Ticker Reports for August 13th
3 Battery Stocks to Buy and Hold for the Rest of the Decade
Artificial intelligence (AI) is fueling dramatic shifts in energy and transportation. However, those shifts will require power from battery technology. GrandView Research projects that the global battery market will be valued at $329.84 billion by 2030. That’s a compound annual growth rate (CAGR) of 16.4% from 2025 through 2030.
Electric vehicle (EV) technology remains front and center. However, investors will also find the need for innovative battery solutions in industrial, aerospace, and other industries.
Some of the small-cap names in this sector have been aggressively traded over the past few years. But there are still good opportunities for buy-and-hold investors who want to profit from the long-term opportunity in this sector.
Honeywell Could Be a Comeback Story in the Aerospace Sector
Honeywell International Inc. (NASDAQ: HON) is a large-cap conglomerate that plays a key role in sustainable energy solutions, including lithium-ion batteries. The company’s customer roster includes some of the most important names in aerospace and defense.
Honeywell supplies batteries and energy systems to important sectors like aerospace, defense, and industrial markets. These areas will increasingly rely on electrification and longer-lasting power sources in the next 10 years.
Aerospace stocks have been performing well in 2025, but many investors are looking at moonshots, which could present an opportunity to buy HON stock at a discounted price. This is because Honeywell is spinning off its advanced materials business, which includes battery solutions, into a separate entity. The deal is expected to be finalized in late 2025 or early 2026.
This will allow the new company to innovate further and accelerate the development of advanced battery components. Honeywell estimates that the standalone unit will generate revenue between $3.7 billion and $3.9 billion in this fiscal year with an EBITDA margin greater than 25%.
EnerSys Is a Strategic Data Center Play
A significant takeaway from big tech earnings has been the commitment to capital expenditures on data centers. These companies will need control over vast amounts of reliable power to fuel their ambitions. EnerySys (NYSE: ENS) is a mid-cap company that provides exposure to the buildout of an artificial intelligence (AI) infrastructure.
As part of the company’s leadership in this area, EnerSys is expanding its product portfolio to include next-generation technologies aimed at improving energy density, charging speed, and environmental sustainability.
ENS stock is up 3.8% in 2025. That’s lagging the industrials sector, which has been one of the best-performing market sectors. However, the stock is up more than 4% after it reported a double beat in its first quarter FY2026 earnings report.
The EnerSys analyst forecasts on MarketBeat show a consensus price target of $118.33. That’s a 23% upside and could make ENS stock a nice catch-up trade to end the year.
Joby Has a Use Case That Few Investors Noticed
Joby Aviation Inc. (NYSE: JOBY) rounds out this list of battery stocks to buy and hold. Joby isn’t a battery maker; it’s likely to be a heavy customer for battery companies. The company is in the process of manufacturing electric vertical take-off and landing vehicles (or eVTOLs).
In August 2025, investors have seen both the risks and the enticing opportunities of JOBY stock. The company recently announced its acquisition of the passenger mobility business of Blade Mobility Inc. (NASDAQ: BLDE).
As Jeffrey Neal Johnson wrote for MarketBeat, “Instead of building a complex commercial operation from scratch over many years, Joby is acquiring a complete, turnkey ecosystem, leapfrogging years of logistical development.”
The company’s earnings report on Aug. 6 reminded investors that it's not here yet, no matter how bright Joby’s future may be. Joby Aviation is unprofitable and generating little revenue.
Although these “flying car” companies have attracted significant attention over the past year, it’s important to note that Joby and other companies in this sector face substantial obstacles beyond FAA approval.
However, as a stock to buy and hold with diamond hands, getting in on JOBY stock after a post-earnings slide could be a setup for a strong return by 2030.
They're calling it the 'Freedom Dividend'
They're calling it the 'Freedom Dividend'
Rocket Lab Scores Analyst Upgrades, Finalizes Geost Takeover
Rocket Lab USA (NASDAQ: RKLB) is enjoying a surge of positive sentiment and continued momentum as it further captures Wall Street’s attention and strengthens its position in the national security space sector.
Two significant developments have put the stock in focus: a series of aggressive analyst price target hikes following its recent earnings report, and the completion of its acquisition of Geost.
A move that broadens Rocket Lab’s capabilities into high-demand payload technology for defense applications.
A Wave of Analyst Confidence
In the days following Rocket Lab’s latest earnings release, several well-known analysts who have long been bullish on the company took their optimism a step further. Needham & Company reiterated its Buy rating and raised its price target from $45 to $55. KeyCorp also maintained its Overweight rating while boosting its target from $40 to $50.
Cantor Fitzgerald followed suit with one of the most significant upward adjustments, lifting its price target from $35 to $54.
These upgrades have notably impacted market sentiment, pushing the consensus price target from $30.40 just a month ago to $42.27 today. While this is slightly below the stock’s current market price, the narrowing gap signals growing confidence in Rocket Lab’s growth trajectory and earnings potential.
In total, 13 analysts have given the stock a consensus rating of Moderate Buy, underscoring the belief that Rocket Lab remains well-positioned to deliver further upside despite its strong performance this year.
Geost Deal Completion Marks a Strategic Leap
On August 12, Rocket Lab announced it had officially closed its $275 million acquisition of the parent holding company of Geost, a leader in electro-optical and infrared (EO/IR) sensor systems for national security space missions.
The deal, first revealed in late May, was financed through approximately $125 million in cash and 3.06 million Rocket Lab shares, with the possibility of an additional $50 million earnout based on future revenue milestones.
The acquisition is more than just an expansion of Rocket Lab’s portfolio. It transforms the company into a vertically integrated space and defense contractor. Rocket Lab can now deliver not only launch services and spacecraft but also mission-ready payloads, giving it an edge in securing high-value defense contracts.
Geost’s EO/IR technologies are critical for missile warning and tracking, tactical intelligence, surveillance, reconnaissance, Earth observation, and space domain awareness. These capabilities align directly with next-generation U.S. defense initiatives such as the Golden Dome for America concept and the Space Development Agency’s Proliferated Warfighter Space Architecture.
Geost has a long track record of delivering reliable and resilient payloads for classified and unclassified missions. Under Rocket Lab’s umbrella, the company gains access to greater resources, manufacturing expertise, and the ability to scale production to meet growing demand for national security applications.
Rocket Lab’s founder and CEO, Sir Peter Beck, emphasized that the ability to build and deploy entire satellite systems rapidly will be a cornerstone of future U.S. defense strategy.
Strengthening the Growth Story
The timing of the Geost acquisition’s completion alongside the wave of bullish analyst activity creates a reinforcing narrative for Rocket Lab. Analysts clearly see potential for both near-term and long-term growth, and the company is executing strategic initiatives that enhance its relevance in critical defense markets.
As geopolitical tensions and space-based defense needs continue to rise, demand for integrated solutions like those Rocket Lab now offers is expected to grow.
The company’s unique combination of launch, spacecraft, and advanced payload capabilities gives it a competitive advantage in winning future contracts, particularly in the national security sector.
A drone play that made 47% in 1 day
A drone play that made 47% in 1 day
Catalysts Align: Archer Beats Estimates, Delivers Aircraft to UAE
Archer Aviation's (NYSE: ACHR) second-quarter 2025 results have provided investors with the clearest signals yet of its transition from a developmental concept to a commercial reality.
The electric vertical takeoff and landing (eVTOL) leader not only reported better-than-expected earnings but, more importantly, announced it had achieved a critical operational milestone: the delivery of its first piloted aircraft to a key launch partner in the United Arab Emirates.
Following the news, the Archer’s stock price saw an initial positive surge before pulling back, a move that creates a potential valuation disconnect for investors to analyze. Archer’s Q2 update demonstrates significant fundamental progress that reinforces the long-term bullish case and may present an attractive entry point for growth-focused investors who have been waiting for the right time to invest in the stock.
Archer's Impressive Q2 Financials
The most critical takeaway from Archer's second-quarter financials is the company's strong and industry-leading liquidity position. Archer ended the quarter with approximately $1.8 billion in cash and cash equivalents, a result of its successful capital raise in June.
This fortress balance sheet is paramount for a pre-revenue company in a capital-intensive industry like advanced air mobility. It provides a substantial financial runway that significantly mitigates near-term financing risk and ensures the company is fully funded to execute its plans through its commercial launch and initial production scaling. This massive cash position allows management to focus on engineering and operational milestones without the constant pressure of near-term fundraising.
On the earnings front, Archer demonstrated solid financial management. The company reported Q2 2025 earnings per share (EPS) of -22 cents, beating the analyst consensus estimate of -26 cents. While the company's GAAP net loss of $206 million reflects its continued heavy investment in growth, the beat on EPS signals effective cost control.
Further, Archer's spending was in line with expectations, with non-GAAP operating expenses of $112 million falling within its guided range. Looking ahead to the third quarter, the company projects a controlled increase in spending, with guidance for non-GAAP operating expenses between $115 million and $125 million, reflecting a planned and transparent ramp-up of its strategic investments.
Archer's Tangible Progress
The company’s Q2 update and earnings call were about more than Archer’s financials; it was a powerful demonstration of operational execution. The most significant achievement was the successful delivery of its first piloted Midnight aircraft to the UAE in July 2025, meeting the "this summer" timeline management had previously set. This is a pivotal moment, activating the company's Launch Edition program with its partner Abu Dhabi Aviation (ADA).
Critically for investors, Archer confirmed it expects to receive initial commercial payments from this program later in 2025, marking the company's first concrete step from a development-stage entity toward a revenue-generating enterprise. This delivery moves Archer's story from computer renderings and test flights to physical aircraft in an international launch market.
Progress is also evident on the manufacturing front. Archer confirmed it now has six Midnight aircraft in production across its California and Georgia facilities, with three of those in the final assembly stage. This demonstrates tangible movement towards its goal of building up to 10 aircraft in 2025, which are needed for certification and early deployments.
Furthermore, Archer is proactively building out its future revenue streams by accelerating its defense strategy. During the quarter, the company made two strategic acquisitions to bolster its Archer Defense program. It acquired a key patent portfolio and talent from Overair, a company with deep expertise in advanced rotorcraft technology, and specialized manufacturing assets from Mission Critical Composites.
These moves are designed to accelerate Archer's ability to meet growing demand from allied defense programs and create a second major market vertical, diversifying its business model beyond commercial passenger service.
Bullish Options and Analyst Conviction
Wall Street's reaction to Archer's progress has been notably bullish, providing external validation for the company's strategy. In the lead-up to and immediately following the earnings announcement, there was a surge in bullish options activity.
A high volume of call options was purchased, suggesting sophisticated traders were positioning for a positive reaction to Archer's updates and its forward-looking commentary.
This sentiment is also being echoed by Archer’s analyst community. Key analysts from firms like HC Wainwright and Needham & Company reiterated their Buy ratings immediately following the report, signaling their continued confidence in the company's direction. The consensus among eight covering analysts remains a Moderate Buy, with an average price target of $13.43.
Based on the August 11th closing price of $9.55, this target implies a potential upside of over 40%. HC Wainwright's high-end price target of $18.00 suggests some analysts see even greater long-term value as the company continues to execute. This combination of bullish options activity and strong analyst conviction indicates that, despite stock price volatility, many market experts believe in Archer's growth story.
Cleared for Takeoff: Archer's Investment Case Strengthens
Archer's second-quarter report was about more than just numbers; it was a demonstration of execution on critical promises, most notably the delivery of its first aircraft to a launch partner in the UAE. This tangible progress, backed by a fortified balance sheet with approximately $1.8 billion in liquidity and affirmed by bullish analyst conviction, provides a powerful long-term investment case.
The company is successfully transitioning from a promising concept to an operational enterprise poised to generate its first revenues.
The recent pullback in the stock price after the initial post-earnings surge may therefore represent an attractive opportunity for growth-focused investors to consider a position in the aerospace sector.
With key milestones being met and the company fully funded for its next phase of growth, Archer Aviation appears to be cleared for takeoff, and this could be a chance for investors to get on board before further commercial progress is reflected in the stock's valuation.
Amazon's big Bitcoin embarrassment
Amazon's big Bitcoin embarrassment
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