Howmet Aerospace

Analysts Raise Howmet Aerospace Price Target as Margin Expansion Drives Renewed Optimism

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

04 Dec 25

Views

468

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

74.1%

7D

1.9%

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1Y

74.1%

7D

1.9%

You can edit this narrative until Dec 5 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$232.1515.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

HWM: Future Margin Expansion Will Be Driven By Rising Aero Engine Spares Demand

Analysts have raised their price target on Howmet Aerospace to $250 from $215, citing accelerating high margin growth, sustained double digit revenue expectations through 2026, and strengthening demand across aero and industrial gas turbine end markets. Analyst Commentary Street research remains overwhelmingly constructive on Howmet Aerospace, with multiple firms lifting price targets in response to strong quarterly execution and a clearer long term growth algorithm through 2026.

Shared on 20 Nov 25

Fair value Increased 2.95%

HWM: Future Margin Expansion Will Be Driven By Higher Production Rates

Analysts have increased their price target for Howmet Aerospace from $225 to $232 per share. They cite the company’s stronger revenue growth outlook, robust margin performance, and continued optimism for high-margin expansion across its end-markets.

Shared on 05 Nov 25

Fair value Increased 6.37%

HWM: Future Margins And Production Rates Will Drive Measured Opportunity And Risks

Analysts have raised their price target for Howmet Aerospace from $212 to $225, citing stronger-than-expected third quarter results, improved guidance, and ongoing momentum in key end-markets as primary drivers for the positive revision. Analyst Commentary Recent analyst activity reflects a constructive stance on Howmet Aerospace following its outperformance in the third quarter and upgraded financial guidance.

Shared on 22 Oct 25

Fair value Increased 2.72%

Howmet Aerospace's fair value target has been revised upward by analysts from approximately $206.38 to $211.99. This change reflects increased confidence in the company's margin expansion and resilience against industry headwinds following recent earnings updates.

Shared on 08 Oct 25

Fair value Increased 1.01%

Howmet Aerospace's fair value target has been raised from $204.31 to $206.38. Analysts cite resilience in the aerospace supply chain along with continued confidence in the company's growth and margin expansion.

Shared on 04 Aug 25

Fair value Increased 8.44%

The Analyst Price Target for Howmet Aerospace has been revised upward, primarily reflecting modest improvements in consensus revenue growth forecasts and net profit margin, resulting in a new fair value of $201.95. What's in the News Howmet Aerospace raised full-year 2025 revenue guidance to a range of $8.080 billion to $8.180 billion and provided Q3 2025 revenue guidance of $2.020 billion to $2.040 billion.

Shared on 07 May 25

Fair value Increased 30%

Shared on 30 Apr 25

Fair value Increased 1.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 1.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.014%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 31%

Shared on 26 Mar 25

Fair value Increased 0.10%

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 19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$232.15

15.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

9.46%

Aerospace & Defense revenue growth rate

0.52%

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

7.62%

Calculation

US$2.31b

Earnings '28

x

49.39x

PE Ratio '28

=

US$114.23b

Market Cap '28

US$114.23b

Market Cap '28

/

393.31m

No. shares '28

=

US$290.44

Share Price '28

US$290.44 Share Price '28

Discounted to 2025 @ 7.78% p.a.

=

US$231.97

Fair Value '25