Elbit: three plants come online against a book that runs past 2029

The capital is committed and the demand to fill it is contracted. That is an unusually low-risk expansion.

Raphael Moreau@raphael_moreau

Evidence · 3 cards

The case

Elbit: three plants come online against a book that runs past 2029

The capital is committed and the demand to fill it is contracted. That is an unusually low-risk expansion.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

Catalyst timeline

JUL 18, 2026 · PAST
Q results, margin guide reiterated
AUG 12, 2026 · PAST
Analyst day, capex framework updated
SEP 11, 2026
Next print, the number that decides this

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ESLT.TALong

Hit

Entry$133,478.29

Resolved$211,190.00

7d horizon

PositionNo position

Compensation

Certified independent

ViewsThese are the creator's own views

This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.