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AOSAOSIndustrials · Specialty Industrial Machinery

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

Last close, 11 Sept 2026
$57
+1.20% on the day

The 13 Wall Street analysts covering A. O. Smith Corp. hold a median 12-month price target of $70 — +22.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 12 Sept 2026 — in the upper half.

Market cap
$7.8B
Ticker Nerd rank
58 / 100
Median analyst target
$70
Analysts covering
13
Revenue$1.0B−0.7% y/y
Operating income$190.1M
Net income$124.9M
Free cash flow$114.4M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−5.2%
1M
−9.9%
YTD
−12.8%
1Y
−21.0%
From 52W high
−27.8%
From 52W low
+3.5%
$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 12 Sept 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

Value
97
Quality
96
Volatility
94
Issuance
54
Accruals
45
Revisions
43
Growth
42
Momentum
32
Size
18

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

Size (18): 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.

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.

Data provided by Twelve Data

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

The green dot is the last close — the median target sits +22.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
31 July 2026CitigroupMaintainsNeutral$65 → $64
31 July 2026StifelMaintainsBuy$76 → $70
20 July 2026StifelMaintainsBuy$75 → $76
20 July 2026StifelMaintainsBuy—
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

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

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.

Performance

AOS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, A. O. Smith Corp. returned −21.0% against +17.5% for the S&P 500, dividends included.

AOS vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Oct 25Jan 26Apr 26Jul 26AOSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
−0.8%
Analysts raising
0
Analysts cutting
10
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
16.0×

Cheaper than 44% of US stocks

Price / sales
2.0×

Cheaper than 52% of US stocks

Price / book
4.2×

Cheaper than 24% of US stocks

EV / EBITDA
10.6×

Cheaper than 36% of US stocks

Growth & margins
Revenue growth (YoY)
−0.7%

Higher than 26% of US stocks

Earnings growth (YoY)
−17.9%

Higher than 21% of US stocks

Gross margin
38.6%

Higher than 47% of US stocks

Operating margin
18.9%

Higher than 78% 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
2.5%

Higher than 55% of US dividend payers

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

Key statistics

A. O. Smith Corp. (AOS) statistics: revenue, profit & scale

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 $7.8B and an enterprise value of $8.3B.

  • 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.

  • Shares outstanding: 138.7M.

  • Trailing P/E: 16.0×; forward P/E: 14.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.51%, paying out 40% of earnings.

  • A. O. Smith Corp. employs 11,500 people — $331K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Sept 2026

Data provided by Twelve Data

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.$7.8B
58
PNRPentair plc$9.2B
41
FLSFlowserve Corp.$9.5B
57
GTESGates Industrial Corp. Ltd.$6.6B
96
NPOEnpro, Inc.$6.3B
59
DCIDonaldson Co., Inc.$10.3B
64
XEX-Energy, Inc.$6.1B
0

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 →

News

Latest AOS news & analysis

A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside

Seeking Alpha · 1 Sept 2026positive

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.

Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now

Zacks Investment Research · 1 Sept 2026positive

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.

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.

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 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AOS?

As at 12 Sept 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 Value (97 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 +22.0% from the last close, and Ticker Nerd's factor model ranks A. O. Smith Corp. 58 out of 100 as at 12 Sept 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 -21.0% over the 12 months to 11 Sept 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 (Seeking Alpha, 1 Sept 2026): "A. O. Smith: Earnings Trough And Attractive Valuation Creates Upside". 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.

Company

About A. O. Smith Corp.

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