Howmet Aerospace (NYSE:HWM) Receives "Outperform" Rating from BNP Paribas Exane

Key Points

• BNP Paribas Exane reiterated an “outperform” rating on Howmet Aerospace and raised its price target to $340 from $265. The new target implies about 24.6% upside from the current share price.
• Other analysts have also turned more bullish, with recent price-target increases from firms including Royal Bank of Canada, Bank of America, Jefferies, UBS, and BTIG. Overall, Howmet now has a consensus “Moderate Buy” rating and an average target price of $281.21.
• Howmet’s latest earnings beat expectations, with EPS of $1.22 and revenue of $2.31 billion, both above estimates, while revenue rose 19.1% year over year. The company also raised its full-year and Q2 guidance, reinforcing the positive outlook for the stock.

Howmet Aerospace (NYSE:HWM - Get Free Report)'s stock had its "outperform" rating reiterated by BNP Paribas Exane in a research note issued on Friday,Benzinga reports. They currently have a $340.00 price target on the stock, up from their previous price target of $265.00. BNP Paribas Exane's price objective would indicate a potential upside of 24.60% from the stock's current price.

HWM has been the subject of a number of other reports. Royal Bank Of Canada boosted their price objective on Howmet Aerospace from $275.00 to $300.00 and gave the stock an "outperform" rating in a research report on Wednesday, March 11th. Bank of America raised their target price on shares of Howmet Aerospace from $250.00 to $300.00 and gave the company a "buy" rating in a report on Friday, February 20th. Jefferies Financial Group reiterated a "buy" rating and issued a $315.00 price target on shares of Howmet Aerospace in a research note on Sunday, February 15th. UBS Group reiterated a "neutral" rating and set a $290.00 price target on shares of Howmet Aerospace in a report on Friday. Finally, BTIG Research raised their price objective on shares of Howmet Aerospace from $275.00 to $300.00 and gave the company a "buy" rating in a report on Friday. Eighteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $281.21.

Howmet Aerospace Stock Up 0.1%

Shares of NYSE HWM traded up $0.34 during mid-day trading on Friday, hitting $272.88. The company had a trading volume of 1,555,290 shares, compared to its average volume of 2,547,596. The company has a market capitalization of $109.35 billion, a PE ratio of 73.54, a price-to-earnings-growth ratio of 2.37 and a beta of 1.19. The business's 50-day simple moving average is $245.89 and its 200 day simple moving average is $223.56. Howmet Aerospace has a 1-year low of $154.72 and a 1-year high of $280.74. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.13 and a quick ratio of 1.09.

Howmet Aerospace (NYSE:HWM - Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $1.22 EPS for the quarter, topping the consensus estimate of $1.11 by $0.11. Howmet Aerospace had a return on equity of 30.41% and a net margin of 18.27%.The firm had revenue of $2.31 billion during the quarter, compared to analysts' expectations of $2.24 billion. During the same period in the previous year, the firm posted $0.86 EPS. Howmet Aerospace's revenue for the quarter was up 19.1% on a year-over-year basis. Howmet Aerospace has set its FY 2026 guidance at 4.880-5.000 EPS and its Q2 2026 guidance at 1.220-1.240 EPS. On average, analysts predict that Howmet Aerospace will post 4.57 earnings per share for the current year.

Insiders Place Their Bets

In related news, EVP Neil Edward Marchuk sold 45,150 shares of the firm's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $251.70, for a total transaction of $11,364,255.00. Following the transaction, the executive vice president owned 107,008 shares of the company's stock, valued at $26,933,913.60. This trade represents a 29.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Barbara Lou Shultz sold 1,000 shares of the business's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $260.00, for a total value of $260,000.00. Following the completion of the transaction, the vice president owned 23,874 shares in the company, valued at $6,207,240. This trade represents a 4.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.85% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of HWM. Nordea Investment Management AB raised its position in Howmet Aerospace by 59.2% in the third quarter. Nordea Investment Management AB now owns 1,401,335 shares of the company's stock worth $273,288,000 after acquiring an additional 521,180 shares in the last quarter. Silverleafe Capital Partners LLC grew its stake in shares of Howmet Aerospace by 339.3% during the 4th quarter. Silverleafe Capital Partners LLC now owns 5,847 shares of the company's stock worth $1,199,000 after purchasing an additional 4,516 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new position in shares of Howmet Aerospace during the 3rd quarter worth $1,581,000. LBP AM SA increased its holdings in shares of Howmet Aerospace by 18.0% in the 3rd quarter. LBP AM SA now owns 68,499 shares of the company's stock valued at $13,442,000 after purchasing an additional 10,460 shares in the last quarter. Finally, Stratos Wealth Partners LTD. increased its holdings in shares of Howmet Aerospace by 20.3% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 153,889 shares of the company's stock valued at $30,198,000 after purchasing an additional 25,957 shares in the last quarter. 90.46% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Howmet Aerospace

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Q1 results beat and stronger guidance — Howmet reported revenue of $2.31B (up 19% YoY), adjusted EPS $1.22 (beat consensus), strong margin expansion, record cash generation and raised FY‑2026 EPS guidance to $4.88–$5.00 and Q2 EPS to $1.22–$1.24; the release highlights $300M in share repurchases and improved operating metrics that support a higher valuation. Read More.
• Positive Sentiment: Analyst upgrades and price‑target increases — Susquehanna raised its price target to $330 with a "positive" call and BTIG raised its target to $300 with a "buy" rating, providing institutional validation and upside to the current share price. Read More.
• Positive Sentiment: Acquisition deepens defense exposure and shifts growth mix — Howmet closed the ~$1.8B acquisition of Consolidated Aerospace Manufacturing (CAM), which increases defense exposure and diversifies end‑market growth drivers beyond commercial aerospace. This strategic move alters the growth narrative and may support multiple expansion. Read More.
• Neutral Sentiment: Investor materials and call transcript available — The full earnings slide deck and the Q1 earnings‑call transcript are published for deeper diligence; these provide management detail on margins, backlog and free cash flow conversion that investors will parse. Read More.
• Neutral Sentiment: Broader media coverage noting a post‑earnings breakout — Multiple outlets (MSN, Yahoo, IBD) flagged the earnings beat and upgraded outlook, contributing to increased retail and institutional attention. Read More.
• Negative Sentiment: Conflicting headlines on EPS metrics may cause short‑term noise — Some outlets/captions referenced differing EPS figures (GAAP vs. adjusted or older estimates), which could create confusion and intraday volatility despite the underlying beat and raised guidance. Read More.

Howmet Aerospace Company Profile

Howmet Aerospace Inc is an industrial technology company that designs, manufactures and repairs engineered metal products for the aerospace, transportation and industrial markets. Its product portfolio includes precision castings and forgings, engineered fasteners, seamless rolled rings, and complex components for turbine engines, airframes and industrial gas turbines. The company also provides aftermarket services such as component repair, overhaul and parts distribution to support the operating fleet of commercial and military customers.

Howmet serves a global customer base of original equipment manufacturers (OEMs) and aftermarket operators, with manufacturing, service and distribution facilities across North America, Europe and Asia.

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