GHM
Trump PickSPACEGraham Corporation
Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Winner Score
52
Current Price
$95.38
Market Cap
N/A
Signal52 Status
Priority
As of Close 2026-04-17
Key Takeaways
- •$1.05B mcap space supplier with strong momentum (+18.29% 1mo) despite under-the-radar profile.
- •February investor presentation highlighted expanding role in high-performance space propulsion
- •Mission-critical thermal management components provide sticky revenue in growing aerospace markets
- •Analysis from 2026-04-17.
Policy Edge
$1.05B mcap space supplier with strong momentum (+18.29% 1mo) despite under-the-radar profile.
Investment Thesis
- February investor presentation highlighted expanding role in high-performance space propulsion
- Mission-critical thermal management components provide sticky revenue in growing aerospace markets
- Strong 18 percent monthly return aligns perfectly with current RISK_ON market regime
In a RISK_ON environment that rewards high-beta momentum, GHM's +18.29% 1-month return and positioning in the specialized space supply chain offers a superior asymmetric setup. While GVA scored slightly higher, GHM is preferred due to GVA's history of SEC accounting fraud and GHM's better alignment with the current market's appetite for momentum.
Policy Context
Policy Rationale
The February 2026 investor presentation underscores its expanding footprint in defense and space, aligning with broader federal investments in space infrastructure.
Technical Setup
A robust 18.29% 1-month return indicates buyers are firmly in control, fitting perfectly with the RISK_ON regime.
Key Risks
- •Lumpy contract timing in aerospace
- •Self-reported FCPA investigation in Indian subsidiary
Status Indicators
VerifiedTIER_1_14DCONTRACT
Competitive Field
GVA— Passed over due to a major red flag involving a 2022 SEC enforcement action and $12M settlement for accounting fraud.
Recent Performance History
51 Total Picks • 41% Win Rate (7d) • 37% (30d)
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | VOYG | SPACE | $32.54 | $31.31 | -3.78% | N/A | N/A | N/A |
| 2026-04-15 | BKSY | SPACE | $33.08 | $37.57 | +13.57% | N/A | N/A | N/A |
| 2026-04-14 | ALB | RESHORING | $189.86 | $197.75 | +4.16% | N/A | N/A | N/A |
| 2026-04-13 | LUNR | SPACE | $24.41 | $27.58 | +12.99% | N/A | N/A | N/A |
| 2026-04-10 | HUBB | ENERGY | $536.01 | $535.57 | -0.08% | -0.08% | N/A | N/A |
| 2026-04-09 | MP | RESHORING | $53.90 | $60.99 | +13.15% | +15.58% | N/A | N/A |
| 2026-04-08 | USAU | RESHORING | $14.75 | $17.68 | +19.86% | +14.51% | N/A | N/A |
| 2026-04-07 | GEO | BORDER | $17.59 | $18.60 | +5.74% | +1.76% | N/A | N/A |
| 2026-04-06 | GEO | BORDER | $17.77 | $18.60 | +4.67% | -0.34% | N/A | N/A |
| 2026-04-02 | J | INFRA | $128.02 | $128.93 | +0.71% | -0.70% | N/A | N/A |
| 2026-04-01 | BKSY | SPACE | $27.62 | $37.57 | +36.02% | +20.96% | N/A | N/A |
| 2026-03-31 | BKSY | DEFENSE | $25.16 | $37.57 | +49.32% | +35.33% | N/A | N/A |
| 2026-03-30 | GVA | INFRA | $116.49 | $124.27 | +6.68% | +4.06% | N/A | N/A |
| 2026-03-27 | DRS | DEFENSE | $44.84 | $44.57 | -0.60% | +4.21% | N/A | N/A |
| 2026-03-26 | LUNR | SPACE | $19.23 | $27.58 | +43.42% | +24.75% | N/A | N/A |
Schema v1.0 | Pipeline v1.2.0