TransDigm Group Incorporated (TDG) Price Target Analysis
Wall Street analyst price targets, ratings consensus & upside potential · Updated May 1, 2026
Current Price
$1233.64
Price Target
$1617.88
Target Range
$1400.00 — $1871.00
Analyst Rating
Buy
Forward P/E31.8x
Trailing P/E38.5x
Forward PEG1.02
Implied Growth+14.8%
Median Target$1612.50
Analyst Spread29.1%
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Bear Case
$1400
+13.5%
Consensus
$1618
+31.1%
Bull Case
$1871
+51.7%
Valuation Model TargetsConfidence: 65/100
Bear$970
Base$1777
Bull$2046
TDG Price Target Analysis
Updated May 6, 2026As of May 6, 2026, TransDigm Group Incorporated (TDG) has a Wall Street consensus price target of $1617.88, based on estimates from 39 covering analysts. With the stock currently trading at $1233.64, this represents a potential upside of +31.1%. The company has a market capitalization of $69.67B.
Analyst price targets range from a low of $1400.00 to a high of $1871.00, representing a 29% spread in expectations. The median target of $1612.50 aligns closely with the consensus average.
The current analyst consensus rating is Buy, with 22 analysts rating the stock as a Buy or Strong Buy,17 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, TDG trades at a trailing P/E of 38.5x and forward P/E of 31.8x. The forward PEG ratio of 1.02 indicates reasonable valuation for growth. Analysts expect EPS to grow +14.8% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $1777.26, with bear and bull scenarios of $970.48 and $2046.29 respectively. Model confidence stands at 65/100, reflecting moderate uncertainty in projections.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Industrials stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside+19.2%
Avg Forward P/E533.6x
Peers with Coverage10 / 10
| Company | Market Cap | Price | Target | Upside | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 HEIHEICO Corporation | $25.0B | $296.38 | $371.00 | +25.2% | Buy | 52.8x | 34 |
 WWDWoodward, Inc. | $22.8B | $382.42 | $433.17 | +13.3% | Buy | 42.8x | 20 |
 CWCurtiss-Wright Corporation | $27.4B | $742.62 | $708.50 | -4.6% | Buy | 49.3x | 25 |
 KTOSKratos Defense & Security Solutions, Inc. | $11.5B | $61.52 | $110.58 | +79.7% | Buy | 79.3x | 22 |
 DRSLeonardo DRS, Inc. | $11.1B | $41.79 | $53.00 | +26.8% | Buy | 33.3x | 9 |
 SPRSpirit AeroSystems Holdings, Inc. | $4.6B | $39.50 | $46.15 | +16.8% | Hold | 31.5x | 43 |
 HAYWHayward Holdings, Inc. | $3.2B | $14.92 | $15.75 | +5.6% | Hold | 17.4x | 10 |
 AIRAAR Corp. | $4.7B | $118.71 | $120.00 | +1.1% | Buy | 24.2x | 20 |
 VSECVSE Corporation | $4.4B | $207.45 | $235.67 | +13.6% | Buy | 49.8x | 11 |
 BAThe Boeing Company | $181.3B | $229.93 | $263.67 | +14.7% | Buy | 4955.4x | 54 |
Upside Potential Comparison
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Start ComparisonTDG — Frequently Asked Questions
Quick answers to the most common questions about buying TDG stock.
What is the TDG stock price target for 2026?
The consensus Wall Street price target for TDG is $1617.88, representing 31.1% upside from the current price of $1233.643. With 39 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
Is TDG a buy, sell, or hold?
TDG has a consensus rating of "Buy" based on 39 Wall Street analysts. The rating breakdown is predominantly bullish, with 22 Buy/Strong Buy ratings. The consensus 12-month price target of $1617.88 implies 31.1% upside from current levels.
Is TDG stock overvalued or undervalued?
TDG trades at a forward P/E of 31.788x, representing a moderate valuation. With analysts targeting $1617.88 (31.1% implied move), the stock appears reasonably valued with upside.
How high can TDG stock go?
The most bullish Wall Street analyst has a price target of $1871 for TDG, while the most conservative target is $1400. The consensus of $1617.88 represents the median expectation. Our quantitative valuation model projects a bull case target of $2046 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover TDG stock?
TDG is heavily covered by Wall Street, with 39 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 22 have Buy ratings, 17 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the TDG stock forecast?
The 12-month TDG stock forecast based on 39 Wall Street analysts shows a consensus price target of $1617.88, with estimates ranging from $1400 (bear case) to $1871 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $1777, with bear/bull scenarios of $970/$2046.
What is TDG's fair value based on fundamentals?
Our quantitative valuation model calculates TDG's fair value at $1777 (base case), with a bear case of $970 and bull case of $2046. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 65/100.
What is TDG's forward P/E ratio?
TDG trades at a forward P/E ratio of 31.8x based on next-twelve-months earnings estimates compared to a trailing P/E of 38.5x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Should I buy TDG stock?
Wall Street analysts are very optimistic on TDG, with a "Buy" consensus rating and $1617.88 price target (31.1% upside). 22 of 39 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do TDG price targets vary so much?
TDG analyst price targets range from $1400 to $1871, a 29% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $1617.88 consensus represents the middle ground. Our model's $970-$2046 range provides an independent fundamental perspective.