ETF's SPTM Holdings Predict 11% Gain Potential Based on Analyst Targets

The SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) has a potential 11.27% gain based on the average analyst 12-month forward target price of $85.60 per unit. AeroVironment, NCR Voyix Corp, and American Woodmark Corp. have notable upside to their analyst target prices. Analysts see 21.22%, 21.03%, and 17.57% upside, respectively, for these underlying holdings.

Title: SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) Sees Potential 11.27% Gain

The SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) has garnered attention from analysts who see a potential 11.27% gain based on the average analyst 12-month forward target price of $85.60 per unit. This optimism is driven by several underlying holdings within the ETF, notably AeroVironment, NCR Voyix Corp, and American Woodmark Corp. Each of these companies has notable upside to their analyst target prices.

AeroVironment, Inc. (AVAV), for instance, has a potential 21.22% gain with an average analyst target price of $296.30 per share, compared to its recent trading price of $244.44. Similarly, NCR Voyix Corp (VYX) is expected to rise by 21.03% to an average analyst target price of $14.88 per share, up from its recent trading price of $12.29. American Woodmark Corp. (AMWD) also shows promise, with a potential 17.57% gain to an average analyst target price of $70.00 per share, compared to its recent price of $59.54.

These analysts' targets are based on robust U.S. defense spending and increased funding for unmanned systems, counter-drone technology, and space-based missile defense. The Pentagon’s fiscal 2026 budget request allocates $9.4 billion for unmanned systems and $3.1 billion for counter-drone systems, reflecting the lessons learned from recent conflicts and the Trump administration’s emphasis on space defense.

AeroVironment’s recent acquisition of BlueHalo is expected to strengthen its position in military space and directed energy markets, particularly in counter-drone electronic warfare, laser systems, and SATCOM antennas. This acquisition is anticipated to represent 38% of full-year 2025 pro forma revenue for AeroVironment.

While analysts are optimistic, investors should conduct further research to determine the validity of these targets. A high price target relative to a stock's trading price can reflect optimism about the future but can also be a precursor to target price downgrades if the targets were a relic of the past.

References

1. [https://www.composer.trade/etf/SPTM](https://www.composer.trade/etf/SPTM)
2. [https://www.nasdaq.com/articles/sptms-holdings-could-mean-11-gain-potential](https://www.nasdaq.com/articles/sptms-holdings-could-mean-11-gain-potential)
3. [https://seekingalpha.com/news/4483349-aerovironment-kratos-leonardo-drs-receive-buy-rating-from-canaccord-genuity](https://seekingalpha.com/news/4483349-aerovironment-kratos-leonardo-drs-receive-buy-rating-from-canaccord-genuity)