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Heico Corporation (HEI) Stock Analysis

Falling Knife setup · Catalyst-Driven edge

SellModerate Confidence

Industrials · Aerospace & Defense

Sell if holding. Momentum 1.1/10 is below the 5.0 floor at $265.69 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Expensive valuation.

HEICO makes FAA-approved jet engine and aircraft component replacement parts (Flight Support Group, 70% of fiscal 2025 net sales) and electronic equipment for aviation, defense, space, and medical markets (Electronic Technologies Group, 30%). Revenue comes from parts sold at... Read more

$265.69+20.2% A.UpsideScore 5.2/10#27 of 46 Aerospace & Defense
Stop $248.43Target $318.69(analyst − 10%)A.R:R 3.1:1
Analyst target$354.11+33.3%19 analysts
$318.69our TP
$265.69price
$354.11mean
$418

Sell if holding. Momentum 1.1/10 is below the 5.0 floor at $265.69 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Expensive valuation. Chart setup: Death cross, below all MAs, RSI 34, MACD bearish. Score 5.2/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 27d clear, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (4/4)
Analyst upside: 20%
Risks
Expensive valuation
Negative momentum
Below 200-MA, MA slope -1.6%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)51.8
P/E (Fwd)41.1
Mkt Cap$36.4B
EV/EBITDA31.0
Profit Mgn15.4%
ROE16.6%
Rev Growth14.4%
Beta1.08
Dividend0.09%
Rating analysts27

Quality Signals

Piotroski F9/9

Options Flow

P/C13.48bearish
IV45%normal

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicforeign customers38%
    10-K Item 1A: 'approximately 38% of our consolidated net sales in fiscal 2025 derived from sales to foreign customers'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.0
Rsi
3.5
Volume distribution (falling OBV)Below 200-MA, MA slope -1.6%/30d — confirmed downtrend

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Pe
2.4
Forward Pe
2.7
Peg Ratio
4.1
Ps
4.9
Analyst Target
7.5
Forward P/E: 41.1xPEG: 2.43

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
3.2
Growth Rank
4.4
Quality Rank
8.1
Best-in-class margins
GatesMomentum 1.1<4.5Death cross (50MA < 200MA)A.R:R 3.1 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 27d clearSEMI CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
34 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $256.11Resistance $300.00

Price Targets

$248
$319
A.Upside+19.9%
A.R:R3.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Momentum score 1.1/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-27 (27d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HEI stock a buy right now?

Sell if holding. Momentum 1.1/10 is below the 5.0 floor at $265.69 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Expensive valuation. Chart setup: Death cross, below all MAs, RSI 34, MACD bearish. Prior stop was $248.43. Score 5.2/10, moderate confidence.

What is the HEI stock price target?

Take-profit target: $318.69 (+20.2% upside). Prior stop was $248.43. Stop-loss: $248.43.

What are the risks of investing in HEI?

Expensive valuation; Negative momentum; Below 200-MA, MA slope -1.6%/30d (confirmed downtrend).

Is HEI overvalued or undervalued?

Heico Corporation trades at a P/E of 51.8 (forward 41.1). TrendMatrix value score: 3.8/10. Verdict: Sell.

What do analysts say about HEI?

27 analysts cover HEI with a consensus score of 3.9/5. Average price target: $354.

What does Heico Corporation do?HEICO makes FAA-approved jet engine and aircraft component replacement parts (Flight Support Group, 70% of fiscal 2025...

HEICO makes FAA-approved jet engine and aircraft component replacement parts (Flight Support Group, 70% of fiscal 2025 net sales) and electronic equipment for aviation, defense, space, and medical markets (Electronic Technologies Group, 30%). Revenue comes from parts sold at lower prices than OEMs plus repair/overhaul services; approximately 38% of fiscal 2025 net sales came from foreign customers.

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