Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 28.3× earnings vs its 12.5× historical median P/E.
Fair value ≈ $11.60 · price $26.29 today
Overvalued · 127% above
Loading valuation…
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Zelensky–Trump Meeting Kicks Off With Optimistic Tone
You can already feel some 🟢 media sentiment around the meeting has been some positive tones since it started about 30 minutes ago.
- Zelenskyy showed up in a formal suit, breaking from his usual military look, a signal that today is about diplomacy.
- Trump struck an optimistic tone, saying “substantial progress is being made” and even floated a possible trilateral meeting with Putin: “I believe Putin wants it to end.”
- Still, Trump played down talk of a ceasefire: “I don’t think you need a ceasefire.”
- Zelenskyy kept it blunt when asked what security guarantees Ukraine needs: “Everything.”
- Trump added he’ll have a call with Putin after the White House talks conclude.
That’s all you need to know for now. I’ll give a detailed breakdown after the meeting ends, covering outcomes and market impact
$SPY $DOW $BTC.X $BA $RHM, $BA, $HO, $FINMY
Defense Stocks: Win-Win Sector
Yesterday, a media called it just that.
Naturally, I had to dig deeper. So I crunched the numbers from every 2025 Zelenskyy–Trump meeting to see how defense and energy stocks actually reacted, and what that means for today’s summit.
*Defense stocks rebound faster and harder after peace rumors collapse*.
*Today’s meeting could bring more volatility, and potential dips in defense names. If you’re thinking of buying, watch for that dip, it’s your opportunity*.
Note: *Defense stocks are at highs right now, $RHM, $BA, $HO, $FINMY, all flying*. So “buy the dip” doesn’t mean they’re cheap today. It means that before and during Zelensky–Trump meetings, we’ve seen short, sharp pullbacks inside long-term uptrend.
P.S. Zelensky-Trump meeting started.
I explained the details in the article (like how defence stock volatility works: https://finblog.com/zelensky-trump-meetings-how-2025-shaped-energy-defense-stocks/
I found you an Overbought RSI (Relative Strength Index) on the daily chart of Leonardo SpA ADR. Is that bullish or bearish? $FINMY #RsiOverbought #PINK
$FINMY Leonardo, Enel and Ansaldo seal agreement for nuclear joint venture in Italy | MarketScreener
Source: MarketScreener
https://search.app/AHEMpVyY1jvbMxNs7
$EADSY $FINMY
Airbus, Thales, Leonardo in talks with EU over satellite merger, Reuters says
Airbus (EADSY), Thales (THLLY), and Leonardo (FINMF) have begun preliminary discussions with EU antitrust regulators over a potential merger of their satellite divisions, Bloomberg's Tim Hepher reports, citing a source familiar with the matter.
The source told Reuters that the companies have started talks with competition authorities in what is known as a "pre-notification phase," and that this marked a very early part of the process and would not result in any material outcome until "well into next year."
A second source told Reuters that the French and Italian governments were broadly aligned over the project and that the European Commission had the single most decisive say on whether such a deal would be allowed.
