The 8 Wall Street analysts covering Applied Aerospace & Defense, Inc. hold a median 12-month price target of $24 — +113.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 5 of 100 as at 14 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Applied Aerospace & Defense, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (73): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (3): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AADX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +113.2% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Sept 2026 | Guggenheim | Initiates | Buy | $30 |
| 14 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 14 Aug 2026 | B of A Securities | Maintains | Buy | $24 → $23 |
| 13 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $23 → $24 |
| 13 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 29 June 2026 | B of A Securities | Initiates | Buy | $24 |
| 29 June 2026 | B of A Securities | Initiates | Buy | — |
| 29 June 2026 | Baird | Initiates | Outperform | — |
| 29 June 2026 | Baird | Initiates | Outperform | $30 |
| 29 June 2026 | Morgan Stanley | Initiates | Equal-Weight | $23 |
| 29 June 2026 | Morgan Stanley | Initiates | Equal-Weight | — |
| 29 June 2026 | RBC Capital | Initiates | Outperform | — |
| 29 June 2026 | RBC Capital | Initiates | Outperform | $24 |
| 29 June 2026 | Stifel | Initiates | Buy | — |
| 29 June 2026 | Stifel | Initiates | Buy | $24 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AADX appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 36% of US stocks
Cheaper than 39% of US stocks
Cheaper than 97% of US stocks
Higher than 85% of US stocks
Higher than 24% of US stocks
Higher than 16% of US stocks
Higher than 13% of US stocks
Higher than 27% of US stocks
Higher than 32% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Applied Aerospace & Defense, Inc. has a market value of $1.8B and an enterprise value of $2.2B.
Revenue in the twelve months to 30 June 2026: $543.8M. The latest quarter grew 47.4% year on year.
Net income over the same four quarters: −$244.8M, a −45.0% net margin.
Diluted earnings per share, trailing twelve months: $−1.57.
Free cash flow in the twelve months to 30 June 2026: −$124.4M.
Trailing P/E: −39.1×; forward P/E: 27.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Applied Aerospace & Defense, Inc. employs 1,542 people — $353K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Applied Aerospace & Defense, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he would stick with Applied Aerospace & Defense, Inc. (NYSE: AADX).
Why it matters — AADX watchers may note Cramer’s stated view of the company on the program.
Applied Aerospace & Defense is rated Buy after a 37% post-IPO decline, which analysts view as an improved entry point. The June IPO reduced net leverage, and Q2 revenue grew 47% year-over-year with a $1.13 billion backlog, though margin expansion and positive cash flow depend on successful program ramps.
Why it matters — AADX watchers would care because the article highlights a cheaper entry point, stronger financial flexibility from its IPO, and solid revenue growth, while flagging that future margins and cash flow hinge on program execution.
Applied Aerospace & Defense shares have fallen 35% since their IPO, bringing its valuation to below 3x sales and roughly 14–15x EBITDA. The company reports improving earnings visibility, a growing $1.13 billion backlog, and second-half guidance implying strong sequential revenue growth and potential upside in adjusted EBITDA versus consensus.
Why it matters — AADX watchers would care because the article points to improving earnings visibility and a growing backlog at lower post-IPO valuations, which could reassess the company's financial health.
Baron Small Cap Fund reported a 12.57% gain for the second quarter, trailing the Russell 2000 Growth Index's 25.71% return. The Fund noted Vertiv's strong quarterly results and raised guidance, while Planet Fitness underperformed after lowering its full-year guidance.
Why it matters — AADX watchers may track this fund's portfolio activity since its holdings could include aerospace and defense companies relevant to the sector.
Applied Aerospace & Defense announced that Elizabeth Robertson has joined the company as executive vice president of business development, where she will lead enterprise growth, new program capture, and strategic customer relationships across its core Space & Launch Systems and defense markets.
Why it matters — AADX watchers would care because a proven growth executive taking charge of business development could strengthen the company's market positioning and customer relationships in its key space and defense sectors.
The 8 Wall Street analysts covering Applied Aerospace & Defense, Inc. have a median 12-month price target of $24, with estimates ranging from $19 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Applied Aerospace & Defense, Inc., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Aerospace & Defense, Inc. 5 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Applied Aerospace & Defense, Inc. ranks 5 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (73 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +113.2% from the last close, and Ticker Nerd's factor model ranks Applied Aerospace & Defense, Inc. 5 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Applied Aerospace & Defense, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AADX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $19 to $30 over the next 12 months.
Applied Aerospace & Defense, Inc. is a defense and aerospace manufacturing company that designs, engineers, and produces integrated subsystems for space, launch, aviation, and precision defense applications.
The most recent item we track (Benzinga, 13 Oct 2026): "Jim Cramer Likes This Tech Stock, Recommends Sticking With Applied Aerospace". On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he would stick with Applied Aerospace & Defense, Inc. (NYSE: AADX).
Applied Aerospace & Defense, Inc. is a defense and aerospace manufacturing company that designs, engineers, and produces integrated subsystems for space, launch, aviation, and precision defense applications. The company focuses on mission-critical hardware built for extreme operating environments, combining advanced engineering, fabrication, assembly, inspection, qualification, and testing capabilities. Its products and solutions support space vehicle structures, satellite assemblies, propulsion-related components, airborne systems, and other specialized platforms used across defense and space technology markets. Applied Aerospace & Defense, Inc. serves customers in sectors that require high-reliability, complex components and vertically integrated manufacturing expertise, making it an important supplier within the aerospace and defense industrial base. Based in Huntsville, Alabama, the company operates across multiple segments that address space and launch systems, defense aviation and airborne systems, and precision strike and C5ISR-related programs.
CEO Mr. James William Ferguson III · 1,542 employees · United States · https://applied-ad.com
