{"id":398794,"date":"2026-04-18T14:19:15","date_gmt":"2026-04-18T14:19:15","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/398794\/"},"modified":"2026-04-18T14:19:15","modified_gmt":"2026-04-18T14:19:15","slug":"a-look-at-elbit-systems-taseeslt-valuation-as-shares-sit-above-popular-fair-value-estimates","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/398794\/","title":{"rendered":"A Look At Elbit Systems (TASE:ESLT) Valuation As Shares Sit Above Popular Fair Value Estimates"},"content":{"rendered":"\n

Find your next quality investment<\/a> with Simply Wall St’s easy and powerful screener, trusted by over 7 million individual investors worldwide.<\/p>\n

Elbit Systems (TASE:ESLT) has drawn attention after a mixed near term share performance, with a 0.5% decline over the past day, 5.4% over the week, and 11.7% over the past month, alongside a 17.1% gain in the past 3 months.<\/p>\n

See our latest analysis for Elbit Systems.<\/a><\/p>\n

Stepping back, the recent pullback sits against a much stronger backdrop. The share price is at \u20aa2,632.0 and short term momentum is cooling after a strong year to date share price return and very large multi year total shareholder gains.<\/p>\n

If Elbit Systems has you thinking about long term themes in defense and automation, this can be a good moment to see what else fits that profile through our robotics and automation stocks screener, starting with 34 robotics and automation stocks<\/a>.<\/p>\n

With Elbit Systems trading at \u20aa2,632 and sitting about 26% below the average analyst price target, the key question is whether this gap reflects an undervalued defense leader or indicates that the market is already accounting for future growth.<\/p>\n

Based on the most followed narrative, Elbit Systems’ fair value of \u20aa1,828 sits well below the current share price of \u20aa2,632, which puts a spotlight on the growth expectations embedded in that gap.<\/p>\n

Record $25.2 billion backlog, with close to 70 percent from customers outside Israel and multi year contracts such as the 8 year, 2.3 billion dollar strategic program, provides high visibility on sustained top line growth and supports operating leverage and earnings compounding.<\/p>\n

Read the complete narrative.<\/a><\/p>\n

Want to see what kind of revenue path and margin uplift need to materialise for that fair value to stack up? The narrative leans heavily on backlog visibility, rising overseas defense spend and richer system content per platform, all feeding into a higher future earnings base and a premium earnings multiple.<\/p>\n

Result: Fair Value of \u20aa1,828 (OVERVALUED)<\/p>\n

Have a read of the narrative in full and understand what’s behind the forecasts.<\/a><\/p>\n

However, the narrative could shift quickly if global defense budgets cool or high power laser programs fail to gain traction, which could put backlog visibility and margin assumptions under pressure.<\/p>\n

Find out about the key risks to this Elbit Systems narrative.<\/a><\/p>\n

If the mixed messages on valuation and growth are leaving you unsure, this is a good time to move fast and test the numbers yourself. To see what investors are optimistic about in Elbit Systems right now, check the 2 key rewards.<\/p>\n

If Elbit Systems has sharpened your focus on quality, do not stop here. Use the Simply Wall St Screener to identify other opportunities before the crowd does.<\/p>\n

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n

Companies discussed in this article include ESLT.TA<\/a>.<\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…\n","protected":false},"author":2,"featured_media":301298,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[114,97833,11628,85,46,130782],"class_list":{"0":"post-398794","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-business","9":"tag-elbit-systems","10":"tag-fair-value","11":"tag-il","12":"tag-israel","13":"tag-simply-wall-st"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/398794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=398794"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/398794\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/301298"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=398794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=398794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=398794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}