The 7 Wall Street analysts covering Applied Aerospace & Defense, Inc. hold a median 12-month price target of $24 — +33.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 4 of 100 as at 14 Aug 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 (72): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (2): 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.
The green dot is the last close — the median target sits +33.9% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $23 → $24 |
| 29 June 2026 | B of A Securities | Initiates | Buy | $24 |
| 29 June 2026 | Baird | Initiates | Outperform | $30 |
| 29 June 2026 | Morgan Stanley | Initiates | Equal-Weight | $23 |
| 29 June 2026 | RBC Capital | Initiates | Outperform | $24 |
| 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.
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 99% of US stocks
Cheaper than 99% of US stocks
Cheaper than 8% of US stocks
Cheaper than 5% of US stocks
Higher than 71% of US stocks
Higher than 27% of US stocks
Higher than 30% of US stocks
Higher than 24% of US stocks
Higher than 27% of US stocks
Higher than 32% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Applied Aerospace & Defense shares slid this week following its first earnings report as a publicly traded company. Despite the decline, all three of its business units reported increased revenue.
Why it matters — AADX watchers would care because the company's first post-IPO earnings report triggered a weekly share-price decline even as all three business segments delivered revenue growth.
Seeking Alpha published the transcript of Applied Aerospace & Defense, Inc.'s (AADX) Q2 2026 earnings call. The item consists solely of the earnings call transcript for the second quarter of 2026.
Why it matters — AADX watchers would care because the earnings call transcript provides management's discussion of the company's Q2 2026 results and operations.
Applied Aerospace & Defense (AADX) reported record second-quarter revenue and adjusted EBITDA during its first earnings call as a public company, while citing a growing contract backlog, capacity investments, and sustained demand in space and defense programs.
Why it matters — The results and backlog growth provide early insight into AADX's public-company performance and the strength of demand for its aerospace and defense offerings.
Applied Aerospace & Defense, Inc. (AADX) shares fell about 10% on Wednesday following the release of its first earnings report since its initial public offering in June.
Why it matters — This marks AADX's first earnings result as a public company and a notable market reaction that AADX watchers would follow closely.
Applied Aerospace & Defense reported earnings and saw its stock decline, while fellow aerospace supplier Astronics saw its shares rise after its own earnings report.
Why it matters — AADX watchers would care because the company's post-earnings stock price drop signals a negative market reaction to its latest financial results.
The 7 Wall Street analysts covering Applied Aerospace & Defense, Inc. have a median 12-month price target of $24, with estimates ranging from $23 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Applied Aerospace & Defense, Inc., 6 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Aerospace & Defense, Inc. 4 out of 100 across roughly 4,600 US stocks as at 14 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Aug 2026, Applied Aerospace & Defense, Inc. ranks 4 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 (72 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +33.9% from the last close, and Ticker Nerd's factor model ranks Applied Aerospace & Defense, Inc. 4 out of 100 as at 14 Aug 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: $23 to $30 over the next 12 months.
Applied Aerospace & Defense, Inc. is an aerospace and defense manufacturer that provides advanced design, engineering, and vertically integrated manufacturing solutions for space and defense applications.
The most recent item we track (The Motley Fool, 14 Aug 2026): "Why Applied Aerospace & Defense Was Sliding This Week". Applied Aerospace & Defense shares slid this week following its first earnings report as a publicly traded company. Despite the decline, all three of its business units reported increased revenue.
Applied Aerospace & Defense, Inc. is an aerospace and defense manufacturer that provides advanced design, engineering, and vertically integrated manufacturing solutions for space and defense applications. The company focuses on producing complex, mission-critical subsystems and hardware that operate in extreme environments, supporting customers whose platforms require high reliability and technical precision. Its activities are organized around three core markets: Space and Launch Systems; Defense Aviation and Airborne Systems; and Command, Control, Communications, Computers, Cyber, Intelligence, Surveillance, and Reconnaissance (C5ISR) and Precision Strike Systems. Applied Aerospace & Defense serves leading and next-generation space and defense technology companies, acting as a key partner in the supply chain for high-consequence platforms such as launch vehicles, military aircraft, and advanced defense systems. Headquartered in Huntsville, Alabama, the company plays a specialized role in the industrials sector by delivering integrated subsystems and components that support critical national security and space missions.
CEO Mr. James William Ferguson III · 1,542 employees · United States · https://applied-ad.com