AITIndustrials · Industrial DistributionThe 8 Wall Street analysts covering Applied Industrial Technologies, Inc. hold a median 12-month price target of $400 — +23.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 10 Sept 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 (51): 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 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 +23.5% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | B of A Securities | Maintains | Buy | $380 → $390 |
| 14 Aug 2026 | Baird | Maintains | Outperform | $317 → $400 |
| 14 Aug 2026 | DA Davidson | Maintains | Buy | $380 → $400 |
| 14 Aug 2026 | Keybanc | Maintains | Overweight | $375 → $420 |
| 14 Aug 2026 | Mizuho | Maintains | Outperform | $355 → $400 |
| 14 Aug 2026 | Oppenheimer | Maintains | Outperform | $350 → $390 |
| 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 | — |
| 16 June 2026 | DA Davidson | Initiates | Buy | — |
| 29 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 26 Feb 2026 | Keybanc | Maintains | Overweight | — |
| 28 Jan 2026 | Keybanc | Maintains | Overweight | — |
| 22 Aug 2025 | B of A Securities | Maintains | Buy | — |
| 15 Aug 2025 | Baird | Maintains | Outperform | — |
| 15 Aug 2025 | Oppenheimer | Maintains | Outperform | — |
| 15 Aug 2025 | Raymond James | Downgrade | Market Perform | — |
| 2 May 2025 | Raymond James | Reiterates | Outperform | — |
| 17 Apr 2025 | Loop Capital | Maintains | Buy | — |
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. AIT appears 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 11 Sept 2026, Applied Industrial Technologies, Inc. returned +20.9% against +17.5% 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 26% of US stocks
Cheaper than 48% of US stocks
Cheaper than 15% of US stocks
Cheaper than 16% 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 12% 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 $11.7B and an enterprise value of $12.0B.
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.
Trailing P/E: 29.7×; forward P/E: 24.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.64%, 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 →
Zacks Investment Research highlights Applied Industrial Technologies (AIT) as a strong growth stock, referencing its Zacks Style Scores feature from the Zacks Premium research service as a tool for identifying strong stocks.
Why it matters — AIT watchers would see this as recognition of the company's growth characteristics from a prominent research service.
Applied Industrial Technologies (AIT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects, which could drive the stock higher in the near term.
Why it matters — The upgrade signals a more favorable outlook on AIT's near-term earnings potential that watchers would want to note.
A Zacks Investment Research article compares the year-to-date performance of Applied Industrial Technologies (AIT) and Idex (IEX) against their industrial products sector. The piece examines how these two stocks have fared relative to their sector peers so far this year.
Why it matters — AIT watchers would care because the article provides a sector-relative performance comparison that contextualizes AIT's year-to-date stock movement against a peer and the broader industrial products group.
Zacks Investment Research published an Industry Outlook article highlighting Dover, Applied Industrial, Generac and Flowserve. The piece includes Applied Industrial Technologies among the companies featured in the industry outlook.
Why it matters — Applied Industrial Technologies was included in a Zacks industry outlook article, giving AIT watchers visibility into analyst coverage of the company alongside its industry peers.
Zacks Investment Research notes that increased manufacturing activity, technological progress, and strategic acquisitions favor the near-term prospects of the Manufacturing - General Industrial industry. The report identifies DOV, AIT, GNRC, and FLS as promising stocks in the industry.
Why it matters — AIT is named among the promising stocks in an industry that Zacks says is supported by robust trends, giving AIT watchers an industry-level positive signal.
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.
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 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Sept 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).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +23.5% from the last close, and Ticker Nerd's factor model ranks Applied Industrial Technologies, Inc. 95 out of 100 as at 10 Sept 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 +20.9% over the 12 months to 11 Sept 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, 4 Sept 2026): "Here's Why Applied Industrial Technologies (AIT) is a Strong Growth Stock". Zacks Investment Research highlights Applied Industrial Technologies (AIT) as a strong growth stock, referencing its Zacks Style Scores feature from the Zacks Premium research service as a tool for identifying strong stocks.
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
