Is ATI INC (ATI) Outperforming Other Aerospace Stocks This Year?
ATI Inc. (ATI) has significantly outperformed the Aerospace sector and its industry peers this year, with a 33.2% year-to-date return compared to the sector's 12.7%. The company holds a Zacks Rank #2 (Buy) due to a 6.7% increase in full-year earnings estimates. Another strong performer in the sector is Howmet (HWM), which returned 22.6% year-to-date.
Howmet Aerospace stock hits all-time high at 257.07 USD
Howmet Aerospace (HWM) stock reached an all-time high of $257.07, reflecting robust performance and strong investor confidence with a 1-year change of 96.89%. Despite appearing overvalued by some metrics, the company maintains a "GREAT" financial health score and is actively expanding through a $1.8 billion acquisition of Consolidated Aerospace Manufacturing, funded by a $1.2 billion public offering of notes. Analysts like UBS have raised price targets, anticipating continued strong execution and record EBITDA margins, while the company also declared a quarterly dividend of 12 cents per share.
Is ATI INC (ATI) Outperforming Other Aerospace Stocks This Year?
ATI Inc. (ATI) has shown strong performance this year, outperforming both the broader Aerospace sector and its specific Aerospace - Defense Equipment industry. With a Zacks Rank of #2 (Buy) and a significant increase in its full-year earnings estimates, ATI is positioned as a favorable investment within the sector. Howmet Aerospace Inc. (HWM) is also highlighted as another top-performing stock in the Aerospace sector.
B of A Securities Raises Target for Howmet Aerospace (HWM) to $3
B of A Securities has raised its price target for Howmet Aerospace (HWM) from $250 to $300, while maintaining a "Buy" rating. This 20% increase reflects a positive outlook, aligning with similar target increases from other firms like J.P. Morgan, BTIG, Citigroup, and Goldman Sachs in the past week. Howmet Aerospace provides engineered solutions for the aerospace and transportation industries, and analysts forecast an average target price of $269.71 for the stock.
JP Morgan Raises Price Target for Howmet Aerospace (HWM) to $265 | HWM Stock News
JP Morgan has maintained an "Overweight" rating for Howmet Aerospace (HWM) and raised its price target from $227.00 to $265.00. This follows multiple analyst target price increases for HWM in February 2026, reflecting continued confidence in the company's market performance. Howmet Aerospace provides engineered solutions for the aerospace and transportation industries, with an average analyst target price of $267.21, implying a 7.40% upside, though GuruFocus estimates a downside based on its GF Value.
Howmet Aerospace price target raised to $265 from $227 at JPMorgan
JPMorgan analyst Seth Seifman has increased the price target for Howmet Aerospace (HWM) from $227 to $265, maintaining an Overweight rating on the shares. Seifman believes the company possesses "many levers to pull" for achieving profitable growth. This adjustment reflects a positive outlook on Howmet Aerospace's potential for future financial performance.
New Boeing 777-9 pilot simulators cleared for lifelike training
Boeing has received initial qualification certificates from the U.S. Federal Aviation Administration (FAA) and the European Union Aviation Safety Agency (EASA) for its 777-9 training devices. Located at the Boeing Training Campus in Gatwick and developed in collaboration with CAE, these simulators will replicate the aircraft's advanced systems to provide realistic training and prepare pilots for the operational readiness of the new 777-9. These qualifications are a crucial step towards validating training courseware before customer pilot training can commence.
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.
Howmet Aerospace Prices $1.2 Billion Debt for Acquisition
Howmet Aerospace announced the pricing of a $1.2 billion public debt offering to finance its acquisition of Consolidated Aerospace Manufacturing, LLC for approximately $1.8 billion. This strategic move aims to expand its aerospace components presence, despite increasing its leverage. Analysts currently rate Howmet Aerospace stock as a "Hold" with a $260.00 price target, while TipRanks' AI Analyst identifies it as an "Outperform" due to strong financial performance, though noting valuation concerns and acquisition execution risk.
Howmet Aerospace Plans Debt-Financed Acquisition of CAM Unit
Howmet Aerospace announced a proposed offering of senior notes to help fund its $1.8 billion acquisition of Consolidated Aerospace Manufacturing, LLC. The company plans to use the proceeds, alongside other debt and cash, to expand its aerospace portfolio. While the acquisition aims to strengthen its competitive position, it also involves increased leverage which analysts are considering in their assessments.
Howmet Aerospace prices $1.2 billion notes offering to fund acquisition By Investing.com
Howmet Aerospace (NYSE:HWM) has priced a $1.2 billion public offering of notes to finance its acquisition of Consolidated Aerospace Manufacturing, LLC. The offering includes three tranches of notes with varying interest rates and maturity dates, aiming to raise capital alongside existing funds. This move follows a strong stock performance for Howmet, with recent analyst upgrades and a planned dividend payment.
Wall Street Bulls Look Optimistic About Howmet (HWM): Should You Buy?
Howmet (HWM) currently holds an average brokerage recommendation (ABR) of 1.39, indicating a strong buy to buy sentiment from 23 brokerage firms, with 18 recommending Strong Buy. However, the article advises against relying solely on ABR due to potential brokerage biases, instead suggesting validating it with the Zacks Rank. Howmet has a Zacks Rank #2 (Buy), driven by a 1.5% increase in its current year's Zacks Consensus Estimate to $4.48 over the past month.
BTIG Raises Price Target for Howmet Aerospace (HWM) to $275, Maintains Buy Rating
BTIG has increased its price target for Howmet Aerospace (HWM) to $275 from $240, reaffirming a 'Buy' rating. This adjustment reflects continued analyst confidence, with similar positive target revisions from Citigroup, Goldman Sachs, and Susquehanna. Despite a high Street average target, GuruFocus's estimated GF Value suggests a potential downside from the current price, indicating varied outlooks on the stock's valuation.
Analysts Are Bullish on These Industrial Goods Stocks: NuScale Power (SMR), Howmet Aerospace (HWM)
This article highlights bullish analyst ratings for NuScale Power (SMR) and Howmet Aerospace (HWM) in the Industrial Goods sector. Craig-Hallum analyst Eric Stine maintained a Buy rating on NuScale Power, while Bank of America Securities analyst Ronald Epstein and RBC Capital maintained Buy ratings on Howmet Aerospace, with strong upside potential. Both companies have received optimistic outlooks from analysts based on their financial performance and market positions.
BTIG Raises Price Target for Howmet Aerospace (HWM) to $275, Maintains Buy Rating
BTIG has increased its price target for Howmet Aerospace (HWM) to $275 from $240, maintaining a 'Buy' rating. This update comes amidst several other analyst target raises for HWM, reflecting continued confidence in the aerospace and transportation industry solutions provider. Despite a positive Wall Street analyst outlook with an average target of $263.63, GuruFocus estimates a potential downside based on its GF Value of $128.10.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Howmet Aerospace (HWM) and EquipmentShare.com, Inc. (EQPT)
This article summarizes analyst opinions on two industrial goods stocks: Howmet Aerospace (HWM) and EquipmentShare.com, Inc. (EQPT). UBS maintained a Hold rating on Howmet Aerospace with a $260.00 price target, while analysts overall have a Strong Buy consensus. Truist Financial initiated coverage on EquipmentShare.com with a Buy rating and a $43.00 price target, followed by Robert W. Baird with a Buy rating and a $63.00 price target, leading to a Moderate Buy consensus.
TD Cowen Adjusts Price Target on Howmet Aerospace to $290 From $240, Maintains Buy Rating
TD Cowen has increased its price target for Howmet Aerospace (HWM) to $290 from $240, while reaffirming a Buy rating on the stock. This adjustment reflects investor confidence in the aerospace and defense company. The article also notes other analysts, including BTIG, UBS, Goldman Sachs, Jefferies, and Bernstein, have recently updated their price targets for Howmet Aerospace, generally maintaining positive outlooks.
Analysts’ Opinions Are Mixed on These Industrial Goods Stocks: Howmet Aerospace (HWM) and EquipmentShare.com, Inc. (EQPT)
This article summarizes recent analyst ratings for Howmet Aerospace (HWM) and EquipmentShare.com, Inc. (EQPT), both industrial goods stocks. UBS maintained a Hold rating on Howmet Aerospace with a $260 price target, while Truist Financial initiated coverage on EquipmentShare.com, Inc. with a Buy rating and a $43 price target. Robert W. Baird also initiated coverage on EQPT with a Buy rating and a $63 price target, leading to a Moderate Buy consensus.
Howmet Aerospace prices $1.2 billion notes offering to fund acquisition By Investing.com
Howmet Aerospace Inc. has priced a $1.2 billion notes offering to finance its acquisition of Consolidated Aerospace Manufacturing, LLC. The offering consists of three tranches of notes with varying interest rates and maturity dates, with the transaction expected to close on March 3. The company plans to combine the proceeds with other funds to complete the $1.8 billion purchase, which is anticipated to enhance its aerospace and defense manufacturing capabilities.
UBS raises Howmet Aerospace stock price target on strong execution By Investing.com
UBS has increased its price target for Howmet Aerospace (NYSE:HWM) to $260 from $228, maintaining a Neutral rating, due to the company's strong execution, record EBITDA margins, and expected aerospace growth acceleration. Howmet's stock has seen an 88% return over the past year and operates with a strong financial health score, though its current valuation is considered a significant premium. The company also recently announced a quarterly dividend and plans to acquire Consolidated Aerospace Manufacturing for $1.8 billion.
Howmet Aerospace prices $1.2 billion notes offering to fund acquisition
Howmet Aerospace Inc. has priced a $1.2 billion notes offering to partially fund its $1.8 billion acquisition of Consolidated Aerospace Manufacturing, LLC. The offering includes three tranches of notes due in 2028, 2029, and 2036, with the transaction expected to close on March 3. This move follows recent positive news for Howmet, including a raised price target from UBS and Bernstein and a consistent dividend payout.
Howmet Aerospace Prices $1.2 Billion Debt for Acquisition
Howmet Aerospace announced the pricing of a $1.2 billion debt offering on February 17, 2026, consisting of multi-tranche bonds due 2028, 2029, and 2036. The proceeds, along with additional borrowings and cash, will finance the $1.8 billion acquisition of Consolidated Aerospace Manufacturing, LLC. This move signals Howmet's expansion in aerospace components and an increased leverage profile.
Analysts Offer Insights on Industrial Goods Companies: Ingersoll Rand (IR) and Howmet Aerospace (HWM)
Analysts from Citi have issued bullish sentiments on Ingersoll Rand (IR) and Howmet Aerospace (HWM) within the Industrial Goods sector. Andrew Kaplowitz maintained a Buy rating and a $117.00 price target for Ingersoll Rand, while John Godyn maintained a Buy rating and a $283.00 price target for Howmet Aerospace. Both companies show strong analyst consensus ratings, with slight downside potential mentioned for Ingersoll Rand and upside for Howmet Aerospace from current levels.
Howmet Aerospace files for three-part notes offering of up to $1.2 bln
Howmet Aerospace Inc. (HWM) has announced a proposed three-part notes offering that could raise up to $1.2 billion. The company, a provider of advanced engineered solutions for the aerospace and transportation industries, made this announcement via an SEC filing. This offering follows recent analyst adjustments to price targets for Howmet Aerospace from firms like UBS, Goldman Sachs, and Jefferies, most of which maintain positive ratings.
Key facts: Howmet Aerospace to fund $1.8B acquisition; Citigroup, Goldman raise price targets
Howmet Aerospace Inc. plans to acquire Consolidated Aerospace Manufacturing for $1.8 billion, funding the deal through senior notes and $600 million from borrowings and cash. In response, Citigroup raised its price target for HWM to $283.00 from $255.00, and Goldman Sachs increased its target to $257.00 from $228.00.
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, while maintaining a Neutral rating, citing strong execution and record EBITDA margins. The company has demonstrated robust revenue growth and is expected to accelerate in 2026, driven by an aerospace recovery and increasing gas turbine power demand. Despite a strong financial health score, InvestingPro's fair value assessment suggests the stock is currently overvalued.
Northrop Grumman (NYSE:NOC) - Stock Analysis
This report provides a comprehensive stock analysis of Northrop Grumman (NYSE:NOC), highlighting its strong position in the aerospace and defense sector due to elevated defense spending and leadership in next-generation platforms. The company shows solid performance with earnings forecast to grow, good value compared to peers, and a reliable dividend. However, it notes risks including a high level of debt and significant insider selling, alongside a mixed sector outlook.
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.
Howmet Aerospace (HWM) Announces Proposed Senior Notes Offering
Howmet Aerospace Inc. (HWM) announced a proposed offering of senior notes to finance its approximately $1.8 billion acquisition of Consolidated Aerospace Manufacturing, LLC. The offering's terms depend on market conditions, and the company plans to use the proceeds along with other funds to complete the acquisition. This strategic move highlights Howmet Aerospace's expansion efforts in the aerospace manufacturing sector.
Howmet Aerospace Plans Debt-Financed Acquisition of CAM Unit
Howmet Aerospace announced a plan to acquire Consolidated Aerospace Manufacturing for approximately $1.8 billion, financed through senior notes and other debt. This strategic debt-financed acquisition aims to expand Howmet’s aerospace manufacturing portfolio and strengthen its competitive position. While the move signals growth, it also introduces leverage considerations and execution risk, as noted by Spark, TipRanks’ AI Analyst, evaluating the stock as "Outperform" despite expensive valuation.
Howmet Aerospace proposes senior note offering to help finance $1.8B CAM acquisition
Howmet Aerospace announced a proposed offering of senior notes to help finance its approximately $1.8 billion acquisition of Consolidated Aerospace Manufacturing. The offering's pricing and terms are subject to market conditions, and the net proceeds, along with $600 million of borrowings and cash, are intended to fund the purchase. The company also noted uncertainties and risks associated with the acquisition and financing.
Carpenter COO Brian Malloy, 10-year veteran, set to take CEO role in 2026
Carpenter Technology (NYSE: CRS) announced that Brian Malloy, currently President & COO, will become CEO on July 1, 2026. Tony Thene, the current Chairman and CEO, will transition to Executive Chairman to provide strategic guidance. Malloy has been with the company for 10 years, serving as COO since 2023, and his appointment is seen as ensuring continuity and leveraging his operational expertise.
Morgan Stanley Maintains Overweight on HWM Howmet Aerospace Feb 2026
Morgan Stanley has reiterated its "Overweight" rating for Howmet Aerospace Inc. (HWM) and increased its price target from $225 to $280. This decision, announced on February 13, 2026, reflects the firm's continued confidence in Howmet's earnings visibility and margin expansion, driven by robust aerospace demand. The stock experienced a minor intraday dip of 0.25% after the update, and Meyka AI assigns HWM a B+ grade, suggesting relative strength against the S&P 500.
ATI Aerospace And Defense Growth Tests High-Margin Earnings Story
ATI Inc. (NYSE:ATI) reported strong fourth-quarter results driven by demand for aerospace and defense products, highlighting increased long-term agreements for jet engines and missile programs. Despite a dip in Q4 net income, full-year sales and net income were up, supported by high-margin proprietary alloys. The company's focus on these high-margin offerings and long-term commitments is central to its earnings stability, though investors should monitor consistent quarterly earnings conversion and capital allocation strategies.
Howmet Aerospace Inc. (NYSE:HWM) Released Earnings Last Week And Analysts Lifted Their Price Target To US$261
Howmet Aerospace Inc. (NYSE:HWM) recently released its full-year results, showing revenues and statutory earnings per share in line with analyst estimates. Following the report, analysts reaffirmed their revenue and earnings forecasts for 2026, predicting a 12% revenue improvement to US$9.2 billion and a 22% increase in EPS to US$4.57. Despite no major changes in forecasts, analysts raised the price target for HWM by 5.7% to US$261, suggesting renewed confidence in the company's intrinsic value.
Howmet Aerospace Inc. (NYSE:HWM) Analysts Are Pretty Bullish On The Stock After Recent Results
Howmet Aerospace Inc. (NYSE:HWM) saw its shares surge 12% after its latest annual results, with revenues and earnings largely in line with estimates. Analysts have reconfirmed their revenue and EPS forecasts for 2026, expecting decent growth, and have increased the price target by 5.7% to US$261, indicating a positive sentiment. The company is projected to grow substantially faster than its industry, with expectations of continued historical trends.
Howmet Aerospace Inc. (NYSE:HWM) Analysts Are Pretty Bullish On The Stock After Recent Results
Howmet Aerospace Inc. (NYSE:HWM) recently announced annual results that were largely in line with analyst estimates, with revenues of US$8.3 billion and statutory earnings per share of US$3.71. Despite no significant changes to revenue or EPS forecasts for 2026 by the 19 analysts covering the stock, the consensus price target was raised by 5.7% to US$261, suggesting renewed confidence in the company's valuation. Analysts anticipate decent growth for Howmet Aerospace, with revenues projected to increase by 12% to US$9.20 billion in 2026 and EPS expected to surge by 22% to US$4.57, outpacing the industry average growth.
US$261 - That's What Analysts Think Howmet Aerospace Inc. (NYSE:HWM) Is Worth After These Results
Howmet Aerospace Inc. (NYSE:HWM) shares surged 12% to US$250 after its latest full-year results, with revenues of US$8.3b and statutory EPS of US$3.71, largely in line with estimates. Analysts project revenues of US$9.20b and EPS of US$4.57 for 2026, indicating an expected 12% revenue growth and 22% EPS increase. Despite no major changes in earnings and revenue forecasts, the price target for HWM rose 5.7% to US$261, suggesting renewed confidence in the company's intrinsic value.
US$261 - That's What Analysts Think Howmet Aerospace Inc. (NYSE:HWM) Is Worth After These Results
Analysts have reconfirmed their revenue and earnings forecasts for Howmet Aerospace Inc. (NYSE:HWM) following its latest full-year results, with no major changes to estimates. The consensus indicates projected revenues of US$9.20 billion and EPS of US$4.57 for 2026, representing significant growth. Despite the steady forecasts, the price target for HWM rose by 5.7% to US$261, suggesting renewed confidence in the company's intrinsic value.
Parker-Hannifin (NYSE:PH) Stock Unloaded Rep. Byron Donalds
Representative Byron Donalds sold between $1,001 and $15,000 worth of Parker-Hannifin stock from his IRA on January 8th, 2026. This comes as Parker-Hannifin recently beat earnings estimates, with EPS of $7.65 against an expected $7.11 and revenue up 9.1% year-over-year. Analysts maintain a "Moderate Buy" rating for the company, which also announced a quarterly dividend of $1.80.
Howmet Aerospace Inc. $HWM Shares Sold by Cibc World Market Inc.
Cibc World Market Inc. reduced its stake in Howmet Aerospace Inc. by 41.1% in the third quarter of 2025, selling 23,446 shares, though institutional investors still collectively own over 90% of the company. Howmet Aerospace recently surpassed Q4 earnings expectations and raised its guidance for Q1 and FY2026, driven by strong aerospace demand. Despite positive financial performance and analyst recommendations, the stock's valuation is considered elevated, with a trailing P/E of 67.5, making it potentially vulnerable to any market slowdowns.
Howmet Aerospace reports fourth quarter and full year 2025 results
Howmet Aerospace (NYSE: HWM) reported record fourth quarter and full year 2025 results, driven by strong growth in commercial aerospace, defense aerospace, and gas turbines markets. The company achieved record revenues and adjusted EBITDA, increased dividends, and executed significant share repurchases. Additionally, Howmet Aerospace is set to acquire CAM for $1.8 billion and recently acquired Brunner Manufacturing Co., Inc., further strengthening its fastener portfolio.
4,140 Shares in Howmet Aerospace Inc. $HWM Bought by Krilogy Financial LLC
Krilogy Financial LLC recently bought 4,140 shares of Howmet Aerospace Inc. (NYSE:HWM) worth approximately $854,000, as disclosed in its latest SEC filing for Q3. Other institutional investors have also adjusted their holdings, while analysts maintain a "Moderate Buy" rating with a consensus price target of $234.72. The company reported strong Q4 results, beating EPS and revenue estimates, and provided positive guidance for Q1 and FY 2026, supported by robust aerospace demand and capital returns, though valuation sensitivity remains a concern.
$9.8 Billion in Autonomy Spending Hits the AI-Boosted Defense Supply Chain
Congress has approved an $839 billion defense spending bill for fiscal 2026, earmarking $9.8 billion for autonomous and unmanned systems development across all military branches. This significant investment is fueling growth in the global AI in defense and aerospace market, projected to reach $42.8 billion by 2036. Several companies, including VisionWave Holdings, Howmet Aerospace Inc., Curtiss-Wright Corporation, Parsons Corporation, and HII, are positioned to benefit from this increased spending by providing critical technologies and services in AI, automation, and advanced manufacturing for defense applications.
Angle Advisors announces Brunner Manufacturing has been acquired by Howmet Aerospace
Angle Advisors announced that Brunner Manufacturing Company has been acquired by Howmet Aerospace, becoming part of Howmet Fastening Systems. Angle Advisors served as the exclusive investment banking advisor to Brunner for this transaction. This acquisition expands Howmet's product portfolio and manufacturing capabilities in larger-size fasteners and structural threaded bolts.
Fund Update: New $32.0M $Q stock position opened by BARCLAYS PLC
BARCLAYS PLC has opened a new $32.0M position in $Q stock, as disclosed in a recent SEC 13F filing for the 12-31-2025 report period. The article also highlights significant institutional investor activity with 740 institutions increasing their holdings, recent insider trading activity showing both purchases and sales, and current analyst ratings which lean towards "Buy" with a median price target of $105.0.
Howmet Aerospace Inc. (NYSE:HWM) Q4 2025 Earnings Call Transcript
Howmet Aerospace Inc. reported strong Q4 and full-year 2025 results, exceeding earnings expectations with EPS of $1.05 against an anticipated $0.965. The company saw significant growth in revenue and EBITDA, driven by commercial and defense aerospace, and an emerging gas turbine market. Howmet also discussed its capital deployment strategy, including share buybacks, debt reduction, and strategic acquisitions to enhance its market position and product offerings.
Angle Advisors announces Brunner Manufacturing has been acquired by Howmet Aerospace
Angle Advisors announced that Brunner Manufacturing has been acquired by Howmet Aerospace, becoming part of Howmet Fastening Systems. Brunner, a leading manufacturer of fasteners and high-strength components for agricultural, industrial, and commercial vehicles, will allow Howmet to expand its product portfolio and manufacturing capabilities. Angle Advisors acted as the exclusive investment banking advisor to Brunner in this transaction.
Byron Donalds trades in Bitcoin, Howmet Aerospace, and The Trade Desk stocks
Representative Byron Donalds of Florida's 19th congressional district engaged in several stock market transactions recently, as disclosed in a congressional trade report. These transactions included purchasing Bitcoin, and selling portions of his holdings in Howmet Aerospace Inc. and The Trade Desk, Inc. - Class A, all within the range of $1,001 to $15,000 and conducted through his Moran Wealth IRA.
Byron Donalds trades in Bitcoin, Howmet Aerospace, and The Trade Desk stocks
Congress member Byron Donalds (Florida's 19th congressional district) recently reported trading activities involving Bitcoin, Howmet Aerospace Inc., and The Trade Desk, Inc. - Class A stocks. These transactions, made through his Moran Wealth IRA, were valued between $1,001 and $15,000 for each security and were reported in January and February 2026. The article notes that while such political trading can offer insights, it should not be considered investment advice.
