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Howmet Aerospace Inc. (HWM) a Strong Buy, Per Wall Street
Yahoo Finance· 2026-03-12 17:23
Core Viewpoint - Howmet Aerospace Inc. (NYSE:HWM) is recognized as one of the top aerospace dividend stocks to buy, with a strong buy rating and an average share price upside potential of 16% as of March 9 [1]. Group 1: Analyst Ratings and Price Targets - BofA's Ronald Epstein raised the price target for Howmet Aerospace to $300 from $250 while maintaining a buy rating, citing strong growth across various end markets and record margins [1]. - BTIG also increased its price target for Howmet Aerospace to $275 from $240, reiterating a buy rating following the company's earnings beat for Q4 of fiscal 2025 [2]. Group 2: Financial Performance - Howmet Aerospace reported a revenue of $2.2 billion for Q4, marking a 15% increase year-over-year, primarily driven by a 13% growth in the Commercial Aerospace segment [4]. - The adjusted EPS for the quarter was $1.05, surpassing estimates of $0.965 and reflecting a 42% year-over-year increase [4]. Group 3: Capital Expenditure and Market Outlook - The company's capital expenditure reached record levels in 2025, with expectations for continued growth due to increased aerospace and gas turbine orders [3].