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A. O. Smith Corporation (AOS): analyst forecast and price target

$59.22 −0.42% close 16.10.26 · market cap $8.1B · Industrials · Industrial - Machinery SPY 0.01%
Price targets and ratings of

Analyst consensus

Hold

1 Buy3 Hold0 Sell

Ratings of 4 analysts in the last 3 months · top analysts only

12-month forecast

$67.00+13.1% upside

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.

$60.00$70.00$80.00Jan 26AprJulOctJan 27AprJulOctHigh$70.00Average$67.00Low$64.00
Highest target $70.00 Average target $67.00 Lowest target $64.00
AnalystFirmPrice target RatingUpsideAction 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%
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%
Susan Maklari★★★★★★★★★★#6074 · hits 49% · avg +0.8% Goldman Sachs $59.00 Sell −0.4% Reiterated 31.07.26on TipRanks 08:06 +0.4%next day −0.4% · 5 days +2.9%
Nathan Jones★★★★★★★★★★#108 · hits 71% · avg +18.4% Stifel Nicolaus $76.00 → $70.00−7.9% Buy +18.2% Reiterated 31.07.26on TipRanks 07:36 +0.4%next day −0.4% · 5 days +2.9%
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%
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%

Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst

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

3 months Susan Maklari★★★★★★★★★★Goldman Sachs · #6074
Hits 49%190 of 385 Average return +0.8%
1 year Susan Maklari★★★★★★★★★★Goldman Sachs · #6074
Hits 49%190 of 385 Average return +0.8%
2 years Susan Maklari★★★★★★★★★★Goldman Sachs · #6074
Hits 49%190 of 385 Average return +0.8%

Most profitable

3 months Susan Maklari★★★★★★★★★★Goldman Sachs · #6074
Hits 49%190 of 385 Average return +0.8%
1 year Susan Maklari★★★★★★★★★★Goldman Sachs · #6074
Hits 49%190 of 385 Average return +0.8%
2 years Susan Maklari★★★★★★★★★★Goldman Sachs · #6074
Hits 49%190 of 385 Average return +0.8%

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%).

$55.00$60.00$65.00Sep 15Oct 1Oct 15Top analysts$67.00Average target$64.00Price$59.22

PriceAverage targetTop analysts’ target

Recommendation trend · top analysts

051036Oct 2536Nov25Dec36Jan 2636Feb55Mar42Apr55May55Jun66Jul43Aug23Sep11Oct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy000000
Buy556421
Hold556331
Sell000000

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

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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 41 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗