Brokers Set Expectations for V2X’s Q1 Earnings (NYSE:VVX)

V2X, Inc. (NYSE:VVX) – Equities researchers at Noble Financial issued their Q1 2026 earnings estimates for shares of V2X in a research report issued to clients and investors on Monday, January 12th. Noble Financial analyst J. Gomes anticipates that the company will earn $1.03 per share for the quarter. The consensus estimate for V2X’s current full-year earnings is $4.16 per share. Noble Financial also issued estimates for V2X’s Q3 2026 earnings at $1.58 EPS and Q4 2026 earnings at $1.65 EPS.

A number of other research analysts have also commented on the company. Stifel Nicolaus upped their target price on V2X from $63.00 to $65.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Morgan Stanley restated an “underweight” rating and issued a $61.00 price objective on shares of V2X in a research note on Tuesday, December 16th. Royal Bank Of Canada raised their price objective on shares of V2X from $54.00 to $60.00 and gave the stock a “sector perform” rating in a report on Tuesday, November 4th. Citigroup lifted their target price on shares of V2X from $62.00 to $69.00 and gave the company a “neutral” rating in a research report on Tuesday. Finally, Zacks Research raised shares of V2X from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 17th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $63.89.

V2X Price Performance

Shares of VVX stock opened at $66.92 on Tuesday. V2X has a 12 month low of $41.08 and a 12 month high of $66.97. The company has a market capitalization of $2.11 billion, a P/E ratio of 26.77, a P/E/G ratio of 0.59 and a beta of 0.11. The stock has a 50 day moving average of $56.07 and a two-hundred day moving average of $55.24. The company has a current ratio of 1.20, a quick ratio of 1.20 and a debt-to-equity ratio of 1.01.

V2X (NYSE:VVX) last posted its quarterly earnings results on Monday, November 3rd. The company reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.23 by $0.14. V2X had a net margin of 1.81% and a return on equity of 15.22%. The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period last year, the business posted $1.29 EPS. The business’s quarterly revenue was up 7.9% on a year-over-year basis. V2X has set its FY 2025 guidance at 4.650-4.950 EPS.

Insider Activity at V2X

In other news, Director Dino M. Cusumano sold 2,250,000 shares of the business’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $55.00, for a total value of $123,750,000.00. Following the transaction, the director directly owned 5,750,001 shares of the company’s stock, valued at $316,250,055. The trade was a 28.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, major shareholder American Industrial Partners C sold 1,200,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $55.05, for a total value of $66,060,000.00. Following the sale, the insider directly owned 4,550,001 shares of the company’s stock, valued at $250,477,555.05. This represents a 20.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 5,700,000 shares of company stock valued at $313,560,000. Company insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Comerica Bank increased its position in V2X by 79.1% in the 3rd quarter. Comerica Bank now owns 480 shares of the company’s stock valued at $28,000 after acquiring an additional 212 shares in the last quarter. Allspring Global Investments Holdings LLC increased its holdings in shares of V2X by 1.4% in the third quarter. Allspring Global Investments Holdings LLC now owns 16,445 shares of the company’s stock valued at $955,000 after purchasing an additional 223 shares in the last quarter. Ameritas Investment Partners Inc. raised its position in V2X by 18.6% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 1,757 shares of the company’s stock worth $85,000 after purchasing an additional 275 shares during the last quarter. Jain Global LLC lifted its holdings in V2X by 5.1% during the 3rd quarter. Jain Global LLC now owns 5,907 shares of the company’s stock worth $343,000 after buying an additional 287 shares in the last quarter. Finally, BOK Financial Private Wealth Inc. boosted its position in V2X by 7.1% in the 2nd quarter. BOK Financial Private Wealth Inc. now owns 5,399 shares of the company’s stock valued at $262,000 after buying an additional 356 shares during the last quarter. 95.18% of the stock is owned by institutional investors.

Key V2X News

Here are the key news stories impacting V2X this week:

• Positive Sentiment: Seeking Alpha raises its base-case price target to $80.70 and calls V2X a standout in the aerospace & defense surge — cites 20% YTD outperformance and potential long-term volume gains from higher defense spending, though notes margins are constrained by cost-plus mission-support work. V2X: The Surprising Winner Of The Aerospace And Defense Surge
• Positive Sentiment: Noble Financial nudged FY‑2026 EPS higher to $5.40 (from $5.38) and published quarterly EPS forecasts (Q1 $1.03, Q2 $1.13, Q3 $1.58, Q4 $1.65), signaling firmer forward earnings assumptions versus consensus. This supports upward earnings momentum expectations. MarketBeat V2X coverage
• Neutral Sentiment: Zacks runs a comparative value piece (VVX vs. Duolingo) for value-oriented investors — useful context on relative valuation but not company-specific catalysts. VVX or DUOL: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Finbold mentions Greenland-linked stocks amid geopolitical focus; V2X appears in thematic lists tied to defense and supply-chain exposure — a headline-driven watch item rather than an immediate fundamental change. Top 3 Greenland-linked stocks to watch amid Trump threats
• Negative Sentiment: Truist reaffirmed a “hold” rating and set a $65 price target, which is below the current market price — this is a near-term bearish datapoint that could cap upside if other analysts don’t lift targets. Benzinga The Fly

V2X Company Profile

V2X, Inc provides critical mission solutions and support services to defense clients worldwide. It offers a suite of integrated solutions across the operations and logistics, aerospace, training, and technology markets to national security, defense, civilian, and international clients. The company was incorporated in 2014 and is headquartered in Mclean, Virginia.