Elbit Systems Ltd stock (IL0010811243): Q1 2026 results and latest analyst views in focus

Elbit Systems Ltd shares trade near recent highs in Tel Aviv and on Nasdaq after the Israeli defense group reported its Q1 2026 figures, putting fresh focus on growth, margins and what analysts expect from the stock.

Elbit Systems Ltd shares remain actively traded in Israel and the United States after the company released its first-quarter 2026 financial results, keeping attention on how the defense contractor is balancing growth, profitability and cash generation in a complex geopolitical backdrop.

The company, which is listed on the Tel-Aviv Stock Exchange under the ticker ESLT and on Nasdaq as an Israeli ADR, reported its Q1 2026 results on 05/26/2026, according to a press release published on the investor relations section of its corporate website and distributed via PR Newswire.

In that Q1 2026 release, Elbit Systems detailed the performance of its key defense electronics and systems businesses, providing investors with updated figures for revenue, operating income, net income and earnings per share, as well as commentary from management on demand trends across its main markets, according to the same company disclosure on 05/26/2026.

The stock most recently closed at USD 880.89 on Nasdaq on 05/29/2026, with a small decline of 1.32 percent on the day, according to data cited by MarketBeat on 05/29/2026, while extended trading prices indicated only marginal changes after the regular U.S. session, reflecting relatively stable immediate market reaction to the published quarterly numbers.

On its home market in the Tel-Aviv Stock Exchange, Elbit Systems is among the larger Israeli listings, with a share price reported at approximately ILS 2,533.00 and a market-capitalization-weighted role in domestic indices, according to Simply Wall St data for large-cap Tel-Aviv stocks as of late May 2026, underscoring the importance of the company for domestic equity investors.

The stock traded at 880.89 USD on 05/29/2026 on Nasdaq, according to MarketBeat data as of 05/29/2026, providing an up-to-date reference point for U.S. investors tracking the performance of the Israeli defense equipment group in dollar terms.

For investors in the German-speaking market, Elbit Systems shares are also available via various German trading venues such as Tradegate, where indicative prices are typically linked to the primary listings in Tel Aviv and on Nasdaq; however, trading volumes and liquidity remain concentrated in the company’s home market and on the U.S. exchange.

As of: 01.06.2026

By the editorial team - specialized in equity coverage.

At a glance

• Name: Elbit Systems Ltd
• Sector/industry: Defense electronics and military technology
• Headquarters/country: Haifa, Israel
• Core markets: Israel, North America, Europe and selected Asia-Pacific defense customers
• Key revenue drivers: Integrated defense systems, airborne and land combat solutions, C4ISR and electro-optics contracts with government and defense agencies
• Home exchange/listing venue: Tel-Aviv Stock Exchange (ESLT), Nasdaq (ESLT)
• Trading currency: ILS on TASE, USD on Nasdaq

Elbit Systems Ltd: core business model

Elbit Systems Ltd develops and delivers a broad range of defense electronics, unmanned platforms and command-and-control solutions, generating most of its revenue from long-term contracts with government and defense customers for complex land, air and naval systems.

What banks and research houses say about Elbit Systems Ltd

Analyst coverage of Elbit Systems remains active, with several Wall Street research houses publishing updated views and 12-month price objectives in light of the company’s operating performance and its share-price level in late May 2026.

According to MarketBeat data as of 05/29/2026, six Wall Street analysts have issued ratings on Elbit Systems over the past 12 months, resulting in a consensus recommendation of "Moderate Buy" and an average 12-month price target of USD 742.75, based on an average derived from individual targets that currently span from USD 531.00 on the low end to USD 950.00 on the high end, implying a forecast downside of around 15.68 percent from the 05/29/2026 closing price of USD 880.89.

The same MarketBeat overview on 05/29/2026 shows that, despite this consensus indicating limited upside compared with the recent share price, individual analysts differ materially in their expectations, with the highest target at USD 950.00 pointing to potential gains if bullish scenarios on defense spending and contract execution materialize, while the lowest target of USD 531.00 reflects more cautious views on valuation and risk.

Investors looking at Israel-focused exchange-traded funds may also note that Elbit Systems is a significant component in vehicles such as the iShares MSCI Israel ETF, where Stock Analysis data for the EIS ETF holdings show a weight of roughly 5.35 percent for the company, highlighting that analyst and index decisions about Israel’s defense sector can indirectly influence flows into the stock via passive strategies.

Conclusion

Elbit Systems Ltd’s publication of its Q1 2026 results on 05/26/2026, combined with its share price holding close to recent highs on the Tel-Aviv Stock Exchange and Nasdaq by the end of May, keeps the Israeli defense group squarely in focus for investors tracking global security and defense spending trends.

With six Wall Street analysts currently covering the stock and the MarketBeat 05/29/2026 consensus pointing to a "Moderate Buy" rating but an average price target below the latest closing price, the balance between steady order demand and valuation considerations remains central to how the market may price Elbit Systems over the coming 12 months.

Disclaimer: This article does not constitute investment advice. The comprehensive scope of this informative article was made possible through the use of a.i.. Stocks are volatile financial instruments.