HII and Path Robotics will sign an MOU and showcase physical AI applications on February 17 in Columbus, Ohio.
Quiver AI Summary
HII, America's largest shipbuilder, and Path Robotics, a leader in physical AI for manufacturing, will hold a memorandum of understanding signing ceremony and AI demonstration on February 17 at Path Robotics' headquarters in Columbus, Ohio. The event will feature a guided tour of the facility and live demonstrations of welding and assembly using physical AI technology, aimed at showcasing advancements in manufacturing. Media representatives are invited to attend and will have the chance to interview executives from both companies. Attendance requires RSVP by February 16, and safety guidelines necessitate closed-toed shoes due to the manufacturing environment.
Potential Positives
- HII is partnering with Path Robotics, a leader in physical AI for manufacturing, which may enhance its technological capabilities in shipbuilding.
- The event features a memorandum of understanding (MOU) signing, demonstrating a commitment to innovation and collaboration in advanced manufacturing technologies.
- Media coverage of the event can increase visibility for HII, potentially attracting new clients and investors interested in its advancements in AI and manufacturing solutions.
Potential Negatives
- The event is closed to the public, which may limit broader visibility and community engagement with HII's initiatives.
- The reliance on a partnership with Path Robotics may raise concerns about HII's own innovative capabilities in AI and manufacturing.
- HII's mention of labor shortages in the press release highlights ongoing challenges in the industry, potentially reflecting negatively on their workforce stability and operational efficiency.
FAQ
What is the purpose of the HII and Path Robotics event?
The event is to sign a memorandum of understanding and demonstrate physical AI applications in manufacturing.
When is the MOU signing ceremony taking place?
The ceremony is scheduled for Tuesday, Feb. 17, from 11 a.m. to 12 p.m.
Where is the event located?
The event will be held at Path Robotics’ headquarters at 3950 Business Park Drive, Columbus, OH 43204.
Who should media contact to RSVP for the event?
Media can RSVP by contacting Caroline Legg at [email protected] or Danny Hernandez at [email protected].
What dress code is required for attendees at the event?
Attendees must wear closed-toed shoes due to the active manufacturing environment of the event.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$HII Insider Trading Activity
$HII insiders have traded $HII stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $HII stock by insiders over the last 6 months:
- CHRISTOPHER D KASTNER (Director, President & CEO) sold 15,000 shares for an estimated $4,815,900
- NICK L STANAGE purchased 3,500 shares for an estimated $954,729
- VICTORIA D HARKER sold 1,000 shares for an estimated $316,605
- EDMOND E. JR. HUGHES (Ex VP & Chief HR Officer) sold 850 shares for an estimated $268,124
- CHAD N. BOUDREAUX (Ex VP & Chief Legal Officer) sold 786 shares for an estimated $247,215
- NICOLAS G SCHUCK (Corp VP, Controller & CAO) sold 465 shares for an estimated $146,389
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$HII Revenue
$HII had revenues of $3.5B in Q4 2025. This is an increase of 15.71% from the same period in the prior year.
You can track HII financials on Quiver Quantitative's HII stock page.
$HII Hedge Fund Activity
We have seen 436 institutional investors add shares of $HII stock to their portfolio, and 307 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,981,424 shares (+38526.6%) to their portfolio in Q4 2025, for an estimated $673,822,859
- AQR CAPITAL MANAGEMENT LLC added 490,587 shares (+509.2%) to their portfolio in Q3 2025, for an estimated $141,244,903
- MAVERICK CAPITAL LTD removed 386,533 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $111,286,716
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 313,694 shares (+234.4%) to their portfolio in Q3 2025, for an estimated $90,315,639
- FMR LLC removed 277,046 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $79,764,313
- CITADEL ADVISORS LLC removed 217,092 shares (-93.1%) from their portfolio in Q3 2025, for an estimated $62,502,957
- UBS GROUP AG removed 204,110 shares (-33.3%) from their portfolio in Q4 2025, for an estimated $69,411,687
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$HII Analyst Ratings
Wall Street analysts have issued reports on $HII in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- TD Cowen issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for $HII, check out Quiver Quantitative's $HII forecast page.
$HII Price Targets
Multiple analysts have issued price targets for $HII recently. We have seen 4 analysts offer price targets for $HII in the last 6 months, with a median target of $387.5.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $465.0 on 02/10/2026
- Noah Poponak from Goldman Sachs set a target price of $425.0 on 01/20/2026
- Seth Seifman from JP Morgan set a target price of $342.0 on 11/03/2025
- Gautam Khanna from TD Cowen set a target price of $350.0 on 10/31/2025
Full Release
COLUMBUS, Ohio, Feb. 11, 2026 (GLOBE NEWSWIRE) --
What: HII, America’s largest shipbuilder, and Path Robotics, a global leader in physical AI for manufacturing, will host a memorandum of understanding signing ceremony and physical AI demonstration at Path Robotics’ headquarters on Tuesday, Feb. 17. Media will be able to film during a guided factory tour and a first look inside Path’s new physical AI innovation center with live welding and assembly demonstrations. The event is NOT open to the public, but media are invited to cover it.
Who: Following the ceremony remarks, formal MOU signing and physical AI demonstrations, media will have an opportunity to speak with Eric Chewning , HII’s executive vice president of maritime systems & corporate strategy, and Andy Lonsberry , CEO and co-founder, Path Robotics
When: Tuesday, Feb. 17, 11 a.m. to 12 p.m.
Where: Path Robotics, 3950 Business Park Drive, Columbus, OH 43204
Additional Directions: Parking is available at Path’s headquarters. Please plan to park toward the west end of the building. Event signage will be posted on-site to guide you to the appropriate parking area and entrance.
RSVP: Confirmation of media attendance is required. Please RSVP by noon on Monday, Feb. 16 to Caroline Legg, [email protected] 203-313-4228 or Danny Hernandez, [email protected] 202-264-7143 .
Safety and Attire: As this event will take place in an active manufacturing environment, closed-toed shoes are required.
About HII
HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.
With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:
- HII on the web: https://www.HII.com/
- HII on Facebook: https://www.facebook.com/TeamHII
- HII on X: https://www.twitter.com/WeAreHII
- HII on Instagram: https://www.instagram.com/WeAreHII
-
HII on LinkedIn:
https://www.linkedin.com/company/wearehii
About Path Robotics
Path Robotics builds physical AI for manufacturing, starting with its welding model, Obsidian™. Path’s intelligent welding cells perform the complex, variable welds that traditional automation cannot, enabling manufacturers to overcome chronic labor shortages while increasing production capacity, and improving quality. Since its founding in 2018, the company has raised more than $300 million to incorporate intelligence through physical AI into legacy manufacturing processes, turning traditionally impossible-to-automate work into reliable, high-throughput, and high-quality production. By combining artificial intelligence, machine learning, and computer vision, Path’s physical AI enables legacy manufacturing processes to see, think, and adapt, in real time, turning the complexity that made automating these traditional processes impossible into a reality.
Contact:
Danny Hernandez (HII)
[email protected]
(202) 264-7143
Caroline Legg (Path Robotics)
[email protected]
(203) 313-4228
