ATI: Tailwinds And Momentum Could Carry This Defense Stock Higher

  • ATI benefits from strong defense sector tailwinds, robust fundamentals, and global demand, driving significant stock outperformance and justifying a Buy rating. High barriers to entry, superior profitability, and global diversification make the company a reliable long-term growth play despite its premium valuation. Aggressive share repurchases and potential M&A activity provide additional upside, while strong liquidity supports capital returns and debt reduction.