Contract Award: V2X has been awarded a $72 million contract to provide support and engineering services for the Gateway Mission Router, marking a significant milestone in the defense sector and expected to drive future growth potential.
Technological Innovation: The GMR, as a cyber-hardened solution, enhances air-to-ground operational capabilities through open-standard interfaces, supporting the Department of Defense's Combined Joint All Domain Command and Control initiative, which promotes a unified operational picture for improved decision-making.
Ongoing Investment: This contract builds upon a previous $49 million award, with V2X committed to further investing in the GMR solution to enhance processing capabilities while reducing size, weight, and power requirements for critical missions.
Project Timeline: The contract has an estimated completion date of June 25, 2030, further solidifying V2X's application within U.S. military mission systems and demonstrating its long-term commitment and strategic positioning in the defense market.
VVX
$55.76+Infinity%1D
Analyst Views on VVX
Wall Street analysts forecast VVX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VVX is 62.40 USD with a low forecast of 51.00 USD and a high forecast of 80.00 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 VVX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VVX is 62.40 USD with a low forecast of 51.00 USD and a high forecast of 80.00 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.
3 Buy
2 Hold
1 Sell
Moderate Buy
Current: 55.480
Low
51.00
Averages
62.40
High
80.00
Current: 55.480
Low
51.00
Averages
62.40
High
80.00
Morgan Stanley
Underweight
maintain
$58 -> $61
2025-12-16
New
Reason
Morgan Stanley
Price Target
$58 -> $61
2025-12-16
New
maintain
Underweight
Reason
Morgan Stanley raised the firm's price target on V2X to $61 from $58 and keeps an Underweight rating on the shares. Heading into the new year, the firm sees "encouraging signs of backlog growth," though idiosyncrasies around contract ramp up and roll offs and relative alignment to market subverticals will be the most significant drivers of performance, the analyst tells investors in a year-ahead note for the Government Services group.
Citi
John Godyn
Neutral
initiated
$62
2025-12-11
Reason
Citi
John Godyn
Price Target
$62
2025-12-11
initiated
Neutral
Reason
Citi analyst John Godyn initiated coverage of V2X with a Neutral rating and $62 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.
Truist
Buy
maintain
$58 -> $65
2025-11-05
Reason
Truist
Price Target
$58 -> $65
2025-11-05
maintain
Buy
Reason
Truist raised the firm's price target on V2X to $65 from $58 and keeps a Buy rating on the shares after its Q3 earnings beat. The firm is also citing the company's improved FY25 top-line outlook, minor shutdown impacts, and expected growth from major contracts in 2026, the analyst tells investors in a research note.
Stifel
Buy
maintain
$63 -> $65
2025-11-04
Reason
Stifel
Price Target
$63 -> $65
2025-11-04
maintain
Buy
Reason
Stifel raised the firm's price target on V2X to $65 from $63 and keeps a Buy rating on the shares. While the government shutdown is adding some incremental headwinds to near-term cash and to the timing of new awards, the firm thinks these headwinds are "relatively more bounded" for V2X than what some peers are facing, the analyst tells investors in a post-earnings note.
About VVX
V2X, Inc. builds innovative solutions that integrate physical and digital environments. The Company is a provider of critical mission solutions primarily to defense customers in 329 locations and 47 countries and territories worldwide. The Company provides a comprehensive suite of integrated solutions and critical service offerings across the operations and logistics, aerospace, training and technology markets to national security, defense, civilian and international clients. Its key service offerings include high impact readiness, integrated supply chain management, assured communications, mission solutions and platform renewal and modernization. Its assured communications capabilities include full lifecycle network management, network systems installation and activation, and information assurance. Its mission solutions capabilities provide customers with full-spectrum support for logistics, infrastructure sustainment, and contingency operations around the globe.
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.
