Howmet Aerospace Shares Soar on Exceptional Quarterly Performance

Howmet Aerospace's stock is experiencing a powerful surge following the release of unexpectedly robust quarterly earnings. The company significantly outperformed analyst projections, triggering a wave of positive market sentiment.

The impressive figures have prompted a series of price target increases from financial institutions. Among seventeen covering analysts, thirteen recommend purchasing the stock, while four maintain a hold position.

• Susquehanna lifted its target to $220 from $210.
• Morgan Stanley boosted its objective to $210, up from $170.
• Barclays revised its target upward to $190 from $140.

The average broker price target now sits at $181.92, though the most recent adjustments suggest there is further potential for growth.

For the third quarter of 2025, Howmet Aerospace reported an adjusted earnings per share (EPS) of $0.91, clearly surpassing the consensus estimate of $0.87. Even more notable was the revenue climb to $2.05 billion, which came in well ahead of the anticipated $1.99 billion. This represents a solid 9.2 percent year-over-year sales increase. The company's operational strength is reflected in a net margin of 18.09 percent and a return on equity of 28.17 percent. Looking ahead, analysts now project a full-year earnings per share of $3.27.

Should investors sell immediately? Or is it worth buying Howmet Aerospace?

Strong Institutional Confidence and Technical Momentum

Major financial players have demonstrated notable confidence. Newbridge Financial Services substantially increased its stake by 119.7 percent during the second quarter. Furthermore, Traub Capital Management and Winnow Wealth LLC established new positions in the company. In total, institutional investors and hedge funds now control 90.46 percent of Howmet Aerospace shares—a clear vote of confidence from professional money managers.

From a technical perspective, the outlook is decidedly positive. The stock is currently trading at $203.86, approaching its 52-week high of $205.29. Both the 50-day moving average of $187.31 and the 200-day moving average of $174.63 confirm a well-established upward trend. With a market capitalization of $82.18 billion and a P/E ratio of 59.61, investors are evidently betting on continued expansion.

Leadership Transition on the Horizon

A significant leadership change is scheduled for the end of the year. Chief Financial Officer Ken Giacobbe will retire after a 21-year tenure. Patrick Winterlich is set to assume the role of CFO, taking over financial responsibilities starting December 1. Market observers are watching to see if this leadership handover will maintain the company's current successful trajectory.