Loading...
Back to narrative

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

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

MOG.A logo
MOG.A
AnalystConsensusTarget
Not Invested
Published 28 Aug 2024

Update shared on 19 Nov 2025

PreviousNext
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
21.3%
7D
5.4%

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.

Bullish Takeaways
  • Increasing sentiment around aircraft OEM production is seen as a positive driver for Moog’s top-line growth, with particular favor shown to suppliers exposed to the MAX platform.
  • Analysts highlight continued resilience in aftermarket demand, supported by strong trends in passenger travel and increased engine shop visits.
  • Supply chain challenges for new aircraft are expected to support sustained aftermarket service needs, which benefits Moog’s revenue and profit streams.
  • Upward price target revisions reflect improving expectations around Q3 results and Moog’s ability to capture growth within the sector.
Bearish Takeaways
  • Despite positive momentum, defense remains a more nuanced area for Moog. There is uncertainty ahead given potential government shutdowns and their possible impact on Q4 and fiscal 2026 outlooks.
  • Analysts caution that new aircraft supply chain challenges, while supportive for aftermarket, could hamper original equipment production and delivery schedules.
  • Dependence on sustained passenger travel strength leaves Moog exposed should broader travel demand weaken unexpectedly.

Valuation Changes

  • Fair Value target remains unchanged at $228.75 per share.
  • Discount Rate has risen slightly, moving from 7.78% to 7.90%.
  • Revenue Growth projection is virtually flat at 5.52% in both previous and updated estimates.
  • Net Profit Margin shows no material change, holding at approximately 9.68%.
  • Future P/E ratio has increased modestly from 20.23x to 20.98x.

Have other thoughts on Moog?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.