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Yahoo Finance • 5 days ago

5 Best Defense Stocks to Buy According to Hedge Funds

This article looks at the 5 Best Defense Stocks to Buy According to Hedge Funds. You can see the expanded list of 9 Best Defense Stocks to Buy According to Hedge Funds here. Despite ongoing geopolitical conflicts and rising military expen... Full story

Yahoo Finance • 10 days ago

Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis

Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefit... Full story

Yahoo Finance • 11 days ago

BofA's top 10 covered call plays

[Reflection of a circuit board on glasses] shih-wei/E+ via Getty Images BofA's equity derivatives team is recommending ten covered call options plays with expiration next month. The covered call option strategy involves selling a call op... Full story

Yahoo Finance • 14 days ago

Honeywell Aerospace (HONA) vs. GE and RTX: Can a High-Margin Aerospace Platform Deliver a Post-Spin-Off Re-Rating?

Is HONA a good stock to buy? We came across a bullish thesis on Honeywell Aerospace Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on HONA. Honeywell Aerospace Inc.'s share was trading at $162.4... Full story

Yahoo Finance • 20 days ago

TransDigm Group (TDG) Stock Still Appears Undervalued As 5 Year Gain Hits 111%

TransDigm Group has delivered a powerful long term share price run, yet the recent pullback this year raises a simple question for anyone looking at the stock today. Do the cash flows that the business can generate over time support a mark... Full story

Yahoo Finance • 20 days ago

TransDigm Group (TDG) Could Be 23% Undervalued On Top Pick Calls

Recent commentary has pushed TransDigm Group (TDG) into the spotlight as a top industrials pick, highlighting its organic revenue growth, active share repurchases, and free cash flow profile despite sector risks. Recent buying interest ha... Full story

Yahoo Finance • 22 days ago

2 Industrials Stocks for Long-Term Investors and 1 Facing Challenges

2 Industrials Stocks for Long-Term Investors and 1 Facing Challenges Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influenc... Full story

Yahoo Finance • 22 days ago

Othello Raises $8 Million for Real-Time AI Sales Coaching During Live Calls

Proprietary Hamlet model powers in-call coaching with live suggestions in under 500 milliseconds; customers include Microsoft, Capital One and Lyft NEW YORK, Oct. 14, 2026 /PRNewswire/ -- Othello, an applied AI lab building AI models for... Full story

Yahoo Finance • 24 days ago

TransDigm (TDG) Has Negative Book Value of almost $168 a Share. Is That a Problem?

TransDigm Group Incorporated (NYSE:TDG) closed at $1,107.99 on October 9. The stock has returned -10.15% during the last six months, compared to a 24.3% return for the Insider Monkey Billionaire Index and 15.1% for State Street SPDR S&P 50... Full story

Yahoo Finance • 27 days ago

Broad Commercial Aerospace Aftermarket Sell-Off Weighs on GE Aerospace (GE)

Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for "Mar Vista U.S. Quality Strategy". The letter can be downloaded here. During the third quarter of 2026, financial mar... Full story

Yahoo Finance • 27 days ago

TransDigm Group (TDG): Fundamental Resilience Outweighs Short-Term Aftermarket Sell-Off

Mar Vista Investment Partners, LLC, an investment management company, released its third-quarter 2026 investor letter for "Mar Vista U.S. Quality Strategy". The letter can be downloaded here. During the third quarter of 2026, financial mar... Full story

Yahoo Finance • 28 days ago

Leidos downgraded by J.P. Morgan as defense stocks face rocky earnings season

[two soldiers in action] StudioThreeDots/iStock via Getty Images J.P. Morgan Chase sees a challenging third-quarter earnings season for aerospace and defense companies as slowing airline traffic growth, uncertainty over U.S. military spen... Full story

Yahoo Finance • 29 days ago

UBS flags 56 stocks where growth and profitability may be underpriced

[Hands holding up columns of bar graph] We Are UBS Global Research has constructed a 56-stock basket of U.S. companies with higher forward growth, stronger cash-flow profitability and improving earnings momentum, arguing that valuations f... Full story

Yahoo Finance • last month

1 of Wall Street’s Favorite Stocks to Own for Decades and 2 We Brush Off

1 of Wall Street's Favorite Stocks to Own for Decades and 2 We Brush Off Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that... Full story

Yahoo Finance • last month

3 Quality Compounders with Exciting Potential

3 Quality Compounders with Exciting Potential A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns. Companies such a... Full story

Yahoo Finance • last month

TransDigm Completes Acquisition of Prince & Izant

CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition of Prince & Izant ("P&I" or "the Company"), formerly a portfolio company of Industrial Gr... Full story

Yahoo Finance • 2 months ago

Can Rising Defense Demand Strengthen TransDigm's Growth Outlook?

TransDigm Group TDG is benefiting from healthy demand across the U.S. defense aerospace market, supported by ongoing investments in military capabilities and rising requirements for advanced aircraft and related components. The company's p... Full story

Yahoo Finance • 2 months ago

GE Aerospace Stock Gets a Downgrade. ‘Great Times Don’t Last Forever.’

Melius analyst Scott Mikus also cut ratings on four other aerospace stocks, Honeywell Aerospace , TransDigm, Heico, Woodward. He lays out the problem ahead: the aftermarket. Continue Reading... Full story

Yahoo Finance • 2 months ago

Nike downgraded, Affirm upgraded: Wall Street's top analyst calls

Nike downgraded, Affirm upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by... Full story

Yahoo Finance • 2 months ago

TransDigm (TDG) Stock Looks Undervalued Despite Mixed Broader Checks

TransDigm Group stock has pulled back from recent highs, yet the current price sits below an intrinsic value estimate from a Discounted Cash Flow (DCF) model, which points to a sizeable valuation gap. At the same time, broader checks paint... Full story