Shares of Elbit Systems Ltd. (ESLT.O) declined today, crossing below the 5-day simple moving average, indicating a shift towards bearish momentum. This movement comes despite the company announcing a significant $2.3 billion international contract, which is set to be executed over the next eight years, showcasing its robust technological capabilities. However, the stock's recent performance has been tempered by a third-quarter revenue of $1.92 billion, falling short of expectations, and a cautious Neutral rating from J.P. Morgan, reflecting broader market concerns. As geopolitical tensions rise, Elbit's strong order backlog of $25.2 billion may provide some resilience, yet investors remain wary of potential supply chain disruptions impacting future growth.
Wall Street analysts forecast ESLT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESLT is 553.67 USD with a low forecast of 531.00 USD and a high forecast of 580.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast ESLT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESLT is 553.67 USD with a low forecast of 531.00 USD and a high forecast of 580.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 730.830
Low
531.00
Averages
553.67
High
580.00
Current: 730.830
Low
531.00
Averages
553.67
High
580.00
JPMorgan
Seth Seifman
Neutral
maintain
$530 -> $580
2025-12-19
Reason
JPMorgan
Seth Seifman
Price Target
$530 -> $580
AI Analysis
2025-12-19
maintain
Neutral
Reason
JPMorgan analyst Seth Seifman raised the firm's price target on Elbit Systems to $580 from $530 and keeps a Neutral rating on the shares as part of its aerospace and defense outlook for 2026. The outlook for sector remains mostly positive into 2026, the analyst tells investors in a research note. In aerospace, JPMorgan expects strong demand and a gradual supply increase to drive "visible growth." The outlook for defense is "more nuanced," the firm adds.
Morgan Stanley
Equal Weight
initiated
$531
2025-12-11
Reason
Morgan Stanley
Price Target
$531
2025-12-11
initiated
Equal Weight
Reason
Morgan Stanley initiated coverage of Elbit Systems with an Equal Weight rating and $531 price target. Elbit is an Israeli defense pure-play offering "differentiated capabilities" across geographies, the analyst tells investors in a research note. With the shares up 95% year-to-date, the firm sees much of the company's growth potential priced into the shares.
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BofA
Ronald Epstein
Buy
maintain
$540 -> $550
2025-12-03
Reason
BofA
Ronald Epstein
Price Target
$540 -> $550
2025-12-03
maintain
Buy
Reason
BofA analyst Ronald Epstein raised the firm's price target on Elbit Systems to $550 from $540 and keeps a Buy rating on the shares. The company continues to demonstrate strong revenue growth, margin expansion, and enduring demand, says the analyst, who expects Elbit will continue to benefit from increased defense spending domestically in Israel, NATO countries, and the U.S.
JPMorgan
Neutral
initiated
$520
2025-09-30
Reason
JPMorgan
Price Target
$520
2025-09-30
initiated
Neutral
Reason
JPMorgan initiated coverage of Elbit Systems with a Neutral rating and $520 price target. Elbit is an Israeli-based, geographically diverse global defense company with exposure to several growing markets and margin expansion potential, the analyst tells investors in a research note. However, with the stock up 157% in the past year, JPMorgan seeks a better entry point into the name.
About ESLT
Elbit Systems Ltd. is an international technology company engaged in a range of programs across the world. The Company develops and supplies a portfolio of airborne, land and naval systems and products for defense, homeland security and commercial aviation applications. Its systems and products are installed on new platforms, and it also performs platform modernization programs. In addition, it provides a range of support services. The Company's activities include military aircraft and helicopter systems; helmet mounted systems; commercial aviation systems and aerostructures; unmanned aircraft and unmanned surface vessels; land vehicle systems; command, control, communications, computer and intelligence (C4I) systems; intelligence and cyber systems; electro-optic and countermeasures systems; electronic warfare and signal intelligence systems, and various commercial activities. It operates primarily in the defense and homeland security arenas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
