Analyst Price Targets — TDG
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| July 15, 2026 9:25 am | — | Morgan Stanley | $1,345.00 | $1,215.34 | TheFly | TransDigm downgraded to Equal Weight from Overweight at Morgan Stanley |
| May 10, 2026 5:31 pm | — | Jefferies | $1,575.00 | $1,215.08 | TheFly | TransDigm price target raised to $1,575 from $1,565 at Jefferies |
| May 6, 2026 1:34 pm | — | UBS | $1,645.00 | $1,240.11 | TheFly | TransDigm price target lowered to $1,645 from $1,745 at UBS |
| May 6, 2026 11:54 am | Ken Herbert | RBC Capital | $1,350.00 | $1,191.33 | TheFly | TransDigm price target lowered to $1,350 from $1,400 at RBC Capital |
| May 6, 2026 11:41 am | — | Morgan Stanley | $1,680.00 | $1,191.33 | TheFly | Morgan Stanley ups TransDigm price target, says pullback 'overdone' |
| May 6, 2026 11:22 am | — | Stifel Nicolaus | $1,525.00 | $1,191.33 | TheFly | TransDigm price target lowered to $1,525 from $1,650 at Stifel |
| February 8, 2026 4:28 pm | — | Jefferies | $1,565.00 | $1,285.53 | TheFly | TransDigm price target lowered to $1,565 from $1,635 at Jefferies |
| February 4, 2026 12:59 pm | Charles Minervino | Susquehanna | $1,400.00 | $1,251.75 | TheFly | TransDigm price target lowered to $1,400 from $1,500 at Susquehanna |
| February 4, 2026 12:48 pm | — | BMO Capital | $1,550.00 | $1,301.93 | TheFly | TransDigm price target raised to $1,550 from $1,500 at BMO Capital |
| February 4, 2026 12:15 pm | — | UBS | $1,800.00 | $1,301.93 | TheFly | TransDigm price target lowered to $1,800 from $1,804 at UBS |
Latest News for TDG
IBM just suffered its worst single-day market cap wipeout since 1987, insurance giants are getting slashed across the board, and a handful of surprising names just landed fresh Buy ratings from Wall Street's biggest banks.
Passengers are paying more to fly, but the carriers selling those tickets are not necessarily the ones collecting the profits. Facing rapidly aging fleets, operators are incurring higher maintenance bills.
TransDigm Group (TDG) is a core capital gains holding, leveraging a unique, acquisition-driven model in the aerospace components sector. TDG's proprietary, mission-critical products and high-margin aftermarket sales underpin robust earnings growth, with FY26 EPS guidance raised to $39.52. Despite a Net Debt/EBITDA of 5.4x and premium valuation, TDG's execution, pricing power, and acquisition strategy justify a Buy…
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
TransDigm Group is upgraded to Strong Buy, reflecting substantial upside potential and a 39% price target increase to $1,860.41. TDG's proprietary aerospace components drive high-margin recurring aftermarket revenue, supported by robust aviation demand and a growing installed fleet. Recent acquisitions have temporarily compressed margins, but EBITDA and free cash flow estimates have increased, with margins expected…
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