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$HWM
Howmet Aerospace Inc.
Howmet Aerospace is a global manufacturer of engineered products for aerospace, defense, commercial transportation, gas turbines and other markets. Headquartered in Pittsburgh, Pennsylvania, it operates in 19 countries. Its four segments are Engine Products, which makes components such as airfoils and seamless rolled rings for aircraft engines and industrial gas turbines; Fastening Systems, which produces aerospace, industrial and transportation fasteners and installation tools; Engineered Structures, which makes titanium and other metal products, forgings, extrusions and machined components for aircraft and defense applications; and Forged Wheels, which makes aluminum wheels for trucks, buses and trailers under the Alcoa Wheels brand. Howmet sells its products directly to customers or through distributors. Its offerings include investment castings, coatings, rings, forged engine parts, aircraft components, fastening systems and aluminum commercial vehicle wheels. Customers include aerospace and defense manufacturers, transportation businesses, gas turbine markets and other industrial users.
U.S. election results drove sector-specific stock movements. Clean energy and healthcare stocks rose, while defense, data center, and some tech stocks fell. Key movers include NextEra Energy (+4%), Molina Healthcare (+8%), Lockheed Martin (-7%), CoreWeave (-9%), and Apple (+6%).
Mondelez (MDLZ) reported Q3 earnings of $0.78/Share, revenue of $9.97B (+2.4% Y/Y), and expects $3B in free cash flow. Howmet Aerospace (HWM) posted Q3 revenue of $2.7B (+29.2% Y/Y) and plans $500M in share buybacks. LyondellBasell (LYB) reported Q3 EPS of $2.54, revenue of $8.5B (+10% Y/Y), and expects Q4 seasonal demand. Roblox (RBLX) reported a Q3 loss of $0.32/Share and 12% Y/Y decline in bookings.
Keybanc upgraded Howmet Aerospace to Overweight, setting a $237 price target, implying 11.3% upside from the Nov 2 close of $212.99. Recent analyst notes on the company have price targets ranging from $230 to $350.
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HWM sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 8 news stories mentioning HWM (Howmet Aerospace Inc.). Coverage has skewed bullish: 5 bullish, 0 neutral, and 3 bearish.
Recent HWM coverage spans financial news, earnings and market movers.
What's driving HWM
Election-driven defense spending risk is pressuring aerospace/defense-linked names.
Keybanc upgraded Howmet Aerospace to Overweight, setting a $237 price target, implying 11.3% upside from the Nov 2 close of $212.99. Recent analyst notes on the company have price targets ranging from $230 to $350.
AlphAI scores every news story that mentions HWM with an AI model for sentiment and relevance, and aggregates insider trades from Howmet Aerospace Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
U.S. election results drove sector-specific stock movements. Clean energy and healthcare stocks rose, while defense, data center, and some tech stocks fell. Key movers include NextEra Energy (+4%), Molina Healthcare (+8%), Lockheed Martin (-7%), CoreWeave (-9%), and Apple (+6%).
Mondelez (MDLZ) reported Q3 earnings of $0.78/Share, revenue of $9.97B (+2.4% Y/Y), and expects $3B in free cash flow. Howmet Aerospace (HWM) posted Q3 revenue of $2.7B (+29.2% Y/Y) and plans $500M in share buybacks. LyondellBasell (LYB) reported Q3 EPS of $2.54, revenue of $8.5B (+10% Y/Y), and expects Q4 seasonal demand. Roblox (RBLX) reported a Q3 loss of $0.32/Share and 12% Y/Y decline in bookings.
Keybanc upgraded Howmet Aerospace to Overweight, setting a $237 price target, implying 11.3% upside from the Nov 2 close of $212.99. Recent analyst notes on the company have price targets ranging from $230 to $350.
BTIG reduced its price target for Howmet Aerospace (NYSE:HWM) to $280 from $340, citing a sector-wide valuation reset. The company's Q3 2026 results and updated outlook showed strong demand across aerospace, defense, and industrial gas turbines. Howmet expects $2.5B in industrial gas turbine sales by 2030 and 12% revenue growth in 2027. The stock has fallen 11% in six months, but Wall Street maintains a Strong Buy consensus.
Jefferies reduced its price target for Howmet Aerospace (HWM) to $350 from $370, citing a 17% share decline over six months, though it maintains a Buy rating. The company reported 22% revenue growth and stronger-than-expected Q3 2026 results, raising its full-year outlook. Analysts anticipate 54% upside, with 10 revising earnings upwards. HWM is pursuing growth projects and sees strong demand in aerospace and industrial sectors.
Howmet Aerospace (HWM) reported Q3 2026 revenue of $2.7B (+29% YoY), beating estimates. EPS of $1.46 also surpassed forecasts. Strong growth in commercial aerospace and industrial gas turbines drove performance. Stock rose 2.06% post-earnings. Company raised full-year guidance and announced a $5B share buyback program.
UBS kept its Neutral rating on Howmet Aerospace but cut its price target to $230 from $255. This suggests a 15.5% upside from the Oct 30 closing price of $199.22. Other recent analyst targets for the company range from $250 to $300.
BNP Paribas kept its Outperform rating on Howmet Aerospace but cut its price target from $310 to $250, a 19.4% reduction. The new target suggests a 21.4% upside from the Oct 29 closing price of $205.94. Other recent analyst price targets for the company range from $255 to $300.
Susquehanna reduced its price target for Howmet Aerospace to $275 from $340, a 19.1% decrease, while maintaining a Positive rating. The new target suggests a 33.5% upside from the Oct 29 close of $205.94. Recent analyst price targets for the company range from $255 to $300.
Howmet Aerospace (HWM) stock rose 8.6% in pre-market trading after reporting Q3 2026 earnings that exceeded expectations, with adjusted EPS of $1.46 and revenue of $2.703 billion. The company also announced a $5 billion share buyback, raised full-year guidance, and issued 2027 revenue guidance of $11.5 billion. The stock had been near its 52-week low before the earnings report.