AITIndustrials · Industrial DistributionThe 8 Wall Street analysts covering Applied Industrial Technologies, Inc. hold a median 12-month price target of $390 — +29.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 11 Nov 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 (43): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +29.3% from it.
Of the 20 most recent actions, 8 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | Baird | Maintains | Outperform | $400 → $350 |
| 28 Oct 2026 | Keybanc | Maintains | Overweight | $420 → $360 |
| 15 Oct 2026 | Mizuho | Maintains | Outperform | — |
| 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 | $330 → $355 |
| 21 July 2026 | Mizuho | Maintains | Outperform | — |
| 13 July 2026 | Keybanc | Maintains | Overweight | $350 → $375 |
| 13 July 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.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Nov 2026, Applied Industrial Technologies, Inc. returned +18.8% against +12.4% 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 29% of US stocks
Cheaper than 49% of US stocks
Cheaper than 16% of US stocks
Cheaper than 18% of US stocks
Higher than 48% of US stocks
Higher than 49% 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 $11.0B and an enterprise value of $11.2B.
Revenue in the twelve months to 30 June 2026: $5.0B. The latest quarter grew 7.6% 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: 26.7×; forward P/E: 22.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.68%, paying out 18% of earnings.
Applied Industrial Technologies, Inc. employs 6,800 people — $730K 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 reported 14% year-over-year organic sales growth in its Engineered Solutions segment. First-quarter EBITDA grew nearly 10% alongside 7% organic sales growth.
Why it matters — The reported segment sales and first-quarter operating growth provide AIT watchers with an update on the company’s recent performance.
Applied Industrial Technologies formed a hammer chart pattern after recent share-price losses, while earnings estimate revisions trended upward. The source says these signals could indicate a near-term trend reversal.
Why it matters — AIT watchers may note the technical pattern and improving earnings estimate revisions as potential signs of a change in the stock’s recent direction.
Seeking Alpha published a weekly roundup of dividend activity among Dividend Champions, Contenders, and Challengers, including companies that changed dividends and those with upcoming ex-dividend dates.
Why it matters — The excerpt does not specify whether Applied Industrial Technologies is included or describe any dividend change or ex-dividend date for AIT.
Zacks reports that manufacturing activity reached a three-month high, driven by robust demand and rising production, and identifies AIT, CR, and AIN as stocks that stand out.
Why it matters — AIT watchers may note the article’s favorable framing of the company amid stronger manufacturing activity.
Zacks Investment Research examines Applied Industrial Technologies’ international revenue patterns and discusses their implications for Wall Street forecasts and the stock’s prospective trajectory.
Why it matters — AIT watchers may find the international revenue analysis relevant to understanding factors discussed in forecasts and the stock’s outlook.
The 8 Wall Street analysts covering Applied Industrial Technologies, Inc. have a median 12-month price target of $390, with estimates ranging from $350 to $400. 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. 90 out of 100 across roughly 4,600 US stocks as at 11 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 11 Nov 2026, Applied Industrial Technologies, Inc. ranks 90 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 +29.3% from the last close, and Ticker Nerd's factor model ranks Applied Industrial Technologies, Inc. 90 out of 100 as at 11 Nov 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: $350 to $400 over the next 12 months.
Applied Industrial Technologies, Inc. returned +18.8% over the 12 months to 11 Nov 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 (The Motley Fool, 9 Nov 2026): "Applied Industrial Technologies: 3 Key Takeaways for Long-Term Investors". Applied Industrial Technologies reported 14% year-over-year organic sales growth in its Engineered Solutions segment. First-quarter EBITDA grew nearly 10% alongside 7% organic sales growth.
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 · 6,800 employees · United States · https://www.applied.com
