From Yahoo Finance: 2025-05-05 17:25:00

The stock market faced turmoil in Q1 2025 due to tariff concerns and recession fears. ClearBridge Investment reported S&P 500 dropped 4.27%, with NASDAQ and Russell 1000 Growth Index falling more. The growth sector endured the most significant setback, impacted by various headwinds, including Chinese LLM DeepSeek launch questioning AI capital expenditure of large-cap stocks.

ClearBridge’s Large Cap Growth ESG strategy outperformed benchmarks amidst market uncertainty. The strategy focused on being underweight for the “Mag Seven” and IT sector while balancing strong stocks across IT, communication, and financial services. The portfolio adjustment aimed to counter economic slowdown risks and capitalize on earnings growth from non-tech sectors.

Howmet Aerospace Inc. (HWM) stands out among large-cap stocks in 2025 with a $61.709B market cap, 58 hedge fund holders, and a 37.76% YTD performance. Truist raised the price target to $161 due to Q1 earnings exceeding expectations. The aerospace and defense company’s revenue growth was driven by commercial aerospace and defense segments.

Howmet Aerospace Inc. (HWM) is among the top-performing large-cap stocks in 2025, benefiting from aerospace and defense segment stability amid global geopolitical tensions. Raised revenue and EBITDA guidance by management indicate a strong outlook for the year. The stock’s growth potential is recognized, but AI stocks are seen as holding greater promise for higher returns in a shorter timeframe.



Read more at Yahoo Finance: Is Howmet Aerospace (HWM) Among the Best Performing Large Cap Stocks So Far in 2025?