Transdigm Group (TDG) News Today

TransDigm Group Incorporated (NYSE:TDG) is seeing mixed investor reactions driven by a string of analyst actions, benchmarks and insider activity. Recent bullish outlooks and price-target raises have supported upside momentum, while insider selling and hold ratings are tempering enthusiasm.

• Positive Sentiment: Morgan Stanley raised its price target on TDG from $1,575 to $1,750 and reiterated an “overweight” rating, implying nearly 10% upside from current levels. Transdigm Group (NYSE:TDG) Stock Price Expected to Rise, Morgan Stanley Analyst Says
• Positive Sentiment: Citi maintained its “buy” rating on TDG, underscoring confidence in the company’s long-term growth trajectory. Citi Keeps Their Buy Rating on Transdigm Group (TDG)
• Positive Sentiment: Citigroup forecasted strong price appreciation for TDG shares, pointing to solid aerospace demand and margin expansion. Citigroup Forecasts Strong Price Appreciation for Transdigm Group (NYSE:TDG) Stock
• Positive Sentiment: Susquehanna upped its TDG target to $1,600, highlighting resilient aftermarket parts sales. Transdigm Group (NYSE:TDG) Price Target Raised to $1,600.00 at Susquehanna
• Positive Sentiment: Analyst upgrades helped TDG reach a new 1-year high, reflecting upbeat sentiment on Defense and commercial air travel demand recovery. Transdigm Group (NYSE:TDG) Reaches New 1-Year High on Analyst Upgrade
• Positive Sentiment: TDG cleared a key relative strength benchmark, hitting an 80+ RS rating, which often precedes further outperformance. TransDigm Group Clears Key Benchmark, Hitting 80-Plus RS Rating
• Neutral Sentiment: Investors are reviewing TDG’s upcoming Q3 earnings expectations, as analysts look for continued margin strength and revenue growth. TransDigm Group's Q3 2025 Earnings: What to Expect
• Neutral Sentiment: A recent Yahoo Finance piece asked whether TDG at around $1,575 presents an attractive entry point, suggesting mixed views on valuation. Should You Investigate TransDigm Group Incorporated (NYSE:TDG) At US$1,575?
• Neutral Sentiment: Susquehanna kept its “hold” rating on TDG, reflecting caution on near-term aerospace supply chain pressures. Susquehanna Sticks to Their Hold Rating for Transdigm Group (TDG)
• Negative Sentiment: Director W. Nicholas Howley sold 2,736 TDG shares at about $1,569.86 each, reducing his stake by over 11%, which may signal distribution at current levels. Transdigm Group Incorporated (NYSE:TDG) Director W Nicholas Howley Sells 2,736 Shares

Overall, strong analyst upgrades and technical benchmarks are fueling upside for TDG, while insider selling and some hold ratings introduce caution. Investors should weigh continued aerospace aftermarket strength against near-term headwinds in supply chains and valuation.