CW Curtiss-Wright Loading... : Bullish and Bearish Analyst Opinions

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16:41
Sep 03
TheValueist Founder, Atlas Peak Research
CW defense modernization cycle beneficiary.
Curtiss-Wright is among the highest-priority public equities for the defense electronics modernization cycle, with strong program exposure and visible backlog; research-framed, not a direct position.
CW
MED
11:08
Sep 01
DeItaone Twitter news aggregator (Walter Bloomberg)
William Blair updates its September Conviction List by adding nine stocks and removing eight.
William Blair updates its September Conviction List by adding nine stocks and removing eight, reflecting a routine portfolio rebalancing without explicit directional commentary.
CW
13:58
Aug 30
The author provides a detailed research retrospective on energy bottleneck beneficiaries.
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
CW
00:02
Aug 12
FirstSquawk Newswire (@FirstSquawk)
Coreweave reports a wider than expected Q2 loss but backlog surges to 104 billion dollars.
Coreweave reports a wider than expected Q2 loss but backlog surges to 104 billion dollars, lifting shares about seven percent in after-hours trading.
CW
20:15
Aug 11
FirstSquawk Newswire (@FirstSquawk)
CoreWeave reported second quarter revenue of 2.58 billion dollars beating estimates.
CoreWeave reported second quarter revenue of 2.58 billion dollars beating estimates with adjusted EBITDA and operating income also exceeding prior figures.
CW
19:26
Aug 07
TheValueist Founder, Atlas Peak Research
Watch CW: valuation vs program timing risk
CW is a mission-critical defense/nuclear supplier with durable backlog, but the premium valuation assumes timely program conversion. Watch for an entry with margin of safety against long-cycle execution and delay risk.
CW
MED
19:24
Aug 07
TheValueist Founder, Atlas Peak Research
Watch CW: quality at a rich valuation
Watch CW. TheValueist's research write-up highlights a high-quality defense/nuclear compounder with Q2 beat and guidance raise, but flags a rich ~45x FY26 P/E and views upside as probability-weighted; no explicit personal position is disclosed.
CW
MED
02:10
Aug 07
TheValueist Founder, Atlas Peak Research
"Watch defense-electronics arsenal-rebuild beneficiaries"
"Watch this defense-electronics arsenal-rebuild basket as a beneficiary map, not an author-owned long. The research note spans replacement, capacity-reset, and modernization cycles with varying purity; no position or ownership is disclosed."
CW
MED
01:20
Aug 07
TheValueist Founder, Atlas Peak Research
Watch Curtiss-Wright for defense modernization duration.
Watch Curtiss-Wright as a long-duration defense-modernization compounder; rugged computing, raised guidance, and quality support the case, but valuation limits near-term upside.
CW
MED
18:44
Jun 18
ces921 Author, The Aletheia Narrative (Substack)
The author provides a detailed sector and factor rotation scanner with data-driven observations.
The author provides a detailed sector and factor rotation scanner with data-driven observations but no explicit personal positions or forward calls, only a disciplined risk-on read with noted divergences.
CW
14:21
May 25
aleabitoreddit Reddit DD Author / Independent Trader
Author expresses a bullish view on CW-related longs due to earlier volume ramping.
Author expresses a bullish view on CW-related longs due to earlier volume ramping, contrasting with a later timeline for another technology.
CW
18:05
May 19
ParadisLabs AI/Semiconductor Analyst
Long CW as a supplier of pressure transducers and motion control systems for SpaceX.
CW
HIGH
21:11
May 16
ParadisLabs AI/Semiconductor Analyst
Long $CW for pressure transducers and motion control used by SpaceX.
CW
HIGH
20:22
May 16
ParadisLabs AI/Semiconductor Analyst
Long CW as a supplier of pressure transducers and motion control systems for SpaceX hardware.
CW
HIGH
00:29
Feb 24
TheValueist Founder, Atlas Peak Research
Watch CW on increased nuclear component demand.
Watch CW as increased nuclear refurbishment and sustained naval nuclear cadence lift demand for nuclear-qualified valves, pumps, and engineered services.
CW
MED

About CW Analyst Coverage

Buzzberg tracks CW (Curtiss-Wright) across 7 sources. 0 bullish vs 0 bearish calls from 7 analysts. Sentiment: evenly split. 15 total trade ideas tracked. Past 7 days: 3 watch. Latest voices: TheValueist, DeItaone, demian_ai.