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A. O. Smith Corporation (AOS): analyst forecast and price target
Analyst consensus
Hold1 Buy3 Hold0 Sell
Ratings of 4 analysts in the last 3 months · top analysts only12-month forecast
Based on 4 price targets given in the last 3 months, the average target is $67.00, the highest $70.00, the lowest $64.00. The average is +13.1% from the last price of $59.22.
Analyst ratings 11
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| Nathan Jones★★★★★★★★★★#108 · hits 71% · avg +18.4% | Stifel Nicolaus | $70.00 | Buy | +18.2% | Reiterated | 12.10.26on TipRanks 09:15 | +0.5%next day +2.3% | ↗ |
| Susan Maklari★★★★★★★★★★#6074 · hits 49% · avg +0.8% | Goldman Sachs | $59.00 → $55.00−6.8% | Sell | −7.1% | Reiterated | 12.10.26on TipRanks 06:55 | +0.5%next day +2.3% | ↗ |
| AI PerPlexity Industrial - MachineryPerPlexity SonarPro | TipRanks - PerPlexity | $68.00 → $62.00−8.8% | Buy | +4.7% | Reiterated | 09.10.26on TipRanks Oct 8 23:05 | — | |
| Unknown Analyst | UBS | $68.00 | Hold | +14.8% | Reiterated | 18.09.26on TipRanks Sep 22 21:12 | −0.1%next day −1.5% · 5 days +1.7% | ↗ |
| Tomohiko Sano★★★★★★★★★★#9517 · hits 48% · avg −0.6% | J.P. Morgan | $60.00 | Sell | +1.3% | Reiterated | 21.08.26on TipRanks 09:35 | +0.6%next day −0.3% · 5 days −4.8% | ↗ |
| Matt Summerville★★★★★★★★★★#669 · hits 55% · avg +14.0% | D.A. Davidson | $67.00 | Hold | +13.1% | Assigned | 03.08.26on TipRanks 04:35 | −0.4%next day +2.5% · 5 days +0.7% | ↗ |
| Andrew Kaplowitz★★★★★★★★★★#53 · hits 70% · avg +25.8% | Citi | $65.00 → $64.00−1.5% | Hold | +8.1% | Reiterated | 31.07.26on TipRanks 06:51 | +0.4%next day −0.4% · 5 days +2.9% | ↗ |
| Jeffrey Hammond★★★★★★★★★★#332 · hits 64% · avg +14.9% | KeyBanc | — | Hold | — | Reiterated | 31.07.26on TipRanks 05:33 | +0.4%next day −0.4% · 5 days +2.9% | ↗ |
| AI xAi Industrial - MachineryxAI Grok-4 | TipRanks - xAI | $72.00 → $71.00−1.4% | Buy | +19.9% | Reiterated | 30.07.26on TipRanks 16:01 | — | |
| AI DeepSeek Industrial - MachineryDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $64.00 → $71.00+10.9% | Buy | +19.9% | Reiterated | 30.07.26on TipRanks 16:01 | — | |
| AI Google Industrial - MachineryGemini 3.1Pro | TipRanks - Google | $71.00 → $70.00−1.4% | Buy | +18.2% | Reiterated | 30.07.26on TipRanks 10:09 | — | |
| AI Anthropic Industrial - MachineryAnthropic Opus-4.6 | TipRanks - Anthropic | $62.00 → $68.00+9.7% | Hold | +14.8% | Reiterated | 30.07.26on TipRanks 00:49 | — | |
| AI OpenAI Industrial - MachineryOpenAI 5.2 | TipRanks - OpenAI | $65.00 → $72.00+10.8% | Buy | +21.6% | Reiterated | 30.07.26on TipRanks 00:49 | — | |
| Bryan Blair★★★★★★★★★★#245 · hits 65% · avg +17.8% | Oppenheimer | $80.00 → $75.00−6.2% | Buy | +26.6% | Assigned | 10.06.26on TipRanks 07:36 | −1.8%next day +0.8% · 5 days −1.0% | ↗ |
| Michael Halloran★★★★★★★★★★#728 · hits 59% · avg +10.2% | Robert W. Baird | $75.00 → $70.00−6.7% | Hold | +18.2% | Reiterated | 01.05.26on TipRanks 09:08 | −2.7%next day −2.1% · 5 days −5.3% | ↗ |
| Saree Boroditsky★★★★★★★★★★#2589 · hits 58% · avg +8.3% | Jefferies | $75.00 | Hold | +26.6% | Initiated | 09.01.26on TipRanks 12:55 | −0.5%next day +0.5% · 5 days +3.1% | ↗ |
| Scott Graham★★★★★★★★★★#689 · hits 62% · avg +11.9% | Seaport Global | — | Hold | — | Reiterated | 14.12.25on TipRanks Dec 15 09:35 | +0.3%next day −1.0% · 5 days −1.9% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering A. O. Smith Corporation
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $64.67 at a price of $56.37 (+14.7%); now: $64.00 at $59.22 (+8.1%).
PriceAverage targetTop analysts’ target
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 0 | 0 | 0 |
| Buy | 5 | 5 | 6 | 4 | 2 | 1 |
| Hold | 5 | 5 | 6 | 3 | 3 | 1 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 29.10.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $0.90 (from $0.87 to $0.93). Last quarter: $1.03.
Sales
Next quarter’s sales estimate — $963M (from $934M to $980M). Last quarter: $1.0B.
Best top-analyst consensus in the sector · Industrials
About A. O. Smith Corporation
- CEO: Stephen Shafer
- Employees: 11,500
- 11270 West Park Place, Milwaukee, WI, 53224, US
- www.aosmith.com
A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.
Data from the stock’s TipRanks forecast page, read 10 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗