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HWM has pulled back to historical support on the charts

ATI raises its 2026 adjusted EBITDA outlook as record backlog, a higher-margin mix and demand outpacing supply support expectations for new highs.

HWM's stronger growth outlook, rising estimates and share gains outweigh TXT's cheaper valuation and near-term funding and supply-chain risks.

The fair value price target for Howmet Aerospace has shifted from US$325.93 to US$337.74 per share, based on updated modeling of the company. Recent analyst research, including new initiations and higher targets in the US$320 to US$375 range, links these changes to fresh views on execution, demand, and competitive developments tied to SpaceX and GE Aerospace. Read on to see how this evolving narrative might shape your own view of Howmet Aerospace over time. Stay updated as the Fair Value for...

LMT vs. HWM: Which Stock Is the Better Value Option?

GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints. Speaking at a Morgan Stanley conference, Ghai

HWM's defense aerospace revenues are rising on strong demand for F-35 and legacy fighter jet spares, while new initiatives could support further growth.

GE Aerospace stock trades below key moving averages as strong engine demand and orders face cost pressures, debt concerns and a high valuation.

Here is how Howmet (HWM) and RTX (RTX) have performed compared to their sector so far this year.

MMM's dividends, buybacks, remaining repurchase capacity and strong cash-flow outlook support continued shareholder returns.

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

Reckitt does not need to win a vendor slot or navigate Costco’s notoriously demanding supplier requirements. It is already approved, integrated, and selling.

Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.

Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on […]

During the September 10 episode of Mad Money, a caller questioned whether recent vertical integration by industrial competitors and market selloffs warranted a lower valuation for Howmet Aerospace Inc.’s (NYSE:HWM) economic moat, or if demand remained strong enough to make the pullback an overreaction. Jim Cramer replied: Now, look, I’ll tell you, here’s the problem… […]

As Howmet Aerospace has outpaced the S&P 500 Index over the past year, analysts are bullish about the stock’s prospects.

HWM's commercial aerospace strength, rising engine spares demand and CAM acquisition support momentum as Boeing and Airbus production rates improve.

Picture two businesses at closing time. At one, a clerk replaces yesterday’s sale sign with a deeper discount. Yet, its customers have mostly gone elsewhere, leaving behind full shelves.InvestorPlace - Stock Market News, Stock Advice & Trading Tips At the other, the business’ phone keeps ringing long after the lights go out. Customers want deliveries sooner, and the owner has orders to fill, machines to install, and too few hours in the day. On a bad afternoon in the stock market, both businesse

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]

Howmet Aerospace (HWM) has fallen about 21% from its August high, and the question is whether that is a gift or a warning. Its own record says falls this size have paid off more often than not, and that you will probably watch it fall further first. What knocked the stock down is a scare about who else might make turbine blades. Start with what the record paid.

GE Aerospace's $11.75 billion deal for Consolidated Precision Products sent Howmet Aerospace shares down 10%, but strong casting demand suggests both stocks remain well-positioned.

GE Aerospace is acquiring CPP to expand its mission-critical aircraft engine components business and strengthen manufacturing capabilities.

Competition in the turbine blade manufacturing industry is heating up. In that battle, GE Aerospace has seemingly gotten the edge on SpaceX leaving SpaceX CEO Elon Musk with an interesting choice. Musk made waves in the aerospace industry recently when he suggested that his rocket and AI firm could get into the business of casting turbine blades.

Here are four highlights of a rocky day in markets Tuesday. Canadian tariffs on U.S. goods kicked in. Oil rose, while stocks fell. Amgen stock shed 10% Howmet Aerospace was the worst performer in the S&P.

Howmet (HWM) closed the most recent trading day at $231.53, moving 10.7% from the previous trading session.

Oil rose after Iran-backed Houthi militants attacked energy infrastructure in Saudi Arabia on Tuesday morning. Shares of Howmet Aerospace fell 11%, making it the worst performer in the S&P 500, after GE Aerospace announced that it would acquire competitor Consolidated Precision Products. The acquisition could be bad news for Howmet if it means GE takes more of its blade-and-vane manufacturing in house.

GE Aerospace is acquiring casting supplier Consolidated Precision Products for $11.75 billion, the largest deal since its 2024 spinoff.

HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.

GE Aerospace on Tuesday said it will buy Consolidated Precision Products, a maker of blade and vanes for jet engines, for $11.75 billion. CPP is one of the four major manufacturers of the blades and vanes that go into jet engines and power-generating natural gas turbines. GE has been a customer of CPP for over 15 years, according to its announcement.

Elon Musk says a lot of things that can upend the shares of any number of companies. Rare earths are a group of more than a dozen elements that aren’t exactly rare, but they are difficult to process. Over the years, the Chinese have grown dominant in rare earth mining and production, using near-monopoly power to put other producers, including those in the U.S., out of business.