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AOSAOSIndustrials · Specialty Industrial Machinery

AOS Stock Forecast: A. O. Smith Corp. Price Predictions for 2026-2027

Last close, 3 Aug 2026
$61
+1.00% on the day

The 13 Wall Street analysts covering A. O. Smith Corp. hold a median 12-month price target of $70 — +15.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 1 Aug 2026 — in the upper half.

Market cap
$8.3B
Ticker Nerd rank
58 / 100
Median analyst target
$70
Analysts covering
13
Total return, dividends reinvested
1W
−2.2%
1M
−2.6%
YTD
−7.7%
1Y
−11.8%
From 52W high
−23.6%
From 52W low
+9.5%
$55
$80
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AOS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 1 Aug 2026
58 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
98
Value
97
Quality
96
Issuance
55
Accruals
45
Growth
43
Revisions
38
Momentum
36
Size
17

Volatility (98): The share price has been relatively steady.

Momentum (36): The shares have been drifting down relative to others.

Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.

The rank is the raw material. Whether the rules would actually own A. O. Smith Corp. — and when they’d sell — is the membership.

Wall Street

AOS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AOS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$50$60$70$80$90Oct 25Jan 26Apr 26Jul 26AOSHigh $84Median $70Low $59

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says13 analysts
5 Buy6 Hold2 Sell
Low $59Median $70High $84

The green dot is the last close — the median target sits +15.3% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
20 July 2026StifelMaintainsBuy$75 → $76
10 June 2026OppenheimerMaintainsOutperform$80 → $75
10 June 2026OppenheimerMaintainsOutperform—
15 May 2026JP MorganDowngradeUnderweight—
4 May 2026CitigroupMaintainsNeutral—
4 May 2026DA DavidsonMaintainsNeutral—
1 May 2026BairdMaintainsNeutral—
1 May 2026JP MorganMaintainsNeutral—
1 May 2026OppenheimerMaintainsOutperform—
14 Apr 2026StifelMaintainsBuy—
13 Apr 2026CitigroupMaintainsNeutral—
13 Apr 2026Goldman SachsMaintainsSell—
2 Feb 2026DA DavidsonMaintainsNeutral—
30 Jan 2026BairdMaintainsNeutral—
30 Jan 2026CitigroupMaintainsNeutral—
30 Jan 2026StifelMaintainsBuy—
9 Jan 2026JefferiesReinstatesHold$75
13 Nov 2025DA DavidsonMaintainsNeutral—
29 Oct 2025CitigroupMaintainsNeutral—
29 Oct 2025StifelMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Estimates

AOS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−5.6%
Analysts raising
1
Analysts cutting
1
Fundamentals

A. O. Smith Corp. (AOS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
16.7×

Cheaper than 44% of US stocks

Price / sales
2.1×

Cheaper than 51% of US stocks

Price / book
4.4×

Cheaper than 24% of US stocks

EV / EBITDA
11.1×

Cheaper than 35% of US stocks

Growth & margins
Revenue growth (YoY)
−0.7%

Higher than 28% of US stocks

Earnings growth (YoY)
−17.9%

Higher than 21% of US stocks

Gross margin
38.6%

Higher than 50% of US stocks

Operating margin
18.9%

Higher than 79% of US stocks

Net margin
13.1%

Higher than 75% of US stocks

Returns & dividend
Return on equity
27.1%

Higher than 86% of US stocks

Return on assets
12.5%

Higher than 95% of US stocks

Dividend yield
2.4%

Higher than 53% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AOS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSpecialty Industrial Machinery
CompanyMarket capTKN rank
AOSA. O. Smith Corp.$8.3B
58
FLSFlowserve Corp.$9.7B
54
JBTMJBT Marel Corp.$7.2B
78
GTESGates Industrial Corp. Ltd.$7.1B
95
GTLSChart Industries, Inc.$10.0B
—
XEX-Energy, Inc.$6.6B
0
NPOEnpro, Inc.$6.6B
65
Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

News

Latest AOS news & analysis

4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August

24/7 Wall Street · 2 Aug 2026positive

24/7 Wall Street published a piece highlighting four industrial dividend growers that it says fly under the radar and look like buys in August. The article notes these companies quietly compound income year after year through cycles, gaining less attention than REITs or telecoms.

Why it matters — A. O. Smith is an industrial dividend grower, so being named among these under-the-radar picks signals ongoing dividend reliability that AOS investors would note.

Madison Mid Cap Fund Q2 2026 Portfolio Activity

Seeking Alpha · 31 July 2026neutral

Seeking Alpha reported on the Madison Mid Cap Fund's Q2 2026 portfolio activity, naming top contributors and detractors, and noting a new purchase of Verisk Analytics shares.

Why it matters — While A. O. Smith is not directly mentioned, the fund's activity among mid-cap holdings can offer context on sector or market trends relevant to AOS as a mid-cap industrial company.

A. O. Smith Corporation (AOS) Q2 2026 Earnings Call Transcript

Seeking Alpha · 30 July 2026neutral

A. O. Smith Corporation held its Q2 2026 earnings call, with the transcript published by Seeking Alpha. The call covered the company's second-quarter financial results and operational performance.

Why it matters — Earnings calls provide direct insight into A. O. Smith's financial health, strategy, and management's outlook, making this a key event for investors following the company.

A. O. Smith Q2 Earnings Beat Estimates on Boiler Growth, Pricing

Zacks Investment Research · 30 July 2026positive

A. O. Smith beat Q2 earnings and sales estimates, driven by strength in North America and boiler growth, though higher input costs and weaker demand in China weighed on profitability.

Why it matters — AOS watchers would care because the results show the company's North American boiler and pricing strength offsetting headwinds from cost inflation and slowing China demand.

A.O. Smith (AOS) Reports Q2 Earnings: What Key Metrics Have to Say

Zacks Investment Research · 30 July 2026neutral

A.O. Smith reported its Q2 2026 earnings, with top- and bottom-line results compared to Wall Street estimates and year-ago figures.

Why it matters — AOS watchers would care because the report provides a look at how the company's key metrics measured up against analyst expectations and prior performance.

FAQ

Frequently asked questions about AOS stock

What is the AOS stock price forecast for 2026-2027?

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.

Is AOS stock a buy right now?

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. 58 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AOS?

As at 1 Aug 2026, A. O. Smith Corp. ranks 58 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 Volatility (98 of 100).

Will AOS stock go up?

No one can know that. What the data says: the median 12-month target from 13 analysts implies +15.3% from the last close, and Ticker Nerd's factor model ranks A. O. Smith Corp. 58 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AOS stock forecast for 2030?

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.

How has AOS stock performed over the past year?

A. O. Smith Corp. returned -11.8% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does A. O. Smith Corp. do?

A. O.

What is the latest news on AOS?

The most recent item we track (24/7 Wall Street, 2 Aug 2026): "4 Industrial Dividend Growers That Fly Under the Radar and Look Like Buys in August". 24/7 Wall Street published a piece highlighting four industrial dividend growers that it says fly under the radar and look like buys in August. The article notes these companies quietly compound income year after year through cycles, gaining less attention than REITs or telecoms.

Company

About A. O. Smith Corp.

A. O. Smith Corporation is a global water technology company specializing in residential and commercial hot water and water treatment solutions. The company manufactures and markets gas and electric water heaters, boilers, heat pumps, storage tanks, and advanced water treatment systems for use in homes, businesses, institutions, and industrial facilities. Its products serve applications such as residences, restaurants, hotels, hospitals, schools, office buildings, and manufacturing sites, addressing both basic hot water needs and more complex water quality requirements. A. O. Smith operates through two main segments: North America and Rest of World, with a strong presence in China, Europe, and India. Its portfolio also includes point-of-entry and point-of-use filtration, softening, and reverse osmosis systems for both residential and commercial customers. Headquartered in Milwaukee, Wisconsin, and founded in 1874, A. O. Smith today plays a significant role in the building products and industrial equipment markets by providing reliable, energy-focused water heating and treatment solutions across approximately 80 countries.

CEO Mr. Stephen M. Shafer · 12,700 employees · United States · https://www.aosmith.com