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ESLT

Elbit Systems Ltd

NASDAQ: ESLT · INDUSTRIALS · AEROSPACE & DEFENSE

$819.50
-1.74% today

Updated 2026-04-29

Market cap
$38.31B
P/E ratio
72.01
P/S ratio
4.83x
EPS (TTM)
$11.38
Dividend yield
0.49%
52W range
$368 – $1,015
Volume
0.2M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Elbit Systems Ltd (ESLT) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$819.50
Consensus
$550.33
-32.85%
2030 Target
$3,378.09
+312.21%
DCF
—
—
3 analysts:
1 Buy2 Hold1 Sell

Management guidance

No specific CEO revenue targets provided in available data. Latest FY2025 results show $7.94B revenue (+16.27% YoY). Company reports $28.1B order backlog (2025) with over half due within two years, indicating strong revenue visibility through 2027. Management emphasizes 'material demand growth' driven by geopolitical tensions and defense modernization cycles.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$5,600.51
$13.1B Rev × 20x P/S
Base case (2030)
$3,378.09
$13.1B Rev × 12x P/S
Bear case (2030)
$2,222.43
$13.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2029 (E)2030 (E)
Revenue$6.1B$6.9B$8.6B$8.8B$9.6B$11.8B$13.1B
Revenue growth—14.3%23.9%11.1%9.1%10.9%10.5%
EPS$6.48$8.76$11.62$13.84$15.80$20.20$22.80
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$2,311.32$2,489.12$3,022.50$3,378.09

Catalysts & risks

Growth catalysts
+ $750M Greek PULS artillery contract (4-year delivery, 10-year support) announced April 2026
+ Exceptional backlog of $28.1B+ with 50%+ deliverable within 2 years supporting 2026-2028 revenue
+ Escalating geopolitical tensions (U.S.-Israel-Iran conflict, Turkey-Greece border) driving sustained defense procurement
+ Unmanned systems and electronic warfare demand surge as militaries modernize against peer threats
+ NATO expansion into Eastern Europe and increased Israeli defense spending commitment
+ $48M Israeli domestic munitions order and expanding customer relationships with international allies
+ Technology transfer partnerships (Greece deal includes local industry collaboration) expanding addressable market
Key risks
- Valuation highly stretched at 78.3x P/E with stock up 150%+ YTD; analyst consensus shows -40% downside to $550 price target
- Execution risk on $28B backlog; production capacity constraints and labor availability in Israeli defense sector
- Geopolitical de-escalation or ceasefire agreements could reduce defense spending urgency (Iran conflict resolution)
- Regulatory/reputational risk from defense operations in conflict zones; BDS movement and ESG concerns affecting institutional investors
- Currency headwinds: Israeli shekel strength erodes USD-denominated export revenues
- Concentration risk: Significant portion of backlog concentrated in 2-3 major NATO customers and Israel
- Supply chain disruptions for components; high leverage on subcontractors

Methodology

Elbit Systems Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 3 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.