AeroVironment’s 30% Surge: Why Drone Stocks Became the Market’s Non-AI Momentum Trade

2026 S&P 500 EPS forecasts of $340–$350 face an AI capex bill near $730B. Can margins hold and earnings grow 26%? Key risks, signals, and scenarios.

Wells Fargo’s 7,950 S&P 500 target implies 5.2% upside and leans on 2026 EPS of $340 and 2027 EPS of $390 amid AI tailwinds and easing Iran risk, per Reuters.

Goldman Sachs lifts its 2026 S&P 500 target to 8,000 as EPS estimates rise to ~$340. UBS sets 7,900. We map paths, risks, and what could derail the run.

The post HP (HPQ) reports Q2 earnings: What key metrics have to say appeared on BitcoinEthereumNews.com. HP (HPQ) reported $14.41 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 9%. EPS of $0.86 for the same period compares to $0.71 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $13.92 billion, representing a surprise of +3.52%. The company delivered an EPS surprise of +20.11%, with the consensus EPS estimate being $0.72. While investors closely watch year-over-year changes in headline numbers — revenue and earnings — and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company’s underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock’s price performance more accurately. Here is how HP perfor

S&P 500 Q1 earnings grew 27-28% YoY, the highest since Q4 2021. Magnificent Seven posted 63.2% EPS growth while non-Mag7 hit 17.4%, their best in five years. The post S&P 500 earnings growth accelerates to highest level since 2021, powered by Magnificent Seven appeared first on Crypto Briefing.

The post AeroVironment (AVAV) Secures $43M Pentagon Contract for PANTHER Antenna System appeared on BitcoinEthereumNews.com. Key Highlights The Department of War Test Resource Management Center awarded AeroVironment (AVAV) a $43 million contract spanning three years. The agreement focuses on deploying the company’s PANTHER phased-array antenna technology across DoW SkyRange testing platforms. Unlike conventional parabolic dish antennas, PANTHER enables simultaneous tracking of multiple targets while occupying less physical space. Shares of AVAV climbed approximately 1.3%–1.4% to reach $168.59 during Tuesday’s trading session. The company is expanding its GrandSKY facility in North Dakota while collaborating with Bismarck State College to develop PANTHER technician training programs. Defense contractor AeroVironment (AVAV) secured a significant contract win Tuesday, prompting positive investor response. AeroVironment $AVAV secures a $43M DoW contract to integrate PANTHER phased array sy

The post TRV could be setting up for a pullback appeared on BitcoinEthereumNews.com. Travelers (TRV) enters the next quarter with solid momentum after beating Q1 earnings. Analysts expect EPS near 4.84 and revenue around $10.97B, showing stable demand despite mild growth pressure. Moreover, recent product expansions and AI‑driven claims tools suggest stronger operational efficiency. These improvements could support underwriting margins in the short term. However, expectations remain cautious because EPS will likely drop from last year’s unusually strong quarter. Still, analysts project steady full‑year earnings near $28.14 per share, which signals confidence in TRV’s core business. As the July 17 earnings date approaches, investors will watch loss trends, pricing strength, and catastrophe exposure. These factors will shape the stock’s direction in the coming months. Elliott Wave outlook: TRV weekly chart January 2026 In the last TRV update, the market completed the diagonal and reacted