General Mills (GIS) stock analysis — Blue Buffalo pet food growth thesis, GLP-1 cereal demand fears examined, FY2025 revenue $19.49B, EPS $4.10, dividend yield 7%+. P/E 8.3x. Is this a value trap or the deepest discount in consumer staples right now?
Keurig Dr Pepper (KDP) stock analysis — JDE Peet's acquisition closed April 2026, Starbucks K-Cup partnership expanded, Q1 2026 net sales +8.1%. Forward P/E 12.6x vs Coca-Cola 24x. Is KDP's discount to peers an opportunity or a value trap?
Science Applications International Corp (SAIC) stock analysis — DoD IT modernization, Space Force C2 systems, NASA digital engineering, DOGE risk, $7B+ backlog. 2026 investor guide.
Spirit AeroSystems (SPR) stock analysis — Boeing $4.7B all-stock acquisition deal, 737 fuselage quality scandal, FAA oversight, Airbus divestiture, merger arb math. 2026 investor guide.
Woodward Inc (NASDAQ:WWD) stock analysis — aerospace propulsion controls, LEAP-1A/B fuel systems, GE9X actuators, rocket engine components. TTM revenue $4B (+19%), operating margin expanding to 14.76%, Strong Buy consensus with $437 target.
CAE Inc (NYSE:CAE) stock analysis — global leader in flight simulation and aircrew training, FY2026 revenue CAD 4.91B, transformation plan to 2030, defense backlog, space crew training potential. Buy consensus with $33.24 target.