$ATI

Four aerospace and defense stocks (ATI, DCO, IA, LOAR) are highlighted as Strong Buys by Zacks, with strong Q2 earnings and raised guidance. ATI reported $1.26B in sales (+10% YoY), record backlog of $4.4B, and raised 2026 EPS guidance. DCO saw record revenue of $224.5M (+11% YoY) and adjusted EPS of $1.18 (+34% YoY). IA reported $26.7M in sales (+11% YoY) and doubled adjusted EPS to $0.33. LOAR posted $171.6M in sales (+39% YoY) and raised 2026 EPS outlook.

Harris Timothy J (Senior VP and CDIO) sold 16,500 shares of ATI INC (ATI) at $207.54 ($3.42M total) on 2026-09-08 under a Rule 10b5-1 trading plan.

ATI Inc. (NYSE:ATI) raised its 2026 guidance after Q2 revenue rose 11% YoY to $1.26B, with adjusted EBITDA at $284.4M. The company secured long-term supply deals with BWX Technologies and Boeing, supporting its bullish outlook. However, risks include customer concentration and raw material cost volatility. Analysts remain bullish, with a consensus target price of $255.

Morehouse David J sold 2,485 shares of ATI INC (ATI) at $201.61 ($0.50M total) on 2026-09-02.

Harris Timothy J (Senior VP and CDIO) sold 16,500 shares of ATI INC (ATI) at $210.01 ($3.47M total) on 2026-08-31 under a Rule 10b5-1 trading plan.

ATI Inc. (NYSE:ATI) reported Q2 sales of $1.26B, up 11% YoY, with net income rising 50% to $151M. The company raised its full-year 2026 outlook, citing strong demand in aerospace and defense. ATI's backlog reached a record $4.4B, up 18% YoY. CEO Kimberly Fields noted demand outpacing supply, and the company repurchased $50M in shares. However, margins in one segment slipped, and debt increased to fund growth.

Analysts updated ratings and price targets for several companies. GitLab (GTLB) was upgraded to market perform, Dell (DELL) raised to $617, DocuSign (DOCU) to $75, and Palo Alto Networks (PANW) to $420. Others saw downgrades or target reductions, including Toast (TOST) and PG&E (PCG).

AerSale (ASLE) reported a 33.9% revenue decline, missing estimates, and its stock fell 12.9%. Curtiss-Wright (CW) saw a 5.4% revenue increase, meeting expectations, but its stock dropped 23.2%. ATI (ATI) reported a 10.6% revenue growth, beating estimates, and its stock remained flat. The article also discusses broader market risks.

Harris Timothy J (Senior VP and CDIO) sold 16,500 shares of ATI INC (ATI) at $206.92 ($3.41M total) on 2026-08-24 under a Rule 10b5-1 trading plan.

ATI Inc., a Pittsburgh-based specialty materials producer, restructured in 2013 and 2020, focusing on High-Performance Materials & Components and Advanced Alloys & Solutions. In Q1 2026, earnings beat estimates but revenues missed. The company benefits from aerospace and defense demand but faces risks from production ramps and supply-chain issues.