Huntington Ingalls says $32.4 billion of new awards in the quarter locks in roughly 90% of expected shipbuilding revenue through 2030, giving years of visibility on a defense name usually priced for cycles. Earnings and revenue both beat expectations.
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HII Coverage
HII’s 2.2% Dividend Raise Shows Confidence in Navy Shipbuilding Demand
Huntington Ingalls just extended a 14-year dividend streak even as its stock slides and quarterly cash flow turns negative. Whether that streak survives depends on a single make-or-break quarter at the end…
Amazon Just Joined Goldman Sachs’ Conviction List: 5 New Top Stock Picks With Massive Upside
Goldman Sachs just overhauled its Conviction List with five new additions, and the upside targets on some of these picks will raise eyebrows. One hyperscaler alone carries a 51% potential gain, but…
3 Defense Stocks That Are Starting October Below Their 52-Week Highs
Defense budgets are surging toward record levels, yet three of America's biggest contractors enter October trading nowhere near their peaks. One of them just posted the largest earnings beat of the group,…
Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity
Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office…
Trump Holds the Line on Iran: No Sanctions Relief as Oil Slides Below $89
President Trump told Fox Business this week he would hold the line on Iran sanctions. “No we’re not talking about easing of sanctions, or giving them money, no sanctions no money, no…
MOAT ETF Is Down 7% in 2026. Here Is the Macro Signal That Changes Everything
VanEck Morningstar Wide Moat ETF (NYSEARCA:MOAT) is down about 7% so far in 2026, yet it has returned roughly 9% over the past year and 259% over the past decade. Near-term pressure…
5 Dividend-Paying Giants Have Been on Goldman Sachs Conviction List the Longest
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across…
Here Are Thursday’s Top Wall Street Analyst Research Calls: BP Plc., Borg Warner, Generac, Kraft-Heinz, MercadoLibre, Pfizer, Shopify, Valvoline, and More
Pre-Market Stock Futures: Futures are trading higher after a wild Wednesday that saw the market rally hard on the open on the non-farm payrolls print that blew away estimates, despite a significant…
Stock Market Live July 10: Strong Delta Earnings Fail to Help S&P 500 (VOO) Lift Off
Live Updates Thursday Wrap-up4:13pm ETThe Vanguard S&P 500 ETF closed at 575.20 on Thursday, up 0.3%, and just $0.02 shy of its previous record closing price. AI Everywhere12:58pm ETMultiple companies announced plans…
President Trump Gave New Life to These 2 Surprising Stocks
President Trump delivered a stemwinder of a speech to a joint session of Congress last night. At more than 90 minutes, it was the longest since records of such addresses began being…
Friday’s Top Analyst Upgrades and Downgrades: Agilent, Boeing, GE, Meta, Micron Technology, Redfin, Salesforce and More
Friday's top analyst upgrades and downgrades included Agilent, Boeing, General Electric, Lockheed Martin, Meta Platforms, Micron Technology, Redfin, Salesforce, Trade Desk, Unity Software and Workday.
Is War With China Coming in 2025? Buy Big-Dividend Defense Stocks Now Just in Case
Investors worried about Chinese saber-rattling over Taiwan may want to consider these six leading defense companies with Buy-rated stocks and solid and dependable dividends. They are bound to see surging demand for…
Monday’s Top Analyst Upgrades and Downgrades: AMD, Lululemon Athletica, Mastercard, Mosaic, Netflix, Nordstrom, Pinterest, Travelers and More
Monday's top analyst upgrades and downgrades included Advanced Micro Devices, Global Payments, Lululemon Athletica, Mastercard, Mosaic, Netflix, Nordstrom, Pinterest, Travelers and Truist Financial.
Friday’s Top Analyst Upgrades and Downgrades: AT&T, Bank of America, Lockheed Martin, Lowe’s, Raytheon, Shopify and More
Friday's top analyst upgrades and downgrades included Altice USA, AT&T, Ballard Power Systems, Bank of America, Lockheed Martin, Lowe’s Companies, Raytheon Technologies and Shopify.
Monday’s Top Analyst Upgrades and Downgrades: AMD, Ally Financial, AppLovin, Nvidia, RingCentral, Spirit Aerosystems, Walgreens and More
Monday's top analyst upgrades and downgrades included Advanced Micro Devices, Ally Financial, AppLovin, Coherent, FIGS, Nvidia, RingCentral, Spirit Aerosystems and Walgreens Boots Alliance.