Teledyne Technologies Inc. saw its stock rise by 5.96% as it reached a 52-week high, following the announcement of its fourth-quarter 2025 financial results.
The company reported record net sales of $1.61 billion, a 7.3% increase year-over-year, and net income rose to $275.6 million, exceeding Wall Street's expectations. This strong performance was driven by robust growth across multiple business segments and $73 million in incremental revenue from acquisitions. Teledyne also provided an optimistic outlook for the first quarter and full year, projecting earnings above analyst estimates.
This impressive financial performance highlights Teledyne's strong market position and operational efficiency, likely attracting more investor interest and confidence in its future growth potential.
Wall Street analysts forecast TDY stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TDY is 609.43 USD with a low forecast of 567.00 USD and a high forecast of 645.00 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.
7 Analyst Rating
Wall Street analysts forecast TDY stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TDY is 609.43 USD with a low forecast of 567.00 USD and a high forecast of 645.00 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
3 Hold
0 Sell
Moderate Buy
Current: 620.310
Low
567.00
Averages
609.43
High
645.00
Current: 620.310
Low
567.00
Averages
609.43
High
645.00
Stifel
Jonathan Siegmann
Buy
maintain
$645 -> $720
2026-01-22
Reason
Stifel
Jonathan Siegmann
Price Target
$645 -> $720
AI Analysis
2026-01-22
maintain
Buy
Reason
Stifel analyst Jonathan Siegmann raised the firm's price target on Teledyne to $720 from $645 and keeps a Buy rating on the shares after the company reported strong Q4 revenues and earnings above estimates and gave "solid" 2026 guidance. The firm calls the stock "an attractive option to gain exposure to some of the most attractive growing areas of defense," namely drones and national security, without the near-term "nosebleed valuation multiples typical with the pure-play defense tech stocks."
Barclays
Equal Weight
maintain
$579 -> $599
2026-01-22
Reason
Barclays
Price Target
$579 -> $599
2026-01-22
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Teledyne to $599 from $579 and keeps an Equal Weight rating on the shares. The company reported a "high quality beat" in Q4, the analyst tells investors in a research note.
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Citi
John Godyn
Neutral
maintain
$604 -> $649
2026-01-22
Reason
Citi
John Godyn
Price Target
$604 -> $649
2026-01-22
maintain
Neutral
Reason
Citi analyst John Godyn raised the firm's price target on Teledyne to $649 from $604 and keeps a Neutral rating on the shares.
Morgan Stanley
initiated
$620
2026-01-20
Reason
Morgan Stanley
Price Target
$620
2026-01-20
initiated
Reason
Morgan Stanley assumed coverage of Teledyne with an Equal Weight rating and $620 price target. The firm also updated its Q4 estimates as it takes into account management's new guidance. The Q4 topline appears well calibrated at $1.57B, modestly above the company's implied Q4 revenue of $1.56B, the analyst tells investors in a research note.
About TDY
Teledyne Technologies Incorporated is a provider of digital imaging products and software, instrumentation, aerospace and defense electronics, and engineered systems. Its segments include Digital Imaging, which includes sensors, cameras and systems, within the visible, infrared, ultraviolet and X-ray spectra for use in industrial, scientific, government, defense, and others; Instrumentation segment offers monitoring and control instruments for marine, environmental, industrial and other applications, and electronic test and measurement equipment; Aerospace and Defense Electronics segment provides electronic and optical components and subsystems, data acquisition and communications components and equipment, harsh environment interconnects, general aviation batteries and other components, and Engineered Systems segment provides systems engineering, integration and technology development and manufacturing solutions. It also develops and manufactures gas sensors for critical applications.
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.
