Teledyne Technologies Incorporated (NYSE: TDY) is a diversified industrial-technology company serving aerospace and defense, digital imaging, instrumentation, and engineered systems markets. After a strong run in 2026, investors are asking whether the shares can climb to a $760 price target — a level that would mark fresh highs for the stock.
Across the sell-side research reviewed, nine current price targets were collected and averaged. The range runs from $640 (Barclays, Equal-Weight) to $877 (Goldman Sachs, Buy), a spread of roughly $237 that signals meaningful divergence in how analysts model Teledyne's growth and multiple.
The calculated mean of about $759.67 rounds to a $760 central target. Supporting the upper end, Jefferies holds an $830 target, UBS sits at $785, Stifel at $775, and Bank of America at $770. In the middle, Needham carries a $760 target, while Morgan Stanley ($715) and Citi ($685) sit at Hold/Neutral ratings. Barclays' $640 is the most cautious.
The reasoning splits along familiar lines. Bullish analysts — including Jefferies' Greg Konrad — point to better-than-expected quarterly results and raised guidance, arguing Teledyne is re-entering a positive earnings revision cycle driven by defense strength and improving short-cycle industrial demand. Cautious analysts see the stock as fairly valued at current levels, emphasizing that much of the near-term growth may already be priced in.
With shares recently trading near $618, moving to a $760 stock price target would require an advance of roughly 23% — a substantial move for an established industrial. To get there, Teledyne would need sustained earnings beats, continued defense order strength, and a re-rating of its P/E (price-to-earnings) multiple, which currently sits near 29 times trailing earnings and about 26 times forward estimates.
Fundamentally, the company reported first-quarter fiscal 2026 revenue of about $1.56 billion with GAAP diluted EPS (earnings per share) of $4.85, and it raised full-year guidance. Consensus estimates project roughly $6.56 billion in revenue and about $24.74 in EPS for fiscal 2026, with EPS rising toward $26.79 in 2027. The stock also trades below its 52-week high of about $697.67, meaning the path to $760 would require clearing that prior peak first.
Several factors underpin the bullish case. Teledyne's aerospace and defense exposure — including FLIR thermal-imaging and unmanned systems — benefits from elevated global defense spending and a record order backlog. The company's Teledyne FLIR Defense unit recently secured an $11.2 million U.S. Army contract for CBRN (chemical, biological, radiological, and nuclear) unmanned aerial system kits.
A recovering short-cycle industrial portfolio, a history of beating quarterly EPS estimates, and a return to positive earnings revisions all support the constructive view. If defense demand remains firm and margin expansion continues, analysts could keep raising targets, which historically has lifted the average analyst price target over time.
The risks are equally concrete. Three of the nine analysts reviewed — Barclays, Morgan Stanley, and Citi — remain at Hold or Equal-Weight, a reminder that several research desks see a balanced risk-reward rather than a clear bargain. At nearly 29 times trailing earnings, the valuation leaves limited room for error if growth disappoints.
Trade and tariff costs, acquisition integration, and cyclicality in marine and energy end markets could pressure margins. Softer organic growth in some acquired units has already drawn caution from analysts. If defense budgets normalize or short-cycle demand falters, the stock could consolidate below its prior high rather than extend toward $760.
Teledyne's 52-week range spans roughly $483.02 to $697.67, and the stock currently trades well above the midpoint of that band. The $697.67 prior high represents the nearest major resistance level; a durable close above it would put the $760 target in play as the next measured objective. On the downside, the psychologically significant $600 area and the broader trading range provide reference points for support, while the $483 zone marks the deeper low from the trailing year.
Analyst price targets generally reflect a research horizon of about 12 months, though individual firms set their own assumptions, so the exact horizon varies. Investors should watch the next earnings report, scheduled for late October 2026, along with guidance updates and any analyst target revisions that follow. Defense budget developments, tariff and trade policy, and trends in short-cycle industrial and marine markets are the most relevant catalysts for the market outlook.
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A $760 target for Teledyne is not a forecast but the arithmetic mean of nine verified analyst targets spanning $640 to $877. Reaching it would require a substantial climb of about 23% from recent levels, including a break above the 52-week high. The constructive case rests on defense demand, a short-cycle recovery, and a positive earnings-revision trend, while the principal obstacles are a rich valuation, execution risk, and the caution of three Hold-rated analysts. With next earnings due shortly, guidance and revisions will be the clearest signals of whether that path remains open.
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A.I.dvisor indicates that over the last year, TDY has been loosely correlated with ST. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if TDY jumps, then ST could also see price increases.
| Ticker / NAME | Correlation To TDY | 1D Price Change % | ||
|---|---|---|---|---|
| TDY | 100% | +1.47% | ||
| ST - TDY | 50% Loosely correlated | +4.01% | ||
| KEYS - TDY | 50% Loosely correlated | +3.09% | ||
| ESE - TDY | 49% Loosely correlated | +1.13% | ||
| MKSI - TDY | 47% Loosely correlated | +4.88% | ||
| VPG - TDY | 41% Loosely correlated | +8.96% | ||
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