Summary AIRO Group Holdings, Inc. targets a $350 billion market across drones, avionics, training, and electric air mobility segments. AIRO Q2 results show strong drone sales momentum, improved EBITDA, but highlight ongoing cash burn and the need for careful funding management. AIRO receives a speculative Buy rating, with a price target of $19.65, reflecting 26% upside potential and anticipated multi-year growth. While funding risk remains, diversified revenue streams and prudent cash management support the investment thesis for a speculative position in AIRO stock. Drones and urban mobility solutions currently are hot topics in the aerospace and defense industry. One of the companies that is trying to combine both is AIRO Group Holdings, Inc. (NASDAQ:AIRO). In 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.

Palantir Technologies Inc. is beating estimates while customer, sales and margins have room to grow further. Click here to find out why PLTR stock is a Buy.

TransDigm stock has declined, but transient destocking by Boeing and Airbus is overshadowing its strong long-term growth prospects. Learn more about TDG stock here.

Alphabet reported Q3 2025 revenues surpassing $100 billion, driven by strong growth in Google Services and Google Cloud.

Embraer (EMBJ) stock has surged on strong aerospace demand, a growing backlog, and buybacks. Read more on recent earnings for this key aerospace company.

Summary Butler National Corporation offers a unique mix of aerospace/defense and gambling exposure, with recent aerospace strength offsetting gaming weakness. Aerospace segment revenues and margins surged, driven by robust defense demand and operating efficiency, while casino revenues declined due to local economic softness. Current fair value is $2.18, but with strong EBITDA growth, BUKS could reach $3.02, offering up to 26% upside from current levels. I maintain a "Buy" rating on BUKS, watching for continued aerospace momentum and potential recovery in gaming from macroeconomic tailwinds. Butler National Corporation (OTCQX:BUKS) is one of the more interesting names I cover due to its intriguing combination of exposure to aerospace and defense and gambling. When I first assessed the company, I wasn’t sold. However, in August 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.

Summary L3Harris Technologies has surged 33.3%, outperforming the S&P 500, driven by robust defense demand and the LHX NeXt cost-cutting program. Q3 2025 results showed 7% sales growth, margin expansion, and a strong backlog, with management raising 2025 revenue guidance to $22 billion and providing a 2026 outlook. LHX benefits from missile defense, ISR, electronic warfare, AI integration, and air traffic modernization, supporting mid-single-digit growth and expanding margins. I raise my price target to $340.45 (17% upside), maintaining a "Buy" rating, citing undervaluation versus peers, improving free cash flow, and declining leverage. L3Harris Technologies, Inc. (LHX) has surged 33.3% since my last report, meeting my price target and outperforming the S&P 500’s 22% return. The aerospace and defense contractor is benefiting from strong demand for defense products and services in combination with 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.

Mercury Systems is positioned for long-term growth. Read more about the defense company's share buyback program.

MDA Space stock plunges 50% on contract risks, but undervaluation signals 66% upside. Here's why investors should take a closer look.

Loar Holdings Inc. is a speculative buy for growth-focused investors with a $97 price target and healthy financials. Learn more about LOAR stock here.

Melrose Industries is a strong buy with 20% upside, benefiting from aerospace exposure and margin growth. Click here to read an analysis of MLSPF stock here.

Electro Optic Systems Holdings Limited is attractive after a sharp pullback, offers compelling entry point amid strong demand. Read more on EOPSF stock here.

Teledyne Technologies stock shows long-term growth potential. Click here to see the latest price target and investment outlook for TDY.

Summary Boeing stock dropped 13% after a $4.9 billion charge on the delayed 777X program, but long-term prospects remain positive. Q3 2025 results showed strong revenue growth and stabilization in defense, yet earnings missed due to the 777X setback. Despite near-term headwinds, BA is projected to recover margins, reduce debt, and generate significant cash by 2027. I reiterate a buy rating with a $277.39 price target, emphasizing Boeing as a high-risk/high-reward investment opportunity. Boeing (NYSE:BA) stock tumbled 13% since the company posted its Q3 2025 earnings. The major reason for the decline was the multi-billion charge on the Boeing 777X program. While the delay-driven charge is definitely a major 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.

Air Canada stock was upgraded to buy with an $18.31 target. Click here to read ACDVF's update on earnings, resilient performance, and future growth.

Cargojet shares have fallen over a third, yet it has resilient Canadian operations and strong upside potential. Read why CGJTF stock is a strong buy.

Discover why Bombardier (BDRAF) outpaces the S&P 500 with robust growth drivers and strong Q3 2025 results.

Discover why Willis Lease Finance Corporation is a Buy despite recent declines. Click for this updated look at WLFC stock following its latest earnings release.

Discover Archer Aviation's latest eVTOL milestones, capital raise, and global partnerships.

FMC Corporation stock plunged 44% after Q3 2025 results, driven by a major India business write-down and dividend cut. Click here to learn more about FMC stock.

Summary Ducommun has surged 31.6%, outperforming the S&P 500, driven by strong aerospace and defense sales and margin expansion initiatives. DCO benefits from robust commercial aerospace and defense demand, with growth supported by production ramp-ups and a focus on higher-margin engineered products. Despite transient pressures from delayed OEM ramp-ups, DCO is positioned for 6.5% annual sales growth and significant EBITDA margin improvement through 2027. I reiterate a strong buy rating with a $112 price target, citing undervaluation, improving financials, and broad exposure to major aerospace and defense platforms. Ducommun Incorporated (DCO) has surged 31.6% since my last report, outperforming the S&P 500’s 16.2% gain and moving beyond my previous price target. The rally reflects investor confidence in the company’s expanding aerospace and defense sales 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.

Meta has no real product or service based on AI, but AI infusion already drives value. Learn why META stock is a Buy.

See why The Williams Companies, Inc. offers steady growth, reliable dividends, and 14% upside as a leading natural gas infrastructure stock. Click for more on WMB.

Get the latest analysis on UPS as it's downgraded to Hold. Explore market challenges, revised forecasts, and what this means for investors.