ETF Analysis: The Schwab Fundamental U.S. Broad Market Index ETF (FNDB) has an implied analyst target price of $27.53, indicating a potential upside of 9.59% from its current trading price of $25.12.
Notable Holdings: Key underlying holdings with significant upside potential include Topgolf Callaway Brands Corp (MODG), Ladder Capital Corp (LADR), and AAR Corp (AIR), each showing expected price increases based on analyst targets.
Market Sentiment: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to downgrades if they do not align with current market conditions.
Investor Considerations: Investors are encouraged to conduct further research to assess the validity of analyst targets in light of recent developments in the companies and their respective industries.
Wall Street analysts forecast AIR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 101.25 USD with a low forecast of 93.00 USD and a high forecast of 107.00 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 AIR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 101.25 USD with a low forecast of 93.00 USD and a high forecast of 107.00 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 Buy
0 Hold
0 Sell
Strong Buy
Current: 107.740
Low
93.00
Averages
101.25
High
107.00
Current: 107.740
Low
93.00
Averages
101.25
High
107.00
Truist
Michael Ciarmoli
Buy
maintain
$99 -> $107
2026-01-09
Reason
Truist
Michael Ciarmoli
Price Target
$99 -> $107
AI Analysis
2026-01-09
maintain
Buy
Reason
Truist analyst Michael Ciarmoli raised the firm's price target on AAR Corp. to $107 from $99 and keeps a Buy rating on the shares. Despite a strong 2025, the Aerospace & Defense sector remains broadly bullish for 2026, with rising aircraft production and sustained aftermarket demand supporting both OE and AM segments, the analyst tells investors in a research note. Defense may see fewer catalysts, but recapitalization, geopolitical tensions, and replenishment needs should sustain demand, making stock selection critical amid elevated valuations, particularly for SMID defense tech names, the firm adds.
Truist
Buy
maintain
$90 -> $99
2026-01-07
Reason
Truist
Price Target
$90 -> $99
2026-01-07
maintain
Buy
Reason
Truist raised the firm's price target on AAR Corp. to $99 from $90 and keeps a Buy rating on the shares. Results exceeded expectations on organic growth and recent acquisitions, though free cash flow fell short, and management raised FY26 organic revenue growth to 11% from 10%, the analyst tells investors in a research note. While the Q3 revenue outlook is above Street, adjusted operating margins are expected to remain somewhat depressed near-term due to HAECO acquisition dilution, with margin improvement hinging on synergies and cost reductions, and strong part sales supporting top-line momentum, the firm says.
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RBC Capital
Outperform
maintain
$90 -> $105
2026-01-07
Reason
RBC Capital
Price Target
$90 -> $105
2026-01-07
maintain
Outperform
Reason
RBC Capital raised the firm's price target on AAR Corp. to $105 from $90 and keeps an Outperform rating on the shares. AAR reported strong fiscal Q2 results, with total sales growth of 16% and strong industry fundamentals, the analyst tells investors in a research note. The margin set up remains "encouraging" into fiscal 2027, the firm adds.
Jefferies
NULL -> Buy
initiated
$100
2025-12-17
Reason
Jefferies
Price Target
$100
2025-12-17
initiated
NULL -> Buy
Reason
Jefferies initiated coverage of AAR Corp. with a Buy rating and $100 price target. Since 2023, AAR's five deals have transformed it into having a full-service aviation aftermarket portfolio, enabled by an intellectual property stack and recurring software solutions, the analyst tells investors. The diversification into predictable, higher-margin channels "gives credibility" to the firm's estimate 11% growth compound annual growth rate to 2028, the analyst added.
About AIR
AAR Corp. is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. The Company’s Parts Supply segment consists of its sales of used serviceable engine and airframe parts and components and distribution of new parts. The Repair & Engineering segment consists of its maintenance, repair, and overhaul (MRO) services across airframes and components. The Integrated Solutions segment consists of its fleet management and operations of customer-owned aircraft, customized performance-based supply chain logistics programs in support of the United States (U.S.) Department of Defense, U.S. Department of State, and foreign governments, flight hour component inventory and repair programs for commercial airlines, and integrated software solutions, including Trax. The Expeditionary Services segment consists of products and services supporting the movement of equipment and personnel by the U.S. and foreign governments and non-governmental organizations.
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.
