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Yahoo
06-08-2025
- Business
- Yahoo
Buy 5 Technology Services Stocks to Strengthen Your Portfolio
The Zacks-defined Technology Services industry currently ranks within the top 40% of Zacks Ranked Industries. Consequently, we expect it to outperform the market over the next three to six months. The technology services industry is mature, with demand for services in good shape. As a result, the industry flourished in the first half of 2025. The momentum is also likely to continue in the second half. We recommend five technology services stocks with a favorable Zacks Rank to strengthen your portfolio. These stocks are: Coherent Corp. COHR, Vimeo Inc. VMEO, Skillsoft Corp. SKIL, Vontier Corp. VNT and SPX Technologies Inc. SPXC. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Technology Services Industry Flourishing The global shift toward digitization creates opportunities in various markets, including 5G, blockchain and artificial intelligence (AI). Companies are adopting generative AI, machine language (ML), blockchain and data science faster to gain a competitive advantage. The business software industry is gaining from robust demand for multi-cloud-enabled software solutions, given the ongoing transition from legacy platforms to modern cloud-based infrastructure. Industry players are incorporating AI and ML into their applications for more dynamic and result-oriented outcomes. Elevated demand for enterprise software, which is ramping up productivity and improving the decision-making process, is a key catalyst. The chart below shows the price performance of our five picks in the past month. Image Source: Zacks Investment Research Coherent Corp. Zacks Rank #1 Coherent empowers market innovators to define the future through breakthrough technologies, from materials to systems. COHR delivers diversified applications for the industrial, communications, electronics and instrumentation markets. COHR also offers research and development, manufacturing, sales, service and distribution facilities. COHR operates through three segments, namely, Networking, Materials and Lasers. Coherent has an expected revenue and earnings growth rate of 11.5% and 29.3%, respectively, for the current year (ending June 2026). The Zacks Consensus Estimate for current-year earnings has improved 4.1% over the last 30 days. Vimeo Inc. Zacks Rank #1 Vimeo provides video software solutions in the United States and internationally. VMEO provides turnkey cloud-based solutions, including video hosting and management, intuitive video creation and editing, insightful analytics, artificial intelligence language translations, and enterprise tools. VMEO also offers tools through a software-as-a-service model, including video creation, collaboration, distribution, hosting, marketing, monetization, and analytics features. VMEO serves its services to small-to-midsize businesses, larger enterprises, marketers, agencies, filmmakers, and creative professionals. Vimeo has an expected revenue and earnings growth rate of 6.2% and more than 100%, respectively, for the next year. The Zacks Consensus Estimate for next-year earnings has remained the same over the last 60 days. Skillsoft Corp. Zacks Rank #1 Skillsoft provides personalized, interactive learning experiences, and enterprise-ready solutions in the United States, Other Americas, Europe, the Middle East, Africa, and the Asia-Pacific. SKIL operates in two segments, Talent Development Solutions and Global Knowledge. The Talent Development Solutions segment offers an AI-led, interactive, and multi-modal experience technology learning brand, as well as outcome-based learning through benchmarks, enterprise-grade security and integrations. The Global Knowledge segment provides virtual, in-classroom, and on-demand training solutions geared at foundational, practitioner, and expert information technology professionals. SKIL markets and sells its products to enterprises, government agencies, and educational institutions. Skillsoft has an expected revenue and earnings growth rate of 1.2% and -157%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 54.8% over the last 60 days. Vontier Corp. Zacks Rank #2 Vontier is a technology company. VNT is focused on transportation and mobility solutions. VNT's portfolio of brands includes expertise in mobility technologies, retail and commercial fueling, fleet management, telematics, vehicle diagnostics and repair and smart cities end-markets. VNT operates through three segments, namely, Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions. Vontier has an expected revenue and earnings growth rate of 0.1% and 9%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 2.9% over the last seven days. SPX Technologies Inc. Zacks Rank #2 SPX Technologies is a diversified supplier of highly engineered products and technologies, holding positions in the HVAC and detection and measurement markets. SPXC operates in two segments, HVAC and Detection and Measurement. SPXC markets its products through independent manufacturing representatives, third-party distributors and retailers. SPX Technologies has an expected revenue and earnings growth rate of 12.7% and 17%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.2% over the last seven days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Coherent Corp. (COHR) : Free Stock Analysis Report SPX Technologies, Inc. (SPXC) : Free Stock Analysis Report Vontier Corporation (VNT) : Free Stock Analysis Report Vimeo, Inc. (VMEO) : Free Stock Analysis Report Skillsoft Corp. (SKIL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
28-07-2025
- Business
- Yahoo
5 Must-Buy AI-Powered Internet Software Stocks to Power Your Portfolio
The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among users makes sense for businesses to invest heavily in web-based infrastructure, applications and security software. Within the Technology sector, the Zacks-defined Internet Software industry is currently within the top 32% of the Zacks Industry Rank. Since the Internet Software industry is ranked in the top half of Zacks Ranked Industries, we expect it to outperform the market over the next three to six months. We recommend five artificial intelligence (AI)-focused stocks from this space that have strong potential for the second half of 2025. These are — UiPath Inc. PATH, Calix Inc. CALX, Arista Networks Inc. ANET, HubSpot Inc. HUBS and NICE Ltd. NICE. Each of our picks currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research UiPath Inc. UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. The PATH platform's embedded AI (artificial intelligence), ML (machine language), and NLP (Natural Language Processing) capabilities improve decisioning and information processing. PATH introduced new generative AI features, including specialized LLMs (Large Language Model) such as DocPATH and CommPATH, and Context Grounding, to enhance automated AI models for specific business needs. UiPath has an expected revenue and earnings growth rate of 8.5% and 5.7%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 7.7% over the last 60 days. Calix Inc. Calix provides cloud and software platforms, and systems and services in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. CALX's cloud and software platforms, and systems and services enable broadband service providers to provide a range of services. CALX offers the Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile applications, such as CommandIQ for residents and CommandWorx for businesses. CALX has integrated AI into its cloud platform and products to enhance broadband experience providers' operations, subscriber engagement, and service delivery. CALX offers AI-powered marketing solutions for the health and finance industries, AI-powered chat bots, and AI-driven initiatives like Calix AI Agents. Calix has an expected revenue and earnings growth rate of 15.3% and more than 100%, respectively, for 2025. The Zacks Consensus Estimate for 2025 earnings has improved 25.6% over the last seven days. Arista Networks Inc. Arista Networks is well-positioned with the right network architecture for client-to-campus data center cloud and AI networking backed by three guiding principles. These include the best-in-class, highly proactive products with resilience, zero-touch automation and telemetry with predictive client-to-cloud one-click operations with granular visibility and prescriptive insights for deeper AI algorithms. ANET's EOS Smart AI Suite and Arista AVA (Autonomous Virtual Assist) enhance AI job monitoring, deep-dive analytics, and proactive performance issue resolution. Its AI suite also focuses on network security and optimization. ANET's AI-powered cloud networking solutions provide predictable performance and programmability, enabling seamless integration with third-party applications for network management, automation and orchestration. Arista AVA offers augmentation of pervasive visibility, continuous threat detection, and enforcement. The growing demand for 200- and 400-gig high-performance switching products augurs well for ANET's long-term growth. Arista Networks has an expected revenue and earnings growth rate of 19.3% and 13.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.4% in the last 30 days. HubSpot Inc. HubSpot provides a cloud-based customer relationship management platform for businesses in the Americas, Europe, and the Asia Pacific. HUBS is witnessing steady multi-hub adoption from enterprise customers in the premium market. Pricing optimization in HUBS' starter edition is leading to solid client additions in the lower end of the market. The integration of HubSpot AI, which includes state-of-the-art features, such as AI assistance, AI agents, AI insights and ChatSpot, is driving more value to customers. HUBS' seat pricing model lowers the barrier for customers to get started with its business and mitigates pricing friction for upgrades. The growing adoption of inbound applications is a tailwind. HubSpot has an expected revenue and earnings growth rate of 15.4% and 15.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 2.3% in the last 90 days. NICE Ltd. NICE is benefiting from the continued strength of its cloud business, expansion of its customer base and AI-powered solutions. Increased adoption of NICE's CXone platform saw large enterprises integrating AI tools to enhance customer experience. The success of AI products like autopilot and copilot, along with a growing partner ecosystem, is expanding NICE's market reach. Investments in automation, analytics and AI-powered contact centers is strengthening its competitive edge. NICE's focus on operational efficiency and product enhancements is bolstering its cloud leadership. Also, NICE remains well-positioned for steady growth with AI-driven customer engagement solutions. NICE has an expected revenue and earnings growth rate of 7% and 11.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.6% in the last 90 days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Calix, Inc (CALX) : Free Stock Analysis Report UiPath, Inc. (PATH) : Free Stock Analysis Report Nice (NICE) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report HubSpot, Inc. (HUBS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
13-06-2025
- Business
- Yahoo
Buy 5 AI-Focused Mid-Cap Internet Software Stocks for a Solid Portfolio
The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among users makes sense for businesses to invest heavily in web-based infrastructure, applications and security software. Within the Technology sector, the Zacks-defined Internet Software industry is currently within the top 17% of the Zacks Industry Rank. Since the Internet Software industry is ranked in the top half of Zacks Ranked Industries, we expect it to outperform the market over the next three to six months. We recommend five artificial intelligence (AI)-focused mid-cap stocks from this space that have strong potential for the second half of 2025. These are — UiPath Inc. PATH, Five9 Inc. FIVN, Fastly Inc. FSLY, Calix Inc. CALX and Confluent Inc. CFLT. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. The chart below shows the price performance of our five picks in the past three months. Image Source: Zacks Investment Research UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. The PATH platform's embedded AI, ML, and NLP (Natural Language Processing) capabilities improve decisioning and information processing. PATH introduced new generative AI features, including specialized LLMs (Large Language Model) such as DocPATH and CommPATH, and Context Grounding, to enhance automated AI models for specific business needs. UiPath has an expected revenue and earnings growth rate of 8.5% and 3.8%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.9% over the last seven days. Five9 provides intelligent cloud software for contact centers in the United States, India, and internationally. FIVN offers a virtual contact center cloud platform that delivers a suite of applications, enabling a broad range of contact center-related customer service, sales, and marketing functions. FIVN's platform comprises interactive virtual agents, agent assistance, workflow automation, workforce engagement management, AI insights, and AI summaries. It allows management and optimization of customer interactions across voice, chat, email, web, social media, and mobile channels directly or through its application programming interfaces. FIVN has been benefiting from the growing adoption of AI tools in its call center services, with personalized AI agents emerging as a major growth driver. On Feb. 19, Five9 introduced its Intelligent CX Platform powered by Five9 Genius AI on the Google Cloud space. FIVN also released new Five9 AI agents tailor-made for Google Cloud. Five9 has an expected revenue and earnings growth rate of 9.6% and 11.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 5.7% over the last 60 days. Fastly provides infrastructure software offering cloud computing, image optimization, security, edge computer technology and streaming solutions. On Dec.16, 2024, FSLY unveiled Fastly AI Accelerator, a semantic caching solution that allows developers to optimize their LLM generative AI applications. FSLY operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. FSLY's Edge Cloud Platform offers more efficient performance as developers need only a single line of code instead of repeated calls to the AI provider to update their application to a new API endpoint. Fastly has an expected revenue and earnings growth rate of 8.6% and 25%, respectively, for 2025. The Zacks Consensus Estimate for 2025 earnings has improved 10% over the last seven days. Calix provides cloud and software platforms, and systems and services in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. CALX's cloud and software platforms, and systems and services enable broadband service providers to provide a range of services. CALX offers the Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile applications, such as CommandIQ for residents and CommandWorx for businesses. CALX has integrated AI into its cloud platform and products to enhance broadband experience providers' operations, subscriber engagement, and service delivery. CALX offers AI-powered marketing solutions for the health and finance industries, AI-powered chat bots, and AI-driven initiatives like Calix AI Agents. Calix has an expected revenue and earnings growth rate of 7.1% and 65.4%, respectively, for 2025. The Zacks Consensus Estimate for 2025 earnings has improved 21.1% over the last 60 days. Confluent operates a data streaming platform in the United States and internationally. CFLT provides platforms that allow customers to connect their applications, systems, and data layers comprising Confluent Cloud, a managed cloud-native software-as-a-service (SaaS), and Confluent Platform, an enterprise-grade self-managed software. CFLT serves banking and financial services, retail and ecommerce, manufacturing, automotive, telecommunication, gaming, insurance, and technology industries, as well as the public sector. Using the Confluent Data Streaming Platform, individuals can stream data in real time from everywhere to deliver production-scale AI-powered applications faster. CFLT has an expected revenue and earnings growth rate of 19% and 24.1%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 2.9% in the last 60 days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Calix, Inc (CALX) : Free Stock Analysis Report UiPath, Inc. (PATH) : Free Stock Analysis Report Five9, Inc. (FIVN) : Free Stock Analysis Report Fastly, Inc. (FSLY) : Free Stock Analysis Report Confluent, Inc. (CFLT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-05-2025
- Business
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Buy 5 Aerospace Defense Stocks for Second-Half 2025 on Growing Demand
The aerospace defense industry has maintained its northbound journey amid supply-chain woes. Increased defense budget by the U.S. administration and impressive year-over-year projections for global air passenger numbers are likely to boost this space in the second half of 2025. At this stage, it will be prudent to invest in aerospace defense industry stocks with a favorable Zacks Rank for the rest of 2025. Five such stocks are: GE Aerospace GE, Howmet Aerospace Inc. HWM, Leidos Holdings Inc. LDOS, Huntington Ingalls Industries Inc. HII and Vertical Aerospace Ltd. EVTL. Each of our picks carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. While the commercial aerospace market overcame the woes of the pandemic and has been growing steadily over the past couple of quarters, the defense side of the industry stood its ground amid the COVID-19 crisis, cushioned by steady government support. To this end, it is worth noting that in May 2025, a White House report was published stating that President Donald Trump has proposed a 13% increase in the nation's defense spending to $1.01 trillion for fiscal year 2026. Such improved funding provisions set the stage for industry players focused on the defense business to win more contracts and expand their production volume, which is likely to boost their top Zacks-defined Aerospace – Defense Industry is currently in the top 16% of the Zacks Industry Rank. Since it is ranked in the top half of the Zacks Ranked Industries, we expect the aerospace defense industry to outperform the market over the next three to six months. The chart below shows the price performance of our five picks in the past three months. Image Source: Zacks Investment Research GE Aerospace has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. GE's portfolio-reshaping actions are likely to unlock values for its shareholders. GE raised its dividend by 28.6% to 36 cents per share in February 2025. For 2025, GE expects organic revenues to grow in the low-double-digit range from the year-ago level. GE Aerospace has an expected revenue and earnings growth rate of -6.8% and 19.6%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.3% over the last 30 days. Howmet Aerospace is benefiting from solid momentum in the commercial aerospace market, driven by robust build rates and wide-body aircraft recovery. HWM is also witnessing strength in its defense aerospace business on the back of rising U.S. & international defense budgets. Robust orders for engine spares for the F-35 program, spares and new builds for legacy fighters augur well for HWM. Given the strength in most of its served markets, HWM has built a sound liquidity position that supports its shareholder-friendly policies. Howmet Aerospace has an expected revenue and earnings growth rate of 8.5% and 28.6%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.6% over the last seven days. Leidos Holdings ended the first quarter of 2025 on a solid note, with both its earnings and revenues having surpassed their respective Zacks Consensus Estimates. LDOS' defense solutions continue to witness increased contract wins from the Pentagon and other U.S. allies. These contract wins enhanced LDOS' bookings, which, in turn, led to a solid backlog of $46.30 billion at the end of first-quarter 2025. The Trump administration's defense budget proposal includes significant investment for the development and deployment of a Golden Dome for America, a next-generation missile defense shield that would protect the United States from missile threats coming from any adversary. LDOS believes that it is very well-positioned to contribute meaningfully to the Golden Dome mission, which will require next-generation sensor and missile defense capabilities, with its latest air and missile defense capability playing a vital role in the defense of Guam. Leidos Holdings has an expected revenue and earnings growth rate of 2.7% and 4.3%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.3% over the last 30 days. Huntington Ingalls Industries is a designer of nuclear-powered aircraft carriers and one of the two primary U.S. shipbuilders. HII has more than 100 years of experience in building ships, aircraft carriers and submarines. Thanks to the strong demand that Huntington Ingalls' products enjoy, its order value and hence the backlog count remain solid. Looking ahead, HII expects to launch DDG 129 Jeremiah Denton and complete sea trials for DDG 1000 in 2025. HII also aims to deliver DDG 128 Ted Stevens and LHA 8 Bougainville in 2026 and lay the keel for CVN 81 Doris Miller. As far as its submarine contracts are concerned, Huntington Ingalls christened SSN 800 Arkansas in the fourth quarter. HII plans to deliver SSN 798 and float off SSN 800, Arkansas, in 2025. Such a solid pipeline of products bolsters HII's revenue-generation prospects. Huntington Ingalls Industries has an expected revenue and earnings growth rate of 3.3% and 2.5%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.3% over the last 30 days. Vertical Aerospace is an aerospace and technology company that is engaged in designing, manufacturing, and selling zero-operating-emission electric vertical takeoff and landing (eVTOL) aircraft for use in the advanced air mobility market in the United Kingdom. EVTL is involved in developing its flagship VX4, an eVTOL aircraft. EVTL is pioneering zero-emission aviation. Vertical Aerospace has an expected revenue and earnings growth rate of 1% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved more than 100% over the last 30 days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report GE Aerospace (GE) : Free Stock Analysis Report Huntington Ingalls Industries, Inc. (HII) : Free Stock Analysis Report Leidos Holdings, Inc. (LDOS) : Free Stock Analysis Report Howmet Aerospace Inc. (HWM) : Free Stock Analysis Report Vertical Aerospace Ltd. (EVTL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
27-05-2025
- Business
- Yahoo
Buy 5 Aerospace Defense Stocks for Second-Half 2025 on Growing Demand
The aerospace defense industry has maintained its northbound journey amid supply-chain woes. Increased defense budget by the U.S. administration and impressive year-over-year projections for global air passenger numbers are likely to boost this space in the second half of 2025. At this stage, it will be prudent to invest in aerospace defense industry stocks with a favorable Zacks Rank for the rest of 2025. Five such stocks are: GE Aerospace GE, Howmet Aerospace Inc. HWM, Leidos Holdings Inc. LDOS, Huntington Ingalls Industries Inc. HII and Vertical Aerospace Ltd. EVTL. Each of our picks carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. While the commercial aerospace market overcame the woes of the pandemic and has been growing steadily over the past couple of quarters, the defense side of the industry stood its ground amid the COVID-19 crisis, cushioned by steady government support. To this end, it is worth noting that in May 2025, a White House report was published stating that President Donald Trump has proposed a 13% increase in the nation's defense spending to $1.01 trillion for fiscal year 2026. Such improved funding provisions set the stage for industry players focused on the defense business to win more contracts and expand their production volume, which is likely to boost their top Zacks-defined Aerospace – Defense Industry is currently in the top 16% of the Zacks Industry Rank. Since it is ranked in the top half of the Zacks Ranked Industries, we expect the aerospace defense industry to outperform the market over the next three to six months. The chart below shows the price performance of our five picks in the past three months. Image Source: Zacks Investment Research GE Aerospace has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. GE's portfolio-reshaping actions are likely to unlock values for its shareholders. GE raised its dividend by 28.6% to 36 cents per share in February 2025. For 2025, GE expects organic revenues to grow in the low-double-digit range from the year-ago level. GE Aerospace has an expected revenue and earnings growth rate of -6.8% and 19.6%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.3% over the last 30 days. Howmet Aerospace is benefiting from solid momentum in the commercial aerospace market, driven by robust build rates and wide-body aircraft recovery. HWM is also witnessing strength in its defense aerospace business on the back of rising U.S. & international defense budgets. Robust orders for engine spares for the F-35 program, spares and new builds for legacy fighters augur well for HWM. Given the strength in most of its served markets, HWM has built a sound liquidity position that supports its shareholder-friendly policies. Howmet Aerospace has an expected revenue and earnings growth rate of 8.5% and 28.6%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.6% over the last seven days. Leidos Holdings ended the first quarter of 2025 on a solid note, with both its earnings and revenues having surpassed their respective Zacks Consensus Estimates. LDOS' defense solutions continue to witness increased contract wins from the Pentagon and other U.S. allies. These contract wins enhanced LDOS' bookings, which, in turn, led to a solid backlog of $46.30 billion at the end of first-quarter 2025. The Trump administration's defense budget proposal includes significant investment for the development and deployment of a Golden Dome for America, a next-generation missile defense shield that would protect the United States from missile threats coming from any adversary. LDOS believes that it is very well-positioned to contribute meaningfully to the Golden Dome mission, which will require next-generation sensor and missile defense capabilities, with its latest air and missile defense capability playing a vital role in the defense of Guam. Leidos Holdings has an expected revenue and earnings growth rate of 2.7% and 4.3%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.3% over the last 30 days. Huntington Ingalls Industries is a designer of nuclear-powered aircraft carriers and one of the two primary U.S. shipbuilders. HII has more than 100 years of experience in building ships, aircraft carriers and submarines. Thanks to the strong demand that Huntington Ingalls' products enjoy, its order value and hence the backlog count remain solid. Looking ahead, HII expects to launch DDG 129 Jeremiah Denton and complete sea trials for DDG 1000 in 2025. HII also aims to deliver DDG 128 Ted Stevens and LHA 8 Bougainville in 2026 and lay the keel for CVN 81 Doris Miller. As far as its submarine contracts are concerned, Huntington Ingalls christened SSN 800 Arkansas in the fourth quarter. HII plans to deliver SSN 798 and float off SSN 800, Arkansas, in 2025. Such a solid pipeline of products bolsters HII's revenue-generation prospects. Huntington Ingalls Industries has an expected revenue and earnings growth rate of 3.3% and 2.5%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.3% over the last 30 days. Vertical Aerospace is an aerospace and technology company that is engaged in designing, manufacturing, and selling zero-operating-emission electric vertical takeoff and landing (eVTOL) aircraft for use in the advanced air mobility market in the United Kingdom. EVTL is involved in developing its flagship VX4, an eVTOL aircraft. EVTL is pioneering zero-emission aviation. Vertical Aerospace has an expected revenue and earnings growth rate of 1% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved more than 100% over the last 30 days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report GE Aerospace (GE) : Free Stock Analysis Report Huntington Ingalls Industries, Inc. (HII) : Free Stock Analysis Report Leidos Holdings, Inc. (LDOS) : Free Stock Analysis Report Howmet Aerospace Inc. (HWM) : Free Stock Analysis Report Vertical Aerospace Ltd. (EVTL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
