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Howmet Aerospace Inc. Stock Price

NYSE:HWM Community·US$90.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 179 Fair Values set on narratives written by author
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HWM Share Price Performance

US$229.61
43.84 (23.60%)
​
US$325.93
Fair Value
US$229.61
43.84 (23.60%)
29.6% undervalued intrinsic discount
US$325.93
Fair Value
Price US$229.61
AnalystConsensusTarget US$325.93
AnalystLowTarget US$284.24
AnalystHighTarget US$375.00
Fri, 7 Aug 26
Fair ValueUS$325.93
Share Pricen/a

HWM Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$325.93 29.6% undervalued intrinsic discount

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

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AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$284.24 19.2% undervalued intrinsic discount

Narrow-Body Production Concerns Will Linger As Capacity Expansion Supports Resilience

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AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$375 38.8% undervalued intrinsic discount

Growing Air Travel And Efficiency Trends Will Drive Aerospace Demand

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4users have followed this narrative
HWM logo
Howmet Aerospace
29.6% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Aug
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HWM logo
Howmet Aerospace
38.8% undervalued intrinsic discount

Growing Air Travel And Efficiency Trends Will Drive Aerospace Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Sep
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HWM logo
Howmet Aerospace
19.2% undervalued intrinsic discount

Narrow-Body Production Concerns Will Linger As Capacity Expansion Supports Resilience

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AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Aug
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Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
HWM logo

HWM: Engine And Turbine Demand Strength Will Support Premium Future P/E Profile

Fair Value: US$375 38.8% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
HWM logo

HWM: Raised Guidance And Q2 Demand Strength Will Test Fair Valuation

Fair Value: US$284.24 19.2% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
HWM logo

HWM: Red Hot Aftermarket Demand And Buybacks Will Shape Next Phase

Fair Value: US$325.93 29.6% undervalued intrinsic discount
80 fair values setusers have set this as their fair value
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Snowflake Analysis

Solid track record with adequate balance sheet.

1 Risk
3 Rewards
View Full Analysis

Howmet Aerospace Inc. Key Details

US$9.1b

Revenue

US$5.8b

Cost of Revenue

US$3.3b

Gross Profit

US$1.4b

Other Expenses

US$1.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.69
36.03%
20.51%
78.5%
View Full Analysis

About HWM

Founded
1888
Employees
25430
CEO
John Plant
WebsiteView website
www.howmet.com

Howmet Aerospace Inc. provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally. It operates through four segments: Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. The Engine Products segment offers airfoils and seamless rolled rings primarily for aircraft engines and industrial gas turbines; and rotating and structural parts. The Fastening Systems segment produces aerospace fastening systems, as well as commercial transportation, industrial, and other fasteners; and latches, bearings, fluid fittings, and installation tools. The Engineered Structures segment provides titanium ingots and mill products, aluminum and nickel forgings, and machined components and assemblies for aerospace and defense applications; and titanium forgings, extrusions, and forming and machining services for airframe, wing, aero-engine, and landing gear components. The Forged Wheels segment offers forged aluminum wheels and related products for heavy-duty trucks and commercial transportation markets. The company was formerly known as Arconic Inc. Howmet Aerospace Inc. was founded in 1888 and is based in Pittsburgh, Pennsylvania.

Recent HWM News & Updates

Seeking Alpha • Sep 10

Howmet Aerospace: The SpaceX Threat Is Overblown (Rating Upgrade)

Summary Howmet Aerospace is upgraded to Buy after a recent 7.5% stock price decline, driven by overblown concerns about SpaceX’s in-house turbine blade casting. HWM maintains a dominant >50% global market share in industrial gas turbine blades, with robust long-term agreements and active capacity expansions in Japan, Europe, and the U.S. SpaceX’s initiative addresses its own supply bottleneck rather than competing at scale with HWM, limiting any real earnings or margin impact for HWM. Base case targets 16% revenue and 22% EBITDA CAGR through 2028, with price targets of $266–$302, offering 15–30% upside from current levels. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 05

HWM: Engine And Turbine Demand Strength Will Support Premium Future P/E Profile

Analysts have lifted the Howmet Aerospace price target to $375 from $339.86 as they highlight stronger modeled revenue growth, slightly lower discount rates, higher profit margin assumptions, and a modestly higher future P/E. These factors align with recent research pointing to resilient demand and an attractive relative valuation despite near term concerns around SpaceX in house casting plans.
User avatar
Narrative Update • Aug 22

HWM: Raised Guidance And Q2 Demand Strength Will Test Fair Valuation

Analysts have lifted the fair value estimate for Howmet Aerospace to $284.24 from $268.23, citing higher modeled revenue growth, stronger profit margins, and updated P/E assumptions that reflect recent rounds of rising Street price targets following robust Q2 demand commentary from multiple firms. Analyst Commentary Recent Street research on Howmet Aerospace has centered on Q2 results, demand trends across commercial aerospace and defense, and how these factors feed into valuation.

Recent updates

No updates

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