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AIT Stock Forecast: Applied Industrial Technologies, Inc. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$343
+1.20% on the day

The 8 Wall Street analysts covering Applied Industrial Technologies, Inc. hold a median 12-month price target of $400 — +16.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 2 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$12.6B
Ticker Nerd rank
95 / 100
Median analyst target
$400
Analysts covering
8
Revenue$1.4B+10.4% y/y
Operating income$159.3M
Net income$118.6M
Free cash flow$159.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+3.0%
1M
+7.5%
YTD
+34.4%
1Y
+33.4%
From 52W high
−5.1%
From 52W low
+43.4%
$239
$362
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AIT stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Applied Industrial Technologies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Oct 2026
95 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
99
Revisions
92
Momentum
90
Quality
89
Volatility
83
Accruals
60
Value
56
Growth
51
Size
13

Issuance (99): The share count has been shrinking and the company is not leaning on new borrowing.

Growth (51): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AIT stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AIT, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$250$300$350$400Jan 26Apr 26Jul 26Oct 26AITHigh $420Median $400Low $390

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
6 Buy2 Hold0 Sell
Low $390Median $400High $420

The green dot is the last close — the median target sits +16.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
14 Aug 2026B of A SecuritiesMaintainsBuy$380 → $390
14 Aug 2026B of A SecuritiesMaintainsBuy—
14 Aug 2026BairdMaintainsOutperform$317 → $400
14 Aug 2026BairdMaintainsOutperform—
14 Aug 2026DA DavidsonMaintainsBuy—
14 Aug 2026DA DavidsonMaintainsBuy$380 → $400
14 Aug 2026KeybancMaintainsOverweight—
14 Aug 2026KeybancMaintainsOverweight$375 → $420
14 Aug 2026MizuhoMaintainsOutperform—
14 Aug 2026MizuhoMaintainsOutperform$355 → $400
14 Aug 2026OppenheimerMaintainsOutperform—
14 Aug 2026OppenheimerMaintainsOutperform$350 → $390
21 July 2026MizuhoMaintainsOutperform$330 → $355
21 July 2026MizuhoMaintainsOutperform—
13 July 2026KeybancMaintainsOverweight$350 → $375
13 July 2026KeybancMaintainsOverweight—
16 June 2026DA DavidsonInitiatesBuy—
29 Apr 2026OppenheimerMaintainsOutperform—
26 Feb 2026KeybancMaintainsOverweight—
28 Jan 2026KeybancMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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. AIT appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AIT vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Applied Industrial Technologies, Inc. returned +33.4% against +16.2% for the S&P 500, dividends included.

AIT vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140Jan 26Apr 26Jul 26Oct 26AITS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AIT analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.1%
Analysts raising
7
Analysts cutting
0
Fundamentals

Applied Industrial Technologies, Inc. (AIT) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
31.0×

Cheaper than 24% of US stocks

Price / sales
2.5×

Cheaper than 45% of US stocks

Price / book
7.0×

Cheaper than 14% of US stocks

EV / EBITDA
21.1×

Cheaper than 14% of US stocks

Growth & margins
Revenue growth (YoY)
10.4%

Higher than 53% of US stocks

Earnings growth (YoY)
10.0%

Higher than 48% of US stocks

Gross margin
30.4%

Higher than 35% of US stocks

Operating margin
11.8%

Higher than 67% of US stocks

Net margin
8.3%

Higher than 66% of US stocks

Returns & dividend
Return on equity
22.4%

Higher than 83% of US stocks

Return on assets
11.1%

Higher than 94% of US stocks

Dividend yield
0.6%

Higher than 11% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Applied Industrial Technologies, Inc. (AIT) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Applied Industrial Technologies, Inc. has a market value of $12.6B and an enterprise value of $13.0B.

  • Revenue in the twelve months to 30 June 2026: $5.0B. The latest quarter grew 10.4% year on year.

  • Net income over the same four quarters: $414.5M, a 8.3% net margin.

  • Diluted earnings per share, trailing twelve months: $10.96.

  • Free cash flow in the twelve months to 30 June 2026: $460.5M, after $23.6M of capital spending.

  • Applied Industrial Technologies, Inc. spent $317.2M on share buybacks and $72.6M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 36.8M.

  • Trailing P/E: 31.0×; forward P/E: 26.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.59%, paying out 18% of earnings.

  • Applied Industrial Technologies, Inc. employs 6,900 people — $720K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 3 Oct 2026

Data provided by Twelve Data

Peers

AIT vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelIndustrial Distribution
CompanyMarket capTKN rank
AITApplied Industrial Technologies, Inc.$12.6B
95
QXOQXO, Inc.$12.5B
8
WSOWatsco, Inc.$12.1B
38
WCCWESCO International, Inc.$18.6B
76
CNMCore & Main, Inc.$8.1B
49
MSMMSC Industrial Direct Co., Inc.$7.3B
89
POOLPool Corp.$6.0B
54

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Applied Industrial Technologies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AIT news & analysis

Is Applied Industrial Technologies (AIT) Stock Outpacing Its Industrial Products Peers This Year?

Zacks Investment Research · 2 Oct 2026neutral

A Zacks Investment Research article examines how Applied Industrial Technologies (AIT) has performed so far this year compared to Helios Technologies (HLIO) and their industrial products sector. The piece compares the year-to-date stock performance of the two companies against the broader sector.

Why it matters — AIT watchers can gauge the company's relative market standing against a peer and its sector over the current year.

Fastenal vs. Applied Industrial Technologies: Which Dividend Grower Is the Better Buy?

24/7 Wall Street · 28 Sept 2026positive

A 24/7 Wall Street article compares industrial distributors Fastenal and Applied Industrial Technologies as dividend growers, noting that AIT sits below analyst targets with a cleaner growth story, while Fastenal carries a payout ratio that leaves little cushion.

Why it matters — AIT watchers would care because the article frames Applied Industrial Technologies as having a cleaner growth story with room below analyst targets compared with its peer.

5 Industrial Distributors With a Competitive Advantage Hiding in Plain Sight

24/7 Wall Street · 24 Sept 2026positive

A 24/7 Wall Street article examines five industrial distributors that hold competitive advantages difficult for rivals to replicate. It notes that some distributors are so deeply integrated into customer factories and procurement systems that cheaper competitors pose little threat.

Why it matters — An AIT watcher would care because the piece highlights durable competitive moats among industrial distributors, a category that includes Applied Industrial Technologies.

Why Applied Industrial Technologies (AIT) is a Top Growth Stock for the Long-Term

Zacks Investment Research · 22 Sept 2026positive

Zacks Investment Research highlights Applied Industrial Technologies (AIT) as a top long-term growth stock, citing its strong market-beating potential through the firm's Style Scores framework.

Why it matters — The positive coverage draws favorable attention to AIT's growth outlook, which could inform how investors view the company's long-term prospects.

Is Applied Industrial Technologies (AIT) Outperforming Other Industrial Products Stocks This Year?

Zacks Investment Research · 14 Sept 2026neutral

A Zacks Research article compares the year-to-date performance of Applied Industrial Technologies (AIT) and Atkore Inc. (ATKR) against their sector. The piece examines how both industrial products stocks have fared relative to the broader industry so far this year.

Why it matters — AIT investors would want to see how the company's stock performance stacks up against peers like Atkore and the wider industrial products sector.

FAQ

Frequently asked questions about AIT stock

What is the AIT stock price forecast for 2026-2027?

The 8 Wall Street analysts covering Applied Industrial Technologies, Inc. have a median 12-month price target of $400, with estimates ranging from $390 to $420. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AIT stock a buy right now?

Of the 8 analysts covering Applied Industrial Technologies, Inc., 6 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Industrial Technologies, Inc. 95 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AIT?

As at 2 Oct 2026, Applied Industrial Technologies, Inc. ranks 95 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 Issuance (99 of 100).

Will AIT stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +16.5% from the last close, and Ticker Nerd's factor model ranks Applied Industrial Technologies, Inc. 95 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AIT stock forecast for 2030?

No analyst covering Applied Industrial Technologies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AIT are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $390 to $420 over the next 12 months.

How has AIT stock performed over the past year?

Applied Industrial Technologies, Inc. returned +33.4% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Applied Industrial Technologies, Inc. do?

Applied Industrial Technologies Inc. is a leading industrial distribution and technical solutions company that serves maintenance, repair, operations, and original equipment manufacturing customers across a broad range of industries.

What is the latest news on AIT?

The most recent item we track (Zacks Investment Research, 2 Oct 2026): "Is Applied Industrial Technologies (AIT) Stock Outpacing Its Industrial Products Peers This Year?". A Zacks Investment Research article examines how Applied Industrial Technologies (AIT) has performed so far this year compared to Helios Technologies (HLIO) and their industrial products sector. The piece compares the year-to-date stock performance of the two companies against the broader sector.

Company

About Applied Industrial Technologies, Inc.

Applied Industrial Technologies Inc. is a leading industrial distribution and technical solutions company that serves maintenance, repair, operations, and original equipment manufacturing customers across a broad range of industries. The company supplies industrial motion, power transmission, fluid power, flow control, and automation technologies, along with related maintenance and repair products. Its offerings include bearings, motors, drives, pumps, valves, hoses, filtration supplies, and engineered components used to keep manufacturing and processing equipment running efficiently. Applied Industrial Technologies Inc. also provides value-added services such as engineering support, system integration, repair, assembly, inventory management, and application expertise. Organized around service center-based distribution and engineered solutions, the company supports industrial customers through a network of facilities in North America and select international markets. Headquartered in Cleveland, Ohio, Applied Industrial Technologies Inc. plays an important role in the industrial supply chain by connecting specialized products and technical services with operational needs.

CEO Mr. Neil A. Schrimsher · 6,900 employees · United States · https://www.applied.com