Micron Technology, Inc. remains a strong buy as AI demand boosts HBM pricing, revenue, and margins. Click here to read my latest analysis of MU stock.

AAR Corp targets $120.81 with 28% upside as strong aerospace demand drives growth, Q2 EPS is up 31%, and leverage is 2.49x. Learn why AIR stock is a strong buy.

flyExclusive, Inc. surges on Starlink Aviation dealer news, but revenue impact is modest and upside priced in. Click for this updated look at FLYX stock.

Strong sentiment and defense sector momentum may push AeroVironment higher short-term, but valuation normalization is likely. Learn more about AVAV stock here.

Hensoldt AG ADR stock still a buy after a 10% drop: see defense-spending tailwinds, post-2026 growth outlook, and more. Click for this HAGHY stock update.

Summary InPost S.A. received a takeover bid valuing the company at $6.6 billion or more, triggering a 26% stock surge. Despite a recent 43% rally, INPOY's long-term share price performance has lagged due to margin erosion and high capital expenditures. The $6.6 billion offer undervalues INPOY relative to 2026–2027 earnings forecasts, but margin and cash conversion risks limit upside. I downgrade INPOY to Sell, recommending investors lock in profits following the acquisition-driven price pop. InPost S.A. (INPOY) (INPOF) stock surged 26% after the company indicated that it had received a takeover bid for all its shares. I marked InPost shares a Strong 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 FTAI Aviation remains a buy as it expands into AI-driven data center power generation, leveraging core aeroengine technology. FTAI's new Power business targets 100 units annually, capitalizing on surging data center energy demand and enhancing its value extraction strategy. EBITDA estimates for the company have been revised upward, with a 2027 price target of $246.18, implying 25% upside from current levels. While Power business upside is unmodeled, improved leverage and robust core demand support the increased price target and positive outlook. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » FTAI Aviation (FTAI) suffered a significant shock at the start of 2025. However, in my view, that offered a strong buy opportunity, and looking at the stock price performance of the aero engine leasing 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.

Higher fixed costs and margin pressures in key segments temper near-term profitability improvements for Saab AB. Read why SAABF stock is downgraded to Hold.

BAE Systems stock has 27% upside potential, driven by strong defense demand and growth. Click here to read my latest analysis of BAESF.

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

FTAI Aviation expands into AI-driven data center power with strong growth, higher EBITDA estimates, and 25% upside.

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.

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.

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

BAE Systems stock has 27% upside potential, driven by strong defense demand and growth. Click here to read my latest analysis of BAESF.

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.