ESCO Technologies

ESE · NYSE

$247.64−$3.59 (−1.43%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $251.23

ESE analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $368.78 (+48.9% upside)

Low: $306.24
Now: $247.64
High: $433.65

Upgrades and downgrades

The latest rating actions, newest first

ESE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 13, 2026	Maintains	Overweight	$420.00 → $350.00	27%
JP Morgan	Jun 15, 2026	Initiates	Overweight	$420.00	27%
Deutsche Bank	Mar 25, 2026	Initiates	Buy	$350.00	71%
Stephens & Co.	Feb 9, 2026	Maintains	Overweight	$275.00 → $300.00	72%
Stephens & Co.	Nov 24, 2025	Maintains	Overweight	$235.00 → $275.00	72%

The case for and against

Updated May 12, 2026

Bull case

ESCO Technologies is a well-positioned company in the engineering products and systems industry, with its diverse segments catering to various key markets. Strong organic growth across all segments and impressive order volume indicate potential for outsized growth beyond 2026. While a potential slowdown in core end markets and integration challenges may pose risks, the company's guidance increase and expected improvement in demand for its products in the Navy/Maritime sector could drive share price higher, along with potential delevering and M&A opportunities. With an optimistic outlook on the company's growth prospects and favorable industry exposure, we reiterate our overweight rating and raise our price target to $300.

Bear case

ESCO Technologies is in a strong position in the aerospace and defense industry with its specialty filtration and naval products, but its utility solutions and RF test and measurement segments face strong competition and may struggle to maintain high growth. The recent divestment of VACCO may also affect the company's financials negatively. With a high price target and lackluster performance in its non-A&D segments, the stock may not provide a strong return for investors in the long-term.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.