AADX Applied Aerospace & Defense, Inc.

On September 15, Guggenheim analyst Michael Ciarmoli initiated coverage of almost two dozen defense stocks, with a bullish, sector-wide buy-the-pullback call. He issued 13 Buy ratings with an average upside of roughly 50%, with the standout being Applied Aerospace & Defense, Inc. (NYSE:AADX). The analyst sees the stock around $30, up by about 150% from […]

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index’s +21.5% return and the HFRX Equity Hedge Index’s +10.3% return. The long book drove performance, generating […]

Investors need to pay close attention to AADX stock based on the movements in the options market lately.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index’s 25.71% return. A copy of the letter can be downloaded here. U.S. equities rebounded sharply after March’s selloff related to […]

It posted a much deeper-than-expected quarterly loss.

Applied Aerospace & Defense (AADX) shows several positive fundamental dynamics coming out of Q2, des

Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

Applied Aerospace & Defense (AADX) set fresh expectations for investors with new full year 2026 guidance, projecting total revenue between $670 million and $690 million in its first year as a public company. See our latest analysis for Applied Aerospace & Defense. The guidance update came after a sharp pullback, with Applied Aerospace & Defense’s 1 day share price return declining 7.19% and its 7 day share price return falling 9.94%. However, the 30 day share price return of 2.08% and year to...

Record backlog of $1.13 billion provides visibility into 2027 and 2028.

Applied Aerospace & Defense (NYSE:AADX) reported record second-quarter revenue and adjusted EBITDA in its first earnings call as a public company, while highlighting a growing contract backlog, capacity investments and continued demand across space and defense programs. Revenue for the second q

Boeing and Airbus supplier Astronics surged Wednesday on strong earnings, flashing buy signals. The stock has doubled in 2026.

SpaceX supplier Applied Aerospace & Defense reports a surprise second-quarter loss but revenue tops expectations.

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.