Huntington Ingalls Industries Inc (HII) reached a 52-week high with a price increase of 3.00% amid a broader market decline, as the Nasdaq-100 fell by 1.75% and the S&P 500 dropped by 1.06%.
The significant catalyst for this price movement is HII's recent award of a $151 billion SHIELD contract, which enhances its defense capabilities and market position. This contract allows for rapid delivery of innovative capabilities in areas such as command and control system integration and cyber operations, showcasing HII's leadership in defense innovation and ensuring future growth opportunities.
This contract not only strengthens HII's competitive position in the defense sector but also opens avenues for long-term revenue growth and technological advancements, solidifying its status as a leader in the industry.
Wall Street analysts forecast HII stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for HII is 344.80 USD with a low forecast of 300.00 USD and a high forecast of 376.00 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.
6 Analyst Rating
Wall Street analysts forecast HII stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for HII is 344.80 USD with a low forecast of 300.00 USD and a high forecast of 376.00 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.
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 425.390
Low
300.00
Averages
344.80
High
376.00
Current: 425.390
Low
300.00
Averages
344.80
High
376.00
Goldman Sachs
Buy
maintain
$384 -> $425
2026-01-20
Reason
Goldman Sachs
Price Target
$384 -> $425
AI Analysis
2026-01-20
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on HII to $425 from $384 and keeps a Buy rating on the shares. The firm's Q4 Aerospace & Defense preview highlights favorable aerospace OE conditions, with supply below demand, while aftermarket growth outpaces global ASMs with strong pricing supporting margins, the analyst tells investors in a research note. Business jet demand remains solid amid tight supply, defense hardware growth is improving though margins face risk from shifting contracts, defense tech momentum emphasizes faster, commercial-style providers, and federal IT obligations continue under pressure, the firm says.
Melius Research
Hold
to
Buy
upgrade
2026-01-05
Reason
Melius Research
Price Target
2026-01-05
upgrade
Hold
to
Buy
Reason
Melius Research upgraded HII to Buy from Hold.
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Citi
initiated
$376
2025-12-11
Reason
Citi
Price Target
$376
2025-12-11
initiated
Reason
Citi initiated coverage of HII with a Buy rating and $376 price target. The firm launched coverage on 24 stocks in the aerospace and defense sector, saying the group faces a "number of megatrends" across commercial aerospace, defense, shipbuilding, and space. Citi sees these trends creating at least one trillion-dollar market cap company in the coming years. GE Aerospace could get there in as little as five years, Citi contends. The firm calls RTX "the Marquee Megatrend stock" and believes Boeing is an "unusually attractive mega-cap turnaround" story. The analyst expects improving trends in Q4 and continued momentum in Q1 for the sector.
JPMorgan
Seth Seifman
Neutral
maintain
$287 -> $342
2025-11-03
Reason
JPMorgan
Seth Seifman
Price Target
$287 -> $342
2025-11-03
maintain
Neutral
Reason
JPMorgan analyst Seth Seifman raised the firm's price target on HII to $342 from $287 and keeps a Neutral rating on the shares.
About HII
Huntington Ingalls Industries, Inc. is a global, all-domain defense provider. The Company delivers ships and all-domain solutions in service of the nation. It delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. It operates through three segments: Ingalls Shipbuilding (Ingalls), Newport News Shipbuilding (Newport News), and Mission Technologies. Through its Ingalls segment, the Company designs and constructs non-nuclear ships for the United States Navy and Coast Guard, including amphibious assault ships, expeditionary warfare ships, surface combatants, and national security cutters (NSC). The core business of its Newport News segment is designing and constructing nuclear-powered aircraft carriers and submarines, and the refueling and overhaul and the inactivation of nuclear-powered aircraft carriers. The Company’s Mission Technologies segment develops integrated solutions that enable connected, all-domain force.
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.
