Elbit Stock Price Forecast - ESLT Explodes to $503.23 After Securing a Massive Defense Contract

NASDAQ:ESLT Rockets Higher After Historic $2.3 Billion Contract Breakout

NASDAQ:ESLT jumps to $503.23 after a powerful $30.20 surge as traders react to the largest strategic contract in Elbit Systems’ history — an unprecedented $2.3 billion international agreement locked for eight years. The deal guarantees revenue visibility through 2033 and electrifies sentiment across defense equities. Real-time price action at https://www.tradingnews.com/Stocks/ESLT/real_time_chart shows NASDAQ:ESLT holding the breakout above $473.03 resistance with aggressive institutional accumulation and zero after-hours reversal. Market cap climbs toward $21.6 billion as the company’s share price extends a year-to-date rally over 63 percent while global funds rotate into long-duration defense winners.

NASDAQ:ESLT Expands Global Defense Footprint As Worldwide Military Budgets Soar

Defense spending has entered a structural expansion phase, with European governments advancing budgets toward 5% of GDP and Indo-Pacific nations accelerating procurement cycles. NASDAQ:ESLT is positioned at the center of this shift as demand intensifies for UAV systems, intelligence platforms, avionics upgrades, and cyber-dominated warfare capabilities. The undisclosed client behind the $2.3 billion deal signals highly sensitive systems, reflecting government-level confidentiality. The contract reinforces the company’s strategic relevance in multi-domain operations while strengthening its role as a core supplier for nations upgrading defense infrastructure amid rising geopolitical volatility.

NASDAQ:ESLT Financial Performance Strengthens With Surging Revenue And Higher Profitability

Elbit Systems delivered a standout quarter: revenue reached $1.97 billion, rising 21.31%, while operating expenses advanced to $315.09 million, a slower 15.33% pace. Net income jumped 60.40% to $125.70 million, earnings per share increased to $3.23, and EBITDA climbed 30.10% to $201.20 million. With an effective tax rate of 5.30%, profitability improved sharply. The company’s order backlog hit a record $23.8 billion, with 68% sourced from global customers, giving NASDAQ:ESLT more revenue visibility than any prior period in its history. This financial momentum is reflected in the 6.38% trading surge today as markets price in multi-year growth acceleration.

NASDAQ:ESLT Order Pipeline Accelerates With New Era Of Global Defense Mega-Contracts

Elbit joins a broader wave of multibillion-dollar defense agreements reshaping the sector. Israel Aerospace Industries secured $3.5 billion from Germany for Arrow-3 systems; Rafael closed $2.2 billion with Romania; and IAI delivered $1.6 billion of Barak-8 systems to India. NASDAQ:ESLT’s $2.3 billion win perfectly aligns with global rearmament dynamics triggered by the Russia-Ukraine conflict, Middle East escalation, and Indo-Pacific tensions. Governments are committing to long-cycle upgrades and replenishing depleted inventories, creating a structural boom in demand for integrated defense ecosystems. Elbit’s multi-domain presence — cyber, land, air, intelligence, sensors — positions it to capture accelerated order flow through the decade.

NASDAQ:ESLT Technical Breakout Signals Institutional Rotation Into Long-Duration Defense Leaders

NASDAQ:ESLT’s move to $503.23 marks a decisive breakout from a multi-week consolidation. The stock exploded above $473.03 with intense volume, confirming strong institutional interest. Pre-market activity saw a 9.5% jump, reinforcing the conviction behind large-scale accumulation. Key support now sits at $487 and $462, while upside targets emerge at $515 and $540 as the stock trades at all-time highs. The breakout reflects investors rewarding companies with guaranteed revenue visibility and high-security government clients — attributes that uniquely define NASDAQ:ESLT in the current global environment.

NASDAQ:ESLT BUY Rating Backed By Record Backlog, Revenue Growth And Geopolitical Tailwinds

The data supports a clear stance: NASDAQ:ESLT is a BUY.
The $2.3 billion contract, $23.8 billion backlog, 21.31% revenue growth, 60.40% net-income expansion, global defense budget acceleration, and a powerful technical breakout all reinforce a bullish trajectory. The stock has room to extend toward $515 and $540 as institutional demand strengthens and geopolitical conditions continue driving multi-domain defense procurement.

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