V2X, Inc.: A Defense Powerhouse Suddenly Oversold

V2X is rated an opportunistic BUY for long-term investors at $65–$72, following a 20% sell-off despite strong earnings and guidance.

VVX's backlog remains robust at $12.7 billion, with two recent $500 million contract wins and double-digit growth in its Pacific theater segment. Full-year 2026 guidance was raised across revenue, adjusted EBITDA, and EPS, supported by margin-accretive contract awards and ongoing deleveraging.

Key risks include Middle East revenue headwinds from the Iran war, but diversification and AI-enabled solutions position VVX for future growth.

V2X, Inc. (VVX) had a strong summer. The ticker flirted with $91 twice due to contract wins and a genuine earnings beat. It reached for new 52-week highs in both mid-June and early August.