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Morgan Stanley Names Howmet Aerospace Top Pick

October 21, 2026

2 min read

Key Takeaways

Morgan Stanley names Howmet Aerospace top pick in aerospace sector.
Replaces FTAI Aviation due to bullish industry outlook.
Robust demand persists in commercial aviation and defense.
Supply chain execution is main constraint on growth.

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Strategic Implications

This selection may indicate Morgan Stanley's confidence in Howmet Aerospace's ability to capitalize on the commercial aftermarket recovery and commercial OEM upcycle. The firm's bullish outlook on the industry suggests that aerospace companies could experience sustained growth, which could benefit Howmet and other sector players.

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What Happened

Investment Bank Elevates Howmet Amid Bullish Aerospace Outlook

Morgan Stanley has named Howmet Aerospace its new top pick in the aerospace sector, replacing FTAI Aviation, due to a bullish outlook on the industry. The investment bank believes that underlying fundamentals remain stronger than current market sentiment suggests, with robust demand persisting in commercial aviation and defense. Morgan Stanley expects strong results from Howmet in third-quarter 2026 earnings and sees a relatively low bar for positive surprises. This development was first reported by Investing.com.

Source | Originally Published: October 21, 2026

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