AOSIndustrials · Specialty Industrial MachineryThe 13 Wall Street analysts covering A. O. Smith Corp. hold a median 12-month price target of $70 — +23.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 8 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores A. O. Smith Corp. 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
Value (97): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (28): The shares have been drifting down relative to others.
Size (17): 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 AOS, 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 +23.8% from it.
Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | Citigroup | Maintains | Neutral | $65 → $64 |
| 31 July 2026 | Stifel | Maintains | Buy | $76 → $70 |
| 20 July 2026 | Stifel | Maintains | Buy | $75 → $76 |
| 20 July 2026 | Stifel | Maintains | Buy | — |
| 10 June 2026 | Oppenheimer | Maintains | Outperform | $80 → $75 |
| 10 June 2026 | Oppenheimer | Maintains | Outperform | — |
| 15 May 2026 | JP Morgan | Downgrade | Underweight | — |
| 4 May 2026 | Citigroup | Maintains | Neutral | — |
| 4 May 2026 | DA Davidson | Maintains | Neutral | — |
| 1 May 2026 | Baird | Maintains | Neutral | — |
| 1 May 2026 | JP Morgan | Maintains | Neutral | — |
| 1 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 14 Apr 2026 | Stifel | Maintains | Buy | — |
| 13 Apr 2026 | Citigroup | Maintains | Neutral | — |
| 13 Apr 2026 | Goldman Sachs | Maintains | Sell | — |
| 2 Feb 2026 | DA Davidson | Maintains | Neutral | — |
| 30 Jan 2026 | Baird | Maintains | Neutral | — |
| 30 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 30 Jan 2026 | Stifel | Maintains | Buy | — |
| 9 Jan 2026 | Jefferies | Reinstates | Hold | $75 |
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. AOS 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 8 Oct 2026, A. O. Smith Corp. returned −18.7% against +16.2% 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 45% of US stocks
Cheaper than 52% of US stocks
Cheaper than 24% of US stocks
Cheaper than 36% of US stocks
Higher than 26% of US stocks
Higher than 22% of US stocks
Higher than 47% of US stocks
Higher than 78% of US stocks
Higher than 75% of US stocks
Higher than 86% of US stocks
Higher than 95% of US stocks
Higher than 83% 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.
A. O. Smith Corp. has a market value of $7.7B and an enterprise value of $8.2B.
Revenue in the twelve months to 30 June 2026: $3.8B. The latest quarter shrank 0.7% year on year.
Net income over the same four quarters: $500.3M, a 13.1% net margin.
Diluted earnings per share, trailing twelve months: $3.59.
Free cash flow in the twelve months to 30 June 2026: $639.4M, after $52.9M of capital spending.
A. O. Smith Corp. spent $311.9M on share buybacks and $198.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 15.3×; forward P/E: 13.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.61%, paying out 40% of earnings.
A. O. Smith Corp. employs 11,500 people — $331K 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 A. O. Smith Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research says A. O. Smith's North American boiler strength, acquisitions and shareholder returns support growth, while China weakness and rising debt are headwinds.
Why it matters — AOS watchers may weigh the company's regional strength and shareholder returns against its China exposure and increased debt.
A. O. Smith Corporation announced it will release its third quarter 2026 financial results before the market opens on Thursday, Oct. 29, 2026, and will host an investor conference call at 10:00 a.m. that day.
Why it matters — AOS watchers will want to note the scheduled date for the company's quarterly earnings release and investor call.
Zacks reports that the Manufacturing-Electronics industry is benefiting from solid momentum in the manufacturing sector and strength across major end markets. AOS is listed among the industry's notable stocks, alongside ETN, EMR, and ENS.
Why it matters — The item signals that AOS operates in an industry viewed as having promising trends, which may draw attention from investors following the company.
Seeking Alpha rates A. O. Smith as a Buy, citing resilient replacement demand, energy-efficiency tailwinds, and an attractive valuation. The article notes that roughly 80-85% of North American water heater demand is replacement-driven, supporting medium-term growth, with earnings expected to recover from Q4 2026 on pricing, cost savings, and product mix improvements.
Why it matters — AOS watchers would note the positive analyst framing, particularly the view that a strong replacement-demand base provides downside protection and that earnings are expected to recover by late 2026.
Zacks reports that A. O. Smith benefits from strong North America boiler demand, acquisitions, and shareholder returns, though China weakness and rising costs present challenges. The article frames these positives as reasons investors should retain the stock.
Why it matters — A. O. Smith watchers would care because the report highlights balanced growth drivers and headwinds shaping the company's near-term outlook amid ongoing North American demand strength.
The 13 Wall Street analysts covering A. O. Smith Corp. have a median 12-month price target of $70, with estimates ranging from $59 to $84. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering A. O. Smith Corp., 5 rate it a Buy, 6 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks A. O. Smith Corp. 57 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, A. O. Smith Corp. ranks 57 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 Value (97 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +23.8% from the last close, and Ticker Nerd's factor model ranks A. O. Smith Corp. 57 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering A. O. Smith Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AOS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $59 to $84 over the next 12 months.
A. O. Smith Corp. returned -18.7% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
A. O.
The most recent item we track (Zacks Investment Research, 6 Oct 2026): "Here's Why Investors Should Consider Retaining A. O. Smith Stock Now". Zacks Investment Research says A. O. Smith's North American boiler strength, acquisitions and shareholder returns support growth, while China weakness and rising debt are headwinds.
A. O. Smith Corporation is a global water technology company that develops and manufactures water heating and water treatment solutions for residential and commercial customers. Its product range includes gas and electric water heaters, boilers, heat pumps, storage tanks, and filtration and purification systems used in homes, businesses, and light industrial settings. The company serves markets across North America, China, Europe, and India, with offerings tailored to local water quality, energy-efficiency, and installation requirements. A. O. Smith Corporation also provides commercial water heating equipment and related solutions for building operators, contractors, and original equipment customers. Based in Milwaukee, Wisconsin, the company remains a significant name in the building products and water technology sectors, with a business centered on essential systems that support heating, hot water delivery, and water quality management.
CEO Mr. Stephen M. Shafer · 11,500 employees · United States · https://www.aosmith.com
