Curtiss-Wright (CW) Stock Forecast & Price Target

Curtiss-Wright Corporation is poised for growth, with management expecting defense market sales to increase organically at a low-to-mid-single-digit rate, bolstered by a sustainable trend in foreign military sales and potential market share gains from outsourcing by prime contractors. The company projects significant growth in its commercial nuclear revenue, targeting $574 million by the end of 2028 and $1.5 billion by 2035, reflecting a strong expansion strategy in this segment. Additionally, the positive performance in the fourth quarter of 2023, particularly in Defense Electronics, coupled with significant margin improvements and a robust balance sheet, positions Curtiss-Wright favorably for future mergers and acquisitions.

Curtiss-Wright Corporation has experienced stagnant Trended Revenue Rate (TRR) and Designated Assessment Rate (DART) metrics, remaining flat year-over-year and decreasing significantly over a five-year period, indicating potential challenges in maintaining growth. The company's forecasted growth rates across its various segments show modest increases, with the overall expected growth pegged at 4%-6%, reflecting the slow expansion of general industrial markets. Additionally, concerns arise from global economic factors, potential downturns in key markets, and fluctuating costs of raw materials, which may negatively impact investment returns and overall financial performance.