BTIG Research Reaffirms Buy Rating for V2X (NYSE:VVX)

Key Points

• BTIG Research reaffirmed a Buy rating on V2X with a $90 price target, implying roughly a 32.6% upside from the recent close.
• V2X topped Q1 expectations (adjusted EPS $1.53 vs. $1.24; revenue $1.25B, +23% YoY), raised FY2026 EPS guidance to $5.75–$6.15, and reported a record $13.8B backlog with a 3.2x book-to-bill supporting multi-quarter visibility.
• American Industrial Partners sold 2,545,432 shares (about $173.6M) in March, reducing its stake by ~55.9%, a notable insider liquidity event.

V2X (NYSE:VVX - Get Free Report)'s stock had its "buy" rating reaffirmed by investment analysts at BTIG Research in a research note issued to investors on Tuesday,Benzinga reports. They currently have a $90.00 price target on the stock. BTIG Research's price objective suggests a potential upside of 32.63% from the company's previous close.

A number of other analysts have also weighed in on VVX. Robert W. Baird set a $94.00 price target on shares of V2X in a report on Tuesday, February 24th. The Goldman Sachs Group raised their price target on shares of V2X from $57.00 to $63.00 and gave the company a "sell" rating in a report on Monday, March 2nd. Morgan Stanley initiated coverage on shares of V2X in a report on Thursday, April 16th. They issued an "equal weight" rating and a $74.00 price target for the company. Weiss Ratings raised shares of V2X from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday. Finally, Citigroup reissued an "outperform" rating on shares of V2X in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $73.44.

V2X Stock Performance

NYSE:VVX opened at $67.86 on Tuesday. V2X has a 1 year low of $43.42 and a 1 year high of $75.00. The firm has a 50 day moving average of $68.59 and a 200-day moving average of $62.81. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.00. The stock has a market capitalization of $2.12 billion, a P/E ratio of 27.81, a price-to-earnings-growth ratio of 0.57 and a beta of 0.12.

V2X (NYSE:VVX - Get Free Report) last posted its earnings results on Monday, May 4th. The company reported $1.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.24 by $0.29. The company had revenue of $1.25 billion during the quarter, compared to analysts' expectations of $1.13 billion. V2X had a net margin of 1.74% and a return on equity of 15.64%. V2X's quarterly revenue was up 23.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.98 earnings per share. V2X has set its FY 2026 guidance at 5.750-6.150 EPS. As a group, sell-side analysts anticipate that V2X will post 5.87 EPS for the current fiscal year.

Insider Buying and Selling

In other V2X news, major shareholder American Industrial Partners C sold 2,545,432 shares of V2X stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $68.21, for a total transaction of $173,623,916.72. Following the completion of the sale, the insider owned 2,004,569 shares of the company's stock, valued at approximately $136,731,651.49. The trade was a 55.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.99% of the company's stock.

Institutional Trading of V2X

A number of institutional investors have recently bought and sold shares of VVX. Wellington Management Group LLP grew its holdings in V2X by 842.1% during the 3rd quarter. Wellington Management Group LLP now owns 803,517 shares of the company's stock worth $46,676,000 after acquiring an additional 718,225 shares during the period. Reinhart Partners LLC. grew its holdings in V2X by 206.8% during the 3rd quarter. Reinhart Partners LLC. now owns 890,002 shares of the company's stock worth $51,701,000 after acquiring an additional 599,921 shares during the period. Boston Partners grew its holdings in V2X by 5,323.3% during the 3rd quarter. Boston Partners now owns 553,235 shares of the company's stock worth $32,139,000 after acquiring an additional 543,034 shares during the period. William Blair Investment Management LLC acquired a new position in shares of V2X in the 4th quarter valued at $25,685,000. Finally, Bank of America Corp DE grew its holdings in shares of V2X by 727.4% in the 3rd quarter. Bank of America Corp DE now owns 466,863 shares of the company's stock valued at $27,120,000 after buying an additional 410,438 shares during the period. Institutional investors and hedge funds own 95.18% of the company's stock.

V2X News Summary

Here are the key news stories impacting V2X this week:

• Positive Sentiment: Q1 beats — Adjusted EPS of $1.53 topped estimates and revenue of $1.25B (+23% YoY) beat consensus, showing stronger-than-expected near-term performance. Read More.
• Positive Sentiment: Raised full-year guidance — FY2026 EPS guidance of $5.75–$6.15 and revenue guide ~$4.8B–$5.0B (midpoint above recent analyst consensus) signals management confidence in growth for the year. Read More.
• Positive Sentiment: Record backlog and strong bookings — Backlog hit $13.8B and the quarter showed a 3.2x book-to-bill, supporting multi-quarter revenue visibility and the raised guidance. Read More.
• Neutral Sentiment: Management commentary / call color — The earnings call emphasized robust growth and backlog conversion; full call/transcript and slide deck are available for investors to review specifics on bookings and execution. Read More.
• Neutral Sentiment: Investor materials posted — Conference call recording and slide deck released, useful for detailed modeling of revenue cadence and margin assumptions. Read More.
• Negative Sentiment: GAAP profit and margins remain thin — Reported net income was $18.9M with a net margin of ~1.7% and GAAP diluted EPS of $0.60 (vs adjusted $1.53), highlighting sizable adjustments and current low GAAP profitability; debt-to-equity (~1.0) may also concern some investors. Read More.

About V2X

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.

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