Howmet Aerospace with strong analyst support, shares consolidate after a robust run

Howmet Aerospace draws fresh attention after a marked price target lift by JPMorgan and a sharp one-year rally, while the shares pause near recent highs on the NYSE.

By Julia Schmitt, Sector & Peer Group desk. Reviewed prior to publication on 2026-06-26, 10:13.

Howmet Aerospace (US4432011082) sits on the NYSE with a conspicuous analyst tailwind and a strong performance profile. JPMorgan recently raised its price target on the shares to 310 US dollars from 265 US dollars and reiterated an Overweight rating, according to an update citing NASDAQ data.JPMorgan price target update reported by Intellectia

What the recent numbers show

TrendMatrix data place Howmet's latest closing level around 273 US dollars, with the engine verdict at a score of 6.2 on a "BUY WAIT" scale, highlighting the stock as constructive but not aggressive at current prices.TrendMatrix snapshot on HWM The shares recently declined about 1 percent in a session, finishing at 273.14 US dollars, which Zacks notes was a steeper drop than the S&P 500's marginal loss of 0.01 percent on the same day.Zacks commentary on Howmet's latest move

Zacks points out that Howmet shares have advanced about 106 percent over the past twelve months, whereas its broader industry grouping gained roughly 31 percent in that period.Zacks analysis of Howmet's growth and sector comparison That outperformance sets Howmet alongside other aerospace names like Boeing and Lockheed Martin, which investors often use as yardsticks for the commercial and defense aerospace complex.

Analyst consensus and growth backdrop

Zacks currently assigns Howmet a Rank #2, which corresponds to a Buy stance in its framework, reflecting a positive but not euphoric view on the shares.Zacks rank and consensus data for HWM The Zacks Consensus Estimate for the company's 2026 earnings per share has risen about 2.5 percent over the last 60 days, indicating incremental upgrades as analysts incorporate stronger end-market signals.

Howmet has beaten EPS expectations in each of its last four reported quarters, according to the TrendMatrix earnings history, with an average surprise of roughly 6.9 percent and the most recent quarter showing a positive surprise above 10 percent relative to estimates.TrendMatrix earnings beat history for Howmet That consistent delivery underpins the JPMorgan decision to lift the price target and maintain the Overweight recommendation, which in turn anchors Howmet in many institutional aerospace portfolios.

The business behind the stock

Howmet Aerospace generates its revenues primarily through engineered metal components and hardware used across commercial and defense aviation, space, and industrial markets. Its portfolio spans jet engine structural parts, fastening systems and forged wheels, with engine products forming a significant earnings driver in the current cycle.Zacks description of Howmet's revenue mix In the fourth quarter of 2025, commercial aerospace revenues increased about 13 percent year on year and accounted for roughly 53 percent of total sales, while the Engine Products segment grew about 20 percent, supported by demand for engine spares and the global aircraft backlog.Zacks Q4 2025 segment performance overview

Where the shares trade today

Howmet Aerospace shares (US4432011082) most recently traded on the NYSE at around 273.14 US dollars as of 2026-06-25, based on Zacks' closing data for that session.Zacks latest closing price for HWM This places the stock close to its recent highs after a strong one-year rally.

Howmet Aerospace in numbers

• Company: Howmet Aerospace Inc.
• ISIN: US4432011082
• WKN: A2PLC4
• Ticker: HWM
• Trading venue: NYSE
• Price (as of 2026-06-25, 16:00): 273.14 US dollars
• Market cap: approximately 22 billion US dollars (as of 2026-06-25)
• Sector / industry: Aerospace & Defense / Metal components
• Index membership: S&P 500
• Next earnings date: 2026-07-30

This article provides factual information and contextual analysis and does not constitute investment advice or a recommendation to buy or sell securities.