AITIndustrials · Industrial DistributionThe 8 Wall Street analysts covering Applied Industrial Technologies, Inc. hold a median 12-month price target of $395 — +23.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 22 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
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.
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): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (49): 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.
The bullish and bearish analyst opinions on AIT, 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.7% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Mizuho | Maintains | Outperform | $400 → $390 |
| 14 Aug 2026 | B of A Securities | Maintains | Buy | $380 → $390 |
| 14 Aug 2026 | B of A Securities | Maintains | Buy | — |
| 14 Aug 2026 | Baird | Maintains | Outperform | — |
| 14 Aug 2026 | Baird | Maintains | Outperform | $317 → $400 |
| 14 Aug 2026 | DA Davidson | Maintains | Buy | — |
| 14 Aug 2026 | DA Davidson | Maintains | Buy | $380 → $400 |
| 14 Aug 2026 | Keybanc | Maintains | Overweight | $375 → $420 |
| 14 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 14 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 14 Aug 2026 | Mizuho | Maintains | Outperform | $355 → $400 |
| 14 Aug 2026 | Oppenheimer | Maintains | Outperform | $350 → $390 |
| 14 Aug 2026 | Oppenheimer | Maintains | Outperform | — |
| 21 July 2026 | Mizuho | Maintains | Outperform | — |
| 21 July 2026 | Mizuho | Maintains | Outperform | $330 → $355 |
| 13 July 2026 | Keybanc | Maintains | Overweight | $350 → $375 |
| 13 July 2026 | Keybanc | Maintains | Overweight | — |
| 16 June 2026 | DA Davidson | Initiates | Buy | — |
| 29 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 26 Feb 2026 | Keybanc | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AIT appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Applied Industrial Technologies, Inc. returned +26.8% against +15.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 25% of US stocks
Cheaper than 45% of US stocks
Cheaper than 14% of US stocks
Cheaper than 14% of US stocks
Higher than 53% of US stocks
Higher than 48% of US stocks
Higher than 35% of US stocks
Higher than 67% of US stocks
Higher than 66% of US stocks
Higher than 83% of US stocks
Higher than 94% of US stocks
Higher than 67% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $12.4B and an enterprise value of $12.8B.
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.
Trailing P/E: 30.9×; forward P/E: 25.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.60%, paying out 18% of earnings.
Applied Industrial Technologies, Inc. employs 6,900 people — $720K of revenue per employee.
Data provided by Twelve Data
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 Applied Industrial Technologies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Applied Industrial Technologies is preparing to report Q1 earnings. Higher segment revenues and acquisitions may support growth, while rising costs and foreign-exchange risks are cited as challenges.
Why it matters — AIT watchers may focus on how revenue and acquisition contributions compare with cost pressures and forex risks in the Q1 report.
Zacks Investment Research highlights Applied Industrial Technologies' strong MRO demand, strategic acquisitions and operational initiatives as growth drivers, along with solid shareholder returns.
Why it matters — AIT watchers may note the combination of business growth factors and shareholder returns emphasized in the item.
Zacks Investment Research highlights its Zacks Style Scores as a way to identify strong, market-beating stocks, framing Applied Industrial Technologies as a strong growth stock.
Why it matters — AIT watchers may note the article’s positive growth framing and its reference to Zacks Style Scores.
Applied Industrial Technologies announced it will release fiscal 2027 first-quarter results before market open on October 27, 2026. The company will host a conference call at 10 a.m. ET to discuss the quarter’s results and outlook, with a live webcast and supplemental presentation available through its Investor Relations site.
Why it matters — AIT watchers can use the scheduled results release and call to follow the company’s quarterly performance and outlook.
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.
The 8 Wall Street analysts covering Applied Industrial Technologies, Inc. have a median 12-month price target of $395, with estimates ranging from $390 to $420. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 96 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Applied Industrial Technologies, Inc. ranks 96 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).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +23.7% from the last close, and Ticker Nerd's factor model ranks Applied Industrial Technologies, Inc. 96 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Applied Industrial Technologies, Inc. returned +26.8% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (Zacks Investment Research, 21 Oct 2026): "Applied Industrial to Post Q1 Earnings: What's in the Cards?". Applied Industrial Technologies is preparing to report Q1 earnings. Higher segment revenues and acquisitions may support growth, while rising costs and foreign-exchange risks are cited as challenges.
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
