Bernstein raises Howmet Aerospace stock price target to $217 on strong margins

Published 04/08/2025, 15:38
Bernstein raises Howmet Aerospace stock price target to $217 on strong margins

Investing.com - Bernstein raised its price target on Howmet Aerospace Inc . (NYSE:HWM) to $217.00 from $174.00 while maintaining an Outperform rating. According to InvestingPro data, 12 analysts have recently revised their earnings estimates upward, with price targets ranging from $165 to $225.

The aerospace components manufacturer reported second-quarter adjusted diluted earnings per share of $0.91, exceeding the consensus estimate of $0.87. Revenue reached $2.05 billion, surpassing analyst expectations of $2.01 billion. InvestingPro analysis shows the company maintains strong fundamentals with a perfect Piotroski Score of 9 and impressive return on equity of 30%.

Following these results, Howmet management revised its 2025 outlook upward for revenues, earnings per share, and free cash flow. Bernstein subsequently raised its 2025 EPS estimate from $3.64 to $3.67, citing growth in industrial gas turbines and strong margins across all segments.

Howmet shares declined after reporting results on July 31, which Bernstein attributed to profit-taking following a period of substantial stock price appreciation.

The firm increased its valuation multiple for Howmet from 150% to 190% of the S&P 500, resulting in the new $217 price target.

In other recent news, Howmet Aerospace Inc. announced its financial results for the second quarter of 2025, reporting earnings per share of $0.91. This figure exceeded analyst expectations, which were set at $0.87. The company’s revenue also surpassed projections, reaching $2.53 billion compared to the anticipated $2.02 billion. Despite these positive earnings results, the company’s stock experienced a decline in pre-market trading. These developments highlight Howmet Aerospace’s financial performance and market reactions in the latest quarter.

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