Transdigm Group (TDG) Stock Forecast & Price Target

$1,138.65 +4.41 (+0.39%)

Closing price 10/16/2026 03:59 PM Eastern

Extended Trading

$1,144.18 +5.52 (+0.48%)

As of 10/16/2026 07:30 PM Eastern

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Transdigm Group - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Hold

Based on 18 Analyst Ratings

Sell
0

Hold
13

Buy
5

Based on 18 Wall Street analysts who have issued ratings for Transdigm Group in the last 12 months, the stock has a consensus rating of "Hold." Out of the 18 analysts, 13 have given a hold rating, and 5 have given a buy rating for TDG.

Consensus Price Target

$1,431.40
25.71% Upside

According to the 18 analysts' twelve-month price targets for Transdigm Group, the average price target is $1,431.40. The highest price target for TDG is $1,750.00, while the lowest price target for TDG is $1,200.00. The average price target represents a forecasted upside of 25.71% from the current price of $1,138.65.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

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TDG Analyst Ratings Over Time

Type	Current Forecast 10/18/25 to 10/18/26	1 Month Ago 9/18/25 to 9/18/26	3 Months Ago 7/20/25 to 7/20/26	1 Year Ago 10/18/24 to 10/18/25
Strong Buy	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	5 Buy rating(s)	5 Buy rating(s)	7 Buy rating(s)	12 Buy rating(s)
Hold	13 Hold rating(s)	13 Hold rating(s)	10 Hold rating(s)	5 Hold rating(s)
Sell	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)
Consensus Price Target	$1,431.40	$1,452.53	$1,477.47	$1,564.56
Forecasted Upside	25.71% Upside	33.78% Upside	22.52% Upside	23.39% Upside
Consensus Rating	Hold	Hold	Hold	Moderate Buy

TDG Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

TDG Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

Transdigm Group Stock vs. The Competition

Type	Transdigm Group	Industrials Companies	Broader Market
Consensus Rating Score	2.28	2.31	2.53
Consensus Rating	Hold	Hold	Moderate Buy
Predicted Upside	25.71% Upside	136.62% Upside	18.02% Upside
News Sentiment Rating	Neutral News See Recent TDG News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

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Rating

Upside/Downside

Action

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
10/15/2026	Royal Bank Of Canada 2 of 5 stars	Ken Herbert 5 of 5 stars	Lower Target	Sector Perform	$1,350.00 ➝ $1,200.00	+6.65%
10/12/2026	The Goldman Sachs Group 3 of 5 stars	Noah Poponak 5 of 5 stars	Lower Target	Buy	$1,972.00 ➝ $1,745.00	+56.23%
10/9/2026	TD Cowen 3 of 5 stars	Gautam Khanna Not Rated	Lower Target	Buy	$1,450.00 ➝ $1,300.00	+17.91%
9/30/2026	Wells Fargo & Company Subscribe to MarketBeat All Access to unlock brokerage rankings	David Strauss Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Equal Weight	$1,450.00 ➝ $1,210.00	+10.87%
9/28/2026	BMO Capital Markets Subscribe to MarketBeat All Access to unlock brokerage rankings	Michael Goldie Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Outperform	$1,525.00 ➝ $1,400.00	+26.01%
9/17/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access to unlock brokerage rankings	Seth Seifman Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Neutral	$1,450.00 ➝ $1,415.00	+30.22%
9/15/2026	Guggenheim Subscribe to MarketBeat All Access to unlock brokerage rankings	Michael Ciarmoli Subscribe to MarketBeat All Access to unlock analyst rankings	Initiated Coverage	Neutral
9/14/2026	Melius Research Subscribe to MarketBeat All Access to unlock brokerage rankings		Reiterated Rating	Buy ➝ Hold	$1,331.00	+19.81%
8/28/2026	Weiss Ratings Subscribe to MarketBeat All Access to unlock brokerage rankings		Reiterated Rating	Hold (C)
8/5/2026	UBS Group Subscribe to MarketBeat All Access to unlock brokerage rankings	Gavin Parsons Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Buy	$1,585.00 ➝ $1,695.00	+35.58%
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8/5/2026	Stifel Nicolaus Subscribe to MarketBeat All Access to unlock brokerage rankings	Jonathan Siegmann Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Buy ➝ Hold	$1,525.00 ➝ $1,405.00	+10.14%
7/15/2026	Morgan Stanley Subscribe to MarketBeat All Access to unlock brokerage rankings	Kristine Liwag Subscribe to MarketBeat All Access to unlock analyst rankings	Downgrade	Overweight ➝ Equal Weight	$1,680.00 ➝ $1,345.00	+10.58%
5/14/2026	BNP Paribas Exane Subscribe to MarketBeat All Access to unlock brokerage rankings		Lower Target	Outperform	$1,800.00 ➝ $1,750.00	+47.70%
5/11/2026	Jefferies Financial Group Subscribe to MarketBeat All Access to unlock brokerage rankings		Boost Target		$1,565.00 ➝ $1,575.00	+30.74%
5/6/2026	Deutsche Bank Aktiengesellschaft Subscribe to MarketBeat All Access to unlock brokerage rankings		Boost Target	Hold	$1,306.00 ➝ $1,350.00	+12.02%
5/6/2026	Susquehanna Subscribe to MarketBeat All Access to unlock brokerage rankings	Charles Minervino Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Neutral	$1,400.00 ➝ $1,350.00	+8.86%
2/5/2026	KeyCorp Subscribe to MarketBeat All Access to unlock brokerage rankings	Michael Leshock Subscribe to MarketBeat All Access to unlock analyst rankings	Downgrade	Overweight ➝ Sector Weight
2/4/2026	Robert W. Baird Subscribe to MarketBeat All Access to unlock brokerage rankings		Reiterated Rating	Outperform ➝ Neutral	$1,400.00	+7.89%
12/8/2025	Zacks Research Subscribe to MarketBeat All Access to unlock brokerage rankings		Upgrade	Strong Sell ➝ Hold
10/15/2025	Truist Financial Subscribe to MarketBeat All Access to unlock brokerage rankings	Michael Ciarmoli Subscribe to MarketBeat All Access to unlock analyst rankings	Lower Target	Buy	$1,730.00 ➝ $1,647.00	+30.94%
7/14/2025	Citigroup Subscribe to MarketBeat All Access to unlock brokerage rankings	Jason Gursky Subscribe to MarketBeat All Access to unlock analyst rankings	Boost Target	Buy	$1,635.00 ➝ $1,795.00	+14.27%
4/9/2025	Northcoast Research Subscribe to MarketBeat All Access to unlock brokerage rankings	C. Olin Subscribe to MarketBeat All Access to unlock analyst rankings	Upgrade	Neutral ➝ Buy	$1,500.00	+21.97%
1/6/2025	Barclays Subscribe to MarketBeat All Access to unlock brokerage rankings	David Strauss Subscribe to MarketBeat All Access to unlock analyst rankings	Reiterated Rating	Overweight ➝ Equal Weight	$1,500.00 ➝ $1,500.00	+17.60%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Sunday at 03:55 PM ET.

Should I Buy Transdigm Group Stock? TDG Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Friday, October 16, 2026. Please send any questions or comments about these Transdigm Group pros and cons to contact@marketbeat.com.

Transdigm Group
Bull Case

Here are some ways that investors could benefit from investing in TransDigm Group Incorporated:

TransDigm Group Incorporated demonstrated strong fundamental performance in its most recent quarterly report on August 4, 2026, where it reported earnings per share of $10.87, beating the consensus estimate of $10.30 by $0.57, while also generating revenue of $2.74 billion which exceeded analyst expectations of $2.68 billion and represented a 22.5% year-over-year increase.
The company has raised its full-year 2026 guidance to an earnings per share range of $40.62 to $41.46, which is significantly higher than the consensus estimate of $39.67, indicating management confidence in continued growth and operational efficiency throughout the remainder of the fiscal year.
TransDigm Group Incorporated currently trades at $1,138.65, which is below the average analyst price target of $1,431.40, suggesting potential upside of approximately 26% as the stock remains undervalued relative to the consensus view of its long-term worth.
Major institutional investors continue to express confidence in the company, with BlackRock Inc. purchasing a new position worth over $6.4 billion in the second quarter and State Street Corp increasing its stake by 1.7%, reflecting strong institutional support for the stock's stability and growth prospects.
The company maintains a consistent track record of beating earnings estimates, having outperformed consensus in the last four reported quarters, which signals reliable execution and the ability to deliver results that exceed market expectations in the aerospace and defense sector.

Transdigm Group
Bear Case

Investors should be bearish about investing in TransDigm Group Incorporated for these reasons:

There is significant insider selling activity, with COO Joel Reiss selling 4,100 shares for approximately $4.6 million on October 15, 2026, and Director W. Nicholas Howley selling over 10,000 shares in multiple transactions throughout 2026, which may signal a lack of confidence from key executives in the current stock price.
Several major financial institutions have recently lowered their price targets, including Royal Bank of Canada cutting its target to $1,200.00 and Wells Fargo reducing its target to $1,210.00, reflecting a more cautious outlook on the stock's near-term valuation and growth potential.
The stock has experienced a notable decline from its 52-week high of $1,463.03 to its current price of $1,138.65, representing a drop of over 22%, which indicates significant downward pressure and potential volatility that could erode investor returns.
TransDigm Group Incorporated has a negative return on equity of 23.65% as reported in its latest quarterly results, which suggests that the company is not efficiently using its equity capital to generate profits, a metric that is generally viewed negatively by value-oriented investors.
The consensus rating for the stock has shifted to "Hold" with 13 analysts issuing Hold ratings compared to only 5 Buy ratings, indicating a divided and increasingly cautious sentiment among professional investors regarding the stock's risk-reward profile.

TDG Forecast - Frequently Asked Questions

According to the research reports of 18 Wall Street equities research analysts, the average twelve-month stock price forecast for Transdigm Group is $1,431.40, with a high forecast of $1,750.00 and a low forecast of $1,200.00.

18 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Transdigm Group in the last twelve months. There are currently 13 hold ratings and 5 buy ratings for the stock. The consensus among Wall Street analysts is that investors should "hold" TDG shares. A hold rating indicates that analysts believe investors should maintain any existing positions they have in TDG, but not buy additional shares or sell existing shares.

According to analysts, Transdigm Group's stock has a predicted upside of 25.71% based on their 12-month stock forecasts.

Transdigm Group has been rated by research analysts at BMO Capital Markets, Guggenheim, JPMorgan Chase & Co., Melius Research, Royal Bank Of Canada, Stifel Nicolaus, TD Cowen, The Goldman Sachs Group, UBS Group, Weiss Ratings, and Wells Fargo & Company in the past 90 days.

Analysts like Transdigm Group less than other "industrials" companies. The consensus rating score for Transdigm Group is 2.28 while the average consensus rating score for "industrials" companies is 2.31. Learn more on how TDG compares to other companies.

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MarketBeat monitors more than a dozen sources for Transdigm Group analyst ratings, with the most recent rating issued on 10/15/2026.

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Transdigm Group (TDG) Stock Forecast & Price Target