Analysis - AeroAnalysis

Lockheed And Boeing: Why SpaceX Hype Is Missing The Point

The upcoming SpaceX IPO has fueled a significant rerating among space stocks, but traditional aerospace and defense prime contractors have [...]

10
Jun

Rocket Lab Valuation Weakens After SpaceX Surge

Rocket Lab valuation has become stretched despite continued execution at a high level, delivering strong revenue growth, expanding its backlog, [...]

05
Jun

TAT Technologies: $45 Million In New Contracts

TAT Technologies shares have gained 23% since my previous report as investors responded positively to the company’s latest contract wins [...]

05
Jun

Castlelake easyJet Takeover: Why A £3 Billion Bid May Not Be Enough

The proposed Castlelake easyJet takeover has reignited investor interest in the airline, sending shares sharply higher. However, while the market [...]

04
Jun

AerCap Stock Valuation: Hidden Fleet Value Still Supports Upside

AerCap Holdings (AER) has underperformed the broader market despite delivering solid operational results. Investor concerns appear centered on airline health, [...]

03
Jun

Boeing Orders And Deliveries: Strong Demand Supports Recovery

Boeing booked 136 orders worth $16 billion in April, but delivery growth remained modest due to delivery delays.

02
Jun

Filtronic SpaceX supplier of RF solutions.

Filtronic SpaceX Supplier With Valuation Risk

The upcoming SpaceX IPO has increased investor interest in companies exposed to the growing space economy. For investors who find [...]

01
Jun

MDA Space Stock Downgraded After Strong Rally

MDA Space stock (MDA) has surged nearly 40% since my previous report as investor sentiment toward space companies continues improving. [...]

28
May

SpaceX: AI Ambitions Support $1.75 Trillion Valuation

SpaceX is preparing for what could become the most anticipated IPO of the year, but investors should recognize that this [...]

26
May

Nebius Group: Hyperscaler Demand Supports Strong Buy

Nebius Group delivered explosive Q1 2026 growth with revenue up 684% and margins rapidly improving. Rising hyperscaler demand supports a [...]

25
May

Delta Air Lines: Why Berkshire Hathaway Is Buying Again

Shares of Delta Air Lines (DAL) moved higher after Berkshire Hathaway disclosed a new stake in the airline, signaling renewed [...]

20
May

Boeing 737 MAX Return To Service In China – Update Week 16

Boeing 737 MAX return to service continued with 4 returns.

30
Apr

Boeing 737 MAX Return To Service In China – Update Week 15

Boeing 737 MAX service activity in China shows strong pace.

24
Apr

Air India: More Boeing 777X Could Be Ordered

Air India recently announced a big tentative order with Airbus and Boeing for 470 aircraft, the deal includes all Boeing [...]

19
Feb

Boeing: Explosive Balloon Deflates Hopes, Inflates Crisis

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06
Feb

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