Dec. 30, 2025 •
Somewhat-Bullish
FTAI Aviation Ltd. has launched FTAI Power, a new platform that converts CFM56 engines into power turbines to address the global demand for energy, particularly from data centers and AI hyperscalers. Leveraging its position as a major CFM56 engine provider, FTAI Power aims to deliver a flexible and cost-efficient 25-megawatt unit, with production expected to begin in 2026. This initiative extends the life of CFM56 engines and provides a scaled solution for the urgent need for electricity.
Dec. 30, 2025 •
Somewhat-Bearish
Honeywell International Inc. shares dipped 0.14% after a U.S. Army contract notice showed a $58.79 million modification related to the AGT 1500 engine platform. This minor market movement occurred in thin year-end trading as investors await Federal Reserve minutes, which could influence interest rate expectations. Despite the small contract update, the stock's modest decline was in line with a broader market dip and mirrored movements in other industrial and aerospace-linked companies.
Dec. 30, 2025 •
Somewhat-Bearish
Seven US-listed stocks have recently been deemed overvalued by Morningstar, with their ratings shifting to 1 or 2 stars based on their price relative to fair value estimates and uncertainty ratings. Notable companies among these include GE Aerospace, Wells Fargo, Novartis, Capital One Financial, and EchoStar, all moving to a 2-star rating, while Take-Two Interactive Software is now a 1-star stock. This comes as the overall US stock market is considered slightly overvalued, trading at a 2% premium to its fair value estimate.
Dec. 29, 2025 •
Somewhat-Bullish
The general industrial machinery sector had a strong Q3, with revenues beating estimates by 1.6%. Illinois Tool Works (ITW) reported mixed results, with an EPS beat but a slight revenue miss, while Hillenbrand (HI) outperformed expectations significantly. Albany (AIN) had the weakest performance, missing analyst estimates, and Kadant (KAI) showed strong results but weak full-year guidance. GE Aerospace (GE) delivered exceptional performance, beating analyst estimates by a significant margin.
Dec. 28, 2025 •
Bullish
GE HealthCare CEO Peter Arduini discusses leading the company post-spin-off from General Electric, drawing on GE's legacy and Jack Welch's leadership principles while adapting to modern medical technology and digital health landscapes. He highlights the company's significant increase in R&D investment and focus on lean principles, innovation, and global market strategies, particularly in China. Arduini emphasizes authenticity, communication, and empowering employees to live the company's values in his leadership approach.
Dec. 28, 2025 •
Bullish
Apollon Wealth Management LLC significantly increased its stake in GE Aerospace, purchasing an additional 4,107 shares and bringing their total holdings to 27,421 shares valued at $8.249 million. This move comes as GE Aerospace has shown strong financial performance, beating Q3 earnings estimates with EPS of $1.66 and revenue of $11.31 billion, and setting optimistic FY2025 guidance. The stock benefits from a "Moderate Buy" consensus rating among analysts, despite an insider sale by SVP Russell Stokes.
Dec. 26, 2025 •
Bullish
General Electric transitioned from an electrical and industrial company into a dominant jet engine manufacturer, leveraging its expertise in steam turbines and high-temperature metallurgy. Starting with turbo-superchargers during WWI, GE built America's first operational jet engine (I-A) in WWII, leading to the successful J-47 and later the commercial CF6 engines. This evolution continued with key joint ventures like CFM International and the development of powerful engines such as the GE90 and LEAP series, establishing GE as a leader in both military and commercial aviation.
Dec. 26, 2025 •
Somewhat-Bullish
Precision Wealth Strategies LLC recently acquired a new position in TTM Technologies (NASDAQ:TTMI), purchasing over 26,000 shares valued at approximately $1.5 million. This move is part of a broader trend of institutional investors boosting their stakes in the company, with hedge funds and institutional investors now owning 95.79% of the stock. Analysts have largely given TTM Technologies a "Buy" rating, setting an average price target of $76.50, following strong Q3 earnings and optimistic Q4 guidance.
Dec. 26, 2025 •
Neutral
Founders Financial Securities LLC recently acquired 6,447 shares of Old Dominion Freight Line (ODFL) valued at approximately $908,000, as detailed in its latest Form 13F filing. The transportation company reported strong financials, with an EPS of $1.28 and revenue of $1.41 billion, alongside a quarterly dividend of $0.28. Institutional ownership of ODFL stands at 77.8%, with analysts giving it a consensus "Hold" rating and an average price target of $155.58.
Dec. 25, 2025 •
Somewhat-Bullish
Lockheed Martin's (LMT) stock has gained 8% in the past month, outperforming the defense sector, as investors reconsider its long-term cash flow and strong backlog. Despite this recent momentum, the company appears to be undervalued, with its current price of $485.75 sitting below a narrative fair value of $528. This undervaluation is supported by sustained R&D investment, technological leadership, and anticipated increases in U.S. defense spending.
Dec. 25, 2025 •
Somewhat-Bullish
General Electric (GE) is gaining attention after securing a LEAP-1B engine deal with Pegasus Airlines and a U.S. Navy R&D contract for its F414 fighter jet engine program. While the stock has seen significant momentum, a "most popular narrative" suggests GE is 6.8% undervalued, estimating a fair value of $339.69, driven by ambitious earnings expansion and a richer profit mix from services. However, another valuation perspective based on its P/E ratio (41.5x) indicates it might be overvalued compared to its sector (38x) and fair ratio (36.4x).
Dec. 25, 2025 •
Somewhat-Bullish
General Electric (GE) is currently in focus due to recent aerospace wins, including a LEAP-1B engine deal with Pegasus Airlines and a U.S. Navy R&D contract for its F414 fighter jet engine program. While a popular narrative suggests GE is 6.8% undervalued with a fair value of $339.69, driven by earnings expansion and an improved profit mix, another valuation based on price-to-earnings indicates the shares may be overvalued compared to the sector. Investors should consider these contrasting perspectives and the potential risks before making investment decisions.
Dec. 24, 2025 •
Neutral
This article provides real-time stock information for General Electric Co. (GE-CA) on the Toronto Stock Exchange. It includes current stock price, volume, 52-week range, key financial stats, and company profile, noting a dividend yield of 0.45%. No recent news was available for the security.
Dec. 24, 2025 •
Neutral
Vuzix Corporation is navigating a challenging augmented reality market, with its stock trading down amid profitability concerns like a -120.4% gross margin and a net income loss of over $7.3M. Despite these hurdles, the company generated over $5M in revenue and is investing $2.94M in R&D, signaling a commitment to innovation to secure its place in the competitive AR landscape. Vuzix aims to leverage its agility and strategic focus, particularly in enterprise applications and potential partnerships, to drive future growth and a potential revival in the market.
Dec. 24, 2025 •
Somewhat-Bullish
This Zacks Analyst Blog highlights top research reports on Mastercard (MA), GE Aerospace (GE), Micron Technology (MU), and Value Line (VALU). It details their recent performance, financial strengths, and potential headwinds. The article emphasizes how these companies are benefiting from strategic acquisitions, strong demand, and technological advancements while also addressing challenges like rising costs and market volatility.
Dec. 24, 2025 •
Bullish
This Zacks Analyst Blog highlights Archer Aviation (ACHR), GE Aerospace (GE), and Howmet Aerospace (HWM) as top defense stocks to watch in 2026 due to rising geopolitical tensions and increased defense spending. The article details how these companies are positioned to benefit from modernization efforts and growing demand in the aerospace and defense market, driven by significant government contracts and strategic acquisitions.
Dec. 24, 2025 •
Somewhat-Bullish
Northern Indiana Public Service Company (NIPSCO) has been federally mandated to extend the operation of its R.M. Schahfer Generating Station for 90 days beyond its planned December 31, 2025, retirement. NIPSCO, a subsidiary of NiSource Inc. (NYSE:NI), will comply with the order, which likely stems from grid reliability concerns, while continuing its long-term energy strategy. NiSource, with a strong financial health score and consistent dividend history, reported Q3 2025 revenue above expectations and has several recent strategic developments and analyst upgrades.
Dec. 24, 2025 •
Somewhat-Bullish
This article presents Zacks' latest research reports on 16 major stocks, including Mastercard (MA), GE Aerospace (GE), and Micron Technology (MU). It highlights their recent financial performance, growth drivers, and potential headwinds. The reports emphasize Mastercard's digital adoption, GE Aerospace's commercial engine demand, and Micron Technology's AI-driven memory market benefits.
Dec. 24, 2025 •
Bullish
The Syrian Investment Authority met with a delegation from U.S. energy giant GE Vernova to discuss potential investments and technology transfer in Syria. The Authority's Director-General highlighted alignment between GE Vernova's business areas and Syria's development priorities, while GE Vernova expressed interest in entering the Syrian market and sharing expertise. This initiative is part of Syria's broader effort to attract strategic international investments for industrial and sustainable development.
Dec. 23, 2025 •
Somewhat-Bullish
This article highlights key research reports from Zacks Investment Research focusing on Mastercard (MA), GE Aerospace (GE), and Micron Technology (MU). It details the positive factors driving each company, such as Mastercard's digital adoption and acquisitions, GE Aerospace's strong demand and dividend increase, and Micron's benefits from AI-driven memory markets. The reports also touch upon challenges like rising expenses for Mastercard and Micron, and high costs impacting GE Aerospace.
