HWM is down -6.46% to roughly $242.52 in early regular-session trading, pulling back from Friday's $259.27 close. The decline extends the selloff sparked by Elon Musk's announcement that SpaceX will cast its own gas-turbine blades and vanes, targeting Howmet's dominant ~50%+ share of that niche.
Woodward, Inc. ( WWD ) trades near $346, well below its 52-week high of roughly $451 and its $500 milestone target. The strongest bullish case rests on robust commercial aerospace aftermarket demand, power-generation growth, expanding margins, and a raised fiscal 2026 earnings outlook.
L3Harris Technologies (LHX) shares closed near $256, down roughly 10.5% over the past 30 days and near the low end of a 52-week range of $256.05 to $379.23. A leadership crisis—the ouster of Chairman and CEO Christopher Kubasik over conduct violations—was the primary near-term catalyst for the selloff.
L3Harris Technologies (LHX) shares fell roughly 10.4% over the trailing 30 days, ending near $256 and touching a fresh 52-week low. The decline accelerated after an abrupt leadership transition, as Chairman and CEO Chris Kubasik was replaced following a code-of-conduct investigation.
Planet Labs PBC reported record revenue of $116.1 million for the second quarter of fiscal 2027, up 58% year over year and above the roughly $104.5 million consensus estimate. Non-GAAP (non-Generally Accepted Accounting Principles) earnings per share (EPS) came in at $0.02, beating expectations of a $0.02 loss.
PL fell -6.85% to $18.62 during regular trading on Sept. 3, versus a prior close of $19.99. The decline reflects pre-earnings de-risking ahead of the company's fiscal Q2 2027 results due after today's close.
The widely discussed $400 stock price target sits roughly 9% above recent levels near $366 and just beyond GE's 52-week high of about $389. Multiple major banks — including RBC Capital, JPMorgan, and Morgan Stanley — have set $400 price targets, anchoring the level in mainstream analyst discussion.
DPC fell -10.28% to $39.55 during regular trading, deepening an early premarket drop of about -5.9%. Primary catalyst: Elon Musk confirmed SpaceX is building an in-house foundry for gas-turbine blades and vanes, threatening Doncasters' core industrial gas turbine segment (~39% of Q2 revenue).
HWM fell -6.02% to $248.91 during regular trading, deepening a premarket slide of about -4.5% from Friday's close of $264.85. The primary catalyst was Elon Musk's Saturday X post that SpaceX could begin casting gas turbine blades and vanes in-house, accelerating natural gas turbine output by up to 18 months.
Curtiss-Wright (CW) shares fell roughly 17.6% over the last 30 days, sliding from about $724 to near $596, despite strong second-quarter results and raised full-year guidance. The pullback follows a record high near $808 in early July, leaving the stock down approximately 20% over the trailing three months while remaining solidly higher year-to-date.
SIDU is trading up +3.56% during regular market hours, around $2.33 versus a prior close of $2.25. The move is driven by a broad space-sector rally, with peers Redwire (+14%), BlackSky (+13%) and AST SpaceMobile also surging in morning trading.
AI monetization is the pivotal debate. Following its merger with xAI and the announced $60 billion acquisition of coding-tool maker Cursor, SpaceX's artificial intelligence (AI) business is central to how analysts value the stock. Starship milestones are a structural catalyst. A reliable, high-cadence Starship would enable a transition away from the Falcon 9 workhorse and unlock higher launch volumes over the medium term.
Woodward shares declined roughly 15% over the past 30 days, falling from a July 22 close of $404.59 to $343.26 as of the most recent session. The pullback followed a strong fiscal third-quarter report that nonetheless disappointed on free cash flow, capital spending, and a narrowed aerospace growth outlook.
Applied Aerospace & Defense shares trade near $15, far below the $25 level that reflects Wall Street's consensus price target of roughly $25.14. Bullish support comes from a defense and space backlog exceeding $1 billion, a Strong Buy analyst consensus, and growing U.S. and allied defense budgets.
The widely discussed price objective for RKLB is $100 per share, roughly 26% above its most recent closing price near $79. Bullish drivers include rapid revenue growth, a record government contract backlog, and the upcoming Neutron medium-lift rocket.
Beta Technologies (BETA) shares climbed from $17.76 to $26.76 over roughly 30 days, a gain of about 50.7%. The rally accelerated after the July 20 unveiling of the MV250 autonomous hybrid-electric military aircraft and progress on hybrid-electric flight milestones.
BETA shares advanced about 44% over the last 30 days, from a $17.76 close on July 17, 2026, to $25.60 on Aug. 17, 2026. Over the trailing quarter, the stock has climbed roughly 66% from a $15.41 close on May 15, 2026.
Selected price target: $10, roughly 56% above the latest close of $6.39 for Archer Aviation Inc. (NYSE: ACHR) . Strongest bullish factors: a Wall Street consensus Buy rating with average analyst price targets clustered near $10.60–$11.80, the planned acquisition of three Boeing-owned aerospace businesses, and progress toward FAA certification and early commercial operations.
SPCX gained +5.89% during regular trading, rising to $148.25 from Friday's $140.00 close. The advance extends a rebound that carried shares back above the $135 IPO price after the August 6 lockup expiry failed to trigger heavy selling.
Innovative Aerosystems, Inc. (ISSC) reported strong fiscal Q3 2026 results with revenue growth and margin expansion, while StandardAero, Inc. (SARO) delivered steady but more modest revenue increases in recent quarters. ISSC stock has shown notable upward momentum in recent weeks amid new orders and acquisitions, contrasting with SARO's more stable performance relative to broader market indices.