Signal Detected
$370.14
Apr 23, 2026
2 sources converged
Not Boring by Packy McCormick · War on the Rocks
Current Price
$362.17
live
Since Snipe
-2.2%
Buy Range
$307.84 – $344.06
Based on: SMA200 at $337.56 provides support · SMA50 ($406.74) - 5% buffer · 52W low ($215.05) + 10% buffer
THEMIS SCORE
CONVERGENCE BREAKDOWN
GURU SCORE
5/10
✅ SOLID
MARKET DATA
live$362.17
+0.21%Huntington Ingalls Industries, Inc.
Industrials · Aerospace & Defense
Huntington Ingalls Industries, Inc. engages in designing, building, overhauling, and repairing military ships in the United States. It operates through three segments: Ingalls Shipbuilding, Newport News Shipbuilding, and Technical Solutions. The company is involved in the design and construction of non-nuclear ships comprising amphibious assault ships; expeditionary warfare ships; surface combatants; and national security cutters for the U.S. Navy and U.S. Coast Guard. It also provides nuclear-powered ships, such as aircraft carriers and submarines, as well as refueling and overhaul, and inactivation services of ships. In addition, the company offers naval nuclear support services, including fleet services comprising design, construction, maintenance, and disposal activities for in-service the U.S. Navy nuclear ships; and maintenance services on nuclear reactor prototypes. Further, it provides life-cycle sustainment services to the U.S. Navy fleet and other maritime customers; high-end information technology and mission-based solutions for Department of Defense (DoD), intelligence, and federal civilian customers; nuclear management and operations and environmental management services for the Department of Energy, DoD, state and local governments, and private sector companies; defense and federal solutions; and unmanned systems. Huntington Ingalls Industries, Inc. was founded in 1886 and is headquartered in Newport News, Virginia.
Mkt Cap: $14.3B
TECHNICALS
FUNDAMENTALS
CONVERGENCE INTELLIGENCE
4 sources · 8 mentions · 13% direct
TOP THEMES
Autonomous surface vessel shipbuilding as US Navy readiness play
Not Boring by Packy McCormick
Deep ocean infrastructure buildout as next major capex cycle
Not Boring by Packy McCormick
Domestic Defense Industrial Expansion
War on the Rocks
Growth in Naval Anti-Access Defense Procurement
War on the Rocks
Maritime Security & Mine Countermeasure Systems
War on the Rocks
Strait of Hormuz Geopolitical Risk Arbitrage
Patrick Boyle
US naval force buildup in Gulf driving defense prime contractor demand
The Diary of a CEO
US Navy autonomous systems $5.3B budget surge as defense procurement inflection
Not Boring by Packy McCormick
SOURCE TIMELINE
8 entries · 30dApr 25, 2026
Theme: Strait of Hormuz Geopolitical Risk Arbitrage
Apr 23, 2026
Theme: US naval force buildup in Gulf driving defense prime contractor demand
The Great Blue Frontier
Theme: Deep ocean infrastructure buildout as next major capex cycle
The Great Blue Frontier
Theme: US Navy autonomous systems $5.3B budget surge as defense procurement inflection
“Shipbuilders, like HII, General Dynamics Electric Boat, BAE Systems Maritime, Kongsberg, and the big three Korean yards, turn out hulls on multi-year contracts, which are cost-plus as well.”
The Great Blue Frontier
Theme: Autonomous surface vessel shipbuilding as US Navy readiness play
Apr 21, 2026
What the War Against Iran Means for the U.S.-South Korean Alliance
Theme: Domestic Defense Industrial Expansion
Apr 17, 2026
Winning in the Donbas: What Russia’s 2014–2015 Campaign Reveals About Modern War
Theme: Maritime Security & Mine Countermeasure Systems
Apr 1, 2026
The Folly of Seizing Kharg Island
Theme: Growth in Naval Anti-Access Defense Procurement