VSECIndustrials · Aerospace & DefenseThe 12 Wall Street analysts covering VSE Corp. hold a median 12-month price target of $265 — +81.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 27 Oct 2026 — in the lower half. 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 VSE Corp. 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 (81): Analysts have, on balance, been raising their forecasts.
Issuance (9): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on VSEC, 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 +81.4% from it.
Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Keybanc | Initiates | Sector Weight | — |
| 19 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $245 → $215 |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 13 Aug 2026 | Citigroup | Maintains | Buy | — |
| 13 Aug 2026 | Citigroup | Maintains | Buy | $263 → $280 |
| 11 Aug 2026 | Deutsche Bank | Maintains | Buy | $280 → $290 |
| 11 Aug 2026 | Deutsche Bank | Maintains | Buy | — |
| 10 Aug 2026 | Stifel | Maintains | Buy | $245 → $260 |
| 10 Aug 2026 | Stifel | Maintains | Buy | — |
| 7 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 7 Aug 2026 | RBC Capital | Maintains | Outperform | $240 → $265 |
| 26 June 2026 | Morgan Stanley | Initiates | Equal-Weight | — |
| 26 June 2026 | Morgan Stanley | Initiates | Equal-Weight | $245 |
| 7 May 2026 | RBC Capital | Maintains | Outperform | — |
| 5 May 2026 | Jefferies | Assumes | Buy | $245 → $210 |
| 1 May 2026 | RBC Capital | Maintains | Outperform | — |
| 2 Apr 2026 | Citigroup | Maintains | Buy | — |
| 2 Mar 2026 | Citigroup | Maintains | Buy | — |
| 2 Mar 2026 | Stifel | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
VSEC appears in the Radar 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 28 Oct 2026, VSE Corp. returned −19.9% against +13.6% 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 15% of US stocks
Cheaper than 39% of US stocks
Cheaper than 51% of US stocks
Cheaper than 10% of US stocks
Higher than 89% of US stocks
Higher than 97% of US stocks
Higher than 12% of US stocks
Higher than 69% of US stocks
Higher than 61% of US stocks
Higher than 52% of US stocks
Higher than 68% of US stocks
Higher than 64% 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.
VSE Corp. has a market value of $4.2B and an enterprise value of $5.6B.
Revenue in the twelve months to 30 June 2026: $1.4B. The latest quarter grew 65.0% year on year.
Net income over the same four quarters: $75.1M, a 5.5% net margin.
Diluted earnings per share, trailing twelve months: $3.09.
Free cash flow in the twelve months to 30 June 2026: −$15.8M.
VSE Corp. spent $9.3M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 47.4×; forward P/E: 18.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.27%, paying out 13% of earnings.
VSE Corp. employs 1,600 people — $849K 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 VSE Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The excerpt reports stronger-than-expected results and raised full-year outlook from Natera, record revenue and profitability at Impinj, and stronger-than-expected revenue and earnings at Hamilton Lane, whose shares contributed positively during the quarter.
Why it matters — The excerpt gives no VSEC-specific information, so it offers no direct update for VSEC watchers.
The Conestoga Small Cap Composite returned -11.22% net of fees in 3Q26, compared with -9.39% for the Russell 2000 Growth Index. The report listed Repligen, Merit Medical, Stevanato Group, Descartes Systems and Digi International among its top five leaders, and Mercury Systems, AAON, RBC Bearings, SPX Technologies and UL Solutions among its bottom five laggards.
Why it matters — The excerpt does not mention VSE Corp., so it offers no company-specific update for VSEC watchers.
In its Q3 2026 portfolio update, Alger Small Cap Focus Fund listed VSE Corporation among the quarter’s top detractors. The fund said VSE shares detracted despite strong revenue growth, record profitability, and an improved full-year outlook.
Why it matters — The update notes both VSE’s positive operating results and its negative contribution to the fund’s quarterly performance.
VSE Corporation announced that its 2026 Investor Day will take place in New York City on December 9, beginning at 9:00 a.m. ET. The event will include executive presentations, a Q&A session, and an in-person showcase of VSE Aviation's products and services.
Why it matters — VSEC watchers can note the date and format of the company's upcoming investor event, which will provide an opportunity to hear from executives and learn about VSE Aviation's capabilities.
VSE Corporation said it will release its third-quarter 2026 results after market close on November 4, 2026. The company scheduled a conference call to review results and discuss events for November 5 at 8:30 a.m. ET.
Why it matters — VSEC watchers can note when the company will publish its quarterly results and hold its related discussion.
The 12 Wall Street analysts covering VSE Corp. have a median 12-month price target of $265, with estimates ranging from $215 to $280. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering VSE Corp., 9 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks VSE Corp. 27 out of 100 across roughly 4,600 US stocks as at 27 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 27 Oct 2026, VSE Corp. ranks 27 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 (81 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +81.4% from the last close, and Ticker Nerd's factor model ranks VSE Corp. 27 out of 100 as at 27 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering VSE Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VSEC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $215 to $280 over the next 12 months.
VSE Corp. returned -19.9% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
VSE Corporation Common Stock represents VSE Corporation, an industrial services company focused on aviation aftermarket distribution and repair services. VSE Corporation supports commercial, business, general, and government aviation customers with parts distribution, maintenance, repair, and overhaul services for air transportation assets.
The most recent item we track (Seeking Alpha, 28 Oct 2026): "Weatherbie Specialized Growth Fund Q3 2026 Portfolio Update". The excerpt reports stronger-than-expected results and raised full-year outlook from Natera, record revenue and profitability at Impinj, and stronger-than-expected revenue and earnings at Hamilton Lane, whose shares contributed positively during the quarter.
VSE Corporation Common Stock represents VSE Corporation, an industrial services company focused on aviation aftermarket distribution and repair services. VSE Corporation supports commercial, business, general, and government aviation customers with parts distribution, maintenance, repair, and overhaul services for air transportation assets. Its operations are centered on helping extend the life, reliability, and availability of critical aviation equipment through technical support and supply chain capabilities. The company also serves transportation-related markets with logistics, inventory management, and related aftermarket solutions, making it an important service provider within the aerospace and defense ecosystem. Founded in 1959 and headquartered in Miramar, Florida, VSE Corporation is known for serving customers that depend on specialized maintenance and distribution support across mission-critical aviation applications.
CEO Mr. John A. Cuomo J.D. · 1,600 employees · United States · https://www.vsecorp.com
