GE Just Hit Another Record. No One Noticed.
General Electric, though now split into three distinct companies (GE Aerospace, GE Vernova, and GE HealthCare Technologies), has collectively reached a new record value. This achievement highlights the successful restructuring of the historic company founded by Thomas Edison. Despite its significant milestone, the article suggests this record has gone unnoticed by many.
Stocks Fall, Oil Jumps On Iran Fears; GE Aerospace, Planet Labs, Cameco In Focus
Stocks experienced a decline while oil prices surged due to fears surrounding Iran. The article highlights market action for the day and focuses on key stocks to watch, including GE Aerospace, Planet Labs, and Cameco. This report features analysis from Alexis Garcia and Ed Carson on Investor's Business Daily.
Aerospace Developments Trigger Concerns Over Starfighters Space
Starfighters Space Inc.'s stock has dropped by 13.77% amidst recent board changes and market uncertainty. While the company has achieved a significant milestone with a successful supersonic test for GE Aerospace under the DoD-funded ATLAS program, concerns are rising due to high operational costs, a strategic reliance on specific contracts, and the article's nature as a paid advertisement. Investors are urging for greater transparency and financial stability beyond technological achievements to ensure long-term viability.
Oracle, Google among market cap stock movers on Friday
This article highlights significant stock movers on Friday, including mega-cap, large-cap, mid-cap, and small-cap companies. Oracle and Akamai Technologies saw declines, while Google and Ringcentral experienced rallies due to various market factors and company-specific news. Key factors influencing these movements include analyst ratings, investment talks, and project developments.
Beware the business school case study: the cautionary tale of Southwest Airlines
Business school case studies often present a biased view of success, focusing on companies approved cases and overlooking their eventual decline. The author argues that like Dell and Nokia, Southwest Airlines, once an exemplar, now faces challenges and a departure from its original values, exemplified by its recent Super Bowl ad mocking its historical differentiator. The article suggests that relying solely on past case studies without understanding the transient nature of competitive advantage can be misleading.
Morgan Stanley Initiates GE Aerospace Coverage With Top Price Target
Morgan Stanley has initiated coverage of GE Aerospace (GE) with a $425 price target, one of the highest among analysts, following the stock's recent breakout. Analyst Kristine Liwag highlighted GE Aerospace's strong position against competitors. This positive outlook from Wall Street comes after a period of performance for the company.
What's Going On With Starfighters Stock Today?
Starfighters Space, Inc. (NYSE:FJET) shares dropped after the company announced its next STARLAUNCH program milestone, which involves moving into a Critical Design Review with support from GE Aerospace. This step follows successful wind tunnel testing for the STARLAUNCH I rocket concept, demonstrating clean separation behavior. The Critical Design Review will assess design readiness, configuration control, and manufacturability before further development and testing.
Beta Technologies Files for Public Stock Offering
Beta Technologies, a Vermont-based electric aviation company, has filed papers for an initial public offering (IPO) on the New York Stock Exchange. This move follows significant private funding rounds and reflects the company's need for further capital to certify its electric aircraft, the Alia, which faced substantial development costs and timeline extensions. Beta aims to be one of the first U.S. companies to produce small electric and hybrid-electric aircraft, with commercial sales projected after FAA certification, expected by late 2026 or early 2027 for a conventional-flight version.
THE INFRASTRUCTURE REALIGNMENT: 5 Stocks Positioning for the 2026 Supply Imperative
This report highlights five companies across different sectors—defense, computation, infrastructure, and resource security—that are strategically positioned to capitalize on market trends in early 2026. These companies, including VisionWave Holdings, Starfighters Space, Ares Strategic Mining, Lake Victoria Gold, and Oncolytics Biotech, are involved in significant developments ranging from AI-controlled radar systems and hypersonic testbeds to critical mineral production and oncology treatments. The article details their recent advancements, partnerships, and market potential amidst a rapidly changing economic and geopolitical landscape.
Inside STARLAUNCH 1: air-dropped rocket for microgravity heads to key review
Starfighters Space and GE Aerospace are advancing the STARLAUNCH 1 program by conducting a Critical Design Review (CDR) following successful wind tunnel testing. This review aims to confirm the design's maturity and prepare for the next phases of build and testing. The STARLAUNCH 1 vehicle is designed for sub-orbital microgravity missions and serves as a precursor for future air-launched concepts.
Here Are Friday’s Top Wall Street Analyst Research Calls: Amgen, ETSY, Eldorado Gold, GE Aerospace, Merck, Southern Company, Walmart, Yeti, and More
This article compiles top Wall Street analyst upgrades, downgrades, and initiations for individual stocks on Friday, February 20, 2026. It also provides a brief overview of the market's performance, including futures, treasury bonds, oil and gas, gold, and cryptocurrency, noting that market futures are trading lower despite some positive individual company news. Key analyst calls include upgrades for ETSY and Yeti, and downgrades for Walmart and Eldorado Gold, among others, with new initiations for Amgen, GE Aerospace, and Merck.
Starfighters and GE Progress STARLAUNCH Platform
Starfighters Space, Inc. and GE Aerospace are moving forward with a Critical Design Review (CDR) for their STARLAUNCH I rocket design, following successful wind tunnel testing that validated clean separation from Starfighters' aircraft platform. This CDR is a key step towards full-scale fabrication and testing of the sub-orbital vehicle, which is designed for microgravity missions and acts as a pathfinder for future air-launched concepts. The collaboration aims to strengthen program discipline and accelerate risk reduction, with Starfighters Space continuing its stepwise program execution to achieve its goal of launching payloads into space.
Boeing Brings Defense HQ Back to St. Louis in Major Strategic Shift
Boeing has announced the return of its Defense, Space & Security (BDS) business headquarters to St. Louis, Missouri, a strategic shift aimed at strengthening engagement with its workforce. This move, separating BDS from Boeing's corporate HQ in Arlington, VA, highlights the company's commitment to disciplined performance and its substantial presence in the St. Louis area, a significant aerospace and defense hub. The region produces several key defense aircraft and components, and local officials have praised the relocation for its positive impact on the state's manufacturing sector.
Why VIS Gives Your Pure Industrial Exposure at 0.10% Fees (Not for Everyone)
The Vanguard Industrials Index Fund ETF Shares (VIS) offers concentrated exposure to the industrial sector with 97.4% of its assets in over 500 holdings, including GE, RTX, and Caterpillar. Despite a manufacturing contraction in Q1 2025, VIS has delivered strong year-to-date gains of 12.51%, mirroring its competitor XLI, due to its low fees and focus on the industrial recovery. However, this pure-play exposure also means high cyclical risk and requires active monitoring of economic indicators.
TransDigm's 47.2% Operating Margin Crushes GE's 21.4%. Why Does GE Still Get the Higher Valuation?
This article compares GE Aerospace and TransDigm Group, two companies benefiting from the aerospace industry's extended maintenance cycles. It highlights TransDigm's significantly higher operating margin (47.2%) compared to GE's (21.4%), yet GE commands a higher valuation. The piece delves into their different business models—GE's engine services versus TransDigm's proprietary component supply—and discusses the trade-offs between GE's stability and scale and TransDigm's profitability despite higher leverage.
Wolfe Research Reaffirms RTX Corp (RTX) Outperform on Pentagon Missile Manufacturing Framework Deal
Wolfe Research has reaffirmed its Outperform rating for RTX Corporation (RTX) with a $235 price target, following a deal between RTX and the Pentagon to boost missile manufacturing. The SM-3IB missile program, previously at risk, is now expected to see tripled production, potentially adding $7-8 billion in revenue to RTX’s Raytheon division. This agreement could lead to a 25% implied growth over the 2025 run-rate and increase the segment's compound annual growth rate.
American Airlines Selects CFM Engines and Services for Airbus A321neo Fleet Expansion
American Airlines has announced that CFM International LEAP-1A engines will power its future Airbus A321neo aircraft deliveries, continuing an existing partnership. This agreement extends long-term maintenance services for these engines, underscoring American's commitment to CFM/GE Aerospace technology. The airline currently operates a significant fleet of CFM-powered aircraft and has orders for more A321neos and A321XLRs, all slated to use the fuel-efficient LEAP-1A engines.
Stocks Fall, Oil Jumps On Iran Fears; GE Aerospace, Planet Labs, Cameco In Focus
Stocks experienced a decline and oil prices surged due to escalating fears regarding Iran. The article highlights key stocks such as GE Aerospace, Planet Labs, and Cameco that are in focus amidst these market movements. Alexis Garcia and Ed Carson discuss the market's performance and these specific stocks in the "Stock Market Today" segment.
Engine Trouble? GE Aerospace Rises While RTX Falls.
Airbus's unexpected financial guidance for 2026 is having a significant impact on the aerospace supply chain, particularly for engine manufacturers. This has led to a divergence in performance between GE Aerospace, which is rising, and RTX, which is experiencing a decline. The article highlights how Airbus's guidance extends beyond its competition with Boeing and affects companies like RTX and GE Aerospace.
Jefferies Cuts Price Target on United Airlines to $148 From $154, Maintains Buy Rating
Jefferies has adjusted its price target for United Airlines Holdings, Inc. (UAL) to $148, down from the previous $154, while reaffirming a Buy rating on the stock. This update reflects a re-evaluation by the firm's analysts. The article also provides a brief overview of United Airlines' business segments and recent news related to the company.
United Airlines Unveils New MileagePlus Rewards Program Features
United Airlines has enhanced its MileagePlus rewards program, significantly increasing mileage earning potential and offering discount benefits for cardholders. While cardholders, especially 1K members, will earn more miles and receive discounts on award tickets and expanded access to Saver Award inventory, non-cardholders will earn fewer miles, particularly on Basic Economy tickets, which incentivizes credit card applications. This strategic move aims to boost customer loyalty and sales for United Airlines.
GE United Engine Deal Deepens Growth Story For Aerospace Revenues
GE Aerospace has secured a significant deal with United Airlines to supply 300 GEnx engines for its Boeing 787 Dreamliner fleet, making United the largest global GEnx operator. This agreement not only strengthens the existing relationship between the companies but also underscores GE's strong performance, with its stock up 57.5% over the past year. The deal is expected to contribute to GE Aerospace's long-term revenue, particularly through recurring maintenance and services, reinforcing the company's focus on cash flow and expanding its installed engine base.
GE United Engine Deal Deepens Growth Story For Aerospace Revenues
GE Aerospace has secured a significant deal to supply 300 GEnx engines to United Airlines for its Boeing 787 Dreamliner fleet, making United the largest GEnx operator globally. This agreement reinforces GE's strong performance, with its stock up 57.5% over the past year, and highlights the ongoing importance of long-term engine and services commitments for its revenue and cash flow. The deal strengthens GE's position in the widebody aircraft engine market and supports its focus on free cash flow and capacity expansion, while also emphasizing its dependency on commercial aviation cycles.
American Airlines chooses CFM International engines to power future deliveries of Airbus A321neos
American Airlines has announced that CFM International's LEAP-1A engines will power its future deliveries of Airbus A321neo aircraft, reaffirming a long-standing partnership. This agreement extends the maintenance services for these engines, ensuring continued reliability and cost-efficiency. The decision supports American's fleet modernization, with 120 A321neos and 35 A321XLRs on order, all set to be equipped with CFM LEAP-1A engines.
5 Must-Read Analyst Questions From Howmet's Q4 Earnings Call
Howmet Aerospace's Q4 results surpassed Wall Street expectations due to strong demand in commercial and defense aerospace and growth in gas turbines. CEO John Plant highlighted the significant contribution of engine spares and strategic investments. The article details five key analyst questions and management's responses regarding long-term growth, margin guidance, return on invested capital, capital allocation, and acquisition opportunities.
Etsy Inc (NYSE:ETSY) Receives Average Rating of "Hold" from Analysts
Etsy Inc (NYSE:ETSY) has received an average recommendation of "Hold" from five analysts surveyed by MarketBeat, with four rating it as hold and one as strong-buy. Recent analyst activity shows a general trend of downgrades to "hold" from various firms. The company's stock opened at $44.31, has a market capitalization of $4.37 billion, and operates several online marketplaces including Etsy.com, Reverb, Depop, and Elo7.
GE Aerospace Readies Takeoff With Its 'AI Wingmate' In Tow
GE Aerospace (GE) has significantly soared since its split from General Electric in April 2024, showing a 147% increase in stock value. The company is poised for another record high breakout, especially after receiving a boost this week from United Airlines. This success highlights GE Aerospace's strong performance as a pure-play aviation giant.
Honeywell Aerospace appoints Brian Grace VP of communications
Honeywell Aerospace has appointed Brian Grace as its new VP of communications. Grace, who previously founded the advisory firm True North, returns to the aerospace industry after starting his career at a Honeywell spin-off. This appointment comes as Honeywell prepares to spin off Honeywell Aerospace into an independent publicly traded company, a transition expected to be completed in the third quarter of 2026.
Solstice Advanced Materials to increase uranium conversion production
Solstice Advanced Materials is expanding uranium hexafluoride production at its Metropolis, Illinois facility to meet a backlog of over $2 billion in orders and support increasing demand for nuclear power, driven by AI, data centers, and electrification. The U.S. government aims to quadruple nuclear energy capacity by 2050. Despite past challenges including idled operations and environmental lawsuits, the company is also evaluating further expansion with discussions ongoing with customers and an engineering firm.
Global Payments appoints former Albertsons CEO to board of directors
Global Payments Inc. announced the appointment of Vivek Sankaran, former CEO of Albertsons Companies, to its Board of Directors, effective February 19, 2026. Sankaran brings significant experience in technology and digital transformations from his roles at Albertsons and PepsiCo. This appointment follows Global Payments' recent acquisition of Worldpay and divestiture of its Issuer Solutions business, signaling a strategic focus on commerce solutions.
Vanguard Group Inc. Lowers Position in GE HealthCare Technologies Inc. $GEHC
Vanguard Group Inc. reduced its stake in GE HealthCare Technologies Inc. by 0.2% in the third quarter, selling 99,049 shares but retaining over 52 million shares valued at approximately $3.91 billion. Institutional investors collectively hold about 82.06% of the company's stock. GE HealthCare reported strong quarterly earnings, beating expectations, and announced a new dividend, with analysts maintaining a "Hold" rating and an average price target of $92.50.
Portland General Electric to acquire renewable assets from PacifiCorp
Portland General Electric (PGE) is set to acquire select generation, transmission, and electric utility operations from PacifiCorp in Washington state for $1.9 billion, including various renewable energy assets. The acquisition involves the construction of two new solar and battery hybrid projects totaling 615 MW and the purchase of existing wind facilities. This move will significantly expand PGE's renewable energy portfolio and transmission infrastructure, with regulatory approval expected within 12 months.
Top Analyst Reports for AbbVie, RTX & IBM
Zacks Research Daily has published new research reports on 16 major stocks, including AbbVie (ABBV), RTX Corp. (RTX), and International Business Machines Corp. (IBM), along with two micro-cap stocks, EVI Industries (EVI) and Rocky Mountain Chocolate Factory (RMCF). The reports highlight company performance, growth drivers, and potential headwinds for each stock, offering insights for investors.
Honeywell Accelerates Aerospace Spin Off To Sharpen Automation Focus
Honeywell International is accelerating the spin-off of its Aerospace division and classifying Productivity Solutions and Warehouse and Workflow Solutions for sale. This strategic move aims to sharpen Honeywell's focus on industrial and building automation, shifting away from aviation and certain hardware-heavy businesses. The changes are expected to reshape the company's risk profile and earnings mix, with potential for increased profitability but also execution risks related to the multiple separations and asset sales.
RBC Bearings Leans On Long Cycle Aerospace And Defense Growth
RBC Bearings (NYSE:RBC) is experiencing strong demand in aerospace and defense, driven by long-cycle programs like submarines, missiles, and aircraft, along with increased business with Airbus. This focus on long-term contracts and program wins, rather than short-term volume changes, contributes to robust sales and net income. Investors should monitor the company's ability to convert sales guidance into actual results and how margins evolve with shifts in its defense and commercial aerospace mix.
UBS raises Howmet Aerospace stock price target on strong execution
UBS has increased its price target for Howmet Aerospace Inc. (NYSE:HWM) to $260 from $228, maintaining a Neutral rating, citing the company's strong execution, record EBITDA margins, and anticipated aerospace growth. Despite its strong performance and financial health, the stock appears overvalued based on current valuations and InvestingPro's Fair Value assessment. Howmet recently declared a quarterly dividend and announced its acquisition of Consolidated Aerospace Manufacturing for $1.8 billion, a move expected to boost revenue and EBITDA.
RTX Wins TFLN Contract That May Support Long Term Valuation Story
Raytheon, a business of RTX, secured a contract from the U.S. Air Force Research Laboratory to establish domestic production of thin film lithium niobate (TFLN) wafers. This initiative aims to localize the supply of a critical material for high-speed communications and advanced sensing systems used in defense and commercial applications. The contract underscores RTX's involvement in developing secure communication and sensing technologies, which could impact its long-term valuation by tying it into future defense and commercial programs within the U.S. supply chain.
Should You Invest in the iShares U.S. Industrials ETF (IYJ)?
The iShares U.S. Industrials ETF (IYJ) offers broad exposure to the Industrials - Broad segment of the equity market, with a low expense ratio of 0.38% and a "Buy" rating from Zacks. The ETF has performed well, gaining 7.68% year-to-date and 15.34% over the last year, with its top holdings including Visa Inc Class A and Mastercard Inc Class A. It is considered a medium-risk investment due to its beta of 1.07 and standard deviation of 15.83% over the trailing three-year period.
Has General Electric (GE) Run Too Far After Its 51% One Year Rally
General Electric (GE) has seen a 51% rally over the past year, prompting an analysis of its current valuation. Using a Discounted Cash Flow (DCF) model, Simply Wall St suggests GE, currently trading at US$315.41, might be overvalued by approximately 27.7%, with an intrinsic value of US$246.92. However, based on its P/E ratio of 38.46x compared to a "Fair Ratio" of 39.87x, the company appears modestly undervalued.
A Look At Wabtec (WAB) Valuation After New Locomotive Deals And Higher Buyback Authorization
Wabtec (WAB) is gaining attention after securing new multi-million dollar locomotive deals with Union Pacific and CSX, updating its 2026 sales guidance, and increasing its share repurchase authorization. Despite a strong stock performance over the last year, trading near its analyst target, Simply Wall St's narrative suggests WAB is slightly overvalued at $249.42 compared to its current price of $256.06. The article advises investors to review comprehensive data and consider potential risks like softer North American railcar demand before making investment decisions.
RBC Bearings Leans On Long Cycle Aerospace And Defense Growth
RBC Bearings is experiencing strong growth driven by long-cycle aerospace and defense programs, including submarine, missile, and aircraft projects, with an increased share of business with Airbus. Investors are noting strong execution and a positive outlook, supported by recent sales of US$461.6 million and anticipated Q4 fiscal 2026 net sales between US$495.0 million and US$505.0 million. While the company benefits from multi-year visibility in these sectors, potential risks include reliance on a concentrated customer base and execution risks from ongoing acquisition integrations and capacity expansions.
Soluna expands partnership with Blockware, adding 6MW at Texas site By Investing.com
Soluna Holdings, Inc. (NASDAQ:SLNH) has expanded its partnership with Blockware, adding six megawatts of capacity to its Dorothy 1 site in west Texas. This is the third expansion between the companies, with deployment expected to be completed by the end of February 2026. Soluna focuses on converting surplus renewable energy into computing power for high-performance computing workloads like Bitcoin mining and AI.
Telemedicine & Digital Health Research Report 2026: A $180 Billion Market by 2031 from $85.5 Billion in 2025 with Teladoc Health, Amwell, Philips, Siemens Healthineers, GE, Medtronic, Oracle Leading
The Telemedicine & Digital Health market is projected to grow from $85.5 billion in 2025 to $180 billion by 2031, with a CAGR of 13.21%. This growth is driven by the integration of AI, ML, and IoT, expanded digital infrastructure, and rising smartphone penetration, enhancing access and personalized care. North America currently leads the market, supported by favorable telehealth policies and the dominance of cloud-based solutions.
Will Lemonade Stock Enjoy Another Major Post-Earnings Win?
Lemonade Inc (LMND) is set to release its fourth-quarter earnings report on Thursday, February 19, with analysts anticipating losses of 41 cents per share and a revenue increase of 45.6%. The stock has historically seen significant post-earnings pops, averaging 17.7% movement, and with current technical indicators like an oversold RSI and high short interest, another rally could be on the horizon. Options traders are pricing in a larger-than-usual 25% swing after this report.
Vulcan Materials Stock at All-Time Highs Ahead of Q4 Earnings: Can it Continue Rising in 2026?
Vulcan Materials (VMC) faces a pivotal Q4 2025 earnings report as its stock trades near all-time highs. A TIKR valuation model projects a potential $370 price target by December 2027 based on 6% revenue growth and expanding operating margins, but this represents only a 6.7% annualized return, falling short of the standard 10% equity hurdle rate. The article details the assumptions for revenue growth, operating margins, and exit P/E multiple that underpin this "Hold" recommendation, and explores various scenarios from low to high annualized returns.
FTAI Aviation (FTAI): 3 Reasons We Love This Stock
FTAI Aviation's stock has surged significantly, up 94.1% in the past six months, driven by strong quarterly results. The article highlights three key reasons for optimism: impressive long-term revenue growth (39% CAGR), outstanding long-term EPS growth (33.8% CAGR), and an expanding free cash flow margin, all indicating strong financial performance and a resilient business model focused on CFM56 engine services.
GE Electric Stock Surged 50% Last Year. Here’s What Could Drive Further Gains in 2026
General Electric Company (GE) saw its stock surge 50% last year, driven by strong Q4 2025 results including a 20% revenue increase and 15% free cash flow growth. The company has issued optimistic fiscal 2026 guidance, targeting further revenue growth, increased operating profit, and substantial free cash flow. A TIKR valuation model projects GE stock could reach $430 by December 2028, representing a 36% total upside and an 11% annualized return, based on continued strength in commercial services and engine deliveries.
From Aerospace to AI: 3 Names Supercharging Dividends
Aerospace giant GE Aerospace, power chip company Monolithic Power Systems (MPWR), and data center REIT Equinix (EQIX) are significantly increasing their dividends, with hikes ranging from 10% to 31%. These increases are supported by strong business fundamentals, including surging orders for GE Aerospace, a higher growth outlook in MPWR's data center segment, and a rebound in bookings for Equinix, largely driven by AI deployments. These moves highlight accelerating dividend growth paired with improving business indicators across these sectors.
United Airlines Selects GE Aerospace GEnx Engines to Power New 787 Dreamliners
United Airlines has chosen GE Aerospace's GEnx engines to power its new Boeing 787 Dreamliners, an agreement that includes 300 engines and additional spares. This deal, making United the largest GEnx operator globally, further solidifies the long-standing relationship between the two companies. The GEnx engine, known for its durability and reliability, currently powers two-thirds of all 787 aircraft in operation.
From Royal Mint apprentice to Brink's North America head
The Brink's Company has appointed Adrian Button as Executive Vice President and President of Brink's North America, effective February 16, 2026. Button brings over 30 years of global operational leadership, including managing multi-billion dollar P&Ls and overseeing large global teams at companies like General Electric, NCR, and Carrier. His appointment aims to strengthen execution, build high-performing teams, and drive operational discipline within Brink's North American operations, aligning with the company's growth strategy in digital retail solutions and ATM managed services.
