Key Highlights

● TransDigm Group closed at $1,107.93 on 9 October 2026.

● Market data consensus target is $1,434.87, implying about 29.5% upside.

● Targets range from $1,210 to $1,750.

● TD Cowen lowered its target from $1,450 to $1,300 on 9 October.

On Friday 9 October 2026, TransDigm Group (NYSE:TDG), a member of the S&P 500, closed at $1,107.93. Analyst targets sit well above that level, with the consensus implying upside of about 29.5%. Recent broker revisions have mostly been downward.

What Is the Latest Analyst Price Target?

Market data reports a consensus price target of $1,434.87 from 18 analysts over the past 12 months, with a high of $1,750 and a low of $1,210. Against the $1,107.93 close, the consensus target suggests potential upside of about 29.5%.

The second data set, using third-party data, shows a higher mean of $1,471 and a median of $1,410 from 23 analysts, with a high of $1,972 and a low of $1,210. Its mean appears to be lifted by a few very high estimates.

What Are Wall Street Analysts Saying?

Opinion is divided. Market data counts five Buy ratings, 13 Holds and no Sells, giving a Hold consensus, while the second data set counts 12 Buy or Strong Buy ratings, 11 Holds and no Sells.

Recent named actions lean negative. TD Cowen lowered its target to $1,300 from $1,450 on 9 October while keeping a Buy rating. Wells Fargo cut to $1,210 from $1,450 (Equal Weight) on 30 September, and BMO Capital Markets to $1,400 from $1,525 (Outperform) on 28 September. JPMorgan trimmed to $1,415 from $1,450 with a Neutral rating on 17 September. Royal Bank of Canada reiterated Sector Perform with a $1,350 target on 16 September, and Guggenheim initiated coverage at Neutral on 15 September. Melius Research moved from Buy to Hold with a $1,331 target on 14 September. Earlier, UBS raised its target to $1,695 from $1,585 (Buy) on 5 August, Stifel moved from Buy to Hold with a $1,405 target, and Morgan Stanley downgraded to Equal Weight with a $1,345 target on 15 July.

What Could Help the Stock Reach the Price Target?

Market data reports a recent quarter with earnings per share of $10.87 against a consensus of $10.30, revenue up 22.5% to $2.74 billion, and full-year 2026 earnings guidance of $40.62 to $41.46 per share, described as raised. It also mentions the roughly $1.066 billion cash acquisition of Prince & Izant and a recent refinancing of senior notes. Continued growth in aerospace aftermarket demand, successful integration of acquisitions and delivery on guidance could support the shares.

What Could Prevent the Stock Reaching the Target?

The run of target cuts and downgrades, including those by Morgan Stanley, Stifel and Melius, suggests that some analysts see valuation or growth limits. Risks may include slower air traffic, supply-chain constraints, pricing scrutiny in defence contracts, acquisition risk and debt levels. The wide spread between the lowest ($1,210) and highest ($1,750 to $1,972) targets shows considerable uncertainty.

What Should Investors Watch Next?

Investors may also follow further revisions to broker targets, any update to full-year guidance, acquisition progress and trends in aerospace aftermarket demand.

TransDigm Group and the Gap to Analyst Targets

TransDigm Group closed at $1,107.93 on 9 October 2026, against a market data consensus target of $1,434.87. TD Cowen lowered its target to $1,300 from $1,450 on 9 October while keeping a Buy rating.