How Investors May Respond To V2X (VVX) After Navy Deal and Tempest Platform Debut

• V2X, Inc. recently showcased mission-focused technologies, including the debut of its rugged Tempest Mobile Fires Platform and advancements in air-to-ground and aviation training solutions, at the 2025 Association of the United States Army Annual Meeting in Washington, D.C.
• In addition, V2X was awarded a US$84 million U.S. Navy task order to support water system safety in Hawaii, highlighting its expanding critical role in multi-domain defense and contingency operations.
• We’ll examine how the launch of Tempest and the significant Navy contract could influence V2X’s long-term growth narrative.

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V2X Investment Narrative Recap

For investors considering V2X, the investment case often centers on the company’s ability to win and execute on large, mission-critical defense contracts in an expanding market driven by increased global defense spending. The launch of Tempest and the US$84 million Navy task order are notable events that demonstrate ongoing contract capture, though neither appears to be large enough by itself to materially resolve near-term risks around award timing or backlog replenishment.

One announcement tying directly to these themes is V2X's recent award of a position on the DTRA’s US$3.5 billion Cooperative Threat Reduction contract, which signals continued progress in securing sizeable, multi-year program wins. This is especially relevant, as the timing and magnitude of major contract awards continue to be the biggest near-term swing factor for both revenue growth and investor sentiment about V2X.

By contrast, pressure on bookings and the potential for lumpy contract wins remain information investors should be aware of if…

Read the full narrative on V2X (it's free!)

V2X's outlook anticipates $5.0 billion in revenue and $148.8 million in earnings by 2028. This reflects a 4.8% annual revenue growth rate and a $78.2 million increase in earnings from the current $70.6 million.

Uncover how V2X's forecasts yield a $64.09 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided four different fair value estimates for V2X, from as low as US$37.14 to as high as US$138.71. Amid these varied outlooks, the recurring risk of delayed or erratic contract awards will be top of mind for many following the company’s progress.

Explore 4 other fair value estimates on V2X - why the stock might be worth 35% less than the current price!

Build Your Own V2X Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your V2X research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free V2X research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate V2X's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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