Overview
- The stock set a 52-week high of $586.85 on January 20 and has gained roughly 18%–20% over the past year, according to Yahoo Finance and Barchart data.
- Truist upgraded the shares to Buy on January 9 with a $605 target, citing improved execution, lower estimated costs at completion, and anticipated double-digit growth in the Missiles and Fire Control division.
- UBS raised its target to $580 on January 15 with a Neutral rating, while Jefferies lifted its target to $540 on January 12 and kept Hold, reflecting caution on margins and 2026 guidance.
- Analyst consensus stood at Hold with a one-year average target of $559.23 as of January 19, implying about 4% downside from recent levels.
- Operational momentum includes a record 191 F-35 deliveries in 2025, completion of the TR-3 software update, and a seven-year plan to expand PAC-3 MSE capacity to 2,000 units annually pending FY26 appropriations.