Budget Approval: The Hellenic Parliament and the Government Council for National Security have approved a budget for the purchase of Elbit Systems' PULS rocket artillery system, with the anticipated contract amount being materially significant for the company, further solidifying its position in the European defense market.
Contract Anticipation: The award of this contract is contingent upon the completion of commercial negotiations with the Hellenic Ministry of National Defense, and a successful agreement will provide substantial revenue, enhancing the company's competitiveness in international markets.
System Advantages: The PULS system offers a comprehensive and cost-effective solution capable of launching various types of rockets and missiles, adaptable to existing platforms, which reduces maintenance and training costs, thereby improving customer satisfaction and market share.
Financial Performance: As of September 30, 2025, Elbit Systems reported revenues of $1.922 billion and an order backlog of $25.2 billion, indicating strong market demand and significant growth potential for the future.
ESLT
$515.79+Infinity%1D
Analyst Views on ESLT
Wall Street analysts forecast ESLT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESLT is 520.00 USD with a low forecast of 520.00 USD and a high forecast of 520.00 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.
2 Analyst Rating
Wall Street analysts forecast ESLT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESLT is 520.00 USD with a low forecast of 520.00 USD and a high forecast of 520.00 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
1 Hold
0 Sell
Moderate Buy
Current: 513.270
Low
520.00
Averages
520.00
High
520.00
Current: 513.270
Low
520.00
Averages
520.00
High
520.00
Morgan Stanley
Equal Weight
initiated
$531
2025-12-11
New
Reason
Morgan Stanley
Price Target
$531
2025-12-11
New
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.
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.
BofA
Buy
maintain
$500 -> $540
2025-08-26
Reason
BofA
Price Target
$500 -> $540
2025-08-26
maintain
Buy
Reason
BofA raised the firm's price target on Elbit Systems to $540 from $500 and keeps a Buy rating on the shares. Elbit continues to deliver on surging demand, says the analyst, who is increasing the firm's 2025 EPS forecast as well as its multiple to reflect the stronger than expected growth in the quarter, as well as multiple expansion for defense names.
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.
