ESLTIndustrials · Aerospace & DefenseThe 6 Wall Street analysts covering Elbit Systems Ltd. hold a median 12-month price target of $863 — +17.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 25 Sept 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 (89): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +17.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Aug 2026 | JP Morgan | Maintains | Neutral | $950 → $885 |
| 24 June 2026 | Jefferies | Maintains | Hold | $950 → $880 |
| 24 June 2026 | Jefferies | Maintains | Hold | — |
| 27 May 2026 | Jefferies | Maintains | Hold | — |
| 27 May 2026 | JP Morgan | Maintains | Neutral | — |
| 13 Apr 2026 | JP Morgan | Maintains | Neutral | — |
| 22 Mar 2026 | Jefferies | Maintains | Hold | — |
| 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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 25 Sept 2026, Elbit Systems Ltd. returned +50.4% against +18.5% for the S&P 500, dividends included.
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 13% of US stocks
Cheaper than 30% of US stocks
Cheaper than 12% of US stocks
Cheaper than 7% of US stocks
Higher than 64% of US stocks
Higher than 70% 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 headline figures, each with its date. Every row carries its own link — cite it straight from here.
Elbit Systems Ltd. has a market value of $34.4B and an enterprise value of $34.3B.
Revenue in the twelve months to 30 June 2026: $8.5B. The latest quarter grew 15.9% year on year.
Net income over the same four quarters: $636.6M, a 7.4% net margin.
Diluted earnings per share, trailing twelve months: $13.27.
Free cash flow in the twelve months to 30 June 2026: $681.5M.
Elbit Systems Ltd. spent $144.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 55.5×; forward P/E: 40.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.54%, paying out 26% of earnings.
Elbit Systems Ltd. employs 21,000 people — $407K 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 Elbit Systems Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Elbit Systems Ltd., headquartered in Haifa, Israel, announced on Sept. 18, 2026, that it has filed a shelf prospectus in Israel, as reported by PRNewswire.
Why it matters — A shelf prospectus filing indicates the company has registered the ability to offer securities in Israel, which ESLT watchers would follow as a corporate-financing development.
Twenty-Six Defense announced it will showcase a range of effectors and seeker technology at the Air & Space Forces Association's Air, Space & Cyber Conference (AFA 2026) in Fort Worth, Texas, focusing on closing the kill chain. The company will highlight these advanced capabilities at the event.
Why it matters — This indicates ongoing competitive activity in the defense effectors and seeker-technology segment that Elbit Systems operates within, relevant context for ESLT watchers.
Sparton DeLeon Springs and Logos Technologies announced they are now operating under the new name Twenty-Six Defense Maritime. The rebranding marks the next chapter in the company's delivery of sonobuoy and maritime sensor technologies for U.S. national security.
Why it matters — ESLT watchers follow developments in the sonobuoy and maritime sensor market, where Twenty-Six Defense Maritime operates as a peer in the U.S. defense supply chain.
Elbit Systems Ltd. is strengthening its long-term commitment to the U.S. defense market by evolving its U.S. operating segment, Twenty-Six Defense, with a focus on enhancing innovation and domestic manufacturing capabilities for American warfighters.
Why it matters — This signals deepened U.S. market engagement and expanded domestic manufacturing, which could bolster Elbit Systems' presence and durability in a key defense market.
Elbit Systems, Israel's largest defence firm, has launched a new unit called Fuse focused on AI-based defence technologies, including autonomous drones and other military systems. The announcement was reported by Reuters on Wednesday.
Why it matters — This signals the company's strategic push into AI-driven defence capabilities, an area of growing importance for military contractors.
The 6 Wall Street analysts covering Elbit Systems Ltd. have a median 12-month price target of $863, with estimates ranging from $518 to $960. 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. 80 out of 100 across roughly 4,600 US stocks as at 25 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 25 Sept 2026, Elbit Systems Ltd. ranks 80 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 (89 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +17.3% from the last close, and Ticker Nerd's factor model ranks Elbit Systems Ltd. 80 out of 100 as at 25 Sept 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 $960 over the next 12 months.
Elbit Systems Ltd. returned +50.4% over the 12 months to 25 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Elbit Systems Ltd. is a defense and homeland security company that develops and supplies advanced systems and products for military, security, and commercial applications.
The most recent item we track (PRNewsWire, 18 Sept 2026): "Elbit Systems Files a Shelf Prospectus in Israel". Elbit Systems Ltd., headquartered in Haifa, Israel, announced on Sept. 18, 2026, that it has filed a shelf prospectus in Israel, as reported by PRNewswire.
Elbit Systems Ltd. is a defense and homeland security company that develops and supplies advanced systems and products for military, security, and commercial applications. Its portfolio spans airborne platforms, unmanned aerial solutions, command, control, communications, and intelligence systems, as well as cyber, electronic warfare, radar, electro-optic, and sonar technologies. The company also provides land-based combat systems, turrets, weapons, ammunition, active protection systems, training and simulator solutions, and support services. Through its Elbit Systems of America segment, it serves customers in defense, homeland security, law enforcement, commercial aviation, and medical instrumentation markets. Elbit Systems Ltd. plays a broad role in integrated mission systems across air, land, sea, cyber, and intelligence domains, working with governments and companies in multiple regions worldwide.
CEO Mr. Bezhalel Machlis · 21,000 employees · Israel · https://www.elbitsystems.com
