Huntington Ingalls Industries

Analysts Nudge Huntington Ingalls Price Target Higher Amid Improved Margins and Pentagon Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Aug 24

Updated

05 Dec 25

Views

328

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

68.9%

7D

3.8%

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1Y

68.9%

7D

3.8%

You can edit this narrative until Dec 6 10:05 AM. Then, changes will post as Updates.

Author's Valuation

US$331.891.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

HII: Shipbuilding Upswing And Operational Turnaround Will Shape Balanced Forward Outlook

Analysts have modestly lifted their price target on Huntington Ingalls Industries to around $340 per share from the low $300s, citing improving shipbuilding demand, a gradual operational turnaround, and still-muted investor sentiment that could provide further upside. Analyst Commentary Recent price target increases, including a move up to the mid 340 dollar range from JPMorgan and others, underscore a growing recognition that Huntington Ingalls Industries is better positioned for an upswing in naval shipbuilding demand and improving execution.

Shared on 21 Nov 25

Fair value Increased 4.62%

HII: Demand For Shipbuilding And Production Increases Will Shape Outlook

Huntington Ingalls Industries’ analyst price target has been increased from approximately $317 to $332, as analysts cite improved revenue growth expectations and continued shipbuilding demand, despite some pressure on profit margins. Analyst Commentary Recent adjustments to Huntington Ingalls Industries’ price targets reflect a mix of optimism and caution among equity analysts.

Shared on 06 Nov 25

Fair value Increased 7.01%

HII: Future Defense Demand And Pentagonal Urgency Will Shape Outlook

Huntington Ingalls Industries' analyst fair value price target has increased by over $20 to approximately $317. Analysts point to higher Street price targets, reflecting gradual operational improvements and favorable shipbuilding demand.

Shared on 23 Oct 25

Fair value Increased 0.15%

Analysts have slightly increased their price target for Huntington Ingalls Industries from $296 to $296.44. This change reflects improved profit margin forecasts, which offset mild adjustments to other financial assumptions.

Shared on 08 Oct 25

Fair value Increased 1.40%

Huntington Ingalls Industries' analyst price target was raised by $4.10 per share to $296.00. This change reflects analysts' increased optimism due to improved budget trends and robust U.S. Navy ship demand.

Shared on 12 Sep 25

Fair value Increased 2.13%

Analysts have raised their price target on Huntington Ingalls Industries to $291.90, citing improving U.S. defense budget trends, robust Navy ship demand, better contract terms, and enhanced operational execution. Analyst Commentary Bullish analysts see more positive U.S. defense budget trends and anticipate Q2 reporting may catalyze a performance inflection for defense stocks.

Shared on 04 Aug 25

Fair value Increased 12%

Analysts have raised their price target for Huntington Ingalls Industries to $271.70, reflecting greater confidence in improved defense budgets, strong Navy ship demand, and enhanced operational execution. Analyst Commentary Bullish analysts are citing a more positive budget backdrop for defense, especially for Navy shipbuilding, which is driving higher price targets.

Shared on 07 May 25

Fair value Increased 20%

Shared on 30 Apr 25

Fair value Decreased 0.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 1.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 4.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$331.89

1.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.80%

Aerospace & Defense revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.99%

Calculation

US$810.40m

Earnings '28

x

20.26x

PE Ratio '28

=

US$16.42b

Market Cap '28

US$16.42b

Market Cap '28

/

39.58m

No. shares '28

=

US$414.78

Share Price '28

US$414.78 Share Price '28

Discounted to 2025 @ 8.24% p.a.

=

US$327.05

Fair Value '25