Bernstein raises Howmet Aerospace price target to $174

Published 02/05/2025, 11:42
Bernstein raises Howmet Aerospace price target to $174

On Friday, Bernstein analysts, including Douglas S. Harned, increased the price target for Howmet Aerospace Inc . (NYSE:HWM) shares from $154.00 to $174.00 while maintaining an Outperform rating. The adjustment followed Howmet’s first-quarter earnings report, which exceeded expectations, prompting the company’s stock to close approximately 7% higher, outperforming the S&P 500’s modest gain of 0.63%.

Howmet Aerospace, known for its performance in the aerospace sector, reported robust results across all three of its aerospace-oriented segments. The company’s adjusted diluted earnings per share (EPS) for the first quarter came in at $0.86, surpassing both the consensus estimate of $0.77 and Bernstein’s prediction of $0.84. The company has demonstrated strong financial health, achieving a perfect Piotroski Score of 9 according to InvestingPro analysis, with trailing twelve-month revenue reaching $7.43 billion and a healthy current ratio of 2.17.

The positive earnings report led to an upward revision of Howmet’s financial guidance for the year 2025. The company raised its forecasts for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), EPS, and free cash flow (FCF). Bernstein’s analysts have maintained a position well above the consensus estimates for Howmet’s performance in 2025 and 2026 since initiating coverage in January 2024.

The increased price target and continued Outperform rating suggest that Bernstein analysts anticipate Howmet Aerospace’s strong performance to continue, driven by the company’s solid results in its core aerospace segments. The upward revision in the company’s financial guidance further supports this outlook.

Investors responded positively to Howmet’s earnings report and the revised price target, as reflected in the stock’s significant price rise on the day of the announcement. The company’s performance and optimistic projections indicate a positive trajectory for Howmet Aerospace in the coming years.

In other recent news, Howmet Aerospace Inc. reported robust financial results for the first quarter of 2025, exceeding earnings expectations. The company achieved an earnings per share (EPS) of $0.86, surpassing the anticipated $0.78, while revenue was in line with forecasts at $1.94 billion. This performance marks a 51% increase in EPS year-over-year and a 6% rise in revenue, reaching a record $1.69 billion. Howmet also achieved a record EBITDA of $486 million, reflecting a 28% increase from the previous year. Fitch Ratings upgraded Howmet’s credit rating from BBB to BBB+ in recognition of its improved financial leverage and strong cash generation. Looking ahead, Howmet expects second-quarter revenue to reach $1.99 billion and EBITDA to hit $560 million. For the full year, the company projects revenue of $8.03 billion and EBITDA of $2.25 billion. In terms of analyst activity, Fitch Ratings’ upgrade of Howmet reflects confidence in the company’s financial health and strategic direction.

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