Middle Coast Investing Q1 2026 Portfolio Activity

Booking's share price dropped as much as 32% from its highs of last year, and 25% from the start of this year. Gitlab has not been a good stock since its IPO during the bubbly 2021 market. We bought Capital One shares in accounts that hadn't owned Discover Financial (which COF took over a year ago) before, but we were probably early at $210-$220.

Seeking Alpha • Oct 13, 2026

Astronics: Marked Down After A Record Quarter - Buy

Astronics Corporation is rated a Buy, driven by a robust order backlog, margin expansion, and reliable 2027 growth prospects despite recent share price volatility. ATRO's 2026 revenue guidance is $1.02–$1.04 billion, with analyst consensus for 2027 EPS at $3.15, supporting a fair value estimate of $79 per share. The adjusted operating margin has climbed from 8.8% in 2024 to 20.3% in Q2 2026; further margin gains are critical to the bull thesis.

Seeking Alpha • Oct 6, 2026

Is Astronics Expanding Its Role in Next-Generation Military Aircraft?

ATRO boosts its military aerospace exposure as FLRAA work and flight-critical power demand drive growth, lifting bookings and backlog to record levels.

Zacks Investment Research • Oct 1, 2026

Astronics vs. HEICO: Which Aerospace Stock Is a Better Buy Today?

ATRO and HEI offer different aerospace exposures, but diverging valuations, debt levels and price performance set the stocks apart.

Zacks Investment Research • Sep 22, 2026

Can Astronics Turn Strong Aerospace Demand Into Higher Profitability?

ATRO's record sales are driving sharp profit gains, with higher volumes and better efficiency expanding margins and boosting earnings.

Zacks Investment Research • Sep 21, 2026

Is Astronics Building a Broader Aerospace Growth Platform?

ATRO is broadening its aerospace portfolio as IFEC, seat motion, defense and test systems create multiple growth opportunities.

Zacks Investment Research • Sep 17, 2026

3 Under-the-Radar Defense Stocks With Record Backlogs

Life has two constants: death and taxes. But if you were to add a third, it might be the U.S. military expanding its annual budget.

MarketBeat • Sep 7, 2026

Astronics Stock Gains 3.8% in 3 Months: Should Investors Buy Now?

ATRO benefits from commercial aerospace recovery and defense demand, with record backlog, strong earnings growth and a discounted valuation.

Zacks Investment Research • Sep 1, 2026

Astronics Corporation to Webcast Presentation at the Jefferies Industrials Conference

EAST AURORA, N.Y.--(BUSINESS WIRE)--Astronics Corporation (Nasdaq: ATRO) to Webcast Presentation at the Jefferies Industrials Conference.

Business Wire • Aug 31, 2026

Buy 3 Mid-Sized Defense Equipment Stocks Amid Geopolitical Conflicts

AIR, ATRO and DCO stand out as mid-sized defense stocks, backed by rising spending and strong earnings growth.

Zacks Investment Research • Aug 25, 2026