Analysts Raise Moog Price Target Amid Strong Aerospace Outlook and Updated Valuation Metrics

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

04 Dec 25

Views

119

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

27.4%

7D

-2.1%

Loading

1Y

27.4%

7D

-2.1%

You can edit this narrative until Dec 5 4:20 AM. Then, changes will post as Updates.

Author's Valuation

US$2430.3% overvalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 6.23%

MOG.A: Aircraft Demand And FY26 Outlook Will Support Balanced Upside-Risk Profile

Analysts have nudged their price target on Moog higher to about $243, reflecting stronger long term revenue growth expectations, a modestly richer future earnings multiple, and confidence in the company’s above consensus FY26 outlook despite margin headwinds and only moderate improvement in free cash flow conversion. Analyst Commentary Recent Street research reflects a generally constructive stance on Moog, with higher price targets anchored in improving growth visibility and a more confident multi year earnings outlook.

Shared on 19 Nov 25

MOG.A: Aircraft OEM Momentum And Aftermarket Demand Will Support Upside Through Q3

Analysts have raised their price target for Moog to $240 from $215, citing strengthened sentiment in aerospace production and resilient aftermarket demand as key factors for the upward revision. Analyst Commentary Bullish and bearish analysts have weighed in on Moog’s positioning within the Aerospace and Defense sector, highlighting both drivers for growth and potential risks that could impact the company’s valuation and execution in the coming quarters.

Shared on 05 Nov 25

MOG.A: Aircraft Production Momentum And Aftermarket Demand Will Drive Share Performance

Narrative Update: Moog Analyst Price Target Increased Analysts have raised their price target for Moog from $215 to $240. They cite stronger sentiment around aircraft production, robust aftermarket demand driven by continued passenger travel, and supply chain dynamics in the Aerospace and Defense sector.

Shared on 22 Oct 25

Fair value Increased 2.81%

Analysts have raised their price target for Moog, increasing it from $222.50 to $228.75. They cited stronger sentiment in the aerospace segment and ongoing resilient demand for aftermarket services, even though there is some uncertainty around defense outlooks.

Shared on 08 Oct 25

Fair value Increased 2.30%

Analysts have raised their price target for Moog from $217.50 to $222.50. This reflects minor but positive updates to fair value estimates, supported by stable growth outlook and profitability forecasts.

Shared on 07 May 25

Fair value Increased 0.26%

Shared on 30 Apr 25

Fair value Decreased 1.25%

AnalystConsensusTarget has increased revenue growth from 4.0% to 4.7%.

Shared on 23 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.68%

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 0.33%

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 Increased 7.22%

AnalystConsensusTarget has decreased future PE multiple from 26.7x to 22.4x.

AnalystConsensusTarget Fair Value

US$243

0.3% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.99%

Aerospace & Defense revenue growth rate

0.50%

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

7.80%

Calculation

US$419.36m

Earnings '28

x

22.65x

PE Ratio '28

=

US$9.50b

Market Cap '28

US$9.50b

Market Cap '28

/

31.92m

No. shares '28

=

US$297.57

Share Price '28

US$297.57 Share Price '28

Discounted to 2025 @ 8.04% p.a.

=

US$235.97

Fair Value '25