Applied Aerospace & Defense (NYSE:AADX) Price Target Cut to $18.00 by Analysts at Stifel Nicolaus

Applied Aerospace & Defense (NYSE:AADX) had its price target cut by analysts at Stifel Nicolaus from $24.00 to $18.00 in a research note issued to investors on Thursday, Benzinga reports. The firm currently has a “buy” rating on the stock. Stifel Nicolaus‘s price target points to a potential upside of 94.59% from the stock’s previous close.

Several other brokerages have also issued reports on AADX. Morgan Stanley decreased their price target on shares of Applied Aerospace & Defense from $24.00 to $16.00 and set an “equal weight” rating on the stock in a report on Friday, October 16th. Weiss Ratings initiated coverage on shares of Applied Aerospace & Defense in a research note on Friday, August 28th. They issued a “sell (d)” rating for the company. Royal Bank Of Canada cut their target price on shares of Applied Aerospace & Defense from $21.00 to $18.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 28th. Guggenheim assumed coverage on shares of Applied Aerospace & Defense in a research note on Monday, September 14th. They set a “buy” rating and a $30.00 target price on the stock. Finally, Jefferies Financial Group set a $20.00 price target on shares of Applied Aerospace & Defense in a report on Monday, October 5th. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $22.56.

Applied Aerospace & Defense Stock Down 13.7%

NYSE:AADX opened at $9.25 on Thursday. Applied Aerospace & Defense has a twelve month low of $8.40 and a twelve month high of $24.24. The company has a quick ratio of 2.08, a current ratio of 2.51 and a debt-to-equity ratio of 0.51. The company has a 50-day simple moving average of $11.44. The firm has a market capitalization of $1.59 billion and a price-to-earnings ratio of -37.00.

Applied Aerospace & Defense (NYSE:AADX) last issued its earnings results on Thursday, November 12th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.09 by $0.09. The business had revenue of $182.06 million for the quarter. On average, analysts anticipate that Applied Aerospace & Defense will post -0.61 EPS for the current fiscal year.

Institutional Trading of Applied Aerospace & Defense

Hedge funds and other institutional investors have recently made changes to their positions in the company. SBI Securities Co. Ltd. increased its stake in shares of Applied Aerospace & Defense by 1,171.1% in the third quarter. SBI Securities Co. Ltd. now owns 2,199 shares of the company’s stock valued at $26,000 after buying an additional 2,026 shares during the period. Fortitude Family Office LLC acquired a new stake in Applied Aerospace & Defense during the 3rd quarter worth approximately $29,000. Farther Finance Advisors LLC acquired a new stake in Applied Aerospace & Defense during the 3rd quarter worth approximately $29,000. Mountain Hill Investment Partners Corp. acquired a new stake in Applied Aerospace & Defense during the 3rd quarter worth approximately $60,000. Finally, State of Wyoming bought a new stake in Applied Aerospace & Defense during the 3rd quarter worth approximately $80,000.

Key Headlines Impacting Applied Aerospace & Defense

These are some of the AADX headlines that stood out recently:

• Positive Sentiment: Third-quarter revenue rose 48.6% to $182.1 million, while earnings of $0.18 per share topped the $0.09 consensus estimate. Applied Aerospace & Defense Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Demand from the space and defense markets remains strong, and the company reported a record backlog of nearly $1.3 billion, supporting longer-term revenue visibility. Applied Aerospace & Defense: 3 Key Takeaways for Long-Term Investors
• Negative Sentiment: AADX forecast 2026 revenue of $660 million–$670 million, below the $682 million analyst consensus. Supplier constraints are expected to push as much as $20 million of revenue into 2027, contributing to concerns about near-term execution and the outlook. Applied Aerospace & Defense reports 48.6% revenue growth to $182.1 million in Q3 but shares fall on 2026 guidance

Applied Aerospace & Defense Company Profile

Applied Aerospace and Defense Inc. specializes in providing advanced design, engineering and vertically integrated manufacturing solutions for next-generation space and defense technology companies. Its core service offerings include design and analysis, fabrication and assembly and inspection, qualification and testing. Applied Aerospace and Defense Inc. is based in HUNTSVILLE, United States.