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Curtiss-Wright (CW) is back in the picture after collaborating with Green Hills Software on a safety-certifiable COTS computing solution for aerospace, in addition to Azure Local validation for its PacStar tactical edge servers.
Together, these moves broaden CW’s role in mission-critical avionics and defense computing, raising new questions about how the stock reflects its growing product portfolio and customer reach.
See our latest analysis for Curtiss-Wright.
These defense technology announcements come after a strong run in the stock, with Curtiss-Wright’s 30-day share price return of 19.12% and year-to-date share price return of 14.73% compared to a one-year total shareholder return of 89.67% and a five-year total shareholder return of 494.20%. Together, these numbers indicate that momentum has been building over time, even with short-term declines, such as the recent share price drop of 1.09% in one day to US$656.69.
If these moves in defense technology have your attention, now could be a good time to see what else is happening in the aerospace and defense stocks and compare other names in the space.
With CW trading at $656.69, showing strong multi-year returns and above the average analyst price target, you have to wonder: Is there still a potential entry point here, or is the market already pricing in future growth?
At $656.69, Curtiss-Wright is trading above a widely followed fair value estimate of about $608.17, which is based on detailed long-term forecasts with a discount rate of 7.81%.
The global nuclear resurgence, driven by decarbonization, energy security and supportive regulatory steps (such as the U.S. plan to quadruple domestic nuclear production by 2050), supports significant opportunity for Curtiss-Wright’s nuclear segment, with the CEO outlined opportunities to quadruple commercial nuclear revenues to $1.5 billion by the middle of next decade, setting up a long-cycle growth engine for both top line and improved margins from high-value content.
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Wondering how a long-dated nuclear buildout, mid-teens profit margins and a rich future earnings multiple contribute to that fair value label? The full story outlines the revenue glide path, margin assumptions and earnings growth that must hold together for $608.17 to make sense.
Result: Fair value of $608.17 (EXCESS)
Read the story completely and understand what is behind the predictions.
