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Update shared on04 Aug 2025

Fair value Increased 14%
AnalystConsensusTarget's Fair Value
US$169.58
2.8% undervalued intrinsic discount
07 Aug
US$164.91
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1Y
97.3%
7D
4.1%

Despite a moderation in consensus revenue growth forecasts, a notable expansion in VSE's Future P/E multiple has driven the consensus analyst price target higher from $148.75 to $169.58.


What's in the News


  • VSE Corporation reaffirmed full-year 2025 guidance, expecting 35% to 40% revenue growth, reflecting current business performance and contributions from the TCI and Kellstrom acquisitions.
  • The acquisition of Turbine Weld is not expected to have a material impact on 2025 revenue.
  • VSE Corporation was dropped from multiple Russell indices, including Russell 3000E, Microcap, Growth, and Value benchmarks.
  • Stockholders approved an amendment to increase authorized common shares from 23,000,000 to 44,000,000.

Valuation Changes


Summary of Valuation Changes for VSE

  • The Consensus Analyst Price Target has significantly risen from $148.75 to $169.58.
  • The Future P/E for VSE has significantly risen from 33.05x to 36.98x.
  • The Consensus Revenue Growth forecasts for VSE has fallen from 8.0% per annum to 7.4% per annum.

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.