HEICO (US:HEI) The Motley Fool·2025-05-29 21:26Core Viewpoint - Heico's stock experienced a nearly 2% increase following positive analyst updates after a strong earnings report for Q2 of fiscal 2025, outperforming the S&P 500 index's 0.3% rise [1][2]. Price Target Increases - Analysts raised their price targets for Heico after the company's record net sales and double-digit growth in key fundamentals, surpassing consensus estimates [2][4]. - Jefferies' Sheila Kahyaoglu increased her price target from $320 to $340 per share while maintaining a buy recommendation [4]. - Vertical Research Partners' Robert Stallard raised his price target from $265 to $320 per share, also maintaining a buy recommendation [6]. Sales Growth and Margin Expansion - Analysts highlighted Heico's solid sales growth and impressive margin expansion, particularly noting a 14% year-over-year growth in the flight support group division [5][6]. Market Position and Demand - The demand for aircraft remains robust, positioning Heico favorably to capitalize on market opportunities, leading analysts to agree on the stock being a buy despite its relatively high valuations [7].