Wall Street Zen downgrades HEICO. HEICO stock draws 24 analyst ratings

Published on 10/07/2026 at 07:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue reached USD 1.41 billion in fiscal third quarter, up 23.10 percent year over year. Analysts set a USD 391.07 average target for HEICO stock.

HEI, US4228061093, Illustration mit AI erstellt.

HEICO (ISIN US4228061093) drew 24 analyst ratings as Wall Street Zen downgraded the aerospace company from Buy to Hold in a report issued on October 3, 2026, according to MarketBeat. The same report cited a Moderate Buy consensus and a USD 391.07 average target across the analyst group.

Third-quarter growth resets the debate

HEICO reported USD 1.41 billion in revenue for the fiscal third quarter ended July 31, 2026, compared with USD 1.36 billion expected by analysts, according to MarketBeat. Revenue increased 23.10 percent from the prior-year quarter, while earnings per share reached USD 1.67 against a USD 1.51 consensus estimate.

The comparison matters because the earnings figure exceeded consensus by USD 0.16, while the revenue gap was USD 50.0 million. That combination puts operating execution beside valuation as the central issue for HEICO stock after the October 3 rating change.

Two segments support the premium

HEICO describes two operating segments on its corporate site: the Flight Support Group and the Electronic Technologies Group. Flight Support supplies aircraft replacement parts, repairs and overhaul services, while Electronic Technologies develops components for aerospace, defense, telecommunications, medical and industrial applications, according to HEICO Corporation.

For investors, the figures show why the stock can attract both growth support and valuation scrutiny: fiscal third-quarter revenue growth was 23.10 percent, but MarketBeat reported a USD 391.07 average target against a USD 365.00 target from Morgan Stanley dated September 2, 2026. The targets remain in US dollars and are separate from the euro reference value used for German-market readers.

Prior close marks the German reference

The Lang & Schwarz prior close was EUR 269.30 on October 5, 2026. HEICO's market capitalization was USD 42.3 billion and its 52-week range was USD 256.11 to USD 376.86 as of October 6, 2026, keeping the stock's valuation context tied to its NYSE listing rather than the euro reference quote. The further course of trading is shown by the continuously updated real-time quote of HEICO stock.