V2X’s (VVX) Neutral Rating Reaffirmed at Robert W. Baird

V2X (NYSE:VVX)‘s stock had its “neutral” rating reiterated by equities research analysts at Robert W. Baird in a note issued to investors on Tuesday, Marketbeat.com reports. They currently have a $94.00 price objective on the stock. Robert W. Baird’s price objective suggests a potential upside of 10.52% from the stock’s current price.

VVX has been the subject of a number of other reports. Stifel Nicolaus lifted their target price on shares of V2X from $77.50 to $79.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Citigroup reissued a “market outperform” rating on shares of V2X in a report on Tuesday, July 28th. BTIG Research reissued a “buy” rating and issued a $90.00 price objective on shares of V2X in a research note on Wednesday, May 27th. Truist Financial raised their price objective on shares of V2X from $68.00 to $70.00 and gave the stock a “hold” rating in a research report on Tuesday, May 5th. Finally, Bank of America increased their price target on V2X from $78.00 to $93.00 and gave the stock a “buy” rating in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $82.10.

V2X Trading Down 5.8%

NYSE VVX opened at $85.05 on Tuesday. The stock has a market cap of $2.66 billion, a PE ratio of 30.48, a PEG ratio of 0.72 and a beta of 0.21. The company has a current ratio of 1.25, a quick ratio of 1.25 and a debt-to-equity ratio of 0.96. V2X has a 12 month low of $47.37 and a 12 month high of $93.98. The company’s 50-day moving average price is $80.90 and its 200-day moving average price is $73.09.

V2X (NYSE:VVX) last released its quarterly earnings data on Monday, August 3rd. The company reported $1.64 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.20. The company had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.21 billion. V2X had a net margin of 1.88% and a return on equity of 16.94%. The firm’s revenue for the quarter was up 16.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.33 earnings per share. V2X has set its FY 2026 guidance at 5.900-6.300 EPS. Equities research analysts forecast that V2X will post 6.16 earnings per share for the current year.

Institutional Investors Weigh In On V2X

Hedge funds and other institutional investors have recently modified their holdings of the stock. Thurston Springer Miller Herd & Titak Inc. acquired a new position in shares of V2X during the 2nd quarter worth approximately $104,000. Assenagon Asset Management S.A. raised its holdings in shares of V2X by 871.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 148,395 shares of the company’s stock worth $11,064,000 after purchasing an additional 133,117 shares during the period. Segall Bryant & Hamill LLC acquired a new position in V2X during the first quarter valued at approximately $779,000. Bank of America Corp DE boosted its position in V2X by 26.5% during the 1st quarter. Bank of America Corp DE now owns 517,369 shares of the company’s stock worth $35,440,000 after purchasing an additional 108,430 shares during the period. Finally, Janus Henderson Group PLC grew its stake in shares of V2X by 708.3% in the first quarter. Janus Henderson Group PLC now owns 97,883 shares of the company’s stock valued at $6,705,000 after buying an additional 85,773 shares in the last quarter. 95.18% of the stock is currently owned by institutional investors and hedge funds.

Key V2X News

Here are the key news stories impacting V2X this week:

• Positive Sentiment: V2X reported second-quarter revenue of $1.26 billion, up 17% year over year and ahead of the $1.21 billion consensus estimate. Adjusted diluted EPS rose 23% to $1.64, exceeding expectations of approximately $1.44-$1.45. V2X Reports Second Quarter 2026 Results
• Positive Sentiment: Adjusted net income increased 22% to $51.6 million, while adjusted EBITDA reached $89.8 million, representing a 7.1% margin. The results indicate continued growth in V2X’s government and defense-services business. V2X Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management increased its 2026 outlook for revenue, adjusted EBITDA and adjusted diluted EPS, reflecting confidence in execution and demand. Revenue guidance is now $4.9 billion-$5.0 billion, while adjusted EPS guidance is $5.90-$6.30.
• Neutral Sentiment: The midpoint of the EPS outlook, approximately $6.10, is essentially aligned with the $6.09 analyst consensus, and the revenue range is close to the $4.9 billion estimate. This may have limited the positive market reaction despite the quarterly beat. V2X Q2 2026 Earnings Call Transcript
• Negative Sentiment: V2X’s reported net income was only $25.5 million, producing a 1.88% net margin. The company’s relatively thin profitability and leverage, including a debt-to-equity ratio near 1.0, remain risks for investors if contract costs or financing expenses increase.

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.