What exactly changed in the Jefferies note on HWM on Feb 15, 2026?

Jefferies maintained its **Buy** rating on Howmet Aerospace Inc. (HWM) and raised the price target to **$315** from **$260**. The firm cited stronger 2026 guidance, margin expansion, and cash flow improvement.

How should investors interpret a maintained Buy with a higher price target?

A maintained Buy means steady conviction. The higher **$315** price target widens implied upside. Investors should weigh execution risk, upcoming results, and capital returns when acting on the HWM analyst rating.

How does this update fit into broader analyst coverage for Howmet?

The update continues coverage by major sell-side firms and reflects a trend of upward revisions after Q4 2025 results. Historical coverage shows rising targets as Howmet grew turbines and buybacks.

What is Meyka AI’s view of HWM after the Jefferies note?

Meyka AI highlights the target raise as positive and assigns HWM a **B+** grade based on benchmark comparison, sector performance, growth, metrics, and analyst consensus.

Analyst Ratings

Jefferies Maintains Buy on Howmet Aerospace Inc. (HWM) Feb 2026

ByDanny Kontos February 17, 2026February 17, 2026

Jefferies on February 15, 2026 maintained its Buy rating on Howmet Aerospace Inc. (HWM) and raised the price target to $315 from $260. This HWM analyst rating update signals confidence after Howmet’s Q4 2025 results and 2026 guidance. Investors watching HWM should note that the rating was maintained, not upgraded, but the higher price target widens implied upside. Meyka AI’s real-time analysis flags this as a notable reaffirmation from a major sell-side firm.