Gilat's 2026 Outlook: Defense and In-Flight Connectivity Drive Strategic Growth Expansion

Gilat Satellite Networks (GILT) receives a Superscore of 74 out of 100, driven by strong 48% revenue growth in 2025 and strategic expansion into defense and in-flight connectivity markets. However, the company faces headwinds from operating margin compression, customer concentration risk (two clients represent 44% of revenue), and a high trailing P/E ratio of 24.7. The acquisition of Comtech's Satellite and Space Communications segment is expected to boost revenues to $500-520 million in 2026 and beyond $600 million within two years.

10/01/2026, 8:36 PM • The Motley Fool

GE Aerospace vs. SpaceX: Which Aerospace Giant Is a Better Stock Buy in 2026?

GE Aerospace and SpaceX represent contrasting investment profiles in the aerospace sector. GE Aerospace demonstrates strong profitability with a 19% net margin and $7.3B free cash flow, trading at a reasonable 39.5x forward P/E ratio with steady growth expected. SpaceX shows explosive revenue growth (33% YoY) but faces significant challenges with a -26.4% net margin, -$14B free cash flow, and an extremely high 200x forward P/E valuation. The article recommends GE Aerospace as the more prudent long-term investment due to its established market position, profitability, and government support, while cautioning that SpaceX remains a high-risk, high-growth speculation.

10/01/2026, 7:20 PM • The Motley Fool

Joby and Archer Each Burn Roughly $200 Million a Quarter. Here's Which One Runs Out of Cash First

Joby Aviation and Archer Aviation are both burning through approximately $200 million per quarter as they develop eVTOL technology. Joby has $2.2 billion in cash reserves and could sustain operations for roughly two years at current burn rates, while Archer has $1.5 billion and could last just over a year. Both companies are making technological progress and have partnerships with major aviation companies, which should help them raise additional capital before running out of cash.

09/29/2026, 10:15 PM • The Motley Fool

Boeing vs. Lockheed Martin: Which Essential U.S. Aerospace Stock Is a Better Buy in 2026?

The article compares Boeing and Lockheed Martin as aerospace investment options for 2026. Boeing is undergoing a turnaround with strong commercial aviation demand and record backlogs, but faces operational challenges, high debt (10.0x debt-to-equity), and negative free cash flow. Lockheed Martin offers stability with steady profitability, lower leverage (3.2x debt-to-equity), strong free cash flow ($6.9B), and long-term F-35 program revenue visibility. The author recommends Lockheed Martin as the better value investment due to its cheaper valuation multiples (17.3x forward P/E vs. Boeing's 49.7x) and fortress-like business model.

09/24/2026, 5:27 PM • The Motley Fool

Great News for RTX Investors (Hint: It Relates to Its Record $289 Billion Backlog)

RTX's $289 billion backlog is expected to grow significantly, potentially reaching $460.5 billion by 2028. CEO Chris Calio highlighted strong demand across commercial aerospace and defense markets, including a $22.9 billion Tomahawk cruise missile order and five framework agreements with the Department of Defense that could increase volumes 2-4x. With 45% of RPO tied to long-term maintenance contracts and lower execution risk compared to competitors, RTX is well-positioned for sustained revenue growth.

09/22/2026, 11:30 AM • The Motley Fool

Boeing's New MQ-25A Stingray Drone Costs $184 Million ... or Less

Boeing has been awarded a $552 million contract to deliver three MQ-25A Stingray refueling drones to the U.S. Navy, with the contract implying a cost of $184 million per drone—over 10% below initial estimates of $207-209 million. While delivery is several years behind schedule (expected 2029), the potential for under-budget delivery could enhance Boeing's reputation and lead to additional contracts.

09/20/2026, 5:05 AM • The Motley Fool

Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis?

Cathie Wood's Ark Innovation ETF sold shares of Palantir and AMD while investing $3.35 million in Archer Aviation, signaling growing confidence in the eVTOL aircraft maker. The moves appear to be profit-taking on the larger positions while increasing exposure to the high-risk, high-reward aviation technology sector, particularly following Archer's Boeing partnership deal.

09/19/2026, 4:05 PM • The Motley Fool

Boeing vs. Redwire: Which Aerospace Stock Is a Better Buy in 2026?

Boeing and Redwire represent different aerospace investment profiles: Boeing is a recovery play with $89.5B in FY2025 revenue but faces high leverage (10x debt-to-equity) and negative free cash flow, while Redwire is a high-growth space tech company with 10% revenue growth, minimal debt, but significant losses and negative free cash flow. Boeing's strong backlog and market position offer long-term potential despite near-term challenges, while Redwire's recent $1.8B government contract win signals growth prospects in space infrastructure.

09/15/2026, 4:18 PM • The Motley Fool

$10,000 in Archer Aviation at Last Year's High Is About $3,840 Now. Here's What Gets It Back.

Archer Aviation stock has declined 62% from its October peak of $14.62 to $5.61, despite business progress in flight testing and FAA certification. The stock's recovery depends on three milestones: FAA type certificate approval, first fare revenue, and conversion of United Airlines' conditional purchase order for up to 200 aircraft. However, reaching the old high now requires a larger company valuation due to share dilution from stock-based compensation and the Boeing acquisition.

09/14/2026, 3:07 AM • The Motley Fool

Archer Aviation vs. Joby Aviation: This 1 eVTOL Stock Has The Better Balance Sheet

Archer Aviation and Joby Aviation, the two primary eVTOL companies competing for FAA certification, have similar balance sheets with nearly identical net cash positions of ~$1.5 billion each. However, Archer emerges as the winner due to higher shareholders' equity per share ($2.47 vs $1.82), despite Joby's larger cash hoard and market cap. Both companies have announced major acquisitions that could significantly impact their financial positions.

09/14/2026, 2:05 AM • The Motley Fool

Why Archer Aviation Skyrocketed 24.6% Last Month

Archer Aviation's stock surged 24.6% in August following a transformative deal to acquire three Boeing subsidiaries: Wisk Aero, SkyGrid, and Insitu. Boeing will receive a 16.5% stake in Archer through newly issued shares. Insitu is already profitable with $200 million in annual sales, which should immediately boost Archer's revenue and margins. While the deal causes significant shareholder dilution, it provides strategic synergies with Archer's eVTOL projects and autonomous aviation capabilities.

09/08/2026, 7:07 AM • The Motley Fool

Prediction: Archer Aviation Carries Its First Paying U.S. Passenger Before 2028

Archer Aviation, an eVTOL air taxi company, has never collected passenger revenue but is progressing through FAA certification. The analyst predicts the company will carry its first paying U.S. passenger before 2028, supported by Phase 3 FAA completion, White House pilot program participation, and sufficient cash reserves ($1.6B) to reach that milestone. However, widening quarterly losses ($263M in Q2) and the need for additional funding pose risks to the timeline.

09/08/2026, 3:04 AM • The Motley Fool

Boeing's Free Cash Flow Turned Positive. Here's What Has to Happen Next for the Turnaround to Stick.

Boeing has returned to positive free cash flow after six quarters of losses following the Alaska Airlines door blowout incident. The company generated $631 million in free cash flow last quarter and analysts project it could reach $15 billion annually by 2030. To sustain this turnaround, Boeing must maintain quality control, fix its Spirit Aerosystems subsidiary, increase production rates, and avoid unprofitable defense contracts while potentially abandoning the struggling Starliner program.

09/07/2026, 6:06 AM • The Motley Fool

Buying Archer Aviation Today Could Set You Up for Life

Archer Aviation is a speculative eVTOL developer pursuing FAA certification for its Midnight aircraft, with potential to transform urban air mobility into a trillion-dollar market. The company recently agreed to acquire three Boeing businesses (Wisk, Insitu, and SkyGrid) to expand into autonomous aircraft, military drones, and air traffic management. While Insitu brings profitable revenue of $200M annually, Archer faces widening quarterly losses and execution risks, with no current eVTOL revenue or profits.

09/06/2026, 10:21 AM • The Motley Fool

This eVTOL Stock Could Set Early Investors Up for Life

Archer Aviation acquired three Boeing businesses including Wisk (autonomous eVTOL developer) and Insitu (profitable drone manufacturer generating $200M revenue). The author believes autonomous pilotless eVTOL technology could reduce operating costs by ~27% and position Archer as a highly profitable competitor in the emerging urban air mobility market, pending FAA certification.

09/05/2026, 6:29 PM • The Motley Fool