Bernstein maintained a Market Perform rating on HII on February 11, 2026, while raising the price target to $421. This HII analyst rating update kept the view neutral but signaled confidence in medium-term cash flow and shipbuilding throughput gains. Huntington Ingalls Industries, Inc. has a market cap of $15,405,502,028, and the stock moved 0.56% or $2.17 around the note. Meyka AI provides this AI-powered market analysis to help investors weigh the rating versus company guidance and recent earnings signals.
Bernstein action and HII analyst rating
On February 11, 2026 Bernstein maintained Market Perform on Huntington Ingalls Industries, Inc. and raised its price target to $421. The research note published via StreetInsider shows the firm sees upside but not enough to justify a buy call today.
Price target, market cap and stock reaction
Bernstein set a $421 price target and kept the Market Perform rating, a mixed signal for investors. The company’s market cap sits at $15,405,502,028, and the trade moved 0.56% or $2.17 after the note. This shows the market viewed the target raise as incremental, not transformational.
What Market Perform means for HII investors
A Market Perform rating means Bernstein expects HII to track the broader market or peers near term. Investors should read this as a hold-oriented stance, not a negative downgrade. The raised price target signals improved estimates for revenue or margins without changing conviction.
Historical analyst coverage for HII
Bernstein’s note continues a pattern of cautious optimism after HII’s recent earnings and guidance updates. Huntington Ingalls Industries, Inc. has drawn steady coverage from multiple sell-side desks, with analysts alternating between Outperform and Market Perform over past cycles. That history underlines why a raised price target can matter more than a maintained rating.
Implications and investor watchlist for HII analyst rating
Investors should watch upcoming shipbuilding throughput metrics, 2026 revenue and free cash flow guidance, and backlog conversion. A sustained margin improvement or stronger cash flow could prompt upgrades. Conversely, execution slips or contract delays would push peers and the market to reprice risk.
Meyka grade and how we use it for HII
Meyka AI rates HII with a grade of B+. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. These grades are not guarantees and we are not financial advisors, but they offer a concise view of relative strength versus peers.
Final Thoughts
Bernstein’s February 11, 2026 note kept a Market Perform rating on HII while lifting the price target to $421, signaling modest confidence in Huntington Ingalls Industries, Inc.’s outlook. For investors, the HII analyst rating reflects a hold stance that values execution and cash flow delivery over immediate upside. Monitor quarterly throughput, backlog conversion, and margin trends for catalysts that could change analyst views.
Given the $15,405,502,028 market cap and recent guidance moves, the current HII analyst rating and Bernstein’s target suggest measured upside. Use the Meyka AI grade B+ alongside analyst notes and company guidance when sizing positions. Remember these are views, not investment advice, and investors should weigh company fundamentals and risk tolerance.
FAQs
What did Bernstein change on HII on February 11, 2026?
Bernstein maintained a Market Perform rating for HII on February 11, 2026 and raised the price target to $421. The HII analyst rating signals a hold stance while acknowledging improved medium-term outlook.
How should investors interpret the Market Perform HII analyst rating?
Market Perform means analysts expect HII to match peers or the market near term. The HII analyst rating suggests hold, with upgrades possible if margins and cash flow improve materially.
Where can I read the Bernstein note and recent earnings context?
Read Bernstein’s note on StreetInsider and the Q4 2025 earnings call transcript on Seeking Alpha for context. Both sources help explain the HII analyst rating and updated price target.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
