Finance Updates – Finance Updates

How 2025 Auto Import Tariffs Are Impacting U.S. Consumers, Profits & Vehicle Prices

Americas Policy Motor Vehicle Manufacturing

The US imposed 25% tariffs on imported vehicl...

Automakers warn of major profit hits and indu...

NADA forecasts higher vehicle prices and paym...

Analysts expect 2025 US light-vehicle sales a...

L3Harris Wins $1B Pentagon Backing as Missile Spin-Off Preps IPO in 2026

Americas M&A Aerospace Product and Parts Manufacturing

The Pentagon will invest $1B in L3Harris’ sol...

L3Harris will keep majority control, while th...

The funding is meant to expand and modernize ...

Key concerns include procurement conflict-of-...

Hyundai’s 2030 Game Plan: Electrification, Tech Innovation & Manufacturing Surge

Global Firms Motor Vehicle Manufacturing

Hyundai targets 5.55 million global vehicle s...

It will broaden the lineup with 18+ hybrids, ...

Hyundai plans to add 1.2 million units of glo...

Guidance reflects heavy spending and tariff p...

KeyBanc Downgrades Rocket Lab—Growth Catalysts Seen as Already Priced In

Americas Firms Aerospace Product and Parts Manufacturing

KeyBanc downgraded Rocket Lab (RKLB) from Ove...

Recent wins include an $816M SDA Tracking Lay...

KeyBanc sees limited near-term upside without...

With valuation shifting from hype to executio...

Why KeyBanc Cut Rocket Lab to Sector Weight Despite Strong Growth

Americas Firms Aerospace Product and Parts Manufacturing

KeyBanc downgraded Rocket Lab (RKLB) to Secto...

Recent wins and milestones, including the ~$8...

Rocket Lab is posting rapid revenue growth an...

Further upside hinges on new surprises, espec...

Neutron’s Role Pivotal as KeyBanc Says Rocket Lab’s Upside Mostly Priced In

Americas Firms Aerospace Product and Parts Manufacturing

KeyBanc downgraded Rocket Lab (RKLB) to Secto...

The $816 million SDA Tranche-3 prime contract...

Neutron remains the main potential upside dri...

Key risks include continued cash burn and hea...

KeyBanc Sees ATI’s Margins Rising: Aerospace Strength Fuels $132 Price Target

Americas Markets Aerospace Product and Parts Manufacturing

KeyBanc raised ATI’s price target to $132 fro...

Q3 FY2025 results showed $1.13B revenue (+7% ...

ATI lifted FY2025 guidance to $848–858M adjus...

Growth is being driven by surging defense dem...

L3Harris Spins Off Missile Business as DoD Pumps $1B Ahead of 2026 IPO

Americas Markets Aerospace Product and Parts Manufacturing

L3Harris will spin off its Missile Solutions ...

The new company will focus on solid rocket mo...

Analysts see the move as a valuation-unlockin...

The deal pioneers a DoD “direct-to-supplier” ...

Citi Boosts APAC Industrials & Mobility with Alexander Wong Hire and Strong 2025 Deals

Asia Firms Motor Vehicle Manufacturing

Citi hired ex-Credit Suisse MD Alexander Wong...

The move bolsters Citi’s senior sector covera...

Citi cited 2025 deals including Haier India’s...

The bank expects strong Industrials & Mobilit...

US Markets Kick Off 2026: Defense Drives Dow, Tech Faces Pressure

Americas Markets Aerospace Product and Parts Manufacturing

Stocks diverged as the Dow logged its best 5-...

Defense contractors surged after President Tr...

A weak December jobs print (~50,000) with une...