Citizens Jmp Issues Positive Forecast for V2X (NYSE:VVX) Stock Price

Key Points

• Citizens Jmp raised its price target on V2X from $80 to $90 and kept a "market outperform" rating, implying roughly a 32.6% upside from the prior close.
• V2X beat Q1 expectations with adjusted EPS of $1.53 (vs. $1.24) and revenue of $1.25B (+23% YoY), raised FY2026 guidance to $5.75–$6.15 EPS, and reported a record $13.8B backlog supporting multi-quarter visibility.
• Major shareholder American Industrial Partners sold 2.545M shares (a 55.9% reduction), while institutional ownership is very high and analysts' consensus remains a Moderate Buy with a $75.10 target.

V2X (NYSE:VVX - Get Free Report) had its price target lifted by Citizens Jmp from $80.00 to $90.00 in a research report issued on Tuesday,Benzinga reports. The firm currently has a "market outperform" rating on the stock. Citizens Jmp's price target would suggest a potential upside of 32.63% from the company's previous close.

VVX has been the subject of a number of other research reports. Royal Bank Of Canada boosted their price objective on V2X from $60.00 to $70.00 and gave the company a "sector perform" rating in a report on Tuesday, February 24th. Weiss Ratings upgraded V2X from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday. Truist Financial restated a "hold" rating and set a $68.00 price objective (up from $65.00) on shares of V2X in a report on Tuesday, February 24th. Robert W. Baird set a $94.00 price objective on V2X in a report on Tuesday, February 24th. Finally, Morgan Stanley began coverage on V2X in a report on Thursday, April 16th. They set an "equal weight" rating and a $74.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, V2X has a consensus rating of "Moderate Buy" and a consensus target price of $75.10.

V2X Stock Performance

NYSE VVX opened at $67.86 on Tuesday. The company has a market cap of $2.12 billion, a P/E ratio of 27.81, a P/E/G ratio of 0.57 and a beta of 0.12. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.22 and a current ratio of 1.22. The business's 50 day moving average price is $68.59 and its 200-day moving average price is $62.81. V2X has a fifty-two week low of $43.42 and a fifty-two week high of $75.00.

V2X (NYSE:VVX - Get Free Report) last posted its quarterly earnings data 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. V2X had a return on equity of 15.64% and a net margin of 1.74%.The company had revenue of $1.25 billion during the quarter, compared to analysts' expectations of $1.13 billion. During the same quarter in the previous year, the business earned $0.98 EPS. V2X's revenue was up 23.4% compared to the same quarter last year. V2X has set its FY 2026 guidance at 5.750-6.150 EPS. Sell-side analysts predict that V2X will post 5.87 earnings per share for the current year.

Insider Buying and Selling at V2X

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

Institutional Investors Weigh In On V2X

Hedge funds have recently made changes to their positions in the company. Reinhart Partners LLC. lifted its holdings in shares of V2X by 206.8% in the 3rd quarter. Reinhart Partners LLC. now owns 890,002 shares of the company's stock worth $51,701,000 after buying an additional 599,921 shares during the period. SG Americas Securities LLC lifted its holdings in shares of V2X by 360.0% in the 4th quarter. SG Americas Securities LLC now owns 18,939 shares of the company's stock worth $1,033,000 after buying an additional 14,822 shares during the period. Allspring Global Investments Holdings LLC lifted its holdings in shares of V2X by 1,157.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 206,747 shares of the company's stock worth $11,487,000 after buying an additional 190,302 shares during the period. Victory Capital Management Inc. raised its position in shares of V2X by 12.4% in the 3rd quarter. Victory Capital Management Inc. now owns 753,312 shares of the company's stock worth $43,760,000 after acquiring an additional 83,400 shares in the last quarter. Finally, Envestnet Asset Management Inc. bought a new position in shares of V2X in the 3rd quarter worth $5,824,000. 95.18% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about V2X

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.

V2X Company Profile

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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