if it's time to sell HWM.

Oracle stock drops after Q2 misses, but cloud growth and strong RPO signal long-term upside. Click here to know why ORCL is rated a strong buy.

Dassault's Rafale fighter jet pipeline includes potential orders but faces risks from competitive pricing. See why DUAVF stock is a Buy.

Boeing posts strong Nov. orders, driven by 777X and 787 demand. BA's operational focus has shifted from cash flow maximization to production quality. See more.

Coca-Cola offers 14% upside with strong dividend growth, margin expansion, and post-2025 recovery. Click here to read an analysis of KO stock now.

Firefly Aerospace gains from index inclusion, Volta Space deal, new COO and a 3x EV/Sales 2026 valuation offering 60% upside. Check out why FLY stock is a buy.

CoreWeave, Inc. is rated Strong Buy despite 40% stock decline driven by supply chain delays in data center infrastructure. Read more on CRWV stock here.

Learn why Nvidia Corporation remains a Strong Buy as robust margins and growth fuel a bullish outlook—China sales have minimal impact. Click for this NVDA update.

Textron's Q3 2025 saw 5.4% revenue growth, strong aviation segment profits, and margin expansion, offset by MV-75 program headwinds at Bell. Learn more about TXT stock here.

Get the latest analysis on AeroVironment's stock outlook, post-BlueHalo acquisition impact, margin trends, and 2028 price target.

Discover why Micron Technology, Inc. is a Strong Buy, with soaring sales, robust AI-driven chip demand, and high upside potential. Click for this MU update.