The 4 Wall Street analysts covering The Elmet Group Co. hold a median 12-month price target of $27 — +12.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 3 of 100 as at 29 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 The Elmet Group Co. 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
Revisions (69): Analysts have, on balance, been raising their forecasts.
Quality (1): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ELMT, 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 +12.1% from it.
Of the 17 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $20 → $30 |
| 8 Oct 2026 | Needham | Maintains | Buy | $25 → $28 |
| 8 Oct 2026 | Needham | Maintains | Buy | — |
| 6 Oct 2026 | Canaccord Genuity | Maintains | Buy | $21 → $26 |
| 6 Oct 2026 | Canaccord Genuity | Maintains | Buy | — |
| 15 Sept 2026 | Needham | Maintains | Buy | — |
| 15 Sept 2026 | Needham | Maintains | Buy | $21 → $25 |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | — |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | $21 → $26 |
| 17 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 17 Aug 2026 | Canaccord Genuity | Maintains | Buy | $20 → $21 |
| 18 May 2026 | Canaccord Genuity | Initiates | Buy | — |
| 18 May 2026 | Canaccord Genuity | Initiates | Buy | $20 |
| 18 May 2026 | Cantor Fitzgerald | Initiates | Overweight | $20 |
| 18 May 2026 | Cantor Fitzgerald | Initiates | Overweight | — |
| 18 May 2026 | Needham | Initiates | Buy | — |
| 18 May 2026 | Needham | Initiates | Buy | $21 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ELMT appears in the Radar on the weeks it earns a place.
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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 11% of US stocks
Cheaper than 38% of US stocks
Cheaper than 25% of US stocks
Cheaper than 4% of US stocks
Higher than 81% of US stocks
Higher than 72% of US stocks
Higher than 27% of US stocks
Higher than 24% of US stocks
Higher than 28% of US stocks
Higher than 43% of US stocks
Higher than 41% 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.
The Elmet Group Co. has a market value of $719.5M and an enterprise value of $671.3M.
Revenue in the twelve months to 30 June 2026: $228.5M. The latest quarter grew 35.2% year on year.
Net income over the same four quarters: −$9.0M, a −3.9% net margin.
Free cash flow in the twelve months to 30 June 2026: −$12.1M.
The Elmet Group Co. spent $5.1M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 65.9×; forward P/E: 40.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
The Elmet Group Co. employs 532 people — $430K 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 The Elmet Group Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Investors Business Daily reports that Elmet Group products and components are used in a range of defense-related equipment. Its shares are up 49% from their April IPO.
Why it matters — ELMT watchers may note the company’s defense-equipment exposure and reported share performance since its IPO.
Seeking Alpha describes Elmet as the sole U.S.-owned, fully integrated supplier of critical refractory metals, and reports a $450 million Department of War investment and a $2 billion DLA IDIQ contract. It also cites strategic joint ventures, EU manufacturing acquisitions, and off-take agreements supporting expansion of its tungsten and molybdenum supply chain.
Why it matters — The reported government commitments and supply-chain expansion are relevant to investors tracking Elmet’s role in defense and aerospace materials.
Elmet Technologies, a wholly owned subsidiary of The Elmet Group Co., announced it was awarded an approximately $36 million contract by the Defense Logistics Agency to supply high-performance molybdenum and tungsten alloys and precision wire to the U.S. National Defense Stockpile. The award is in addition to a $2 billion DLA tungsten stockpile contract announced on September 14, 2026.
Why it matters — ELMT watchers would note that this new DLA contract further strengthens Elmet's position as a domestic supplier of critical aerospace and defense materials, complementing its existing $2 billion tungsten stockpile award.
The Elmet Group Co. announced a strategic partnership with Masan High-Tech Materials Corporation, combining a 4.99% equity investment with multi-year committed procurement and sale agreements for tungsten supply to the U.S. market.
Why it matters — A ELMT watcher would care because the partnership secures a committed long-term tungsten supply arrangement with a fully integrated mining and refining platform, directly supporting Elmet's U.S. tungsten and strategic mineral product business.
The Elmet Group announced a long-term strategic relationship with Vietnam-based Masan High-Tech Materials, under which ELMT will acquire a 4.99% equity stake in MSR for $124.75 million. The deal includes multi-year supply agreements across key stages of the tungsten value chain and furthers objectives tied to a $450 million U.S. Government investment committed in September 2026.
Why it matters — This investment strengthens ELMT's tungsten supply chain through a multi-year strategic relationship with a partner spanning the full value chain, and advances objectives of a major U.S. Government-backed commitment.
The 4 Wall Street analysts covering The Elmet Group Co. have a median 12-month price target of $27, with estimates ranging from $26 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 4 analysts covering The Elmet Group Co., 4 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The Elmet Group Co. 3 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 29 Oct 2026, The Elmet Group Co. ranks 3 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 Revisions (69 of 100).
No one can know that. What the data says: the median 12-month target from 4 analysts implies +12.1% from the last close, and Ticker Nerd's factor model ranks The Elmet Group Co. 3 out of 100 as at 29 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Elmet Group Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ELMT are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $26 to $30 over the next 12 months.
The Elmet Group Co. is a precision-engineered components and advanced high-energy systems company serving demanding industrial and technology markets.
The most recent item we track (Investors Business Daily, 23 Oct 2026): "Defense Play Elmet, Up 45% Since Its April IPO, Gets 50% Target Hike". Investors Business Daily reports that Elmet Group products and components are used in a range of defense-related equipment. Its shares are up 49% from their April IPO.
The Elmet Group Co. is a precision-engineered components and advanced high-energy systems company serving demanding industrial and technology markets. The company focuses on products and solutions used in aerospace, defense, government, industrial, medical, semiconductor, electronics, and energy applications. Its operations are organized into two business segments: Critical Materials Components, which supports specialized materials and engineered parts, and Engineered Microwave Products, which addresses high-power and radio-frequency systems. The Elmet Group Co. also works with customers that require highly specialized performance in areas such as material processing, microwave transmission, and other mission-critical engineering uses. Headquartered in Portland, Maine, The Elmet Group Co. plays a role in supplying technical components and systems that support complex manufacturing, scientific, and infrastructure-related environments.
CEO Mr. Peter Vincent Anania · 532 employees · United States · https://theelmetgroup.com
