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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation about potential cannabis rescheduling, spurred by rumors of a Trump announcement and an upcoming Supreme Court case, igniting a flurry of activity. The community is buzzing with anticipation of federal policy changes and discussing potential short squeezes. Positive sentiment is fueled by analyst upgrades and developments in state-level cannabis programs.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as traders react to a surprise CEO exit alongside a monster earnings report and upbeat guidance, with community members pointing to potential new leadership and significant buyback programs. Despite some concerns over tariffs and international expansion, bulls are optimistic about the company's potential for growth, while bears express concern about market saturation from competing brands.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

Restoration Hardware is trending amidst mixed sentiment following its recent earnings report and CEO commentary, particularly around the housing market and tariff impacts. While some investors appreciate the honesty, others are critical of the company's performance and leadership's communication, sparking debates about the company's future and valuation. Discussions also involve potential short squeezes, long-term growth strategies, and the impact of macroeconomic factors such as interest rates and tariffs on RH's luxury furniture business.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading session spurred by speculation around a potential offering and its market cap requirements for continued listing. Community discussions revolve around whether a recently filed ATM shelf offering is responsible for the price swings and whether the company will be able to meet compliance by December 19th. Some traders believe the dip is a buying opportunity, while others caution about potential dilution and the company's history of reverse splits.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending amid an analyst upgrade from Cantor Fitzgerald, with a price target increase to $15, fueling bullish sentiment and community discussions about a potential short squeeze and future growth. Despite some skepticism and volatility, optimism persists around the company's AI technology and potential catalysts, including upcoming conference presentations and earnings reports. Community members are actively debating the stock's potential and the actions of short-sellers.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

$HOOD is trending due to recent news of slower trading volumes and mixed analyst opinions, causing a price dip. The community is debating whether to "buy the dip" or if the slowdown signals a concerning trend, while others are bullish due to expansion into Indonesia.

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<ul class="summary-bullets"><li>Airbus CEO Guillaume Faury stated that U.S. President Donald Trump’s trade negotiations have helped the planemaker’s U.S. rival.</li><li>The surge in demand for Boeing jets comes as Airbus has struggled with industrial glitches and fuselage panel quality issues in recent times, leading to the company's largest recall in history.&nbsp;</li><li>Airbus still leads Boeing in overall backlog and deliveries; in November, Boeing delivered 44 jets, compared with 72 for Airbus.</li></ul>Airbus CEO Guillaume Faury reportedly said the planemaker might lose out to Boeing in aircraft orders for the first time in six years.According to a Reuters News report, citing Faury’s interview with the French radio station, the Airbus Chief conceded a potential defeat a day after Boeing’s total tally surged to 1,000 for the year, more than double the 11-month total for 2024, which came in at 427.<h2 class="st-heading-2">What Did Faury Say?</h2>Faury reportedly told the radio station France Inter that the fact that the company has been ahead on orders for five years means its order backlog is much higher than that of its main competitor."But it is true that they have been helped by the American President as part of tariff negotiations with several countries, where plane orders became part of the resolution of trade disputes," he said.Boeing has nabbed several orders this year as countries around the world sought to cut their trade deficits with the U.S. Airplanes, due to their high prices, offer an efficient way to do so. The surge in demand for Boeing jets comes as Airbus has struggled with industrial glitches and fuselage panel quality issues, leading to the company's largest recall in history.Industry leaders are expressing greater confidence in Boeing than in Airbus. IATA director general Willie Walsh told Reuters earlier this week that people trust Boeing’s delivery commitment much more than Airbus's.Airbus will need to deliver 133 jets this month to meet its annual 2025 delivery target of 790, according to the company. However, Airbus still leads Boeing in overall backlog and deliveries. In November, Boeing delivered 44 jets, compared with 72 for Airbus.<h2 class="st-heading-2">Boeing Turnaround</h2>The planemaker had its own fair share of trouble in recent times. Boeing stock fell 6% in November, logging its third straight monthly decline. The recent declines followed the company's third-quarter loss, which was partly due to delays in deliveries of its large-body 777X aircraft. The firm booked a $4.9 billion pre-tax charge due to the delay and now expects to bring its 777X aircraft to customers in 2027.However, Boeing aims to increase deliveries of its best-selling 737 Max jets and widebody aircraft next year. It is projected to post positive annual cash flow for the first time since 2023 next year.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BA">Boeing</a> was in the ‘neutral’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:713/85;" src="https://news.stocktwits-cdn.com/BA_Dec_JPG_2ce6b86a36.webp" alt="BA’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Dec. 10, 2025 | Source: Stocktwits" width="713" height="85"><figcaption>BA’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Dec. 10, 2025 | Source: Stocktwits</figcaption></figure>Boeing stock has risen by more than 12% this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-the-federal-open-market-committee-and-why-is-it-important/cLIuzRURENr">What Is The Federal Open Market Committee And Why Is It Important?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Boeing logo on a pavilion in front of a 787 Dreamliner of Riyadh Air at Paris Air Show.

Airbus CEO Reportedly Admits Potential Defeat In Chase For Orders As Boeing Outpaces Rival For First Time In 6 Years

Boeing has nabbed several orders this year as countries around the world sought to cut their trade deficits with the U.S. Airplanes, due to their high price tags, offer an efficient way to do so.

Equity

A $5B Tailwind: How Ukraine's Allies Are Poised to Boost Defense ETFs

NATO members' expected $5B weapon purchases by 2025-end should fuel momentum in defense ETFs like SHLD and ITA.  

Airbus Reduces 2025 Delivery Target: Is Your Aerospace ETF Still Safe?

Airbus' reduction of its 2025 delivery target raises fresh questions for aerospace ETFs, as A320 quality issues shake investor confidence.

<ul class="summary-bullets"><li>If the gains hold, Boeing stock could see its best day since April.</li><li>Boeing has not posted positive annual free cash flow since 2023.</li><li>The firm also warned that the largest 737 model, the Max 10, likely would not be certified for commercial service until later in 2026, pushing some deliveries into 2027.</li></ul>Boeing (BA) stock gained over 8% in early trading on Tuesday after the planemaker projected to generate free cash flow in 2026, and higher deliveries of its popular aircraft models.According to a Bloomberg News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-02/boeing-on-track-to-generate-billions-in-cash-in-2026-cfo-says">report</a>, citing Boeing Chief Financial Officer Jay Malave, the planemaker expects positive free cash flow to reach the “low-single digits” next year, compared with the $2 billion in negative cash flows projected this year. If the gains hold, Boeing stock could see its best day since April.<h2 class="st-heading-2">What Else Did Boeing's CFO Say?</h2>Boeing has not posted positive annual free cash flow since 2023. Malave, who took charge in August, reportedly said that in the longer run, the company still expects to achieve the $10 billion cash generation target highlighted by the previous management.“There’s just no reason why we can’t get to that once we get to these higher rates on the aircraft,” Malave told a UBS conference. “I’m very comfortable saying that we can absolutely deliver $10 billion.”He also reportedly cited steadily rising output at Boeing’s factories, especially for its 737 Max and 787 Dreamliner jets, and the reduction in its inventory of undelivered aircraft as reasons for optimism. Higher profitability in its defense division and steady growth in its services operations were some of the other factors.However, Malave warned that the largest 737 model, the Max 10, likely would not be certified for commercial service until later in 2026, pushing some deliveries into 2027. The company also would pay a hefty amount next year to settle charges related to two earlier crashes of its bestselling 737 Max models in 2018 and 2019.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on <a href="https://stocktwits.com/symbol/BA">Boeing stock </a>on Stocktwits was in the ‘bullish’ territory, albeit with a higher score.A Stocktwits user stated that the CFO was essentially saying FCF margins are about to explode next year. “Going much higher!” they wrote.<stembedurl>https://stocktwits.com/Salahadin666/message/637884950</stembedurl>Boeing stock fell 6% in November, logging the third successive monthly decline. The recent declines followed the company's third-quarter loss, which was partially weighed down by delays in deliveries of its large-body 777X aircraft. The firm booked a $4.9 billion pre-tax charge due to the delay and now expects to bring its 777X aircraft to customers in 2027.The planemaker’s shares have risen 13.3% this year, compared with 38% gains of the iShares US Aerospace &amp; Defense ETF (ITA). However, Boeing sits on a backlog of over $600 billion and expects to deliver more than 5,900 commercial aircraft. It has also inked several contracts this year as various countries announced Boeing purchases to reduce their trade deficits with the U.S.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/global-economy-showing-resilience-to-trump-tariffs/cLIaN3JREK5">Global Economy Showing Resilience To Trump Tariffs: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Boeing Company at Paris Air Show 2025 in Le Bourget airport in June 2025 (Photo by Nicolas Economou/NurPhoto via Getty Images)

Boeing Stock Gains After CFO Projects Positive Free Cash Flow, Higher Deliveries Next Year

The planemaker expects positive free cash flow to reach low single digits next year.

<ul class="summary-bullets"><li>The recent declines followed the company's wide third-quarter loss, partially weighed down by delays in deliveries of its large-body 777X aircraft.</li><li>Cramer earlier this month said he recommended buying the stock as long as it stays below $200.</li><li>Boeing aims to ramp up output of its best-selling 737 Max jets to 47 per month next year.&nbsp;</li></ul>Boeing (BA) stock garnered retail attention late on Wednesday after CNBC host Jim Cramer backed the planemaker, following its recent underperformance.“I am really starting to lean on Boeing for a monstrous 2026,” Cramer wrote on X. Cramer’s latest endorsement comes when the stock is headed for the third straight monthly decline at the time of writing.However, the stock has eked out gains in the past two sessions. "Under $200, I want to buy it...I think you buy Boeing right here and put it away," the host of the Mad Money program said earlier this month.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BA">Boeing stock</a> was in the ‘bullish’ territory at the time of writing, compared with ‘neutral’ a week ago.“We open above $190 on Friday. &nbsp;Gonna run like old days, bargain,” one user wrote. The U.S. markets will remain closed on Thursday due to the Thanksgiving holiday.<stembedurl>https://stocktwits.com/Steelrunner56/message/637572647</stembedurl><h2 class="st-heading-2">Boeing Aims To Boost Deliveries In 2026</h2>The recent declines followed the company's third-quarter loss, partially weighed down by delays in deliveries of its large-body 777X aircraft. The firm booked a $4.9 billion pre-tax charge due to the delay and now expects to bring its 777X aircraft to customers in 2027. "For those focused on short-term cash, the outlook coming out of Q3 was negative and indicated that there will be negative revisions to 2026 free cash flow estimates,” Bernstein analysts wrote.The company was dealt a further jolt this week after NASA cut the number of crewed missions under the Boeing Starliner contract due to engineering issues. The alterations reduced the value of Boeing's contract to $3.732 billion from $4.5 billion, Reuters reported.Amid the negative headlines, the Federal Aviation Administration allowed Boeing to raise its 737 Max production to 42 per month from 38, relaxing a cap imposed on the firm following a mid-air incident involving an Alaska Airlines 737 Max aircraft. It was a crucial step towards profitability, as aircraft makers receive a bulk of the payments only after delivering the aircraft.Ratings agency S&amp;P Global last month changed the outlook for Boeing stock to ‘stable’ from ‘negative’. The analysts wrote, “A delay in the first 777X delivery will temper our previous estimates, but we expect growth in 737 and 787 deliveries to lead to much stronger credit measures over the next two years.”Boeing aims to achieve 737 Max production of 47 per month in 2026. It also expects output of the widebody 787 jets to hold steady at 7 per month, with projections to increase to 10 per month by the close of the following year. The planemaker also expects the FAA to certify two 737 MAX model variants, the extended-range MAX-7 and the expanded-capacity MAX-10, to better compete with Airbus.Boeing shares have risen 4.8% this year, compared with 39.3% gains of the iShares US Aerospace &amp; Defense ETF (ITA). The planemaker has a backlog of over $600 billion and expects to deliver more than 5,900 commercial aircraft. It has also inked several contracts this year, as various countries announced Boeing purchases to cut their trade deficit with the U.S.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tmc-stock-draws-retail-buzz-after-cfo-s-warning-to-short-sellers/cL5elvZREhE">TMC Stock Draws Retail Buzz After CFO's Warning To Short Sellers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Boeing Company at Paris Air Show 2025 in Le Bourget airport

Cramer Predicts A ‘Monstrous’ 2026 For Boeing — Retail Traders Are Starting To Agree

“I am really starting to lean on Boeing for a monstrous 2026,” Cramer wrote on X.

<ul class="summary-bullets"><li>The recent declines followed the company's third-quarter loss, partially weighed down by delays in deliveries of its large-body 777X aircraft.</li><li>The company was dealt a further jolt this week after NASA cut the number of crewed missions under the Boeing Starliner contract due to engineering issues.</li><li>The company got the contracts to deliver Apache AH-64E attack helicopters and KC-46A Pegasus aerial refueling tankers.</li></ul>Boeing Co.’s (BA) stock drew retail chatter late on Tuesday after the Pentagon awarded the aerospace giant with two contracts with a combined value of about $7 billion.The Department of Defense, renamed as the Department of War by the Trump administration, awarded the firm a fixed-price contract to procure new-build Apache AH-64E attack helicopters, Longbow crew trainers, and associated components, spares, and accessories. Boeing will carry out the work in its facility in Mesa, Arizona, and the contract is expected to be completed by 2032.The U.S. Air Force also awarded a Lot 12 contract for 15 additional KC-46A Pegasus aerial refueling tankers, valued at $2.47 billion. Boeing will build the aircraft at its Seattle facility and expects it to be completed by June 30, 2029.“Getting on contract helps ensure production stability, including our long-lead supply chain, to continue delivering the unmatched capability of the KC-46A,” said Jake Kwasnik, vice president and KC-46 program manager.<h2 class="st-heading-2">Stock Headed For Worst Month Since September 2024</h2>The company’s shares have fallen 9.2% so far in November, keeping the firm on track for the monthly decline since September last year, when over 30,000 Boeing workers went on strike. The stock has closed higher in only two of the previous ten sessions.The recent declines followed the company's third-quarter loss, partially weighed down by delays in deliveries of its large-body 777X aircraft. The firm booked a $4.9 billion pre-tax charge due to the delay and now expects to bring its 777X aircraft to customers in 2027. "For those focused on short-term cash, the outlook coming out of Q3 was negative and indicated that there will be negative revisions to 2026 free cash flow estimates,” Bernstein analysts wrote.The company was dealt a further jolt this week after NASA cut the number of crewed missions under the Boeing Starliner contract due to engineering issues. The alterations reduced the value of Boeing's contract to $3.732 billion from $4.5 billion, Reuters reported, citing a NASA spokesperson. NASA also said the next Starliner mission will be an unmanned cargo delivery to the International Space Station.Last year, Starliner's first crewed test flight carrying NASA astronauts Butch Wilmore and Sunita Williams did not go according to plan, with several thrusters on the spacecraft’s propulsion system shutting down during its approach to the ISS.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BA">Boeing</a> was in the ‘bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:718/94;" src="https://news.stocktwits-cdn.com/BA_Nov_26_JPG_d3e1176b82.webp" alt="BA’s Sentiment Meter and Message Volume as of 02:31 a.m. ET on Nov. 26, 2025 | Source: Stocktwits" width="718" height="94"><figcaption>BA’s Sentiment Meter and Message Volume as of 02:31 a.m. ET on Nov. 26, 2025 | Source: Stocktwits</figcaption></figure>“Sales booming, production increasing, government contracts popping off. &nbsp;Not many better places to be buying,” one trader wrote.<stembedurl>https://stocktwits.com/Virtuousxvillain/message/637461579</stembedurl>“We need to be a part of NASA launches. &nbsp;Let's go, Boeing, get it done,” another trader wrote.<stembedurl>https://stocktwits.com/Notashort45/message/637461769</stembedurl>Boeing shares have gained about 2% this year, underperforming the 38.4% gain of the iShares US Aerospace &amp; Defense ETF. The company, however, received the approval to raise the output of its bestselling 737 Max jets to 42 per month and sits on a backlog of thousands of aircraft — a large portion of which stems from President Donald Trump’s dealmaking with several countries as he negotiates tariff agreements.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/cleanspark-stock-dips-after-hours-on-q4-revenue-miss/cL53OM3REgV">Cleanspark Stock Dips After-Hours On Q4 Revenue Miss — CFO Says ‘Matter Of Time’ Before Onboarding First Customer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An exterior of a Boeing 777X at the Farnborough Airshow, on 20th July 2022, at Farnborough, England

Boeing Stock Heads For Worst Month Since Last Year — Retail Bulls Hold Ground After Pentagon Awards Contracts Worth $7B

The company’s shares have fallen 9.2% so far in November, keeping the firm on track for the worst monthly decline since September last year.

 US Approves $93M Weapon Sale to India: A Boost for Defense ETFs

A $93 million US weapon sale to India puts the spotlight on defense stocks like LMT and, by extension, fuels momentum for defense ETFs like SHLD. 


Trump Signs F-35 Deal With Saudis: Defense ETFs to Gain, Beyond Lockheed

Trump's F-35 deal with Saudi Arabia spotlights LMT's gains, but broader defense ETFs like SHLD can capture rising sector-wide demand better.  

<ul class="summary-bullets"><li>The company’s order backlog stood at a record $25.2 billion.</li><li>Elbit secured a $1.635 billion contract with an undisclosed European country in August for several of its systems.</li><li>It also said that about 69% of the current backlog is attributable to orders outside of Israel.</li></ul>Israel-based defense firm Elbit Systems’ (ESLT) stock rose nearly 6% in premarket trading on Tuesday after the defense firm topped estimates for third-quarter profit.According to fiscal.ai data, the Israel-based company reported quarterly adjusted earnings of $159.8 million, or $3.35 per share, which exceeded the analysts' expected $2.42 per share. While its revenue of $1.92 billion came in slightly below Wall Street’s expectations, it rose more than 11% compared to the year-ago quarter.<h2 class="st-heading-2">Europe Drives Demand</h2>The firm’s aerospace revenue fell by 3% in the third quarter compared to the same period a year earlier, primarily due to a decrease in Precision Guided Munition (PGM) sales in the Asia Pacific, partially offset by an increase in PGM sales in Israel. C4I and Cyber revenues increased by 14%, mainly driven by sales of radio systems and command and control systems in Europe.NATO and its allies have pledged to raise their defense budgets amid pressure from the Trump administration on European countries to do so. Elbit secured a $1.635 billion contract with an undisclosed European country in August for several of its systems, including long-range precision-strike artillery-rocket systems and unmanned aerial and loitering systems.“These results reflect the significant contracts the company has secured across Europe and from customers worldwide, who continue to choose Elbit Systems' advanced systems amid the ongoing global conflicts and increasing defense budgets,” said CEO Bezhalel Machlis.<h2 class="st-heading-2">Backlog Grows Amid Ceasefire In Gaza</h2>The company’s order backlog stood at a record $25.2 billion. Elbit attributed the increase in backlog during the quarter to new European orders. It also said that about 69% of the current backlog is attributable to orders outside of Israel. In October, Hamas and Israel agreed to a ceasefire brokered by the United States.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/ESLT">Elbit</a> was still in the ‘bearish’ territory at the time of writing.Elbit stock has gained over 91% this year and has more than doubled in the past year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-archer-aviation-stock-rising-over-4-premarket-today/cLPNyRtRE7b">Why Is Archer Aviation Stock Rising Over 4% Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Defence industry manufacturer Elbit's exhibition stand during the Farnborough International Airshow, on 24th July 2024, at Farnborough, England. (Richard Baker / In Pictures via Getty Images)

Why Is Israeli Defense Firm Elbit Systems' Stock Gaining Premarket?

According to fiscal.ai data, the Israel-based company reported quarterly adjusted earnings of $159.8 million, or $3.35 per share, while analysts expected $2.42 per share.

<ul class="summary-bullets"><li>"The additional 787s will enable Gulf Air to enhance its premium long-haul offering and strengthen its position in an increasingly competitive regional market." — Gulf Air.</li><li>On Monday, Dubai-based carrier Emirates placed an order for 65 additional 777X jets, further bolstering its position as the largest 777X customer.</li><li>Rival Airbus also signed a deal with Etihad Airways to supply the Abu Dhabi-based carrier with 32 widebody aircraft.</li></ul>Boeing (BA) is expected to garner retail attention on Tuesday after Bahrain’s Gulf Air reportedly finalized an agreement to buy 12 to 15 of the planemaker’s 787 series of widebody aircraft.According to a Reuters News report citing the carrier, the deal signed at the Dubai Air Show finalizes an agreement the two sides struck in July, when the Bahraini firm agreed to acquire at least 12 of the long-haul aircraft, popularly known as Dreamliners, with options for six additional jets."The additional 787s will enable Gulf Air to enhance its premium long-haul offering and strengthen its position in an increasingly competitive regional market," Gulf Air reportedly said. According to the report, a White House official stated in July that the Gulf Air deal was valued at approximately $7 billion, part of Bahrain's broader commitment to invest $17 billion in the U.S.<h2 class="st-heading-2">Deals Pile Up For Boeing, Airbus</h2>Boeing's 2025 Commercial Market Outlook (CMO) estimates that the Middle East will see sustained demand for wide-body airplanes, with the region needing nearly 3,000 new wide-body jets over the next 20 years. On Monday, Dubai-based carrier Emirates placed an order for 65 additional 777X jets, further bolstering its position as the largest 777X customer.Boeing has also signed deals with African carriers Ethiopian Airlines and Air Senegal to supply a combined 20 of its best-selling 737 Max jets.Rival Airbus also signed a deal with Etihad Airways to supply the Abu Dhabi-based carrier with 32 widebody aircraft, with deliveries starting from 2027. The European planemaker has also signed a deal with FlyDubai for 150 of its A321neo aircraft.<h2 class="st-heading-2">What Are Stocktwits Users Thinking?</h2>Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BA">Boeing</a> was in the ‘neutral’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:799/100;" src="https://news.stocktwits-cdn.com/BA_Nov_18_JPG_0a4c245d48.webp" alt="BA’s Sentiment Meter and Message Volume as of 03:59 a.m. ET on Nov. 18, 2025 | Source: Stocktwits" width="799" height="100"><figcaption>BA’s Sentiment Meter and Message Volume as of 03:59 a.m. ET on Nov. 18, 2025 | Source: Stocktwits</figcaption></figure>Boeing stock has gained 7.6% this year, benefiting from a range of orders from countries worldwide, including those in the Middle East.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/akzo-nobel-seals-axalta-merger-to-create-25-b-coatings-leader/cLPNwpQREeU">AkzoNobel–Axalta Merger To Create $25B Coatings Leader, With New York Listing Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Gulf Air Boeing 787-9 Dreamliner aircraft as seen on final approach landing at London Heathrow International Airport EGLL LHR, during a cloudy morning in the day.

Boeing Stock In Spotlight After It Lands Fresh 787 Order From Gulf Air Amid Middle East Buying Spree

According to a Reuters News report citing the carrier, the deal signed at the Dubai Air Show finalizes an agreement the two sides struck in July.

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