Transdigm Group (TDG) Stock Forecast & Price Target

$1,085.80 +9.79 (+0.91%)

Closing price 09/18/2026 03:59 PM Eastern

Extended Trading

$1,085.44 -0.36 (-0.03%)

As of 09/18/2026 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

$1,452.53
33.78% Upside

According to the 18 analysts' twelve-month price targets for Transdigm Group, the average price target is $1,452.53. 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 33.78% from the current price of $1,085.80.

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 9/19/25 to 9/19/26	1 Month Ago 8/20/25 to 8/20/26	3 Months Ago 6/21/25 to 6/21/26	1 Year Ago 9/19/24 to 9/19/25
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)	6 Buy rating(s)	10 Buy rating(s)	10 Buy rating(s)
Hold	13 Hold rating(s)	11 Hold rating(s)	9 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	$1,452.53	$1,463.71	$1,525.06	$1,599.73
Forecasted Upside	33.78% Upside	23.77% Upside	14.48% Upside	24.84% Upside
Consensus Rating	Hold	Hold	Moderate Buy	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	2.30	2.53
Consensus Rating	Hold	Hold	Moderate Buy
Predicted Upside	33.78% Upside	102.38% Upside	18.43% Upside
News Sentiment Rating	Neutral News See Recent TDG News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
9/17/2026	JPMorgan Chase & Co. 3 of 5 stars	Seth Seifman 4 of 5 stars	Lower Target	Neutral	$1,450.00 ➝ $1,415.00	+30.22%
9/16/2026	Royal Bank Of Canada 3 of 5 stars	Ken Herbert 5 of 5 stars	Reiterated Rating	Sector Perform	$1,350.00	+24.45%
9/15/2026	Guggenheim 5 of 5 stars	Michael Ciarmoli Not Rated	Initiated Coverage	Neutral
9/14/2026	Melius Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Buy ➝ Hold	$1,331.00	+19.81%
8/28/2026	Weiss Ratings Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Hold (C)
8/5/2026	UBS Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Gavin Parsons Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$1,585.00 ➝ $1,695.00	+35.58%
8/5/2026	Stifel Nicolaus Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Jonathan Siegmann Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Buy ➝ Hold	$1,525.00 ➝ $1,405.00	+10.14%
7/15/2026	Morgan Stanley Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Kristine Liwag Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Overweight ➝ Equal Weight	$1,680.00 ➝ $1,345.00	+10.58%
7/2/2026	BMO Capital Markets Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Goldie Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Outperform	$1,450.00 ➝ $1,525.00	+13.51%
5/14/2026	BNP Paribas Exane Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Lower Target	Outperform	$1,800.00 ➝ $1,750.00	+47.70%
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5/11/2026	Jefferies Financial Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Boost Target		$1,565.00 ➝ $1,575.00	+30.74%
5/6/2026	Deutsche Bank Aktiengesellschaft Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Boost Target	Hold	$1,306.00 ➝ $1,350.00	+12.02%
5/6/2026	Susquehanna Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Charles Minervino Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Neutral	$1,400.00 ➝ $1,350.00	+8.86%
4/8/2026	TD Cowen Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Lower Target	Buy	$1,565.00 ➝ $1,450.00	+20.31%
4/1/2026	Wells Fargo & Company Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	David Strauss Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Initiated Coverage	Equal Weight	$1,200.00	+3.45%
2/5/2026	KeyCorp Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Leshock Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Overweight ➝ Sector Weight
2/4/2026	Robert W. Baird Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Outperform ➝ Neutral	$1,400.00	+7.89%
12/8/2025	Zacks Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Strong Sell ➝ Hold
10/15/2025	Truist Financial Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Ciarmoli Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Buy	$1,730.00 ➝ $1,647.00	+30.94%
7/14/2025	Citigroup Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Jason Gursky Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$1,635.00 ➝ $1,795.00	+14.27%
6/23/2025	The Goldman Sachs Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Noah Poponak Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$1,526.00 ➝ $1,709.00	+17.35%
4/9/2025	Northcoast Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	C. Olin Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Upgrade	Neutral ➝ Buy	$1,500.00	+21.97%
1/6/2025	Barclays Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	David Strauss Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	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 Saturday at 02:58 AM 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 Thursday, September 17, 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 recently reported strong financial performance, beating consensus estimates for both earnings per share and revenue in its most recent quarter, with revenue growing 22.5% year-over-year to $2.74 billion, indicating robust demand for its aerospace components.
The company has raised its full-year 2026 earnings per share guidance to a range of $40.62 to $41.46, which exceeds the current analyst consensus estimate of $38.81, suggesting that management expects continued strong operational momentum and profitability throughout the year.
TransDigm Group Incorporated currently trades at $1,076.27, which is near its 52-week low of $1,071.25, potentially offering a valuation entry point for investors given that the average analyst price target remains significantly higher at approximately $1,452.53.
Short interest in the stock has decreased over the past several months, dropping from over 1.2 million shares in late 2025 to under 900,000 shares in August 2026, which may indicate that bearish sentiment is fading and that investors are becoming more confident in the company's outlook.
The company maintains a high net margin of 19.69% and continues to serve critical customers in the aerospace and defense sectors, including commercial airlines and military agencies, providing a stable revenue base through its proprietary products like actuators and ignition systems.

Transdigm Group
Bear Case

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

TransDigm Group Incorporated recently announced a new $2.5 billion notes offering and a tender offer for 2028 secured notes, which increases the company's debt load and may raise concerns about its financial leverage and future interest obligations.
There has been significant insider selling activity, with COO Joel Reiss and Director W. Nicholas Howley selling substantial portions of their holdings in recent months, such as Reiss selling 3,900 shares in September 2026, which can signal a lack of confidence from company leadership.
The stock has experienced a significant decline from its 52-week high of $1,463.03 to its current price of $1,076.27, reflecting a substantial drop in market value that may indicate broader market concerns or specific issues affecting the company's stock performance.
Analyst sentiment has shifted negatively, with several firms including JPMorgan Chase & Co. and Guggenheim issuing "neutral" or "hold" ratings and lowering price targets, while the consensus rating has moved to "Hold," suggesting that the stock may be overvalued relative to its growth prospects.
The company's return on equity is negative at -23.65%, which indicates that it is not efficiently using shareholder equity to generate profits, a metric that investors often scrutinize when assessing the overall financial health and efficiency of a corporation.

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 $1,452.53, 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 33.78% based on their 12-month stock forecasts.

Over the previous 90 days, Transdigm Group's stock had 1 downgrade by analysts.

Transdigm Group has been rated by research analysts at BMO Capital Markets, Guggenheim, JPMorgan Chase & Co., Melius Research, Morgan Stanley, Royal Bank Of Canada, Stifel Nicolaus, UBS Group, and Weiss Ratings 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 2.30. 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 9/17/2026.

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Transdigm Group (TDG) Stock Forecast & Price Target