Transdigm Group (TDG) Stock Forecast & Price Target

$1,117.02 +0.82 (+0.07%)

Closing price 09/25/2026 03:59 PM Eastern

Extended Trading

$1,117.68 +0.65 (+0.06%)

As of 09/25/2026 07:51 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
30.04% 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 30.04% from the current price of $1,117.02.

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 9/28/25 to 9/28/26	1 Month Ago 8/29/25 to 8/29/26	3 Months Ago 6/30/25 to 6/30/26	1 Year Ago 9/28/24 to 9/28/25
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)	9 Buy rating(s)	11 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	$1,513.56	$1,599.73
Forecasted Upside	30.04% Upside	23.61% Upside	14.11% Upside	23.30% 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	30.04% Upside	103.30% Upside	19.20% Upside
News Sentiment Rating	Positive 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

Export

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%
Get the Latest News and Ratings for TDG and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Transdigm Group and its competitors with MarketBeat's FREE daily newsletter.
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 Monday at 07:46 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 Friday, September 25, 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 in its most recent quarter, with earnings per share of $10.87, which exceeded the consensus estimate of $10.30 by $0.57, demonstrating the company's ability to outperform market expectations and generate robust profits for shareholders.
The company has raised its full-year 2026 earnings guidance to a range of $40.62 to $41.46 per share, which is significantly higher than the previous consensus estimate of $39.67, indicating management's confidence in sustained revenue growth and operational efficiency throughout the fiscal year.
TransDigm Group Incorporated is expanding its defense portfolio through its subsidiary Extant Aerospace, which announced plans to acquire defense assets for $240 million, positioning the company to benefit from rising defense demand and strengthening its long-term growth outlook in the aerospace and defense sector.
Institutional investor confidence remains high, with major firms like State Street Corp increasing their holdings by 1.7% in the second quarter and BlackRock Inc. establishing a new stake valued at approximately $6.49 billion, suggesting that large-scale investors view the company as a stable and attractive long-term investment.
The stock is currently trading at $1,117.02, which is below the consensus price target of $1,463.71, suggesting potential upside for investors as the current market valuation may not fully reflect the company's strong earnings growth and strategic acquisitions.

Transdigm Group
Bear Case

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

Corporate insiders have been consistently selling shares, with COO Joel Reiss selling 3,900 shares in September 2026 and Director W. Nicholas Howley selling 10,132 shares in August 2026, which may signal a lack of confidence in the stock's near-term performance or a desire to lock in gains.
The stock has experienced significant volatility and recently hit a 52-week low of $1,071.25, with the current price of $1,117.02 remaining well below the 52-week high of $1,463.03, indicating that the stock has faced substantial downward pressure and may continue to face challenges in recovering its previous valuation.
Analyst sentiment has shifted to a "Hold" consensus rating, with recent downgrades from firms like JPMorgan Chase & Co. lowering their price target to $1,415 and Guggenheim initiating coverage with a "neutral" rating, suggesting that the stock may be fairly valued or overvalued relative to its growth prospects.
The company's return on equity is negative at 23.65%, which indicates that the company is not efficiently using its equity to generate profits, potentially raising concerns about its financial health and ability to deliver sustainable returns to shareholders.
Short interest has increased slightly, with shares shorted rising to 1,067,135 in the most recent reporting period, suggesting that some investors are betting against the stock's price, which could lead to further downward pressure if the short position continues to grow.

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 research analysts have issued "buy," "hold," and "sell" ratings for Transdigm Group in the last year. There are currently 13 hold ratings and 5 buy ratings for the stock. The consensus among Wall Street research 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 30.04% 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