TD Cowen Cuts TransDigm (TDG) Price Target to $1,300

TD Cowen has reiterated its Buy rating on TransDigm Group with a new price target of $1300, a 14.26% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:06 PM EDT

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TD Cowen cut its price target on TransDigm Group Incorporated ($TDG) to $1,300 from $1,450 on October 9, 2026, and rates the stock "Buy".

Since the rating, $TDG is up 2.8% after 1 week and up 2.8% to date (from the $1,107.99 close on Oct 9, 2026).

TDG TransDigm Group Incorporated

$1,139.34 -16.14% year to date

Daily close · Oct 16, 2026

Key Points

On October 9, 2026, TD Cowen reiterated its Buy rating on TransDigm Group Incorporated, lowering the price target from $1450 to $1300.
TD Cowen's $1,300 price target implies 14.26% upside from TransDigm Group Incorporated's ($TDG) current $1,137.72 share price.
As of October 16, 2026, TransDigm shares traded recently around $1137.72, which is about 12.5% below the new target.
TransDigm's next earnings report is scheduled for November 5, 2026, following solid revenue growth of 22.5% year-over-year.

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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

TD Cowen has reiterated its Buy rating on TransDigm Group Incorporated (NYSE: TDG) on October 9, 2026, and adjusted the price target from $1450 to $1300. This change reflects the firm’s outlook on the company within the aerospace and defense sector.

TransDigm's shares were recently trading around $1137.72, which is about 12.5% below the new price target set by TD Cowen. This gap suggests potential upside if the market aligns with the analyst's expectations.

Other Institutional Activity in TransDigm Group

Capital International Investors reduced its stake by 431,872 shares, ending with 5,062,682 shares worth about $5.77 billion. BlackRock Inc. grew its holdings by 270,102 shares, bringing its total to 4,871,505 shares valued at approximately $5.55 billion. Capital World Investors decreased its position by 392,458 shares, resulting in 4,274,109 shares worth about $4.87 billion. Vanguard Capital Management LLC trimmed its stake by 16,146 shares, holding 3,653,511 shares valued at around $4.16 billion. Capital Research Global Investors also reduced its holdings, decreasing by 23,890 shares to 3,119,490 shares worth about $3.55 billion.

TransDigm Group Incorporated Stock Up 0.3%

TransDigm shares are currently trading below the new price target, which may indicate that investors are cautious about the company’s future performance. The stock's recent trading level suggests it is positioned for potential recovery if it can meet or exceed growth expectations.

12-month forecast

$TDG price target

TransDigm Group Incorporated daily closes and this analyst's $1,300 target. Not advice.

Recent Earnings

TransDigm reported trailing twelve-month revenue of approximately $10.0 billion and an earnings per share (EPS) of $33.02. The company has demonstrated strong financial performance, highlighted by a net margin of 21.3%. The next earnings report is set for November 5, 2026.

Insider Buying and Selling at TransDigm Group Incorporated

Insider transactions show that W Nicholas Howley, a Director, sold 10,132 shares on July 20, 2026, valued at about $12.32 million. He sold another 10,132 shares on August 18, 2026, worth approximately $12.53 million. Joel Reiss, the Chief Operating Officer, sold 3,900 shares on August 17, 2026, valued at around $4.83 million, and again sold 3,900 shares on September 15, 2026, worth about $4.27 million. These sales occurred before the recent rating update from TD Cowen.

Analysts Set New Price Targets

On October 9, 2026, TD Cowen maintained its Buy rating on TransDigm with a revised price target of $1300, down from $1450. Earlier, on September 30, 2026, Wells Fargo maintained its Equal-Weight rating with a target of $1210, while BMO Capital kept its Outperform rating at $1400 after lowering it from $1525. JP Morgan also adjusted its target from $1450 to $1415 while maintaining a Neutral rating.

About TransDigm Group

TransDigm Group Incorporated, based in Cleveland, Ohio, designs and manufactures aircraft components for commercial and military applications. With over 16,500 employees, the company plays a vital role in the aerospace and defense industry.

Bottom Line

Investors will be watching for TransDigm's next earnings report on November 5, 2026, and any further updates from analysts that may impact the stock's outlook. TD Cowen's recent adjustments highlight the ongoing reevaluation of price targets in the aerospace sector.