ESLTIndustrials · Aerospace & DefenseThe 6 Wall Street analysts covering Elbit Systems Ltd. hold a median 12-month price target of $863 — +10.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 13 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Elbit Systems Ltd. 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
Volatility (87): The share price has been relatively steady.
Accruals (48): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ESLT, 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 +10.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 24 June 2026 | Jefferies | Maintains | Hold | $950 → $880 |
| 24 June 2026 | Jefferies | Maintains | Hold | — |
| 27 May 2026 | JP Morgan | Maintains | Neutral | — |
| 13 Apr 2026 | JP Morgan | Maintains | Neutral | — |
| 19 Dec 2025 | JP Morgan | Maintains | Neutral | — |
| 11 Dec 2025 | Morgan Stanley | Initiates | Equal-Weight | — |
| 30 Sept 2025 | JP Morgan | Initiates | Neutral | — |
| 26 Aug 2025 | B of A Securities | Maintains | Buy | — |
| 24 July 2025 | B of A Securities | Initiates | Buy | — |
| 18 Nov 2020 | Jefferies | Downgrade | Hold | — |
| 27 Jan 2020 | Jefferies | Initiates | Buy | — |
| 5 Oct 2017 | Standpoint Research | Downgrade | Hold | — |
| 1 Aug 2016 | Standpoint Research | Initiates | Accumulate | — |
| 2 Jan 2014 | Citigroup | Downgrade | Neutral | — |
| 15 Aug 2012 | Barclays | Maintains | Equal-Weight | — |
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. ESLT 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 13% of US stocks
Cheaper than 30% of US stocks
Cheaper than 13% of US stocks
Cheaper than 7% of US stocks
Higher than 64% of US stocks
Higher than 71% of US stocks
Higher than 28% of US stocks
Higher than 63% of US stocks
Higher than 65% of US stocks
Higher than 74% of US stocks
Higher than 70% of US stocks
Higher than 10% of US dividend payers
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 Elbit Systems Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Elbit Systems reported strong Q2 2026 results, with revenue up 15.9% YoY, a backlog reaching ~$32 billion (up 34% YoY), and more than doubled free cash flow, while maintaining a net cash position.
Why it matters — The robust revenue growth, expanding backlog, and improved cash flow signal strong operational execution and sustained demand for Elbit's diversified defense offerings.
Seeking Alpha reaffirms a Buy rating on Elbit Systems following a 17% stock drop, citing strong Q2 growth with revenue up 15.9% year-over-year, margin expansion, more than doubled free cash flow, and a record $32B backlog driven by international demand, particularly from Europe. Despite this, capacity constraints, delivery schedules, and operational risks remain material.
Why it matters — A record backlog and strong Q2 results signal sustained demand for Elbit Systems, making this an important update for investors tracking the company's growth outlook.
Elbit Systems Ltd. held its Q2 2026 earnings call, with the transcript published on Seeking Alpha. The call covered the company's financial results and operational performance for the quarter.
Why it matters — The earnings call transcript provides investors and analysts with direct insight into Elbit Systems' quarterly financial results and management's commentary on the company's performance.
Zacks Investment Research reported that Elbit Systems' Q2 2026 results can be assessed by comparing key metrics against Wall Street estimates and the prior year's figures. The article suggests that looking beyond top- and bottom-line numbers may offer additional insight into the quarter's performance.
Why it matters — ESLT watchers would care because a review of key operating metrics versus analyst estimates and year-ago levels can help them better understand the company's quarterly performance drivers.
Elbit Systems reported higher second-quarter revenue, profit, and cash flow for 2026, driven by increased demand across Europe, Israel, the U.S., and Asia-Pacific. The defense contractor's backlog hit a record $32 billion as it continued adding international orders.
Why it matters — Record backlog and rising demand across multiple regions signal sustained growth momentum for the defense contractor.
The 6 Wall Street analysts covering Elbit Systems Ltd. have a median 12-month price target of $863, with estimates ranging from $518 to $1,075. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Elbit Systems Ltd., 1 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Elbit Systems Ltd. 88 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 2026, Elbit Systems Ltd. ranks 88 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 Volatility (87 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +10.5% from the last close, and Ticker Nerd's factor model ranks Elbit Systems Ltd. 88 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Elbit Systems Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ESLT are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $518 to $1,075 over the next 12 months.
Elbit Systems Ltd. returned +70.0% over the 12 months to 13 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Elbit Systems Ltd. is an international high-technology defense company that develops and supplies a broad portfolio of systems for airborne, land, and naval applications.
The most recent item we track (Seeking Alpha, 12 Aug 2026): "Elbit Systems: Strong Q2 Results, Excellent Business, But Limited Upside". Elbit Systems reported strong Q2 2026 results, with revenue up 15.9% YoY, a backlog reaching ~$32 billion (up 34% YoY), and more than doubled free cash flow, while maintaining a net cash position.
Elbit Systems Ltd. is an international high-technology defense company that develops and supplies a broad portfolio of systems for airborne, land, and naval applications. Its solutions serve defense, homeland security, and commercial aviation customers across Israel, North America, Europe, the Asia-Pacific, Latin America, and other global markets. The company operates through distinct business segments including aerospace, C4I and cyber, intelligence, surveillance, target acquisition and reconnaissance (ISTAR) and electronic warfare, land systems, and its U.S.-focused Elbit Systems of America unit. Elbit Systems provides products such as avionics, unmanned aerial systems, precision-guided munition sensors, training and simulation platforms, C4ISR networks, tactical communications, cyber intelligence tools, electro-optic and laser systems, and protection and survivability solutions for armored vehicles and other platforms. It typically works as a prime contractor or subcontractor to government, military, and homeland security clients, integrating advanced technologies into both new builds and modernization programs. Elbit Systems Ltd. was incorporated in 1966 and is headquartered in Haifa, Israel.
CEO Mr. Bezhalel Machlis · 21,000 employees · Israel · https://www.elbitsystems.com