Noble Financial Has Positive Outlook of V2X FY2027 Earnings

V2X, Inc. (NYSE:VVX) – Noble Financial increased their FY2027 earnings per share estimates for V2X in a research note issued on Tuesday, August 4th. Noble Financial analyst J. Gomes now expects that the company will post earnings of $6.63 per share for the year, up from their prior estimate of $6.05. Noble Financial currently has a “Outperform” rating on the stock. The consensus estimate for V2X’s current full-year earnings is $6.25 per share.

Several other research firms have also recently commented on VVX. Zacks Research upgraded shares of V2X from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 9th. Robert W. Baird reissued a “neutral” rating and set a $94.00 price objective on shares of V2X in a research report on Tuesday. Morgan Stanley lifted their price objective on V2X from $80.00 to $90.00 and gave the company an “equal weight” rating in a research report on Tuesday. Raymond James Financial downgraded V2X from an “outperform” rating to a “market perform” rating in a research note on Wednesday, June 24th. Finally, Citizens Jmp upped their target price on V2X from $90.00 to $102.00 and gave the stock a “market outperform” rating in a research report on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $86.90.

V2X Trading Down 1.1%

NYSE:VVX opened at $77.89 on Thursday. The stock has a market cap of $2.44 billion, a PE ratio of 26.86, a price-to-earnings-growth ratio of 0.62 and a beta of 0.21. V2X has a fifty-two week low of $49.59 and a fifty-two week high of $93.98. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.32 and a quick ratio of 1.25. The stock’s 50-day moving average is $80.97 and its two-hundred day moving average is $73.25.

V2X (NYSE:VVX) last posted its quarterly earnings results on Monday, August 3rd. The company reported $1.64 earnings per share for the quarter, beating the consensus estimate of $1.44 by $0.20. The firm had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.21 billion. V2X had a return on equity of 17.52% and a net margin of 1.88%.V2X’s quarterly revenue was up 16.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.33 earnings per share. V2X has set its FY 2026 guidance at 5.900-6.300 EPS.

Hedge Funds Weigh In On V2X

Institutional investors have recently modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of V2X in the second quarter worth $104,000. Assenagon Asset Management S.A. grew its stake in V2X by 871.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 148,395 shares of the company’s stock valued at $11,064,000 after buying an additional 133,117 shares during the last quarter. Segall Bryant & Hamill LLC acquired a new position in V2X in the 1st quarter valued at $779,000. Bank of America Corp DE raised its holdings in V2X by 26.5% in the 1st quarter. Bank of America Corp DE now owns 517,369 shares of the company’s stock worth $35,440,000 after acquiring an additional 108,430 shares during the period. Finally, Janus Henderson Group PLC raised its holdings in V2X by 708.3% in the 1st quarter. Janus Henderson Group PLC now owns 97,883 shares of the company’s stock worth $6,705,000 after acquiring an additional 85,773 shares during the period. Institutional investors own 95.18% of the company’s stock.

V2X News Roundup

Here are the key news stories impacting V2X this week:

• Positive Sentiment: V2X won an $87 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract from the U.S. Navy to improve the performance and mission readiness of SUU-79 pylons used on F/A-18 Super Hornet and EA-18G Growler aircraft. The award reinforces V2X’s position in military aviation sustainment. V2X Wins $87 Million Contract Supporting F/A-18 Mission Readiness
• Positive Sentiment: The company also secured a U.S. Air Force C-12 sustainment contract with a ceiling value of $500 million, extending its logistics-support work through 2031. Although an IDIQ ceiling is not guaranteed revenue, the award improves backlog visibility and supports long-term defense-sector growth. V2X Awarded $500 Million U.S. Air Force C-12 Sustainment Contract
• Positive Sentiment: Noble Financial raised its FY2026 EPS estimate to $6.16 from $5.95 and lifted its fourth-quarter forecast to $1.58 from $1.54, while maintaining an “Outperform” rating. The revisions align with consensus expectations and indicate improving confidence in earnings execution.
• Positive Sentiment: V2X’s latest quarter exceeded expectations, with EPS of $1.64 versus $1.44 expected and revenue of $1.26 billion versus $1.21 billion expected. Revenue increased 16.5% year over year, and full-year guidance remains $5.90-$6.30 in EPS.
• Neutral Sentiment: Morgan Stanley raised its price target to $90 from $80 but retained an “Equal Weight” rating, suggesting greater valuation upside without a strong bullish recommendation.
• Negative Sentiment: Robert W. Baird downgraded V2X on valuation after the stock’s major rally. Its $94 price target remains above the market, but the downgrade may encourage profit-taking and is likely contributing to near-term pressure on the shares. V2X downgraded at Baird on valuation after major rally

V2X Company Profile

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.