VSE Market Sentiment

Market sentiment signals for VSE (VSEC): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 15, 2026	Guggenheim	Michael Ciarmoli—	—	—	Initiate	Neutral
Aug 13, 2026	Citigroup	John Godyn—	+54.9%	$263 → $280	Maintained	Buy
Aug 11, 2026	Deutsche Bank	Scott Deuschle—	+60.4%	$280 → $290	Maintained	Buy
Aug 10, 2026	Stifel	Bert Subin—	+43.8%	$245 → $260	Maintained	Buy
Aug 7, 2026	RBC Capital	Ken Herbert—	+46.6%	$240 → $265	Maintained	Outperform
Jun 26, 2026	Morgan Stanley	Kristine Liwag—	+35.5%	$245	Initiate	Equal-Weight
May 7, 2026	RBC Capital	Ken Herbert—	+32.8%	$220 → $240	Maintained	Outperform
May 5, 2026	Jefferies	Lavina Quadros—	+16.2%	$245 → $210	Assumes	Buy
May 1, 2026	RBC Capital	Ken Herbert—	+21.7%	$250 → $220	Maintained	Outperform
Apr 2, 2026	Citigroup	John Godyn—	+27.2%	$261 → $230	Maintained	Buy
Mar 2, 2026	Citigroup	John Godyn—	+44.4%	$233 → $261	Maintained	Buy
Mar 2, 2026	Stifel	Bert Subin—	+43.8%	$250 → $260	Maintained	Buy
Feb 27, 2026	RBC Capital	Ken Herbert—	+38.3%	$225 → $250	Maintained	Outperform
Feb 5, 2026	RBC Capital	Ken Herbert—	+24.5%	$200 → $225	Maintained	Outperform
Feb 2, 2026	B. Riley Securities	Jeff Van Sinderen—	+42.7%	$208 → $258	Maintained	Buy
Jan 30, 2026	Stifel	Bert Subin—	+38.3%	$209 → $250	Maintained	Buy
Jan 13, 2026	Citigroup	John Godyn—	+28.9%	$215 → $233	Maintained	Buy
Dec 12, 2025	Citigroup	John Godyn—	+18.9%	$215	Initiate	Buy
Oct 29, 2025	RBC Capital	Ken Herbert—	+10.6%	$180 → $200	Maintained	Outperform
Oct 29, 2025	Truist Securities	Michael Ciarmoli—	+11.2%	$177 → $201	Maintained	Buy
Oct 23, 2025	B. Riley Securities	Jeff Van Sinderen—	+9.5%	$185 → $198	Maintained	Buy
Oct 17, 2025	Deutsche Bank	Scott Deuschle—	+7.9%	$195	Initiate	Buy
Sep 29, 2025	Wolfe Research	Louis Raffetto—	+5.1%	$190	Initiate	Outperform
Aug 1, 2025	RBC Capital	Ken Herbert—	-0.4%	$150 → $180	Maintained	Outperform
May 8, 2025	RBC Capital	Ken Herbert—	-17.0%	$140 → $150	Maintained	Outperform