Archive snapshot · Industrials
Sat, Oct 17, 9:32 PM ET
Boeing braces for FAA certification of 737-10 as analysts cut price targets on ongoing risks
FAA could certify the 737 MAX 10 next week after a key safety review, while Morgan Stanley and RBC trimmed Boeing targets citing lingering risks despite a Farnb
www.tokenpost.com · +5 outlets
GE Vernova and Venture Global lock in $17.2B power equipment deal with grid reservations
The pact covers five grid equipment reservations and underscores surging data center power demand, though Susquehanna cut its GE Vernova target to $1,270.
Foreign Policy Journal · +3 outlets
GE Vernova Q2 misses estimates but CEO raises guidance, says data center orders doubled all of 2025
Shares fell on the earnings miss even as management pointed to accelerating data center order momentum as electricity becomes AI's key bottleneck.
Stocktwits · +8 outlets
GE Aerospace earnings preview: Street expects $2.01 EPS as RBC keeps $400 target
Multiple brokerages and data services set expectations ahead of GE Aerospace's Oct. 20 Q3 report amid mixed analyst revisions and a buy rating from RBC Capital.
AlphaStreet · +7 outlets
Honeywell Q1 FY2026 earnings preview set for Oct. 22 as Mizuho trims target to $255
Honeywell reports pre-market Oct. 22 after a 46% share decline, with investors weighing its AI platform launch against a Mizuho target cut to $255 from $265.
Yahoo Finance · +4 outlets
SoftBank moves to buy US's largest security guard firm and deploy robots
The reported deal would pair SoftBank's robotics ambitions with a large human security workforce, signaling growing automation in labor-intensive services.
BigGo Finance · +6 outlets
Avio outlines US solid rocket motor plant plan to meet Pentagon demand
The Italy-based defense group's US subsidiary aims to address Pentagon calls for more solid rocket motors and the workforce needed to build them.
Manufacturingdive · +1 outlets
Morgan Stanley: aerospace and defense demand intact into earnings despite soft sentiment
The bank's preview highlights backlogs and production constraints while flagging margin risks as the sector heads into quarterly reports.
Yahoo Finance · +1 outlets
Alcoa to sell part of Massena East site for $315M
The aluminum producer is also on track to complete its multibillion-dollar acquisition of South32 assets in Australia, Brazil and South Africa.
Manufacturingdive · +5 outlets
Caterpillar Q2 EPS tops consensus by 30.5% as Oppenheimer cuts target to $1,009
Caterpillar's earnings power surprised even as analysts adjusted targets and the company pursues a $1 billion expansion plan.
ad-hoc-news.de · +3 outlets
Manufacturing tech orders hit third-highest monthly total on record, AMT says
The trade group cited strong order activity alongside facility and workforce investments announced by Caterpillar, HPE and others this week.
Manufacturingdive · +4 outlets
JPMorgan raises Deere target to $625 as Citi keeps $650; shares trade lower
Analyst target adjustments came as Deere shares fell more than the broader market in pre-market and regular trading.
ad-hoc-news.de · +1 outlets
GE HealthCare target cut to $75 by BTIG as $945M deal weighs on valuation debate
Analysts weighed the impact of a $945 million transaction and a Cyclotron CE Mark on GE HealthCare shares, with BTIG trimming its target.
ad-hoc-news.de · +2 outlets
Serve Robotics stock plunges this week
The delivery robotics company's shares fell sharply, extending volatility among autonomous delivery peers.
The Globe and Mail · +14 outlets
Evos raises $9M to build AI operators for industrial businesses
The funding round reflects continued investor appetite for AI software targeting industrial operations.
FreightWaves · +5 outlets
Kion Group lowers 2026 guidance, weighing on shareholders
The German intralogistics equipment maker cut its full-year outlook, pressuring its shares.
Simply Wall Street · +3 outlets
WSP deepens Canadian energy work with latest acquisition
The engineering services firm's deal adds to its Canadian energy project pipeline.
Kalkine Media · +1 outlets
Fincantieri pushes BOOST automation program, putting valuation back in focus
The Italian shipbuilder's automation initiative renewed investor scrutiny of its valuation.
Simply Wall Street

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