TransDigm (TDG) PT Lowered to $1,650 at Stifel

Stifel analyst Jonathan Siegmann lowered the price target on TransDigm (NYSE: TDG) to $1,650.00 (from $1,710.00) while maintaining a Buy rating.

The analyst comments "TDG this morning printed a business-as-usual Q4 and end to their FY2025. Strong organic growth and margins drove better than expected earnings. TDG's initial FY2026 outlook is on the low end of expectations, but we view the ranges as conservative, consistent with TDG's historical practice. After last quarter's growth scare, we see these results as reassuring to the view that less has changed than what bears might argue. We expect acquisitions to be the meaningful kicker to the stock and think TDG's reasonable valuation today makes it worthwhile to wait. We reaffirm our Buy recommendation."

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