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30.06.26 - 16:37
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Concentrix Slides on Outlook; AeroVironment Jumps on Earnings | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Concentrix (CNXC) shares are sliding after the call-center company slashed its full-year outlook. Its forecasts for reported revenue and adjusted earnings per share also undershot Wall Street's expectations.
- AeroVironment (AVAV) shares are jumping after the defense company reported fourth-quarter results that topped expectations across key metrics and forecast 2027 revenue that at the midpoint exceeded analysts' estimate.
- Digital Reality (DLR) shares are lower on news it will buy a Blackstone data center stake for $3.5 billion. (Source: Bloomberg)...
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12.10.25 - 23:15
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Goldman Highlights Top Defense Picks Ahead Of Q3 Earnings (ZeroHedge)
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Goldman Highlights Top Defense Picks Ahead Of Q3 Earnings
Goldman analysts led by Noah Poponak released their 3Q25 Aerospace & Defense (A&D) earnings preview that points to continued strength in commercial aerospace (both OEM and aftermarket) and defense technology, while warning about government IT (due to DOGE-related efforts) and some defense hardware names.
Under the Goldman defense coverage universe, Poponak and his research desk favor TransDigm (TDG), Huntington Ingalls (HII), Woodward (WWD), and AeroVironment (AVAV) into earnings, while stressing "risk" ahead of earnings for Booz Allen (BAH), General Dynamics (GD), and Lockheed Martin (LMT).
Here's the breakdown:
Aerospace OE:
Boeing 737 MAX production has been at 38/month since May, and product quality improvements are holding. We expect the company to request a rate increase to 42/month with the FAA in the near-term, and to increase production to that level by year-end. We recently toured the Renton 737 MAX facility (s...
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