Goldman Sachs Cuts TransDigm (TDG) Price Target to $1,745
Goldman Sachs has reaffirmed its Buy rating for TransDigm Group, lowering its price target to $1745, a 53.38% upside from the current price.
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Goldman Sachs cut its price target on TransDigm Group Incorporated ($TDG) to $1,745 from $1,972 on October 12, 2026, and rates the stock "Buy".
Since the rating, $TDG is up 1.7% to date (from the $1,119.94 close on Oct 12, 2026).
TDG
TransDigm Group Incorporated
Key Points
- On October 12, 2026, Goldman Sachs reiterated its Buy rating on TransDigm Group with a new price target of $1745, reduced from $1972.
- Goldman Sachs's $1,745 price target implies 53.38% upside from TransDigm Group Incorporated's ($TDG) current $1,137.72 share price.
- As of October 16, 2026, TransDigm shares were trading at $1137.72, which is 34.8% below Goldman Sachs' updated target.
- TransDigm has a trailing revenue of $10 billion and a net margin of 21.3%, indicating solid profitability.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated TransDigm Group Incorporated alert may contain errors. Disclosures
Goldman Sachs has reiterated its Buy rating on TransDigm Group Incorporated (NYSE: TDG) and adjusted its price target from $1972 to $1745 on October 12, 2026. This new target is significantly lower than the recent trading price, which was $1137.72 as of October 16, 2026.
Goldman Sachs' Call on TransDigm
Goldman Sachs maintains a Buy rating on TransDigm, reflecting confidence in the company's long-term growth potential despite the revised price target. The new target of $1745 suggests a substantial upside from the current trading levels, which are below the target by about 34.8%.
Other Institutional Activity in TransDigm
Several other institutional investors have made moves regarding TransDigm shares. Capital International Investors trimmed its holdings by 431,872 shares, leaving it with 5,062,682 shares valued at approximately $5.77 billion. Meanwhile, Blackrock Inc. added 270,102 shares, bringing its total to 4,871,505 shares worth around $5.55 billion. Capital World Investors reduced its stake by 392,458 shares, now holding 4,274,109 shares valued at about $4.87 billion. Vanguard Capital Management LLC decreased its position slightly by 16,146 shares, ending with 3,653,511 shares valued at roughly $4.16 billion.
TransDigm Group Incorporated Stock Up 0.3%
TransDigm shares have been recently trading at $1137.72, which is notably below Goldman Sachs' new price target of $1745. This price point is a significant distance from the target, indicating potential for recovery if the market responds positively to the company's performance and outlook.
$TDG price target
TransDigm Group Incorporated daily closes and this analyst's $1,745 target. Not advice.
Recent Earnings
TransDigm reported trailing twelve-month revenue of approximately $10 billion, reflecting a year-over-year revenue growth of 22.5%. The company's net margin stands at 21.3%, showcasing its efficiency and profitability. Investors should be attentive to the upcoming earnings report scheduled for November 5, 2026, which may provide more insights into the company's financial health.
About TransDigm Group
TransDigm Group Incorporated designs, produces, and supplies aircraft components both in the U.S. and internationally. The company operates in the Aerospace & Defense sector, which is crucial for its growth and stability in a competitive market. The recent analyst rating reflects the firm's belief in TransDigm's ability to navigate industry challenges and capitalize on opportunities.
Bottom Line
Goldman Sachs' reaffirmed Buy rating and revised price target highlight the firm's ongoing confidence in TransDigm's future. Investors should watch for the upcoming earnings report on November 5, 2026, for further indications of the company's performance and any potential adjustments in analyst ratings.
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Source: Goldman Sachs's rating change on $TDG (Oct 12, 2026). Written by software, not financial advice. How we make alerts