HWM Howmet Aerospace Inc

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Jim Cramer recommended buying or holding Howmet Aerospace, describing the company as one of the best ways to play the aerospace sector. He argued that many of its competitors face significant operational and industry challenges, making Howmet an attractive option for investors seeking exposure to aerospace. On MP Materials, Cramer said the company represents a compelling way to invest in critical materials, particularly given the strategic importance of rare earths and domestic supply chains. However, he cautioned that investors should not expect major developments or catalysts in the immediate future. For AtaiBeckley, Cramer saw limited upside potential. He said that when making a speculative investment, he looks for maximum upside, and he was not convinced the company offered enough potential to meet that standard. $HWM $MP $ATAI

$HWM This drop may be overdone: Gas turbines is only ∼12% of Howmet today — that $1B base doubling to $2B we discussed. Even if SpaceX internalizes 100% of its own blades, Howmet's customers are GE Vernova, Siemens Energy, Mitsubishi Heavy, Ansaldo, Baker Hughes — all sold out through 2028. GE Vernova itself said it is sold out. Musk is not becoming a merchant supplier — his Bastrop foundry is to "accelerate nat gas turbines coming online by up to 18 months" for xAI's own 460MW of turbines. He is not selling blades to Siemens. That actually proves how tight Howmet's market is. Aero still drives 75%+ — Commercial aerospace was 53% of sales and growing 20% YoY, defense 10-20%, both with 30%+ EBITDA margins. Those spares are $1.7B and growing 33% — nothing to do with power turbines.

Bernstein SocGen analyst Douglas Harned maintained an Outperform rating and $328 price target on Howmet Aerospace, arguing that SpaceX's plan to manufacture its own gas turbine blades and vanes for industrial power generation is unlikely to pose a major threat to Howmet's business. SpaceX plans to develop up to 20 GW of behind-the-meter power capacity by the end of 2027 to support AI data centers in Bastrop, Texas. Harned believes SpaceX's effort is primarily aimed at vertical integration rather than becoming a high-volume industrial supplier, similar to its strategy in other areas such as solar panels. He also doubts SpaceX can achieve large-scale production quickly enough to meet its aggressive 18-month expansion timeline, given the complexity of manufacturing turbine components. He said Howmet's shares falling on the news would represent a buying opportunity. $HWM

$HWM big boys leaving? this have had 2 massive volumes since june...today and june 26. Not good.

$HWM sell off unwarranted. Elon won't be casting any blades during the data center ramp up and by the time he gets manufacturing online, data centers will be in space. He better off just buying $HWM to fund expansion tp shorten time to market. Expecting backlog to keep climbing and margin expansion as demand far outpaces supply.

$HWM Weekly. Safe to say, this long super-cycle is kind of finished. It will pull a deadcat here and there. GE re-rating after CPP acuisition could take some time but I think market really doesn't like it for the peers. I don't expect clean fall though, since it was so strong. You don't short these companies. Profit-taking - accumulation - new cycle

$HWM Defense and aerospace stocks are dead $$ … Investors are selling and rotating into health care

Elon Musk’s SpaceX Blade Plan Knocks Howmet As HWM Suffers Steepest Slide In 16 Months $HWM $SPCX $NASA https://stocktwits.com/news/equity/markets/elon-musk-s-space-x-blade-plan-knocks-howmet-as-hwm-suffers-steepest-slide-in-16-months/cZYz4OwRJsz

$HWM overpriced when you compare it to other defense juggernauts…but does Congresswoman ashley Moody know something we don’t?

"Bifurcated market" is an understatement. There are some choice longs in #8timezone but overall weakness seems to be persistent today. Sentiment -1.15% on the 90 most active thus far. Watching $HWM

🟢 $HWM 240C Sep 11 💰 $65,000 premium 💵 $1.3/contract 📊 2.1x Vol/OI 📍 Spot $234.15 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$HWM Wow... Ouch... Here I was kicking myself for selling the stock at 275. This is a great example of when sh*t hits the fan. Not good.

$HWM you mean that billionaire bulshit Cramer on TV? Lamo you actually believe that dog?

HWM Stock Sells Off On SpaceX Foundry News, Then Steadies On Deutsche Bank’s Top-Idea Call $HWM $SPCX $NASA https://stocktwits.com/news/equity/markets/hwm-stock-sells-off-on-space-x-foundry-news-then-steadies-on-deutsche-bank-s-top-idea-call/cZsAU7HRJHb

$HWM Is this finished or do some think it will test Friday's closing price again this year?

$HWM Are big boys getting out? today was the second highest daily volume in 1 year...the highest was in june 26.

$HWM options flow lesson: chart and flow can disagree. Options activity describes the derivatives tape while the daily chart describes price structure. A disagreement is information, not an error to hide. The alert snapshot shows $2.9M in the Dec 18 $260 puts. Volume was 20.4x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

$HWM Whoa Nelly. Elon is Coming to Challenge this Company. Even if it's just surface tension it's more than enough to shock and decline it. If he goes hard at it, then it's probably enough to cut it in half or possibly much more. $300 to $200 to $150 possible on the FUD.

$HWM doen 60 buck after earning lmao...scam...hope margin call send all you fuckers to the poor house