A. O. Smith CorporationAOSNYSE

Overview Intelligence Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

18 analysts·Moderate coverage

39%

Rating Distribution

Strong Buy

00%

Buy

739%

Hold

1056%

Sell

16%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Current price is 2% above analyst consensus — near fair value expected.

Bear Case

$69.00

-11%

Consensus

$76.20

-2%

Bull Case

$85.00

+9%

Price Range18 analysts

Low

Consensus

High

$69.00

$85.00

Current Target

Current Price

$77.93

Above Target

$1.73

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$4.02(10 analysts)

P/E20x

Current: 20.0x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+3.88%

EPS+7.61%

FY2028

Rev+4.08%

EPS+5.61%

FY2029

Rev+4.84%

EPS+9.91%

Earnings Surprises

Beat rate:75%(9/12 quarters)

Avg surprise:+5.5%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 12, 2026Goldman Sachs

A.O. Smith price target raised to $69 from $63 at Goldman Sachs

Target:$69.00

-13.3%from $79.62

Feb 2, 2026D.A. Davidson

DA Davidson Reiterates Neutral Rating on AO Smith (AOS)

Target:$75.00

+0.9%from $74.31

Jan 30, 2026Stifel Nicolaus

A.O. Smith price target raised to $85 from $80 at Stifel

Target:$85.00

+16.2%from $73.17

Jan 30, 2026Robert W. Baird

A.O. Smith price target raised to $77 from $76 at Baird

Target:$77.00

+5.2%from $73.17

Jan 9, 2026Jefferies

A.O. Smith resumed with a Hold at Jefferies

Target:$75.00

+6.5%from $70.40

Oct 29, 2025Stifel Nicolaus

A.O. Smith price target lowered to $80 from $89 at Stifel

Target:$80.00

+20.6%from $66.36

Oct 29, 2025Robert W. Baird

A.O. Smith price target lowered to $76 from $82 at Baird

Target:$76.00

+13.7%from $66.84

Jan 31, 2025UBS

A.O. Smith price target lowered to $74 from $80 at UBS

Target:$74.00

+10.0%from $67.30

Jan 14, 2025Oppenheimer

Oppenheimer upgrades A.O. Smith to Outperform on compelling risk/reward

Target:$88.00

+28.8%from $68.30

Oct 23, 2024Robert W. Baird

AO Smith (AOS) PT Lowered to $81 at Baird

Target:$81.00

+3.6%from $78.21

Oct 23, 2024D.A. Davidson

DA Davidson Downgrades AO Smith (AOS) to Neutral

Target:$80.00

+2.3%from $78.21

Oct 23, 2024UBS

UBS Upgrades AO Smith (AOS) to Neutral

Target:$80.00

+2.3%from $78.21

Oct 22, 2024CFRA

CFRA Upgrades AO Smith (AOS) to Buy

Target:$90.00

+15.1%from $78.21

Oct 14, 2024Robert W. Baird

AO Smith (AOS) PT Lowered to $82 at Baird

Target:$82.00

+1.4%from $80.87

Jul 24, 2024Stifel Nicolaus

Stifel Upgrades AO Smith (AOS) to Buy

Target:$98.00

+19.3%from $82.18

Jul 18, 2024Stifel Nicolaus

A.O. Smith price target raised to $97 from $90 at Stifel

Target:$97.00

+7.6%from $90.14

Jul 8, 2024UBS

AO Smith (AOS) PT Raised to $75 at UBS

Target:$75.00

-7.2%from $80.86

Apr 12, 2024Jefferies

Jefferies ups A.O. Smith target, sees 'beat-and-raise' after AHRI data

Target:$90.00

+4.3%from $86.31

May 20, 2022UBS

A.O. Smith price target lowered to $64 from $85 at UBS

Target:$64.00

+9.5%from $58.45

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