$750M Greece deal sparks buzz: Social media lit up following Elbit Systems' announcement of a $750 million contract to supply PULS rocket artillery systems to Greece, complete with four-year delivery and decade-long support. Investors praised the long-tail revenue stream amid surging defense demand. The stock, already up more than 50% year-to-date, drew eyes as a sector leader.
Bullish technicals highlighted: Traders pointed to shares hovering just below the 20-day moving average with moderate RSI, suggesting upside potential. Geopolitical tensions and Elbit's role in drone and IDF systems fueled optimistic takes from analysts. Watchlists paired it with other high-flyers in aerospace and defense.
Caution amid insider moves: A senior executive's substantial share sale tempered some enthusiasm, viewed by a few as a valuation signal after sharp gains. Yet conviction remained strong on the company's prime contractor status and order backlog. Discussions reflected predominantly bullish sentiment.
Note: This discussion summary was generated from an AI condensation of post data.
Elbit Systems Insider Trading Activity
Elbit Systems insiders have traded $ESLT stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ESLT stock by insiders over the last 6 months:
- BEZHALEL MACHLIS (President and CEO) sold 25,514 shares for an estimated $22,641,123
- OREN YAACOV SABAG (Executive Vice President) sold 8,504 shares for an estimated $7,546,449
- HAIM DANIEL DELMAR (Executive Vice President) sold 7,654 shares for an estimated $6,792,159
- JONATHAN ARIEL (Executive Vice President) sold 7,654 shares for an estimated $6,792,159
- YORAM SHMUELY (Executive Vice President) sold 7,654 shares for an estimated $6,792,159
- RAN KRIL (Executive Vice President) sold 6,803 shares for an estimated $6,036,982
- YEHUDA VERED (Executive Vice President) sold 5,953 shares for an estimated $5,282,692
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Elbit Systems Hedge Fund Activity
We have seen 160 institutional investors add shares of Elbit Systems stock to their portfolio, and 161 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CLAL INSURANCE ENTERPRISES HOLDINGS LTD added 397,049 shares (+34.4%) to their portfolio in Q4 2025, for an estimated $229,379,177
- LAZARD ASSET MANAGEMENT LLC removed 210,762 shares (-62.0%) from their portfolio in Q4 2025, for an estimated $121,759,315
- 1832 ASSET MANAGEMENT L.P. removed 164,676 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $95,134,971
- ALTSHULER SHAHAM LTD removed 104,194 shares (-16.9%) from their portfolio in Q4 2025, for an estimated $60,193,915
- GHISALLO CAPITAL MANAGEMENT LLC removed 100,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $57,771,000
- HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. added 77,192 shares (+709.3%) to their portfolio in Q4 2025, for an estimated $44,594,590
- MORGAN STANLEY removed 75,605 shares (-26.3%) from their portfolio in Q4 2025, for an estimated $43,677,764
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Elbit Systems Price Targets
Multiple analysts have issued price targets for $ESLT recently. We have seen 2 analysts offer price targets for $ESLT in the last 6 months, with a median target of $555.5.
Here are some recent targets:
- Seth Seifman from JP Morgan set a target price of $580.0 on 12/19/2025
- Kristine Liwag from Morgan Stanley set a target price of $531.0 on 12/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
