Despite underperforming peers, analysts maintain a moderately optimistic outlook. The company is highlighted as a top quantum computing investment. Its aerospace segment showed strong Q3 gains, driven by surging commercial aftermarket and steady defense demand. A new collaboration with Digimarc integrates advanced digital security into retail scanners to combat gift card fraud, positioning the company as an innovator in automated fraud detection with a full rollout expected by early 2026. TD Cowen maintained a Buy rating but reduced its price target.