Howmet Aerospace

HWM

Market cap $104B

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Howmet Aerospace Inc. (HWM) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

Howmet Aerospace (HWM) is upgraded to Buy as earnings power and growth momentum strengthen, despite a demanding valuation. Q1 2026 saw revenue up 19% y/y, adj. EBITDA up 32% y/y, and adj. EPS up 42% y/y, driven by commercial aero spares and IGT. Commercial aero spares now comprise a larger, higher-margin revenue share, providing more durable growth less tied to new aircraft production.

Howmet Aerospace remains in a strong bullish trend as post-earnings support holds, keeping focus on a breakout continuation toward the $296 to $300 region.

Howmet (HWM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

HWM rides booming aircraft demand and turbine growth, with strong earnings, rising margins and shares crushing aerospace peers in 2026.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

NVIDIA and Howmet Aerospace are drawing strong Q2 inflows as sticky inflation and geopolitical tensions reshape investor priorities.

Howmet (HWM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

HWM's commercial aerospace strength continues to drive growth as rising air travel and aircraft production fuel demand for engine products.