AAONIndustrials · Building Products & EquipmentThe 5 Wall Street analysts covering AAON, Inc. hold a median 12-month price target of $140 — +59.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 41 of 100 as at 13 Aug 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores AAON, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (92): Sales and profits are climbing, and climbing faster than before.
Accruals (15): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AAON, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +59.5% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | Baird | Maintains | Outperform | $150 → $135 |
| 11 Aug 2026 | Oppenheimer | Maintains | Outperform | $145 → $125 |
| 23 July 2026 | Keybanc | Initiates | Sector Weight | — |
| 3 Mar 2026 | Oppenheimer | Maintains | Outperform | — |
| 3 Mar 2026 | Oppenheimer | Maintains | Outperform | $115 → $118 |
| 3 Feb 2026 | DA Davidson | Maintains | Buy | — |
| 14 Oct 2025 | Oppenheimer | Maintains | Outperform | — |
| 30 Sept 2025 | Oppenheimer | Assumes | Outperform | $105 |
| 12 Aug 2025 | Baird | Maintains | Buy | — |
| 12 Aug 2025 | DA Davidson | Maintains | Buy | — |
| 16 June 2025 | Sidoti & Co. | Upgrade | Buy | — |
| 11 June 2025 | Baird | Maintains | Outperform | — |
| 2 May 2025 | Baird | Maintains | Outperform | — |
| 28 Feb 2025 | Baird | Maintains | Outperform | — |
| 28 Feb 2025 | CJS Securities | Upgrade | Market Outperform | — |
| 28 Feb 2025 | DA Davidson | Maintains | Buy | — |
| 8 Nov 2024 | Baird | Maintains | Outperform | — |
| 8 Nov 2024 | DA Davidson | Maintains | Buy | — |
| 28 Oct 2024 | Baird | Upgrade | Outperform | — |
| 22 Oct 2024 | Sidoti & Co. | Downgrade | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AAON appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 17% of US stocks
Cheaper than 36% of US stocks
Cheaper than 16% of US stocks
Cheaper than 12% of US stocks
Higher than 93% of US stocks
Higher than 92% of US stocks
Higher than 28% of US stocks
Higher than 66% of US stocks
Higher than 66% of US stocks
Higher than 78% of US stocks
Higher than 88% of US stocks
Higher than 9% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AAON, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
AAON, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.10 per share, payable on September 25, 2026, to stockholders of record as of September 4, 2026.
Why it matters — AAON watchers would care because the continuation of the quarterly dividend signals the company's ongoing commitment to returning cash to shareholders.
AAON reported better-than-expected second-quarter financial results and raised its FY26 sales guidance above analyst estimates. Following the earnings, analysts slashed their forecasts for the company.
Why it matters — AAON watchers would care because the company beat expectations and lifted its sales outlook, even as analysts reduced their forecasts in the wake of the report.
AAON, Inc. held its Q2 2026 earnings call, and a transcript of the call has been published on Seeking Alpha. The transcript covers the company's second-quarter 2026 results and related discussion.
Why it matters — A AAON watcher would use this transcript for insight into the company's most recent quarterly performance, outlook, and management commentary.
AAON reported record second-quarter sales, driven by higher production throughput across its facilities, which accelerated backlog conversion and supported strong growth in both its AAON-branded commercial HVAC products and its BASX data center cooling business.
Why it matters — The record sales and growth across both its commercial HVAC and data center cooling lines signal that AAON's operational capacity and demand remain strong, which is a key point for watchers tracking the company's performance.
AAON reported second-quarter earnings of $0.69 per share, surpassing the Zacks Consensus Estimate of $0.52 per share. This compares with earnings of $0.22 per share in the same quarter a year earlier.
Why it matters — The quarterly results exceeded analyst expectations and came in well above the prior-year figure, giving AAON watchers a notable earnings benchmark for the period.
The 5 Wall Street analysts covering AAON, Inc. have a median 12-month price target of $140, with estimates ranging from $135 to $154. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 5 analysts covering AAON, Inc., 4 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AAON, Inc. 41 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 2026, AAON, Inc. ranks 41 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (92 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +59.5% from the last close, and Ticker Nerd's factor model ranks AAON, Inc. 41 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AAON, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AAON are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $135 to $154 over the next 12 months.
AAON, Inc. returned +6.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Aaon Inc. is a U.S.-based manufacturer of commercial and industrial heating, ventilation, and air conditioning (HVAC) equipment.
The most recent item we track (PRNewsWire, 13 Aug 2026): "AAON Announces Quarterly Cash Dividend". AAON, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.10 per share, payable on September 25, 2026, to stockholders of record as of September 4, 2026.
Aaon Inc. is a U.S.-based manufacturer of commercial and industrial heating, ventilation, and air conditioning (HVAC) equipment. The company focuses on engineering and producing semi-custom and custom HVAC systems designed for energy-efficient climate control in commercial, institutional, and industrial buildings. Its product portfolio includes rooftop units, chillers, packaged outdoor mechanical rooms, air-handling units, makeup air units, energy-recovery units, condensing units, geothermal heat pumps, self-contained units, and coils. Aaon Inc. operates through segments such as AAON Oklahoma, AAON Coil Products, and BASX, covering system manufacturing, specialized coil production, and modular data center and cleanroom solutions. The company also designs control solutions and supplies replacement and retail parts through physical and online channels, supporting ongoing system operation and maintenance. Headquartered in Tulsa, Oklahoma, Aaon Inc. plays a notable role in the building products and equipment industry, serving customers that require reliable, high-performance HVAC solutions for complex and large-scale facilities.
CEO Dr. Matthew J. Tobolski Ph.D., SE · 4,812 employees · United States · https://www.aaon.com