HEICO Corp's stock price increased by 3.74% as it reached a 52-week high, reflecting positive investor sentiment in the context of broader market gains, with the Nasdaq-100 up 1.16% and the S&P 500 up 0.81%.
This surge is attributed to Michael Ciarmoli from Truist Securities maintaining a Buy rating on HEICO and raising the price target from $366 to $391, anticipating a 21% stock gain following the company's robust earnings report. The strong quarterly performance has led to positive market reactions, indicating confidence in HEICO's growth trajectory.
The implications of this price movement suggest that HEICO is well-positioned for future growth, supported by favorable analyst ratings and a strong earnings outlook, which could attract further investment interest.
Wall Street analysts forecast HEI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HEI is 365.68 USD with a low forecast of 303.09 USD and a high forecast of 400.00 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.
10 Analyst Rating
Wall Street analysts forecast HEI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HEI is 365.68 USD with a low forecast of 303.09 USD and a high forecast of 400.00 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.
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 331.960
Low
303.09
Averages
365.68
High
400.00
Current: 331.960
Low
303.09
Averages
365.68
High
400.00
Susquehanna
Neutral
initiated
$385
2026-01-23
Reason
Susquehanna
Price Target
$385
AI Analysis
2026-01-23
initiated
Neutral
Reason
As previously reported, Susquehanna initiated coverage of Heico with a Neutral rating and $385 price target. While the firm believes Heico is well-positioned for 8% compound annual growth in revenue and a 13% free cash flow compound annual growth rate from FY26-FY28 based on aftermarket tailwinds in commercial aviation and sustained investment in defense and space, it cites the stock's "current sizable premium valuation" for its Neutral rating. The firm sees more upside opportunity from other stocks within its A&D coverage at this time, the analyst added.
Susquehanna
Charles Minervino
Neutral
initiated
$385
2026-01-23
Reason
Susquehanna
Charles Minervino
Price Target
$385
2026-01-23
initiated
Neutral
Reason
Susquehanna analyst Charles Minervino initiated coverage of Heico with a Neutral rating and $385 price target.
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Truist
Buy
maintain
$366 -> $391
2025-12-23
Reason
Truist
Price Target
$366 -> $391
2025-12-23
maintain
Buy
Reason
Truist raised the firm's price target on Heico to $391 from $366 and keeps a Buy rating on the shares. From a top-line growth perspective, the firm believes that demand for defense, including missiles and strong aftermarket demand, coupled with fixed cost absorption, should enable high-single-digit growth to be sustained through FY26 into FY27, the analyst tells investors in a research note.
Stifel
Buy
maintain
$360 -> $370
2025-12-22
Reason
Stifel
Price Target
$360 -> $370
2025-12-22
maintain
Buy
Reason
Stifel raised the firm's price target on Heico to $370 from $360 and keeps a Buy rating on the shares following what the firm calls "an impressive final quarter to a strong year." The firm expects Heico to "continue to set the standard for industrial stock compounders and effective m/a," adding that it also sees growing opportunities in Heico's defense business.
About HEI
HEICO Corporation is a manufacturer of jet engines and aircraft component replacement parts. Its segments include Flight Support Group (FSG) and Electronic Technologies Group (ETG). The FSG segment consists of HEICO Aerospace Holdings Corp. and HEICO Flight Support Corp. and their subsidiaries. FSG uses technology to design and manufacture jet engines and aircraft component replacement parts. FSG repairs, overhauls and distributes jet engine and aircraft components, avionics and instruments for domestic and foreign commercial air carriers and aircraft repair companies, as well as military and business aircraft operators. ETG segment consists of HEICO Electronic Technologies Corp. and its subsidiaries. The ETG designs, manufactures and sells various types of electronic, data and microwave, and electro-optical products, including infrared simulation and test equipment. It also designs and manufactures avionics controls, including navigation, audio, surveillance, and communication panels.
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.
