SARO

This Undercovered Dozen series spotlights 12 lesser-covered stocks and ETFs, each with distinct investment theses and ratings. Dan IVES Wedbush AI Revolution ETF is reiterated as a Buy, citing strong stock selection and outperformance versus the S&P 500. Vicor Corporation receives a Strong Buy on record for Q3 results and AI technology leadership, despite recent volatility tied to sector financing concerns.

StandardAero is downgraded from A- (Strong Buy) to B- (soft Buy) at $25.50, with a new $29.50 price target. Engine Services margin improved to 15%, and earnings guidance increased, but Component Repair underperformed, and contract assets continue to build. The investment thesis now hinges on Q4 free cash flow delivery ($254M–$284M needed) and contract asset reduction to justify further upside.

StandardAero, Inc. (SARO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services including engine maintenance, repair and overhaul (MRO) and engine component repair, has been selected by Air Corsica to provide the airline with a range of CFM International LEAP-1A engine Performance Restoration Shop Visit (PRSV) services in support of its Airbus A320neo fleet. StandardAero is a CFM LEAP Premier MRO provider, supporting operators wor.

Booking's share price dropped as much as 32% from its highs of last year, and 25% from the start of this year. Gitlab has not been a good stock since its IPO during the bubbly 2021 market. We bought Capital One shares in accounts that hadn't owned Discover Financial (which COF took over a year ago) before, but we were probably early at $210-$220.

StandardAero, Inc. (SARO) Presents at Jefferies Global Industrials Conference 2026 Transcript

StandardAero is rated Buy at $24.07, with a 12-month fair value of $32.00, offering ~33% upside. SARO's reported revenue growth understates true momentum; underlying commercial aerospace growth is compounding in the mid-teens after contract restructuring. Key operational milestone: LEAP and CFM56 lines reached profitability a year ahead of expectations, but cash conversion remains a critical watchpoint.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services, including engine maintenance, repair and overhaul (MRO) and engine component repair, today celebrated the grand opening of its new 70,000 sq. ft. expansion at one of the Company's facilities in Winnipeg, MB. The additional footprint increases the company's capacity to serve airline and military aircraft operators in North America and across the globe.

StandardAero delivered a strong Q2, beating on EPS and revenue, with LEAP and CFM56 DFW segments turning profitable for the first time. Management raised full-year revenue, EBITDA, and EPS guidance, reflecting confidence in execution and near-term growth catalysts. SARO trades at a discount to peers on EV/EBITDA, with a pure-play MRO model offering superior moat, stickiness, and margin potential.

StandardAero, Inc. (SARO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.