Huntington Ingalls Industries, Inc. (NYSE:HII) is one of the stocks that was on Jim Cramer’s radar recently. Answering a caller’s query about the stock, Cramer stated: Huntington Ingalls has been a buy… It’s been so right for a very long time, and you know what? It’s going to continue to be right because it’s not that expensive a stock. And you’re absolutely right, it is the best thing we have when it comes to the Navy. A woman reading and analyzing stock market data. Photo by Artem Podrez on Pexels H ...

Valued at a market cap of $17.4 billion, Huntington Ingalls Industries, Inc. (HII) is a Newport News, Virginia-based company that designs, builds, overhauls, and repairs military ships. This aerospace and defense company has significantly outperformed the broader market over the past 52 weeks. Shares of HII have rallied 147.3% over this time frame, while the broader S&P 500 Index ($SPX) has gained 11.7%. Moreover, on a YTD basis, the stock is up 29.4%, compared to SPX’s marginal rise. More News from Bar ...

Core Insights - Goldman Sachs Conviction List features top stock picks for institutional and high-net-worth clients, highlighting companies with strong growth and income potential [1][2] - Five dividend-paying companies have been on the Conviction List for extended periods, all rated as Buy by Goldman Sachs [1] Company Summaries - **Bank of America (NYSE: BAC)**: - Dividend yield of 2.06% - Target price set at $67 - On the Conviction List for 362 days - Operates in Global Markets, Global Banking, Global Wealth & Investment Management, and Consumer Banking segments [1][2] - **Johnson & Johnson (NYSE: JNJ)**: - Dividend yield of 2.10% - Target price set at $250 - On the Conviction List for 275 days - Focuses on pharmaceuticals, biotechnology, and medical devices across Innovative Medicine and MedTech segments [1][2] - **Huntington Ingalls Industries (NYSE: HII)**: - Dividend yield of 1.33% - Target price set at $425 - On the Conviction List for 214 days - Engages in designing and constructing military ships and offers various naval nuclear support services [1][2] - **Duke Energy (NYSE: DUK)**: - Dividend yield of 3.37% - Target price set at $141 - On the Conviction List for 214 days - Operates in Electric Utilities and Infrastructure and Gas Utilities and Infrastructure segments [1][2] - **Kontoor Brands (NYSE: KTB)**: - Dividend yield of 3.09% - Target price set at $84 - On the Conviction List for 214 days - A global lifestyle apparel company with brands like Wrangler and Lee [1][2]

Core Insights - Huntington Ingalls Industries (HII) stock prices have increased almost 150% since the last report, indicating significant growth in the company's market performance [1]. Group 1: Company Overview - HII is involved in the aerospace and defense industry, which has substantial growth prospects [1]. - The company is analyzed by an expert with a background in aerospace engineering, providing context to developments that may affect investment theses [1]. Group 2: Investment Research - The Aerospace Forum is highlighted as a leading investment research service focused on aerospace, defense, and airline sectors, offering access to data analytics [1]. - The investment ideas presented are driven by data-informed analysis, aiming to uncover investment opportunities within the industry [1].

Core Insights - HII and Path Robotics have signed a memorandum of understanding to explore the integration of Path's physical AI for welding into shipbuilding operations, aiming to enhance throughput and strengthen the maritime industrial base [1][2][5] Group 1: Partnership Objectives - The partnership aims to develop autonomous shipbuilding capabilities, train a workforce for automation, and establish an intellectual property framework for AI-based autonomous welding systems [5] - HII's shipbuilding throughput increased by 14% in 2025, with a target of an additional 15% increase in 2026 through this collaboration [2] Group 2: Technology and Innovation - Path's physical AI model, Obsidian™, is designed to adapt to real-world conditions in real time, making it suitable for the complex welding processes in shipbuilding [6][7] - The technology aims to automate structural production and enhance the welding workforce, thereby accelerating throughput to support national security objectives [5][8] Group 3: Industry Context - HII is the largest shipbuilder in the U.S., focusing on delivering advanced defense capabilities, including unmanned systems [9][10] - Path Robotics, founded in 2018, has raised over $300 million to integrate physical AI into manufacturing processes, addressing labor shortages and improving production quality [10]

Sound Shore Management, an investment management firm, has released its investor letter for the fourth quarter of 2025. You can download a copy of the report here. In Q4 2025, The Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) advanced 7.83% and 7.87%, respectively, compared to the S&P 500’s 2.66% return and the Russell 1000 Value Index’s 3.81%. In 2025, the SSHFX and SSHVX returned 18.20% and 18.42%, respectively, ahead of the S&P 500’s 17.88% return and Russell Value’s return of 1 ...

Group 1: Event Overview - HII and Path Robotics will sign a memorandum of understanding and demonstrate physical AI at Path Robotics' headquarters on February 17, 2026 [1][2] - The event will include a guided factory tour and live demonstrations of welding and assembly [1] - Media attendance is required to be confirmed by February 16, 2026 [3] Group 2: Company Profiles - HII is the largest shipbuilder in America, specializing in advanced defense technologies and unmanned systems for U.S. and allied defense customers [4] - HII has a workforce of 44,000 and a history of over 140 years in advancing U.S. national security [5] - Path Robotics focuses on physical AI for manufacturing, particularly in welding, and has raised over $300 million since its founding in 2018 [5]

Core Insights - HII's Ingalls Shipbuilding division awarded $95,700 in STEM grants to 22 educational organizations in south Mississippi and Alabama, aimed at enhancing STEM education and encouraging careers in shipbuilding and engineering [1][2] - The annual Ingalls STEM grant program, now in its 16th year, provides up to $5,000 for educators to implement STEM initiatives, reinforcing the company's commitment to education and workforce development [2] Funding and Impact - The grants will fund hands-on projects, classroom technology upgrades, and STEM-based curricula, fostering creativity and equipping students with essential skills for future careers [1][2] - Projects supported by this year's grants include robotics, engineering, and coding initiatives, which are designed to prepare students for careers in shipbuilding and related industries [5][10] Grant Recipients and Projects - Notable projects funded include: - Creekbend Elementary and Middle School: Robotic cars for students to explore coding and engineering [5] - Baldwin County High School: Robotics project engaging high school students in real-world problem-solving [6] - Bayou View Middle School: Circuit board programming for middle school students [7] - Gulfport High School: Hands-on STEM learning experiences for 7th-10th graders [10] - Jackson-George Regional Library: A shipbuilding-themed STEM environment for K-6 students [11] Company Overview - HII is America's largest shipbuilder, specializing in delivering advanced ships and mission technologies to U.S. and allied defense customers [22] - The company has a workforce of 44,000 and a history of over 140 years in advancing U.S. national security [23]

Core Insights - The Australian Maritime College (AMC) and HII announced a significant reliability milestone for the Legacy REMUS 100 autonomous underwater vehicle (AUV), achieving 935 operational deployments with only two days of downtime over seven years [1][3] - The REMUS 100 maintained an operational availability rate above 99.9%, showcasing its reliability in challenging environments [2] - HII's REMUS has been in service for 25 years, with over 750 units delivered globally, and more than 90% of these AUVs remain active [3] Performance and Impact - The REMUS 100 is recognized for its versatility and reliability, contributing to oceanographic research, environmental monitoring, and defense operations worldwide [5] - The vehicle has been maintained by AMC staff with remote support from HII technical staff, highlighting the collaboration between the two organizations [6] - The reliability of the REMUS 100 has enabled AMC to conduct complex missions confidently, positively affecting mission success, data quality, and training outcomes [7] Company Background - HII is the largest shipbuilder in America, providing advanced defense capabilities, including unmanned systems, to U.S. and allied defense customers [9] - With a history of over 140 years in enhancing U.S. national security, HII employs 44,000 people and integrates various defense technologies [10]

Core Insights - Huntington Ingalls Industries (HII) is a key player in the defense and shipbuilding industry, serving as a major contractor for the U.S. Navy and competing with firms like General Dynamics and Lockheed Martin [1] - Goldman Sachs has set a price target of $419 for HII, indicating a potential price increase of approximately 5.34% from its current price of $397.77 [1][5] - Zacks Investment Research identifies HII as a top growth stock, suggesting strong potential to outperform the market [2][5] Stock Performance - HII's stock price has increased by 7.69%, or $28.39, reaching $397.77, with daily fluctuations between a low of $374.89 and a high of $400 [3] - Over the past year, HII's stock has shown significant volatility, with a high of $436.14 and a low of $159.41, reflecting dynamic market performance [3] Market Position - HII has a market capitalization of approximately $15.61 billion, indicating a significant position in the defense sector [4] - The trading volume for HII on the NYSE is 671,495 shares for the day, demonstrating active investor interest [4]