AITIndustrials · Industrial DistributionThe 8 Wall Street analysts covering Applied Industrial Technologies, Inc. hold a median 12-month price target of $365 — +0.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 95 of 100 as at 15 Aug 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 (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.
The green dot is the last close — the median target sits +0.8% 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 |
| 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 | — |
| 14 Apr 2025 | B of A Securities | 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.
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 15% of US stocks
Cheaper than 15% 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 67% of US stocks
Higher than 84% of US stocks
Higher than 94% of US stocks
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.
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's fourth-quarter earnings and sales topped estimates, supported by strong organic sales growth and margin gains. The company's upbeat fiscal 2027 outlook is backed by these results.
Why it matters — A quarterly earnings beat with strong organic growth and margin gains supports the company's positive fiscal 2027 outlook, a key signal for AIT watchers.
Applied Industrial Technologies reported better-than-expected earnings for the fourth quarter on Thursday. Following these upbeat results, analysts raised their forecasts for the company.
Why it matters — AIT watchers would care because the better-than-expected quarterly results and upward analyst forecast revisions indicate improved expectations for the company's performance.
Applied Industrial Technologies reported record fourth-quarter sales and earnings that exceeded its expectations, helped by improving industrial demand, stronger volumes, and operating leverage. Organic sales rose 9.7% year over year, its strongest growth rate in more than three years, while reported sales increased 10.4%.
Why it matters — AIT watchers will care because record quarterly results and accelerating organic sales growth signal strengthening industrial demand and operational performance for the company.
Applied Industrial Technologies, Inc. (AIT) held its Q4 2026 earnings call, with a transcript of the event published by Seeking Alpha. The call covered the company's fourth-quarter financial results and management discussion.
Why it matters — A transcript of AIT's quarterly earnings call gives investors direct insight into management's commentary on results and outlook.
Applied Industrial Technologies reported quarterly earnings of $3.17 per share, beating the Zacks Consensus Estimate of $2.92 per share and up from $2.80 per share a year ago. Revenues also topped estimates in the reported quarter.
Why it matters — The earnings beat and year-over-year improvement signal that AIT exceeded analyst expectations in its latest quarter.
The 8 Wall Street analysts covering Applied Industrial Technologies, Inc. have a median 12-month price target of $365, with estimates ranging from $317 to $380. 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 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 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 +0.8% from the last close, and Ticker Nerd's factor model ranks Applied Industrial Technologies, Inc. 95 out of 100 as at 15 Aug 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: $317 to $380 over the next 12 months.
Applied Industrial Technologies, Inc. returned +33.5% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Applied Industrial Technologies Inc. is a leading distributor and solutions provider specializing in industrial motion, fluid power, and control technologies.
The most recent item we track (Zacks Investment Research, 14 Aug 2026): "AIT Q4 Earnings Beat Estimates on Strong Organic Sales Growth". Applied Industrial's fourth-quarter earnings and sales topped estimates, supported by strong organic sales growth and margin gains. The company's upbeat fiscal 2027 outlook is backed by these results.
Applied Industrial Technologies Inc. is a leading distributor and solutions provider specializing in industrial motion, fluid power, and control technologies. Its primary function is to provide a comprehensive suite of products and services that enhance operational efficiencies for industrial customers worldwide. The company serves a variety of industries including automotive, food processing, forest products, primary metals, and mining, to name a few. Notable features include a broad product portfolio encompassing bearings, power transmission components, fluid power products, industrial rubber products, safety products, and more. Additionally, Applied Industrial Technologies offers customized solutions via its engineering services, which include design, application, and technical repair services. The company plays a critical role in the supply chain and operational continuity of its clients, underscoring its significance in the industrial economy. Established in 1923 and headquartered in Cleveland, Ohio, Applied Industrial Technologies Inc. remains an influential player in the MRO (maintenance, repair, and operations) sector, delivering value through innovation and an extensive distribution network.
CEO Mr. Neil A. Schrimsher · 6,794 employees · United States · https://www.applied.com