Curtiss-Wright’s Strategic Growth and Market Opportunities Drive Buy Rating

William Blair analyst Louie DiPalma has maintained their bullish stance on CW stock, giving a Buy rating on May 22.

Louie DiPalma has given his Buy rating due to a combination of factors that highlight Curtiss-Wright’s strong financial and strategic positioning. The company has successfully expanded its operating margin significantly over the past 12 years, reaching 18%, by effectively leveraging its R&D investments to offer unique technologies across various sectors such as aerospace, commercial, and industrial markets. This strategic cross-selling is expected to drive further earnings growth and lead to upward revisions in consensus estimates, particularly as new AP1000 nuclear reactor orders are anticipated from Poland and Bulgaria.
Additionally, Curtiss-Wright is poised to benefit from a robust commercial nuclear opportunity, which has strengthened compared to previous targets. The U.S. executive orders for new reactors and the Trump administration’s nuclear capacity expansion plans present a substantial revenue opportunity. Furthermore, rising production rates at major aerospace companies like Boeing and Airbus are projected to boost Curtiss-Wright’s commercial aerospace revenue. The company’s defense segment is also expected to thrive due to increased re-arming efforts by the U.S. and NATO, contributing to a significant portion of its sales. These factors collectively underpin DiPalma’s positive outlook and Buy rating for Curtiss-Wright.

In another report released on May 22, Robert W. Baird also maintained a Buy rating on the stock with a $500.00 price target.

Based on the recent corporate insider activity of 52 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CW in relation to earlier this year.