Analysts Bullish on Industrial Goods Stocks Watts Water Technologies and Kratos Defense

Stifel analyst Nathan Jones has maintained a "Buy" rating for Watts Water Technologies (WTS) and raised the price target from $290 to $300, a 3.45% increase. This is the latest in a series of positive assessments from Stifel, with historical ratings including a "Buy" rating with a $275 price target and a "Buy" rating with a $260 price target. Watts Water Technologies provides safety, energy efficiency, and water conservation products with a portfolio including residential and commercial flow control products, HVAC and gas products, drainage and water reuse products, and water quality products.

Stifel analyst Nathan Jones has maintained a "Buy" rating for Watts Water Technologies (WTS) and raised the price target from $290 to $300, a 3.45% increase. This latest positive assessment from Stifel follows a series of strong endorsements. In July 2025, Stifel maintained the "Buy" rating and raised the price target from $275 to $290, representing a 5.45% increase. Similarly, in June 2025, Stifel maintained the "Buy" rating and raised the price target from $260 to $275, a 5.77% increase [1].

Watts Water Technologies, a U.S.-based company, provides safety, energy efficiency, and water conservation products. Its portfolio includes residential and commercial flow control products, HVAC and gas products, drainage and water reuse products, and water quality products. The company's key revenue comes from the Americas, followed by Europe and the APMEA region [1].

Wall Street analysts forecast an average target price of $265.20 for Watts Water Technologies Inc (WTS), with a high estimate of $293.00 and a low estimate of $225.00. The consensus brokerage recommendation is a "Hold" status [1].

GuruFocus estimates the GF Value for Watts Water Technologies Inc (WTS) in one year at $213.19, suggesting a downside of 19.7% from the current price of $265.485 [1].

Watts Water Technologies reported Q2 2025 earnings with $643.7M revenue, a 7.8% year-over-year increase, driven by 11% Americas sales growth despite European declines. EPS surged 23.4% to $3.01, supported by $100.9M net income, reflecting 20+ years of sustained profitability and operational resilience [2].

CEO Robert J. Pagano Jr. highlighted the company's record Q2 performance and raised full-year 2025 guidance, citing the strategic EasyWater acquisition and strong execution amid economic uncertainty. Post-earnings stock strategy yielded a 174.3% return, outperforming benchmarks [2].

The company's stock has seen mixed price performance. It edged down 1.32% during the latest trading day and 0.63% during the most recent full trading week. However, it gained 2.44% month-to-date, indicating some recovery despite short-term volatility [2].

Watts Water Technologies has raised its full-year 2025 outlook based on strong first-half performance. It now expects sales growth of 2% to 5%, organic sales growth of flat to +3%, adjusted EBITDA margin of 20.7% to 21.3%, and adjusted operating margin of 18.2% to 18.8% [3].

References:
[1] https://www.gurufocus.com/news/3050286/wts-stifel-raises-price-target-for-watts-water-technologies-wts-stock-news
[2] https://www.ainvest.com/news/watts-water-technologies-2025-q2-earnings-beats-expectations-net-income-23-2508/
[3] https://www.investing.com/news/company-news/watts-water-technologies-q2-2025-slides-record-results-prompt-raised-outlook-93CH-4174839