Construction Milestone: HII's Newport News Shipbuilding division announced the completion of the pressure hull for the Oklahoma submarine (SSN 802), signifying that all hull sections have been joined into a single watertight unit, which underscores the company's commitment to accelerating production and enhancing delivery capabilities for its Navy customer.
Submarine Series Progress: Oklahoma is the 29th Virginia-class fast attack submarine and the first of Block V, demonstrating HII's ongoing leadership in submarine manufacturing and is expected to further enhance the U.S. Navy's maritime combat capabilities.
Team Collaboration: HII emphasizes the close collaboration among its shipbuilders, Navy partners, and suppliers nationwide to ensure the successful construction of Oklahoma, a teamwork approach that not only improves production efficiency but also strengthens the company's competitive position in the defense market.
Historical Legacy: The submarine's sponsor, Mary Slavonic, has deep ties to Oklahoma, reflecting HII's commitment to national security and historical legacy, which further solidifies the company's sense of social responsibility in the defense sector.
HII
$326.8+Infinity%1D
Analyst Views on HII
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 322.40 USD with a low forecast of 264.00 USD and a high forecast of 356.00 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.
5 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 322.40 USD with a low forecast of 264.00 USD and a high forecast of 356.00 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 Buy
2 Hold
1 Sell
Hold
Current: 329.160
Low
264.00
Averages
322.40
High
356.00
Current: 329.160
Low
264.00
Averages
322.40
High
356.00
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.
Goldman Sachs
NULL -> Buy
maintain
$316 -> $356
2025-10-31
Reason
Goldman Sachs
Price Target
$316 -> $356
2025-10-31
maintain
NULL -> Buy
Reason
Goldman Sachs raised the firm's price target on HII to $356 from $316 and keeps a Buy rating on the shares.
TD Cowen
Gautam Khanna
Buy
maintain
$320 -> $350
2025-10-31
Reason
TD Cowen
Gautam Khanna
Price Target
$320 -> $350
2025-10-31
maintain
Buy
Reason
TD Cowen analyst Gautam Khanna raised the firm's price target on HII to $350 from $320 and keeps a Buy rating on the shares. The firm said its Q3 print revealed mixed operating trends. Yet, the stock benefits from few ways to play the thematic shipbuilding demand upturn, a gradual operational turnaround, and muted investor sentiment that can continue to improve.
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.
