Huntington Ingalls Industries stock gets a lower target after Q2 beat

Published on 09/28/2026 at 12:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Huntington Ingalls Industries stock carries Bernstein's USD 327.00 target after a September 23 cut from USD 341.00. Q2 EPS reached USD 5.27, up from USD 3.86.

Luftaufnahme einer großen Marinewerft mit Trockendocks und Kriegsschiffen im Bau — Huntington Ingalls betreibt eine große Marinewerft mit Trockendocks und Kränen an der US-Küste US4464131063, Illustration mit AI erstellt.

Huntington Ingalls Industries stock (ISIN US4464131063) closed at USD 264.02 on the NYSE on September 25, 2026, down 0.74 percent from the prior close of USD 266.00. The immediate catalyst is a lower analyst target after the company delivered a substantial second-quarter earnings beat.

Bernstein cuts target to USD 327.00

According to Yahoo Finance on September 23, 2026, Sanford C. Bernstein lowered its price target from USD 341.00 to USD 327.00 and maintained a Market Perform rating. The revised target still stands 23.85 percent above the September 25 closing price.

The adjustment contrasts with the broader analyst picture. MarketBeat reported a Moderate Buy consensus and an average target of USD 367.12 on September 23, 2026.

Q2 revenue rises 10.9 percent

For Q2 2026, revenue reached USD 3.418 billion, up 10.9 percent from USD 3.1 billion a year earlier, while diluted EPS rose to USD 5.27 from USD 3.86. Operating income was USD 210.0 million, and operating margin improved to 6.1 percent from 5.3 percent, according to StockTitan in its July 30, 2026 filing summary.

The same Q2 filing summary shows USD 6.7 billion of new contract awards and a backlog of USD 57.3 billion as of June 30, 2026. The counterweight is cash generation: operating cash flow was negative USD 31.0 million in the quarter, while free cash flow was negative USD 150.0 million.

Stock stays near its yearly low

At USD 264.02, the stock stood USD 2.31 above its 52-week low of USD 261.71 and USD 195.98 below its 52-week high of USD 460.00 on September 25, 2026. Trading volume was 300,610 shares and market capitalization was USD 10.4 billion.