Solid Demand in Commercial Aerospace Drives Howmet: Can It Sustain?

HWM's commercial aerospace strength, rising engine spares demand and CAM acquisition support momentum as Boeing and Airbus production rates improve.

Zacks Investment Research • Sep 11, 2026

Howmet Aerospace: The SpaceX Threat Is Overblown (Rating Upgrade)

Howmet Aerospace is upgraded to Buy after a recent 7.5% stock price decline, driven by overblown concerns about SpaceX's in-house turbine blade casting. HWM maintains a dominant >50% global market share in industrial gas turbine blades, with robust long-term agreements and active capacity expansions in Japan, Europe, and the U.S. SpaceX's initiative addresses its own supply bottleneck rather than competing at scale with HWM, limiting any real earnings or margin impact for HWM.

Seeking Alpha • Sep 10, 2026

Howmet Aerospace Inc. (HWM) Presents at Jefferies Global Industrials Conference 2026 Transcript

Howmet Aerospace Inc. (HWM) Presents at Jefferies Global Industrials Conference 2026 Transcript

Seeking Alpha • Sep 9, 2026

Howmet CEO "fine" with GE Aerospace deal, working to meet demand for engine parts

Howmet Aerospace's CEO said on Wednesday he is fine with a $12 billion deal by GE Aerospace to acquire a ​castings giant, even as the company's own growth to meet customers' ‌vast demand for jet engine parts is "testing us."

Reuters • Sep 9, 2026

Elon Musk Spooked Howmet. GE Just Validated the Bull Case

Sometimes, a stock's first reaction tells only part of the story. On Aug. 30, Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) would begin manufacturing gas turbine blades and vanes in-house, calling the move a way to bring new turbines online up to 18 months faster.

Benzinga • Sep 9, 2026

GE Aerospace's $11.75B Deal Puts Howmet Aerospace in Focus

When the world's commercial jet assembly lines stall, the root cause is almost always found deep inside the foundry. For years, aviation's recovery from the pandemic has struggled against a stubborn bottleneck: the high-pressure turbine blades, vanes, and complex engine castings at the heart of every engine.

MarketBeat • Sep 9, 2026

Howmet Rises 26.5% Year to Date: Should Investors Buy the Stock Now?

HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.

Zacks Investment Research • Sep 8, 2026

Why Howmet (HWM) Dipped More Than Broader Market Today

Howmet (HWM) closed the most recent trading day at $231.53, moving 10.7% from the previous trading session.

Zacks Investment Research • Sep 8, 2026

Is It Worth Investing in Howmet (HWM) Based on Wall Street's Bullish Views?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research • Sep 3, 2026

Howmet's Transportation Market Under Pressure: Is the Risk Priced In?

HWM's Forged Wheels volumes show early recovery, but weak transportation demand and supply-chain issues remain key risks.

Zacks Investment Research • Sep 3, 2026