Published

10 Dec 25

Updated

26 Aug 26

Views

164

Not Invested

Elbit SystemsESLT

Fair Value

₪2.97k

Share price26 Aug

₪2.11k28.9% undervalued

1Y31.74%

7D-4.07%

Directed Energy And Unmanned Systems Will Drive Long-Term Defense Market Upside

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

10 Dec 25

Updated

26 Aug 26

Views

164

Not Invested

Shared on 26 Aug 26

Fair value Decreased 11%

ESLT: Europe Expansion And Record Backlog Will Support Future Upside

Elbit Systems posts record results and a growing backlog, while pushing harder into Europe with a goal to significantly expand its regional sales. But analysts turn more cautious on what the stock is worth, pointing to sector swings and the risk the company misses ambitious execution targets.

5 views

Shared on 26 Jun 26

Fair value Increased 82%

ESLT: Europe Revenue Ambitions And Defense Contracts Will Drive Future Upside

Elbit Systems is leaning into a big push in Europe, with management aiming to sharply grow sales there and new partnerships and contracts supporting that plan. At the same time, some analysts worry the market already expects a lot, so any slip in delivering on growth and profitability could quickly change the story.

15 views

Fair Value vs Share Price

₪2.97k

vs ₪2.11k28.9% undervalued

11.5%

Revenue growth

Profit margin

Recent News & Updates

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Company analysis

Flawless balance sheet with solid track record.

Market cap₪98.7b

PB7.5x

Estimated Growth10.9%

Dividend Yield0.6%

Full analysis

CEO & management

Bezhalel Machlis

CEO

13.0yrs

CEO Tenure

Develops and supplies defense and homeland security arenas products and services in Israel, North America, Europe, the Asia-Pacific, Latin America, and internationally.