Huntington Ingalls Industries Stock: Is Wall Street Bullish or Bearish?

Core Insights - Huntington Ingalls Industries, Inc. (HII) has a market capitalization of $17.4 billion and specializes in designing, building, overhauling, and repairing military ships [1] - Over the past 52 weeks, HII's stock has increased by 147.3%, significantly outperforming the S&P 500 Index, which rose by 11.7% during the same period [1] - Year-to-date, HII's stock is up 29.4%, while the S&P 500 has shown only a marginal increase [1] - HII has also outperformed the Invesco Aerospace & Defense ETF (PPA), which gained 54.9% over the past year [2] Financial Performance - In Q4, HII reported sales and service revenue of $3.5 billion and an EPS of $4.04, exceeding consensus estimates [3] - Compared to the same quarter last year, HII's revenue increased by 15.7%, and its EPS grew by 28.3% [3] - For fiscal 2026, analysts project HII's EPS to grow by 11.6% year-over-year to $17.18 [4] - HII has consistently surpassed consensus estimates in the last four quarters [4] Analyst Ratings - The consensus rating among 12 analysts covering HII is a "Moderate Buy," with five "Strong Buy" and seven "Hold" ratings [4] - Bank of America upgraded HII to "Neutral" and raised its price target to $400, indicating a potential upside of 5.3% from the current levels [7]