News on defense contractors, government contracts, and the commercial space industry.
SanDisk Corp.‘s customers are seeking long-term commitments for SanDisk’s memory supply, with one of its biggest buyers already back for a second round. Customers Lock in Supply and Return for More The long-term supply deals have opened “very deep and...
Boeing’s assessed fair value estimate has been marked down from US$270.00 to about US$243.23, a reduction of roughly 9.9%. This shift lines up with a wave of lower price targets after the company’s updated free cash flow outlook, Q3 2026 results, and ongoing questions about how quickly production and cash generation targets can be met. In the sections that follow, you will see how this evolving analyst narrative around Boeing may shape expectations and what to watch as new information comes...
ATI (NYSE:ATI) reported third-quarter 2026 results that exceeded its adjusted EBITDA outlook and raised its full-year guidance for the third time this year, citing broad demand across aerospace, defense and specialty-energy markets. Revenue increased 26% year over year and 13% sequentially to $1.4
