ISSC

Rating buyAI Memo

Innovative Solutions and Support

As of 2026-02-14/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-02-14 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Q2 FY2026 results & earnings call (filed) • 2026-02-12

Expected move: +9%

Biggest risk

Integration failure, key contract delays or losses, or margin deterioration cause a significant re-rate below current levels.

Invalidation

Break below $14 or thesis failure.

What would change my mind?

SecureLogix integrates successfully, managed-services growth accelerates, and margins move toward targets — driving multiple expansion to the analyst-high range.

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-14

Base target

$21

p=60%

Bull target

$28

p=20%

Bear target

$14

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

SecureLogix integration updates
FY2027 synergy realization
SecureLogix integrates successfully, managed-services growth accelerates, and margins move toward targets — driving multiple expansion to the analyst-high range.

BearKey bullets

Concentration on government contracts
Cybersecurity or operational incidents
Integration execution risk for SecureLogix

WatchKey bullets

Q2 FY2026 results & earnings call (filed)

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $21 (p=60%)

Bull/Bear spread: +48% / -27%

Vs latest close: Bull +48% · Base +9% · Bear -27%

Scenario probabilities

Bull Target: $28 (p=20%)Base Target: $21 (p=60%)Bear Target: $14 (p=20%)

Commentary

Post-results sentiment is cautiously constructive: guidance reaffirmation and the investor presentation (Feb 11, 2026) supported a mild upside narrative, but near-term sentiment hinges on integration execution and quarterly revenue cadence [#PR-2026-02-11] [#10-Q-2026-02-10] [#INVESTOR-PPT-2026-02-11].

As of 2026-02-14 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

SecureLogix integrates successfully, managed-services growth accelerates, and margins move toward targets — driving multiple expansion to the analyst-high range.

Bear Case

Integration failure, key contract delays or losses, or margin deterioration cause a significant re-rate below current levels.

Drivers

Scannable catalysts and supporting factors

SecureLogix integration updates
FY2027 synergy realization

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-14Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$20.88

Range (USD)

$5.90 - $28.35

Count

Query: Innovative Solutions and Support Inc Common (ISSC) analyst consensus price target high low average

Innovative Solutions (ISSC) Stock Forecast & Price Target
Search result #1
According to projections from 4 analysts, the average 12-month price target for Innovative Solutions is 24.000, with a high estimate of 27 and a low estimate of ...
Open source
ISSC Stock Forecast - Innovative Solutions and Support Inc
Search result #2
According to Wall Street analysts, the average 1-year price target for ISSC is 23.51 USD with a low forecast of 20.2 USD and a high forecast of 28.35 USD. What ...
Extracted: $23.51, $20.20, $28.35Open source
Innovative Solutions and Support (ISSC) - Zacks Investment Research
Search result #3
... analysts, the average price target for Innovative Solutions and Support, Inc. comes to $23.05. The forecasts range from a low of $20.00 to a high of $27.00.
Extracted: $23.05, $20.00, $27.00Open source
Innovative Solutions & Support Inc. Analyst Estimates - MarketWatch
Search result #4
Stock Price Targets. High, $27.00. Median, $25.00. Low, $24.25. Average, $25.45. Current Price, $20.77. Yearly Numbers. Estimates. ISSC will report 2026 ...
Extracted: $27.00, $25.00, $24.25, $25.45, $20.77Open source
Innovative Aerosystems, Inc. (ISSC) Stock Price, News, Quote ...
Search result #5
Innovative Aerosystems, Inc. Overview Aerospace & Defense / Industrials ; YTD Return · 4.70% · 0.14% ; 1-Year Return · 87.25% · 11.79% ; 3-Year Return · 132.75% · 65.23% ...
Open source
Innovative Solns Analyst Ratings and Price Targets | NASDAQ:ISSC
Search result #6
Innovative Solutions and Support Inc has a consensus price target of $14.25 based on the ratings of 2 analysts. The high is $16.5 issued by Northland ...
Extracted: $14.25, $16.50Open source

Scenarios

Bull Target (Scenario probability)

$28 / p=20% prob

Base Target (Scenario probability)

$21 / p=60% prob

Bear Target (Scenario probability)

$14 / p=20% prob

Price $19 as of 2026-07-24

Nearest Scenario: Base (∆ 9%)

Targets vs latest close: Bull +48% · Base +9% · Bear -27%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-02-12
Q2 FY2026 results & earnings call (filed)
Press release and Form 10-Q confirmed Q2 revenue $31.4M and adjusted EPS $0.12; management reaffirmed FY2026 guidance (Exhibit 99.1, 10-Q filed 2026-02-10) [#PR-2026-02-11] [#10-Q-2026-02-10].
Prob 100.00% • Move 5.00% • Priced-in 80.00%
EVENT2026-05-15
Guidance / investor presentation follow-up
Investor presentation set FY2026 revenue midpoint $132M; subsequent guidance or clarity on margins could prompt re-rating [#INVESTOR-PPT-2026-02-11] [#10-Q-2026-02-10].
Prob 75.00% • Move 8.00% • Priced-in 50.00%

Short-term Catalysts

Next few weeks

SecureLogix integration updates
2026-05-15
Acquisition closed 2025-10-01; integration costs ($0.6M) were disclosed in the 10-Q—market will watch quarterly progress on synergies and cross-sell [#8K-2025-10-01] [#10-Q-2026-02-10].
Prob 65% • Move 12% • Priced-in 30%

Long-term Catalysts

Months to a year

FY2027 synergy realization
2027-02-14
Company expects ~$1.2M run-rate synergies by FY2027; full margin benefit and cross-sell are multi-quarter drivers (investor presentation Feb 11, 2026) [#8K-2025-10-01] [#INVESTOR-PPT-2026-02-11].
Prob 60% • Move 25% • Priced-in 20%

Risks

Concentration on government contracts
Cybersecurity or operational incidents
Integration execution risk for SecureLogix
Low liquidity and thin analyst coverage

Peers

Symbol	Summary
PSN	Parsons — larger engineering/defense integrator; comparable government-services exposure.
LDOS	Leidos — scale in government IT/cybersecurity; useful for capability and contract comparisons.
BAH	Booz Allen — consulting and cyber services with deep federal relationships; operational benchmark for program margins.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Innovative Solutions and Support Inc Common (ISSC) analyst consensus price target high low average
Analysis date: 2026-02-14

AI Stock Memo: ISSC - Innovative Solutions and Support - RankAlpha