Key Highlights

● Huntington Ingalls Industries closed at $264.52 on 9 October 2026.

● Market data consensus target is $364.63, implying about 37.8% upside.

● Targets range from $327.00 to $425.00.

● TD Cowen lowered its target from $360 to $340 on 9 October.

Huntington Ingalls Industries (NYSE:HII), a member of the S&P 500, ended Friday 9 October 2026 at $264.52. Analyst targets sit well above that level, with the consensus implying upside of about 37.8%.

What Is the Latest Analyst Price Target?

Market data reports a consensus price target of $364.63 from 10 analysts with ratings in the last 12 months, with a high of $425.00 and a low of $327.00. Against the $264.52 close, the consensus target suggests upside of about 37.8%. The second data set, which cites 12 analysts through third-party data, shows a mean of $367.25, a median of $367, a high of $439 and a low of $304.

The named broker targets from the past three months range from $327 to $379 and average about $350, a little below both means. Market data's high of $425 comes from a January action by Goldman Sachs, outside the three-month window, so older targets are likely to be lifting the average.

What Are Wall Street Analysts Saying?

Market data shows five Buy and five Hold ratings with no Sell ratings, a Moderate Buy consensus. The second data set describes the consensus as Buy.

TD Cowen lowered its target from $360 to $340 with a Buy rating on 9 October. Sanford C. Bernstein cut its target from $341 to $327 with a Market Perform rating on 23 September. Wells Fargo raised its target from $325 to $340 with an Equal Weight rating on 4 August. On 31 July, Citigroup raised its target from $349 to $379 with a Buy rating, and Wolfe Research upgraded the stock from Peer Perform to Outperform with a $364 target.

What Could Help the Stock Reach the Price Target?

Defence contractors are generally supported by long-term government programmes and order backlogs, so steady execution on shipbuilding contracts and favourable defence budget decisions could improve sentiment. Even the lowest market data target of $327 is well above the share price, so a re-rating towards the lower end of the range would imply substantial gains, although that would require the market to share those analysts' views.

What Could Prevent the Stock Reaching the Target?

The latest target changes were reductions, from TD Cowen and Bernstein. Shipbuilders can face programme delays, labour and supply chain pressures, cost overruns on fixed-price contracts and uncertainty around defence spending, any of which could weigh on earnings. Half of the analysts on market data rate the stock Hold, and the average may remain inflated by older, higher targets until they are refreshed.

Huntington Ingalls Industries and the Gap to Analyst Targets

Huntington Ingalls Industries closed at $264.52 on 9 October 2026, against a market data consensus target of $364.63. TD Cowen lowered its target from $360 to $340 with a Buy rating on 9 October.