ESLT stock forecast, quote, news & analysis

Key Takeaways

• Elbit Systems closed at $783.62 on August 14, 2026, up roughly 5.7% over the trailing 30 days from $741.55 on July 17.
• Trailing three-month performance is modestly positive at about 4.5%, with shares still below the 52-week high of $1,016.06.
• Second-quarter 2026 results, reported August 11, beat consensus estimates: EPS of $4.14 versus $3.68 and revenue of $2.29 billion versus $2.23 billion.
• Management reported a record backlog of approximately $32 billion, supported by demand across Europe, Israel, the U.S., and Asia-Pacific.
• Despite the beat, shares fell about 8.3% on the report, pressured by a decline in aerospace sales, higher R&D spending, and geopolitical disruption concerns.
• Aggregate analyst ratings sit near Hold, with 12-month price targets generally clustering in the mid-to-upper $800s.

Current Market Snapshot

As of the August 14, 2026 close, ESLT traded at $783.62, up 0.51% for the session. The stock sits within a 52-week range of $447.00 to $1,016.06, with a market capitalization near $36.6 billion. Shares rallied from roughly $731 in mid-July toward a closing high near $864 in early August, then pulled back after earnings. The profile reflects elevated defense demand and a record backlog, alongside single-stock volatility around quarterly reporting and ongoing debate about valuation after a multi-year advance.

Elbit Systems (ESLT) Business Overview and Competitive Position

Elbit Systems Ltd. is an Israel-based defense electronics company founded in 1966 and headquartered in Haifa. It develops airborne, land, naval, and homeland-security systems, operating through five segments: Aerospace; C4I and Cyber; Intelligence, Surveillance, Target Acquisition and Reconnaissance (ISTAR) and Electronic Warfare; Land; and Elbit Systems of America. Its portfolio includes unmanned aerial systems, precision munitions, electro-optics, electronic warfare, C4ISR, training and simulation, active protection, and commercial aviation technologies. The company's scale, international customer base, and ability to integrate systems across platforms are key competitive strengths. Investors follow the stock for backlog growth, margin execution, and global defense-spending trends.

Recent Developments Driving ESLT

The dominant catalyst in the last 30 days was the second-quarter 2026 report on August 11. Elbit Systems posted EPS of $4.14, ahead of the consensus estimate of $3.68, and revenue of $2.29 billion, above the consensus figure of $2.23 billion. Management highlighted double-digit growth in revenue, profit, and backlog, with margins above targets and a record backlog of about $32 billion. Demand was strongest in Europe, Israel, the U.S., and Asia-Pacific.

Even with the beat, shares dropped roughly 8.3% that session. Financial media attributed the decline to several factors: lower aerospace-segment sales, a rise in R&D spending, and renewed uncertainty around Iran-related regional disruption. The stock had already climbed sharply into the report, which may have left the bar for near-term reaction elevated. Through August 14, shares had stabilized in the high-$700s.

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2026 Outlook and What Investors Should Watch

Looking ahead, the key themes are backlog conversion, margin execution, and whether aerospace revenue regains momentum alongside Elbit's other segments. Defense budgets in Europe, Israel, the U.S., and Asia-Pacific remain important demand drivers, as does the company's ability to expand production capacity. Investors may also monitor R&D spending trends, supply-chain and currency effects, and geopolitical developments that could accelerate or delay order flow. Valuation is another focal point: with a trailing P/E in the upper 50s and consensus ratings near Hold, the market appears to be balancing growth and backlog strength against execution risk. The next quarterly update is expected around November 2026.

Disclaimer

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