American Express: The Subscription Moat With A Potential AI Bonus On Top
American Express is rated Buy at $316, with a 2030 price target of $508 and a projected 13.4% annual…
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AYI(AYI)
AYI
Next earnings: Jun 25, 2026 · Before open
Signal
Leaning Bearish1↓
PRICE
Prev Close
289.77
Open
291.11
Day Range287.67 – 293.27
287.67
293.27
52W Range249.60 – 380.17
249.60
380.17
30% of range
VOLUME & SIZE
Avg Volume
457.4K
FUNDAMENTALS
P/E Ratio
21.2x
EPS (TTM)
—
Div Yield
0.00%
Beta
1.03
Market-like
Performance
1D
-0.17%5D
-0.31%1M
+9.01%3M
-8.63%6M↓
-20.75%YTD
-19.65%1Y↑
+14.47%Best: 1Y (+14.47%)Worst: 6M (-20.75%)
Quick Read
Trend—Insufficient MA data
Momentum
BULLISH
revenue +16% YoY · 49% gross marginValuation
FAIR
P/E 21x vs ~20x sectorHealth
STRONG
CR 2.1 · FCF $18.22/shStrong Buy
Key MetricsTTM
Market Cap$8.77B
Revenue TTM$4.59B
Net Income TTM$429.70M
Free Cash Flow$558.10M
Gross Margin48.7%
Net Margin9.4%
Operating Margin13.4%
Return on Equity15.7%
Return on Assets9.4%
Debt / Equity0.28
Current Ratio2.07
EPS TTM$14.03
Alpha SignalsView Intelligence →
Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.
Health Radar
4 strong2 watch
64/100Liquidity
2.07Strong
Leverage
0.28Strong
Coverage
14.5xStrong
ROE
15.7%Strong
ROIC
12.7%Watch
Cash
$423MWatch
ANALYST COVERAGE33 analysts
HOLD
▲ +35.7%upside to target
L $375.00
Med $392.50consensus
H $410.00Stock Health
Composite Score
2 of 5 signals bullish
6/10
Technicals
●
✗RSI RangeRSI 35 — Bearish momentum
Volume
●
~Volume FlowNeutral
Fundamentals
●
✓Last EarningsBeat estimates
●
~Analyst ConsensusHold
●
✓LiquidityCurrent Ratio 2.07 — healthy liquidity
Upcoming Events
EEarnings Report · After CloseMay 4, 2026
Tomorrow
DEx-Dividend DateJul 31, 2026
In 89 days
PDividend PaymentOct 9, 2026
In 159 days
FinancialsFull statements →
Technicals
Technical SetupBEARISH
Technicals →Trend
▼ DowntrendGolden Cross · 50D leads 200D by 11.2%
-14.3% vs SMA 50 · -4.7% vs SMA 200
Momentum
RSI35.4Momentum fading
MACD-15.85Below zero — bearish pulse · expanding
Market Position
Price Levels
52W High
$380.2+31.4%
EMA 50
$324.7+12.2%
EMA 200
$299.9+3.7%
Current
$289.3
52W Low
$249.6-13.7%
52-Week RangeMid-range
$249.630th %ile$380.2
Squeeze SetupVolume-based
No Clear SetupVolume distribution is neutral or leaning toward distribution. No compelling squeeze setup based on current money flow data.
20-Day Money Flow
Acc days:5
Dist days:3
Edge:+2 acc
Volume Context
Avg Vol (50D)302K
Recent Vol (5D)
323K+7%
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
Earnings & Analysts
ANALYST ESTIMATES
Consensus of 7 analysts
Analyst revisions:EPS↑ Revised Up
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2023 | $4.0B $3.9B–$4.0B | — | $11.69 | — | ±1% | Low2 |
FY2024 | $3.8B $3.8B–$3.8B | ▼ -3.2% | $15.52 | ▲ +32.8% | ±0% | High6 |
FY2025 | $4.4B $4.3B–$4.4B | ▲ +13.9% | $17.64 | ▲ +13.6% | ±3% | High7 |
Range confidence:Tight (high)ModerateWide (low)
🔥Beat 6 consecutive quarters
Earnings HistoryAYI
Last 8Q
+4.5%avg beat
Beat 7 of 8 quarters↑ Estimates rising+2%
Q2'24
—
Q4'24
+3%
Q1'25
+1%
Q2'25
+15%
Q2'25
+8%
Q4'25
+4%
Q1'26
+3%
Q2'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Analyst Activity
All ratings →No recent activity
Wells FargoMixed → Overweight
Sep 2
UPGRADE
Morgan StanleyOverweight
Jan 14
UPGRADE
William BlairMarket Perform → Outperform
Jan 2
UPGRADE
Evercore ISIOutperform
Oct 2
UPGRADE
Wells FargoOverweight → Equal-Weight
Jun 28
DOWNGRADE
RBC CapitalNeutral
Dec 16
DOWNGRADE
William BlairMarket Perform
Jun 23
DOWNGRADE
Insider Activity
SEC Filings →1 Buy/5 SellsNet Selling
NET BUYERS$283K bought · $0 sold · 30d window
O'shaughnessy LauraDir
$283K
Apr 8
BUY
Holcom Karen JCFO
$1.5M
Jan 28
SELL
Goldman Barry RSVP & General …
$365K
Oct 28
SELL
Goldman Barry RSVP & General …
$138K
Oct 28
SELL
Goldman Barry RSVP & General …
$671K
Oct 28
SELL
Goldman Barry RSVP & General …
$172K
Oct 28
SELL
Financials
Dividends0.26% yield
+17.9% avg annual growthAnnual Yield0.26%
Quarterly Div.$0.2000
Est. Annual / Share$0.80
FrequencyQuarterly
Q3'24
Q4'24
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26
Q2'26
Dividend per payment — last 8 periods
INSTITUTIONAL OWNERSHIP
1
Boston Trust Walden Corp
253K▲2
THRIVENT FINANCIAL FOR LUTHERANS
167K▲3
Robeco Institutional Asset Management B.V.
102K▲4
ASR Vermogensbeheer N.V.
98K—5
Nuveen, LLC
96K▲6
Assenagon Asset Management S.A.
72K▲7
Handelsbanken Fonder AB
49K▲8
WEDGE CAPITAL MANAGEMENT L L P/NC
39K▲News & Activity
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About
Acuity Brands, Inc. is a market-leading industrial technology company. The Company designs, manufactures, and brings to market products and services that make the world more brilliant, productive, and connected including building management systems, lighting, lighting controls, and location-aware applications. Acuity Brands achieves growth through the development of innovative new products and services. Through the Acuity Business System, Acuity Brands achieves customer-focused efficiencies that allow the Company to increase market share and deliver superior returns. The Company looks to aggressively deploy capital to grow the business and to enter attractive new verticals. Acuity Brands is based in Atlanta, Georgia, with operations across North America, Europe, and Asia. The Company is powered by approximately 11,000 dedicated and talented associates.
Sector
Industry
Commercial, Industrial, and Institutional Electric Lighting Fixture Manufacturing
Website
Peter HanPresident of Acuity Intelligent Spaces
Philippe BrzusczakSenior Vice President of Corporate Development & Strategy
Sachin J. SankpalPresident of Acuity Brands Lighting & Lighting Controls
Peers— —(7 companies)
Screen sector →| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
AYI◀ | $289.29 | -0.17% | $8.8B | 20.6 | +1313.7% | 912.6% | 1500 |
| $397.67 | +0.41% | $2.1T | 28.7 | +3296.8% | 4510.0% | 1500 | |
| $91.95 | +0.10% | $316.0B | 14.1 | +318.8% | 1510.7% | 1500 | |
| $131.46 | -0.32% | $305.1B | 22.6 | +586.3% | 1305.9% | 1500 | |
| $184.74 | -1.40% | $286.4B | 27.2 | +862.9% | 1745.9% | 1500 | |
| $146.57 | -0.87% | $279.7B | 21.0 | +597.3% | 2564.4% | 1500 | |
| $88.98 | -1.86% | $251.9B | 14.4 | -591.0% | 668.4% | 1500 | |
| Sector avg | — | -0.59% | — | 21.2 | +912.1% | 1888.3% | 1500 |