Morgan Stanley Boosts Heico Price Target Amid Aerospace Sector Strength

Morgan Stanley has raised its price target for Heico (HEI) from $305 to $330, maintaining an Equal Weight rating. The firm attributes the boost to the aerospace sector's strength, driven by record valuation multiples and improvements in the aerospace supply chain and Boeing production. Analysts forecast an average target price of $319.76, implying a 0.02% upside from the current price.

Morgan Stanley has raised its price target for Heico (HEI) from $305 to $330, maintaining an Equal Weight rating. The firm attributes the boost to the aerospace sector's strength, driven by record valuation multiples and improvements in the aerospace supply chain and Boeing production [1].

Heico, a leading provider of aerospace, defense, and electronic products, has seen its stock price rise in recent months. Analysts forecast an average target price of $319.76, implying a 0.02% upside from the current price. The company's strong performance is reflected in its recent earnings report, where it reported $1.12 earnings per share, exceeding analyst estimates by $0.09 [1].

Several other research firms have also increased their price objectives for Heico. Truist Financial upped its target from $323 to $352, giving the company a "buy" rating. Bank of America increased its target from $320 to $355, also with a "buy" rating. William Blair reaffirmed an "outperform" rating, while UBS Group increased its target from $264 to $306 with a "neutral" rating. Barclays set a $280 price objective with an "equal weight" rating [1].

Institutional investors have also shown interest in Heico. Ridgewood Investments LLC grew its position by 92.0% during the 1st quarter, while Caitong International Asset Management Co. Ltd increased its holdings by 17,800.0%. Hedge funds and other institutional investors own 27.12% of the company's stock [1].

Heico's stock performance has been robust, with a 1-year low of $216.68 and a 1-year high of $328.64. The company has a market capitalization of $44.40 billion, a debt-to-equity ratio of 0.56, and a current ratio of 3.43. Analysts predict Heico will post 4.2 EPS for the current fiscal year [1].

References:
[1] https://www.marketbeat.com/instant-alerts/heico-nysehei-stock-price-expected-to-rise-morgan-stanley-analyst-says-2025-07-17/