Reddit Posts
Pre-Market Gainers and Losers for Today (May 7, 2026) 📈 📉
Head to Head Contrast: New Horizon Aircraft (NASDAQ:HOVR) vs. Howmet Aerospace (NYSE:HWM)
Head to Head Contrast: New Horizon Aircraft (NASDAQ:HOVR) vs. Howmet Aerospace (NYSE:HWM)
HWM (Howmet Aerospace)- still a good buy, or getting too expensive?
What are the long term stock holdings you are trimming right now?
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
I don't understand why a stock falls on positive results
Mentions
Howmet Aerospace Inc. (HWM) getting beat up based on Elon's tweet that they are bringing casting turbine blades in-house at space xai.
I’ll buy HWM at this price
Anyone buying HWM? seems like a great deal today
I buy HWM any time it dips, great company.
$HWM, Trying to decide if i take profit or let it ride, already rallied up 10% past week
All this hype for $SPCX, don't forget about $HWM for that rocket components supplier (picks and shovels)
I did that as well. I received Howmet as a spinoff. But shortly after I then purchased about 500 more shares. I kept the HWM but sold the Alcoa.
Think it’s too late to get into HWM? I jumped out of airlines today and I’m shopping the aerospace sector.
It’s very possible it will fall as more shares are released into the free market. But they also are adding it to indexes so there will be buying pressure. Eventually when it trades on fundamentals it could go into the red. I’m not at all concerned with such a tiny number of shares it could go to zero and it really has almost no effect for me. It’s nice to see a couple thousand in paper gains in one day. But my chip stocks and my other space related company were on fire the last two days Howmet (HWM) has been on fire and I am in that one from day 1.
Look into HWM if you like SPCX as a company
Or buy $HWM, picks and shovels supplier for space companies
$HWM for that space picks and shovels play
Thinking if i should hold onto $HWM tomorrow, spacex ipo might drag it up or down
Could $HWM stop dumping its gains???
$HWM reversing into a bull rally? Find out next time on dragonball z
That premarket pump for $HWM looking sexy
Sitting on $HWM for that aerospace picks and shovels play before spacex ipo
Aerospace gonna pump before SpaceX ipo? Asking for $HWM
I managed to time the top for $HWM today, quite impressive with my shit timing
Full ported into $HWM
HWM picks and shovel for spacex
Get in HWM now and thank me later 🚀
Just aerospace and defense in general has been a great place to put capital to work. I own so many boring sensor and material companies that are growing, beating the market and almost no investor has heard of lol. Stuff like MOG.A, KN, HWM, ATI, and FEIM are a few examples.
Depends on where you look. HXL which does material for space and aerospace is up after earnings. BELFB which does components for defense, aerospace, and space is up nicly. DCO which does aerospace and space like nuts and bolts are up. HWM is up. I'm seeing a ton of names that are defense and space doing fine.
VM is $HWM a good buy looking at technical analysis?
VM why was HWM down today?
Certainly a stock pickers market. You have growth stocks in different industries like FN,HWM, or KLAC trading a expensive valuations where as some mag 7's, software, or random industrial compounders are trading a fair or below fair values. I think your leaving money on the table buying indexes in this market.
So I just discovered a stock (HWM) I have in my 401k has gone up 1500% since I obtained it and I have zero idea where it came from. I'm quite sure I didn't buy it; I've never even heard of these (clearly awesome) guys.
I'd rather buy a parts supplier like Howmet (HWM).
Depends what you’re after, high gains, stability, predictable (as much as you can)? What’s your risk tolerance? Lots of good funds like VOO, VTI, SPLG. Find a nice etf that you like and that people recommend and hold long term. I invest in gold/silver, VTI, QQQ, SPLG, VZLA,GLD, HWM, DRUG. Not stock advise just what I invest in.
Today's purchases: ITA, VRT, and a little bit of COHR, CEG, GEV, ETN, TER My major positions are MU (80%) then AI buildout choke points followed by energy company's that are well positioned to supply it all. Now going into ITA after white house telling the weapons department they're going to ramp up production, also watching KRMN and HWM.
Not buying HWM in 20-30 $ range is one of my biggest investment regrets.
Hello, HWM was a year ago and honestly dont remember how i came up with the plan to buy it PWR is simpler, as you mentioned the grid reworking was the only reason why i bought the stock. With strong financials aswell i feel like they are a good hold for awhile
PWR is one of those names that I think people are sleeping on because "infrastructure" sounds boring. But the grid buildout story is genuinely multi-decade, it's not like AI hype where you're guessing at adoption curves. Utilities literally have to upgrade whether they want to or not. I've been looking at the energy infrastructure space a lot and the backlog numbers for companies like PWR are wild compared to where they were even 2 years ago. HWM I like too, aerospace aftermarket is a good place to be when fleet ages are this high. Curious what your process looks like for finding these, do you screen for something specific or is it more like you stumble on the thesis and then dig in?
HWM is a solid pick imo. aerospace components is one of those businesses where switching costs are insane because everything needs to be certified and tested for years before you can swap suppliers. that's a real moat not just "we're growing fast." For PWR I'd push back a little though. they're benefiting massively from the infrastructure buildout right now but my question is always what happens when the capex cycle slows down. infrastructure companies can be really cyclical even if the current thesis is strong. I'd want to see what their backlog looks like and whether the margins hold when competition ramps up. Not saying sell it, up 26% is great. just something to keep an eye on.
Oh boy, just last month an FA tried to pitch me a private equity fund as "good investment" but the returns after fees, front load, and HWM bonuses, plus other stuff didn't seem worth the limited liquidity. Looks like I dodged a bullet there.
Why is HWM up on missed earnings? Not hating since i got 20% of my port on hwm
Howmet Aerospace (NYSE: HWM) reported record FY2025 results: $8.3B revenue (+11% YoY), GAAP EPS $3.71, and $1.9B cash from operations. Q4 revenue was $2.2B (+15% YoY) with GAAP EPS $0.92. The company repurchased $700M common stock in 2025, deployed ~$265M to reduce debt, and announced a ~$1.8B acquisition of CAM. FY2026 guidance targets ~10% revenue growth and improved profit and cash generation. Howmet Aerospace Executive Chairman and Chief Executive Officer John Plant said, "The Howmet team delivered an exceptional quarter to cap a strong 2025. Revenue growth accelerated in the fourth quarter 2025 to 15% year over year, reflecting healthy growth in the commercial aerospace, defense aerospace, and gas turbines markets.”
Thanks to whoever recommended AMTM and HWM in April 2025, I'm up 80% on the former. I'm also paying attention to Japanese politics now that I'm invested in something that's doubled in 2025.
You have short windows (minutes to hours) to close on good earnings: LLY, WWD, HWM, GE, PLTR; GOOG did jump 4% too for a min
No worries man. We've both got real life! I'll look into solar a bit more. I wrote it off prematurely, it seems. Lots happening around nuclear but I get that that's decades away. When you get a chance, mind walking me through why you think HWM is reasonably valued? I looked into it but maybe I'm missing something. PE 59, forward PE 49. PEG 2.4 according to NASDAQ. PS 10, PB 16. EPS and Rev growth in the last 5 years have been impressive. If it continues, maybe? How're you judging valuation on this one? Looking forward to the list Always appreciate these chats. Pretty rare on Reddit, at least for me
So sorry about not getting back to you earlier! BESS/Utility solar is not a fad and it's what the market misses. Utility is growing like crazy and basically is the most economical way to generate new energy, even without tax credits. I would suggest doing some research. It's pretty insane. HWM is a bit different, since they are more of the component maker of parts and tied to like all new aircrafts. Just more specialized here and I like the valuation. I've owned ANET for years, great company. I can get you a list of things later!
Nice king! Props to you for catching so many of these names so early I'll look more into HWM. Any particular insights or resources? Loved the fundamentals but not super familiar with the industry, and I'm concerned that they're being inflated short term because of the sudden rise in military/aerospace spending. Think it'll last? Will check out LMB. Hasn't popped up on my screener Not familiar with FLSR and those other names you paired with it so I'll check them out too.
Buy the HWM dip, thank me later
Talking about HWM on CNBC this morning, such a great stock.
Howmet Aerospace to Acquire Consolidated Aerospace Manufacturing from Stanley Black & Decker for approximately $1.8 Billion [https://www.stocktitan.net/news/HWM/howmet-aerospace-to-acquire-consolidated-aerospace-manufacturing-z97nw3my4s8j.html](https://www.stocktitan.net/news/HWM/howmet-aerospace-to-acquire-consolidated-aerospace-manufacturing-z97nw3my4s8j.html) **Howmet Aerospace (NYSE: HWM)** agreed to acquire Consolidated Aerospace Manufacturing (CAM) from Stanley Black & Decker for an **all-cash $1.8 billion** purchase price. Howmet expects CAM to generate **FY2026 revenue of $485–$495 million** with an **adjusted EBITDA margin above 20%** before synergies. The deal will receive favorable federal tax treatment, producing a significant tax benefit for Howmet. Combined synergies and the tax benefit are expected to yield a **FY2026 adjusted EBITDA transaction multiple of \~13x**. Closing is targeted in **first half of 2026**, subject to customary conditions and regulatory approvals.
HWM, bought it in early 2022 around $20, sold it a year later
What's interesting is how well stuff like ERJ and Airbus has been doing. Aerospace suppliers have also been a nice pocket of the market. Done well with HWM, CRS, ATI, TATT.
Dividends still crack me up. Got my $1.32 from HWM and reinvested. Lol.
Picked up some TDG recently on the selloff, HWM has shocked me with how strong its been last 2 years
thanks for the inspiration again - HWM, ATI, and CRS are monsters. if you leave out fundamentals, earnings etc what are your main screener settings for these growth stocks? i have tried to keep my settings quite simple with price above key moving averages accordingly and return 5y-10y +200% and market cap more than 20b
Just focus on buying good companies at good prices and you’ll done. It’s simple advice, but it really works. A ton of people investing do almost zero research on the stuff they buy. For example, aerospace has been in a really good place since Covid, due to a lot of back up demand. Almost no one you know would have said to buy things like HWM, ATI, or CRS. However these companies are killing it. For me, learning how to screen years ago changed the way I invest and research companies.
What is interesting is a lot of supplier in the aerospace market have been such great investments. ATI, CRS, and HWM have all been killing it.
Yeah, I post about these type of companies here a lot. I find them really interesting. Like PH is great, but I think there is better value/better investments in the space, however PH is still solid. I've moved a lot of position into aerospace the last 6months or so, since it's just been killing it and it's a great way to get out of tech. Like I'm better heavy in data center and electrification, but I've been there before the LLM's and explosive growth. So wanted to get some exposure out of those sectors and aerospace is rad. $CW is another really cool name, but it's more energy/naval/aerospace play. I love $OSIS which gets you some aerospace and just general defense. $ESE is kind of like $CW, but more focused on naval. $MLI is extremely boring, does like copper pipping, but is a set and forget type of investment. $APH is boring connectors company, but this more data center exposure, but still have business in things like aerospace. $ITT does like pump values and what not, with some aerospace. $HWM is another name that does like fasteners for planes. $MOG.A is another boring company that does like sensors for aerospace.
Buy HWM. Great company with a lot Going. Future growth is going up!
Bought RYCEY at $2.30 Bought BWXT at $106 Bought HWM at $33 Bought BW at $2.10 SMR and Defense are my standards. I let go of OKLO after getting in at $15. I pulled it out and bought more BWXT. I have mixed in stable companies such as Apple and Nvidia. Got burned with NIO, RIOT and a few other fads. Decided to settle on products that I feel will see investment. It’s not rocket science unless you work for BWXT or HWM in which case it is. Can’t go wrong with SMR and Defense.
But Robinhood (HOOD) and Howmet Aerospace (HWM)
HWM calls CI calls LLY calls RBLX calls CMG puts BUT I WILL GO FOR MO puts
That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers
I’ve been in HWM for a maybe 1 1/2 years I think now. If you put yourself in my shoes. Would you sell?
HWM- Howmet Aerospace. Anyone in? Politician bought.
I went from 13k to 57k this year trading ACHR, RKLB, HWM, RGTI in my 401k. Doesn’t matter the rate, im not getting that kinda return from a bank. However, if I had a large enough sum to capture enough monthly interest to pay for daycare and insurance, the interest rate would have to be about 15% and ide need 100k for that to happen. Maybe next lifetime
HWM. Bought it in the low $20s and sold it around $35
Might also fafo with VRT and HWM.
If I run a realized profit report there is a column called short term (realized) losses. That is now how I determine if I can expect a wash sale impacting my purchase. Does it disappear after 30 days? I haven’t gotten that far yet but I am holding a $200 loss from a short on HWM that I will watch to see if it disappears after 30 days.
As i mentioned in my other post, i’d invest NEW money of $10k to 1 qcom 2 baba 3 bidu 4 Acn 5 oil refineries psx cop and hal 6 beaten down pharmaceutical companies with limited amount 7 boring plumbing companies. Ferg JCI TT 8 insurance companies prg chubb 9 aerospace & in the air company : TDG HWM AXON 10 lly mrk pfe 3% limit
I’ve been swing trading all year, ended sept2024 with 13.5k. Ending this sept2025 with 45k. All I can do is long in my merrill self brokerage. It was all ACHR, MARA, RGTI, RKLB, HWM, LUNR and BE
I just put 20k into ACHR and 20k into MARA last Monday. BE has been on an absolute ath tear, it’s concerning though because for only having 2 production facilities and a huge backlog of not meeting those customers needs……… I wanna jump in but, I’m cool I made a decent amount off then last year. NTAP is my portfolio. HWM >$50RKLB JOBY RDW Loading up on LUNR
Insiders & congress members have been active in HWM a lot this year. It’s the key supplier for aerospace and military defense at the moment. Analysts are targeting the price at $225 if it breaks at $190-$193 range.
I don’t see anyone discussing Howmet Aerospace (HWM)…they manufacture Industrial Gas Turbines (IGTs) for power generation, including components like airfoils, disks, seamless rings, and complex forgings. These advanced parts, which include specialized coatings and hot isostatic pressing, are crucial for making next-generation IGTs more efficient and cleaner, supporting the increased demand for electricity from sources like AI data centers. Howmet is 1 of 2 components the world that make these company they’re already backlogged on multiple-million dollar orders for these specific parts due to the (current and accelerating) gigantic demand in the energy industry.
AAPL when the iPhone launched (2007) was a good one. AMGN. MSFT. NFLX. SE more recently (Jan 2024). SMNEY. HWM.
Never is the price… HWM is to be owned forever and accumulated on dips.
My calls are getting cooked, I have a leap in BSX, HWM, CVS and NEM
Solid fundamentals across the board. EPS growth + dividend hike + buyback in the same quarter that’s a strong signal from management. The commercial aerospace exposure is a double-edged sword though. It’s clearly driving revenue, but it also makes HWM sensitive to cycles, delays, and macro shocks in that sector. That said, raising full-year guidance in this environment shows real confidence. Not many companies are doing that right now. If you’re thinking long term, and you’re comfortable with some cyclical exposure, HWM looks like a reasonable bet especially if you can catch it on a dip.
HWM. Bought last year at $70 and sold for around $95 to buy more ASTS. I think I'll jump back in and hold this time.
HWM howmet aerospace crushed earnings and added dividend. Down 10%. Am I missing something?
Damn I miss Rolls Royce. I have HWM and will be getting more shares in RR in future until January, but haven't received them yet.
$HWM Earnings - Q2/2025 Revenue: $2.05B vs. $2.01B est. EPS: $1 vs. $0.87 est. Howmet Aerospace hits record revenue and profit in Q2 2025, raising full-year guidance. Strong aerospace growth, share repurchases, and debt reduction boost outlook for the rest of 2025. Dividend increased by 20% as cash flow remains robust.
Uber, Hood, HWM, Snow, BBAI, and a bittt of XRP (mainly bc of the current administration) have been my main 2025 positions so far. . . . Amazon and Google take up more than a third of the weighting in my accounts, though. I treat them more as the backbone holdings. (I think all the doom and gloom hype behind google will be largely forgotten by the market after a few more reports of mindblowingly impressive quarters). Im starting to get more into quicker small cap plays, also, since this is the current market for that type of volitility. Datacenters, drone technology, made a quick 3x on quantum computing. . . . Following Joseph Carlson, Couch Investor, and Market Beats (along with doing my own DD, obv) has been a bit of a blessing 👍😆
You are being simplistic... The largest companies of the S&P500 now represent a much higher percentage of the 500's market cap than before. The size distance between NVDA and the smallest S&P500 company is larger than ever before. The 500 still has a widely diverse range of companies but the largest have seen their market caps and stock price return grow at a much higher rate than smaller companies have. Since the beginning of the covid era, big, innovative companies have gotten much bigger. If you own SPY or VOO, your return has been largely dependent on technologically innovative companies, which includes the trillion dollar companies but also companies like NFLX, PLTR, HWM, VST, GE and others. Many companies in S&P500 have done poorly in the recent difficult times, but none of the current trillion dollar+ companies has had a losing five years.
I buy lucrative developing companies in aerospace and defense…….. My first year started with $3500, I’m in my 3rd year sitting on $35,000….. you may want to try doing some research on up and coming companies that have disruptive technologies that don’t have a lot of competitors. I can only buy and sell stocks with 50% of my 401k. The other 50% has to go into target funds. ACHR, LUNR, RKLB, HWM, BE, NTAP, RDW, CEVA have all given me very respectable returns. I’m limited to 30 trades per month. I swing these trades with a target of 4% upside and set tight stop losses. Yes, I’m gambling. But it’s winning
HWM, HEI - both major providers of MRO services for aircraft. Very lucrative.
Started buying 08/30/23. Last buy was 01/31/25. Sold all shares with losses 06/12/25 (tax loss harvest, avg loss 8.6%). Put the proceeds into HWM, QQQM and SWVXX. Kept all positive shares. Remaining shares have gain of 29.85%. Can't sell again until 07/12/25.
ERJ, HWM - check out 1 & 5 yr chart.
RKLB - my home speculative plays CRS/HWM - Aerospace names. There is a big back log of planes and jets. OPXS/EPS/MOG.A/TTMI - Defense Names FIX/IESC/STRL - AI/Data Center/Electrification plays AGX/NXT - Solar/Utility plays. These companies should have some good tail winds for the next 3-5 years.
Still think a lot of the suppliers are better than owning the manufactures. ATI/CRS/HWM have all been killing it. I'd also personally rather own ERJ than BA. [https://finviz.com/quote.ashx?t=ERJ&p=d](https://finviz.com/quote.ashx?t=ERJ&p=d)
Yeah, TATT is more just aerospace company, but seeing a lot of growth because of the demand/backlog of planes and jets. It's something not talk about too much, but there is a high demand for jets/planes. A few months ago, went pretty heavy into some of the names in the space and defense area. Found a lot of really cool small defense names. However, a ton of them when on runs, but stuff like ATI/CRS are fantastic companies that don't get talked about much. ERJ is a Brazilian jet company that has been killing it. HWM is another amazing company. On the space/defense stuff. MOG.A is another really interesting name in the space. TTMI and OSIS are some other interesting names. Always do your DD before buying anything, but man, aerospace has been a great sector of recent.
In December I was looking for stock tickers and I searched hawk-tua, (yes that one🤤) and HWM came up, Howmet Aerospace. I’m up about 55%.
I’ve really enjoyed digging into some of the names. Like MOG.A is a really cool company. It’s kind of wild how much some drone names have run recently. There’s even like ATI/CRS that do metal fabrication and HWM that fasteners.