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$GHM
GRAHAM CORP
Graham Corporation designs and manufactures custom-engineered equipment and systems for customers in the Defense, Energy & Process, and Space industries. Its products support applications including propulsion, power generation, heat transfer, vacuum, thermal management, fluid transfer, life support, and advanced mixing. Its offerings include ejectors, condensers, pumps, turbines, compressors, blowers, heat exchangers, bladeless centrifugal mixers, and related accessories, services, and consumables. The company also provides engineering, technical support, and equipment lifecycle services. Graham sells its products through a team of sales engineers it employs directly. Its principal customers include defense and aerospace suppliers, refineries, petrochemical plants, engineering procurement contractors, and original equipment manufacturers. Its brands include Graham, Barber-Nichols, and FlackTek. Graham is headquartered alongside its production facilities in Batavia, New York, and has wholly owned subsidiaries and sales and engineering offices in the United States, China, and India.
Several stocks surged after crude oil prices dropped, easing inflation concerns and boosting sectors like AI data centers. Flex (FLEX) +12.2%, JELD-WEN (JELD) +12.1%, Graham (GHM) +15.4%, Coherent (COHR) +17.3%, and Planet Labs (PL) +13.2%. Coherent's volatility noted; shares still 46.7% below 52-week high.
Graham (GHM) rose 14.9% after William Blair initiated coverage with an Outperform rating, citing its shift from defense engineering to diversified tech supplier.
Oppenheimer upgraded AMD to Outperform with a $600 target. Rothschild & Co upgraded Airbnb to Neutral with a $190 target. JPMorgan downgraded DraftKings to Neutral with a $21 target, citing weak EBITDA conviction. Other notable upgrades include Tronox, TripAdvisor, and Unum Group, while downgrades include Zillow, Nvidia, TransUnion, and Molson Coors. Coverage resumed on Starbucks, Uber, and L3Harris, with positive outlooks. New coverage initiated on United Therapeutics and Graham.
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GHM sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 17 news stories mentioning GHM (GRAHAM CORP). Coverage has skewed bullish: 13 bullish, 4 neutral, and 0 bearish.
Recent GHM coverage spans earnings, financial news and market movers.
What's driving GHM
Engineered‑components maker gained on reduced energy expenses for AI data‑center builds.
AlphAI scores every news story that mentions GHM with an AI model for sentiment and relevance, and aggregates insider trades from GRAHAM CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Several stocks surged after crude oil prices dropped, easing inflation concerns and boosting sectors like AI data centers. Flex (FLEX) +12.2%, JELD-WEN (JELD) +12.1%, Graham (GHM) +15.4%, Coherent (COHR) +17.3%, and Planet Labs (PL) +13.2%. Coherent's volatility noted; shares still 46.7% below 52-week high.
Graham (GHM) rose 14.9% after William Blair initiated coverage with an Outperform rating, citing its shift from defense engineering to diversified tech supplier.
Oppenheimer upgraded AMD to Outperform with a $600 target. Rothschild & Co upgraded Airbnb to Neutral with a $190 target. JPMorgan downgraded DraftKings to Neutral with a $21 target, citing weak EBITDA conviction. Other notable upgrades include Tronox, TripAdvisor, and Unum Group, while downgrades include Zillow, Nvidia, TransUnion, and Molson Coors. Coverage resumed on Starbucks, Uber, and L3Harris, with positive outlooks. New coverage initiated on United Therapeutics and Graham.
Graham Corp (GHM) reported Q2 2027 revenue of $69.8M, up 6% YoY, with adjusted EBITDA increasing 64% to $10.3M. Orders totaled $73.7M, and backlog reached a record $561M. The company reaffirmed its fiscal 2027 guidance and raised its gross margin outlook. Growth was driven by defense, space, and the integration of FlackTek. The company also broke ground on a new facility in Colorado.
Graham Corporation (GHM) reported Q3 CY2026 revenue of $69.76M, missing estimates by 1.8% but beating EPS and EBITDA expectations. The company reconfirmed its full-year revenue guidance of $290M and raised EBITDA guidance. Operating and free cash flow margins improved year-over-year, and backlog grew 12.2%.
GRAHAM CORP (GHM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 News Release Graham Corporation ¨ 20 Florence Avenue ¨ Batavia, NY 14020 IMMEDIATE RELEASE Graham Corporation Reports Second Quarter Fiscal 2027 Results Second Quarter Fiscal 2027 Highlights: • Net sales of $69.8 million, increased 6% compared to the prior year refle
Graham Corporation (GHM) is set to report Q3 earnings, with analysts expecting 7.6% revenue growth. Last quarter, it beat revenue and EPS estimates with $71.34M in revenue, up 28.6% YoY. The stock is down 18.2% in the last month, trading at $74.00 with an average price target of $125.60.
Conestoga Capital Advisors' Q3 2026 letter noted Graham Corp. (GHM) shares fell 21.64% in the past month due to margin compression, despite strong demand and a record backlog of $557M. The company reported record Q1 revenue and backlog, but lower gross margins and GAAP earnings tempered results. GHM closed at $71.69 with a market cap of $841.43M.
Graham Corp (GHM) shares fell 4.5% to $77.58 on October 13, 2026, within a 52-week range of $52.57 to $125.82. GuruFocus estimates suggest the stock is 57.9% overvalued, with a GF Value of $49.13. The company's GF Score is 81/100, indicating strong overall performance but concerns about valuation. The P/E ratio is 74.5x, above its 5-year median of 64.3x. No insider transactions were reported in the past year.
Graham Corporation (GHM) shares rose 5.6% after JPMorgan initiated coverage with an Overweight rating and a price target. The company's stock has seen high volatility, with a 15.6% drop in April due to weaker-than-expected profitability guidance despite strong Q1 revenue of $67.1M and adjusted earnings of $0.33 per share. GHM is up 38.8% YTD but trades 25.6% below its 52-week high.