Howmet Aerospace (NYSE:HWM) Stock Price Expected to Rise, Susquehanna Analyst Says

Key Points

• Susquehanna raised Howmet Aerospace’s price target to $340 from $330 and maintained a positive rating, implying 17.66% upside from the prior close. The analyst consensus remains “Moderate Buy,” with an average target of $300.89.
• Howmet reported stronger-than-expected quarterly results, with EPS of $1.33 versus the $1.24 consensus and revenue of $2.55 billion, up 24% year over year. Management also issued 2026 EPS guidance of $5.23–$5.31, above analyst expectations.
• The stock opened at $288.96 and has gained substantially over the past year, trading near its $310 high. Despite strong growth and institutional ownership of 90.46%, its elevated P/E ratio of about 67 may increase profit-taking risk.

Howmet Aerospace (NYSE:HWM - Get Free Report) had its target price increased by equities researchers at Susquehanna from $330.00 to $340.00 in a report issued on Friday,Benzinga reports. The brokerage presently has a "positive" rating on the stock. Susquehanna's target price would indicate a potential upside of 17.66% from the stock's previous close.

Other equities analysts have also issued reports about the stock. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $320.00 target price on shares of Howmet Aerospace in a report on Friday, May 8th. UBS Group lifted their price objective on shares of Howmet Aerospace from $260.00 to $290.00 and gave the company a "neutral" rating in a research note on Friday, May 8th. Citigroup upped their target price on Howmet Aerospace from $303.00 to $311.00 and gave the stock a "buy" rating in a research note on Wednesday, July 1st. BTIG Research lifted their price target on Howmet Aerospace from $275.00 to $300.00 and gave the company a "buy" rating in a research note on Friday, May 8th. Finally, Jefferies Financial Group boosted their price target on Howmet Aerospace from $320.00 to $340.00 and gave the stock a "buy" rating in a report on Thursday, July 9th. Sixteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Howmet Aerospace presently has a consensus rating of "Moderate Buy" and a consensus target price of $300.89.

Howmet Aerospace Price Performance

Howmet Aerospace stock opened at $288.96 on Friday. The firm has a market cap of $115.61 billion, a PE ratio of 67.04, a price-to-earnings-growth ratio of 2.29 and a beta of 1.20. The company has a debt-to-equity ratio of 0.73, a current ratio of 2.44 and a quick ratio of 1.59. The stock's fifty day moving average price is $272.33 and its two-hundred day moving average price is $253.76. Howmet Aerospace has a one year low of $169.45 and a one year high of $310.00.

Howmet Aerospace (NYSE:HWM - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. The company had revenue of $2.55 billion for the quarter, compared to analyst estimates of $2.43 billion. Howmet Aerospace had a return on equity of 29.27% and a net margin of 20.23%.Howmet Aerospace's quarterly revenue was up 24.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.91 EPS. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. As a group, research analysts expect that Howmet Aerospace will post 5.05 EPS for the current fiscal year.

Insiders Place Their Bets

In other Howmet Aerospace news, EVP Neil Edward Marchuk sold 41,932 shares of the business's stock in a transaction on Monday, May 11th. The shares were sold at an average price of $269.50, for a total transaction of $11,300,674.00. Following the sale, the executive vice president owned 65,105 shares of the company's stock, valued at approximately $17,545,797.50. The trade was a 39.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.85% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Howmet Aerospace

Hedge funds have recently modified their holdings of the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Howmet Aerospace during the 2nd quarter worth $263,462,000. Persistent Asset Partners Ltd bought a new stake in shares of Howmet Aerospace during the second quarter worth about $74,000. OneDigital Investment Advisors LLC acquired a new position in shares of Howmet Aerospace in the second quarter valued at approximately $1,340,000. Plato Investment Management Ltd acquired a new position in shares of Howmet Aerospace in the second quarter valued at approximately $5,143,000. Finally, Bell Investment Advisors Inc bought a new position in Howmet Aerospace in the 2nd quarter valued at approximately $42,000. Institutional investors and hedge funds own 90.46% of the company's stock.

Key Howmet Aerospace News

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

• Positive Sentiment: Quarterly results exceeded expectations. Revenue increased 24% year over year to $2.55 billion, while EPS of $1.33 surpassed the $1.24 consensus estimate. Adjusted EPS rose 46% to $1.33, supported by strong aerospace and gas-turbine demand. Howmet Aerospace Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 outlook above Wall Street estimates. Full-year EPS guidance is now $5.23-$5.31, versus consensus of $5.06, and revenue guidance is $10.0-$10.1 billion, compared with an estimated $9.7 billion. Third-quarter EPS guidance of $1.34-$1.36 also exceeds the $1.26 consensus. HWM Q2 Earnings Beat Estimates on Aerospace, Turbine Growth
• Positive Sentiment: Cash generation and shareholder returns improved. Operating cash flow rose 31% to $583 million and free cash flow increased 39% to $479 million. Howmet repurchased $300 million of stock, raised its quarterly dividend 17% to $0.14 per share, and reduced interest expense through debt refinancing.
• Positive Sentiment: Growth is being driven by rising commercial aircraft production and demand for gas-turbine components. The completed $1.8 billion CAM acquisition also expands Howmet’s aerospace capabilities. Howmet Aerospace Stock Hits New High as Earnings, Guidance, Cash Flow Impress
• Neutral Sentiment: Potential risks include transportation and supply-chain headwinds, while HWM’s elevated price-to-earnings ratio near 67 could encourage profit-taking despite the stronger outlook.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source