Noble Financial Analysts Reduce Earnings Estimates for V2X

Key Points

• Noble Financial trimmed its Q3 2026 EPS estimate for V2X to $1.46 (from $1.50) and projects FY2026 EPS of $5.95, a slight downward revision amid otherwise strong company results.
• V2X beat Q1 expectations (adjusted EPS $1.53 vs. ~$1.24 consensus; revenue $1.25B up 23% YoY), raised FY‑2026 guidance to $5.75–$6.15 and reported a record US$13.8B backlog, supporting stronger revenue visibility.
• Major shareholder American Industrial Partners sold 2,545,432 shares for roughly $173.6M on March 12, cutting its stake by about 55.9%, a notable insider disposition.

V2X, Inc. (NYSE:VVX - Free Report) - Investment analysts at Noble Financial cut their Q3 2026 earnings per share (EPS) estimates for shares of V2X in a research note issued on Tuesday, May 5th. Noble Financial analyst J. Gomes now forecasts that the company will earn $1.46 per share for the quarter, down from their prior forecast of $1.50. The consensus estimate for V2X's current full-year earnings is $5.87 per share. Noble Financial also issued estimates for V2X's FY2026 earnings at $5.95 EPS.

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, topping the consensus estimate of $1.24 by $0.29. V2X had a return on equity of 17.05% and a net margin of 1.88%.The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter in the prior year, the business posted $0.98 earnings per share. The business's quarterly revenue was up 23.4% on a year-over-year basis. V2X has set its FY 2026 guidance at 5.750-6.150 EPS.

Other analysts have also issued research reports about the company. BTIG Research reaffirmed a "buy" rating and issued a $90.00 target price on shares of V2X in a research note on Tuesday. Morgan Stanley boosted their price objective on shares of V2X from $74.00 to $80.00 and gave the stock an "equal weight" rating in a report on Tuesday. Robert W. Baird set a $94.00 price objective on shares of V2X in a research note on Tuesday, February 24th. Stifel Nicolaus increased their target price on shares of V2X from $77.50 to $79.00 and gave the company a "buy" rating in a report on Tuesday. Finally, The Goldman Sachs Group lifted their target price on shares of V2X from $57.00 to $63.00 and gave the stock a "sell" rating in a research report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $77.80.

V2X Stock Performance

Shares of VVX opened at $76.44 on Wednesday. The company has a market cap of $2.39 billion, a PE ratio of 27.40, a price-to-earnings-growth ratio of 0.57 and a beta of 0.12. 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 50-day moving average price of $68.75 and a 200-day moving average price of $62.94. V2X has a 12-month low of $43.42 and a 12-month high of $78.36.

Institutional Investors Weigh In On V2X

A number of institutional investors have recently modified their holdings of the stock. Comerica Bank boosted its holdings in shares of V2X by 79.1% during the 3rd quarter. Comerica Bank now owns 480 shares of the company's stock valued at $28,000 after acquiring an additional 212 shares during the last quarter. Fifth Third Bancorp bought a new position in shares of V2X during the 1st quarter valued at $46,000. Larson Financial Group LLC lifted its holdings in shares of V2X by 207.3% during the 3rd quarter. Larson Financial Group LLC now owns 759 shares of the company's stock valued at $44,000 after buying an additional 512 shares during the period. LRI Investments LLC purchased a new position in shares of V2X in the 3rd quarter worth $57,000. Finally, CWM LLC boosted its stake in shares of V2X by 188.9% in the 3rd quarter. CWM LLC now owns 1,037 shares of the company's stock worth $60,000 after buying an additional 678 shares during the last quarter. 95.18% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

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 shares were sold at an average price of $68.21, for a total value of $173,623,916.72. Following the completion of the transaction, 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.99% of the stock is owned by insiders.

Key V2X News

Here are the key news stories impacting V2X this week:

• Positive Sentiment: Raised guidance and record backlog — V2X increased its FY‑2026 guidance and reported a record US$13.8B backlog (driven by a 3.2x book‑to‑bill in the quarter), which supports higher future revenue visibility. V2X (VVX) Is Up 6.8% After Raising 2026 Guidance On Record US$13.8 Billion Backlog
• Positive Sentiment: Q1 results beat — V2X reported adjusted EPS of $1.53 (vs. ~$1.24 cons.) and revenue of $1.25B (up 23% YoY), with adjusted EBITDA and margins improving, signaling operational leverage. V2X Reports First Quarter 2026 Results
• Positive Sentiment: Analyst bullishness — Citizens JMP raised its price target to $90 and gave a market outperform rating, backing the stronger outlook. Citizens JMP price target raise
• Positive Sentiment: BTIG reaffirmed its buy and $90 target, reinforcing market optimism on VVX’s growth trajectory. BTIG reaffirms buy, $90 PT
• Neutral Sentiment: Earnings call color available — Transcripts and call coverage detail backlog composition, book‑to‑bill dynamics and margin drivers; useful for investors digging into execution and backlog convertibility. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Offsetting analyst stance — Truist raised its price target modestly to $70 but maintains a "hold" rating, implying potential downside relative to the current price and tempering some upside momentum. Truist raises PT to $70, hold rating

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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