AYIIndustrials · Electrical Equipment & PartsThe 7 Wall Street analysts covering Acuity, Inc. hold a median 12-month price target of $364 — +14.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 94 of 100 as at 31 Oct 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 Acuity, 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
Volatility (97): The share price has been relatively steady.
Revisions (48): Analysts have, on balance, been cutting their forecasts.
Size (16): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AYI, 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 +14.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 20 Oct 2026 | Morgan Stanley | Maintains | Overweight | $410 → $380 |
| 8 Oct 2026 | Oppenheimer | Maintains | Outperform | $440 → $415 |
| 8 Oct 2026 | Oppenheimer | Maintains | Outperform | — |
| 2 Oct 2026 | Baird | Maintains | Neutral | — |
| 2 Oct 2026 | Baird | Maintains | Neutral | $360 → $348 |
| 29 Sept 2026 | Baird | Maintains | Neutral | — |
| 29 Sept 2026 | Baird | Maintains | Neutral | $390 → $360 |
| 28 Sept 2026 | William Blair | Downgrade | Market Perform | — |
| 28 Sept 2026 | William Blair | Downgrade | Market Perform | — |
| 1 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 1 July 2026 | Morgan Stanley | Maintains | Overweight | $400 → $410 |
| 26 June 2026 | Baird | Maintains | Neutral | — |
| 26 June 2026 | Baird | Maintains | Neutral | $315 → $390 |
| 26 June 2026 | Goldman Sachs | Maintains | Neutral | $295 → $358 |
| 26 June 2026 | Goldman Sachs | Maintains | Neutral | — |
| 6 Apr 2026 | Baird | Maintains | Neutral | — |
| 6 Apr 2026 | Goldman Sachs | Maintains | Neutral | — |
| 25 Mar 2026 | Baird | Maintains | Neutral | — |
| 3 Mar 2026 | Wells Fargo | Maintains | Overweight | — |
| 12 Jan 2026 | Morgan Stanley | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AYI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Acuity, Inc. returned −11.4% against +12.4% for the S&P 500, dividends included.
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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 39% of US stocks
Cheaper than 51% of US stocks
Cheaper than 29% of US stocks
Cheaper than 32% of US stocks
Higher than 35% of US stocks
Higher than 75% of US stocks
Higher than 63% of US stocks
Higher than 73% of US stocks
Higher than 72% of US stocks
Higher than 79% of US stocks
Higher than 90% of US stocks
Higher than 64% 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.
Acuity, Inc. has a market value of $9.8B and an enterprise value of $9.8B.
Revenue in the twelve months to 31 May 2026: $4.6B. The latest quarter grew 2.9% year on year.
Net income over the same four quarters: $472.3M, a 10.3% net margin.
Diluted earnings per share, trailing twelve months: $15.08.
Free cash flow in the twelve months to 31 May 2026: $639.4M, after $83.3M of capital spending.
Acuity, Inc. spent $257.1M on share buybacks and $23.0M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 18.7×; forward P/E: 13.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.25%, paying out 5% of earnings.
Acuity, Inc. employs 13,900 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 Acuity, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Parameter Technologies announced a definitive agreement to be acquired by Acuity Inc. for $675 million. After closing, Parameter will become part of Distech Controls in Acuity’s Intelligent Spaces business segment.
Why it matters — The announced acquisition would add Parameter Technologies to Acuity’s Distech Controls business, subject to closing.
Acuity agreed to acquire Parameter Technologies for $675 million. The transaction is expected to close in the second quarter of fiscal 2027 and to be accretive to Acuity’s fiscal 2027 full-year adjusted diluted earnings per share.
Why it matters — The acquisition would expand Acuity’s data center portfolio into leak detection, sensing and monitoring, in a market the announcement describes as growing amid the shift to liquid cooling.
Acuity Inc. (AYI) released the transcript of its Q4 2026 earnings call, providing a detailed account of the company's fourth-quarter financial results and management discussion.
Why it matters — AYI watchers would care because the earnings call transcript offers direct insight into the company's quarterly performance and management commentary.
Zacks Investment Research reviews Acuity's (AYI) fourth-quarter earnings for the period ended August 2026, comparing the company's top- and bottom-line results to Wall Street estimates and year-ago figures. The piece examines key business metrics relative to those benchmarks.
Why it matters — AYI watchers would care because it shows how the company's reported performance stacks up against analyst expectations and prior-year results, offering insight into the quarter's underlying business drivers.
Acuity reported higher fourth-quarter sales, adjusted profit and adjusted earnings per share for fiscal 2026. Growth in its Acuity Intelligent Spaces segment offset a modest decline in its lighting business.
Why it matters — The earnings report shows that Acuity's Intelligent Spaces segment is helping drive overall growth despite softness in its lighting business.
The 7 Wall Street analysts covering Acuity, Inc. have a median 12-month price target of $364, with estimates ranging from $345 to $415. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Acuity, Inc., 3 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Acuity, Inc. 94 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Acuity, Inc. ranks 94 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +14.4% from the last close, and Ticker Nerd's factor model ranks Acuity, Inc. 94 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Acuity, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AYI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $345 to $415 over the next 12 months.
Acuity, Inc. returned -11.4% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Acuity Inc. is an industrial technology company that develops lighting, lighting controls, building management solutions, and integrated audio, video, and control platforms.
The most recent item we track (Business Wire, 26 Oct 2026): "Parameter Technologies Announces Agreement to Be Acquired by Acuity Inc. as Part of Distech Controls™". Parameter Technologies announced a definitive agreement to be acquired by Acuity Inc. for $675 million. After closing, Parameter will become part of Distech Controls in Acuity’s Intelligent Spaces business segment.
Acuity Inc. is an industrial technology company that develops lighting, lighting controls, building management solutions, and integrated audio, video, and control platforms. Its products and services support commercial, institutional, industrial, infrastructure, and residential environments, with a strong focus on making buildings and spaces more intelligent, efficient, and responsive. The company operates through two business segments: Acuity Brands Lighting, which covers sustainable and intelligent lighting solutions, and Acuity Intelligent Spaces, which brings together technologies for smart buildings and connected environments. Acuity Inc. serves customers across North America and selected international markets through a portfolio of well-known brands used in architectural, specialty, and controls applications. Headquartered in Atlanta, Georgia, Acuity Inc. plays a significant role in the market for modern lighting and building technologies.
CEO Mr. Neil M. Ashe · 13,900 employees · United States · https://www.acuityinc.com
