ESLT
Elbit Systems Ltd
NASDAQ: ESLT · INDUSTRIALS · AEROSPACE & DEFENSE
$794.95
-1.74% today
Updated 2026-06-05
Market cap
$40.00B
P/E ratio
68.99
P/S ratio
4.86x
EPS (TTM)
$12.38
Dividend yield
0.47%
52W range
$414 – $1,015
Volume
0.1M
Elbit Systems Ltd (ESLT) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed ESLT price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$794.95
Today
Analyst consensus
$550.33
-30.77% · 12M
2030 Base
—
— future
NPV today
—
@ — WACC
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
ESLT · Elbit Systems Ltd · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
—
NPV today: —
Base case (2030)
—
NPV today: —
Bull case (2030)
—
NPV today: —
WallStSmart.com
ESLT financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|
| Revenue | $7.9B | $8.8B | $9.6B | $11.8B | $13.1B |
| Revenue growth | 16.3% | 11.1% | 9.1% | 10.9% | 10.5% |
| Net margin | — | — | — | — | — |
| EPS | $11.62 | $13.84 | $15.80 | $20.20 | $22.80 |
| Diluted shares | — | — | — | — | — |
| Net debt | — | — | — | — | — |
| P/S multiple | — | 2.0x | 2.0x | 2.0x | 2.0x |
| Implied price (base) | — | $2,311.32 | $2,489.12 | $3,022.50 | $3,378.09 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $13.1B | $13.1B | $13.1B |
| P/S multiple | 1.0x | 2.0x | 4.0x |
| Diluted shares | 0M | 0M | 0M |
| Net debt | — | — | — |
| Implied P/E † | — | — | — |
| 2030 Price | $— | $— | $— |
| NPV @ — | $— | $— | $— |
† Implied P/E: Multiples remain elevated across all three scenarios because ESLT is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.
EV to per-share bridge · How we get to $— base case
ESLT catalysts and 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 2030 stock forecast model
Elbit Systems Ltd 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 3 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (-100% cumulative for ESLT by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory (— by 2030) |
| 3. Time value | NPV calculated using — WACC (sector fallback) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 2.0x / bull 4.0x |
| 5. Scenario design | Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently |
WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.
ESLT price target FAQ
How is the Elbit Systems Ltd 2030 stock forecast calculated?
The ESLT 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.
What is the analyst consensus on ESLT stock?
3 analysts cover ESLT with an average 12-month price target of $550.33. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.