Acuity Inc's stock fell by 11.44% and hit a 20-day low amid broader market weakness, with the Nasdaq-100 down 0.57% and the S&P 500 down 0.15%.
This decline comes despite Acuity Inc. reporting impressive Q1 results, including a 20.2% year-over-year increase in net sales to $1.14 billion and an adjusted EPS of $4.69, surpassing analyst expectations. The strong performance reflects the company's effective cost control and operational efficiency, which have positioned it well in a challenging market environment. However, the stock's drop indicates a potential sector rotation as investors reassess their positions.
The implications of this earnings report suggest that while Acuity Inc. is performing well operationally, the stock's price movement may be influenced by broader market trends and investor sentiment, highlighting the importance of monitoring market conditions alongside company performance.
Wall Street analysts forecast AYI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AYI is 401.25 USD with a low forecast of 375.00 USD and a high forecast of 435.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast AYI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AYI is 401.25 USD with a low forecast of 375.00 USD and a high forecast of 435.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 312.160
Low
375.00
Averages
401.25
High
435.00
Current: 312.160
Low
375.00
Averages
401.25
High
435.00
Baird
Timothy Wojs
Neutral
downgrade
$408 -> $375
2026-01-09
Reason
Baird
Timothy Wojs
Price Target
$408 -> $375
AI Analysis
2026-01-09
downgrade
Neutral
Reason
Baird analyst Timothy Wojs lowered the firm's price target on Acuity Brands to $375 from $408 and keeps a Neutral rating on the shares. The firm updated its model following modest upside to Q1 results while noting expectations were higher.
Baird
Neutral
maintain
$335 -> $360
2025-09-25
Reason
Baird
Price Target
$335 -> $360
2025-09-25
maintain
Neutral
Reason
Baird raised the firm's price target on Acuity Brands to $360 from $335 and keeps a Neutral rating on the shares. The firm updated its model following lighting channel checks which Q4 volumes and prices moderating sequentially.
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Wells Fargo
Joseph O'Dea
Equal Weight -> Overweight
upgrade
$320 -> $380
2025-09-02
Reason
Wells Fargo
Joseph O'Dea
Price Target
$320 -> $380
2025-09-02
upgrade
Equal Weight -> Overweight
Reason
Wells Fargo analyst Joseph O'Dea upgraded Acuity Brands to Overweight from Equal Weight with a price target of $380, up from $320. The firm cites its increased earnings growth expectations for the upgrade. Acuity's pricing ability should help manage inflationary pressure, offsetting the cost headwinds to earnings, the analyst tells investors in a research note. Moving past short-term demand swings, Wells sees solid ABL growth for the company.
Wells Fargo
Joseph O'Dea
Equal Weight
maintain
$285 -> $320
2025-06-27
Reason
Wells Fargo
Joseph O'Dea
Price Target
$285 -> $320
2025-06-27
maintain
Equal Weight
Reason
Wells Fargo analyst Joseph O'Dea raised the firm's price target on Acuity Brands to $320 from $285 and keeps an Equal Weight rating on the shares. While Q4 gross margin looks "very good" on its own, Wells Fargo says Q3 is a "tough act" to follow, and the bigger focus is what impact elevated uncertainty has and what that means for setting a conservative outlook in fiscal 2026, the analyst tells investors in a research note.
About AYI
Acuity Inc., formerly Acuity Brands, Inc., is an industrial technology company. The Company uses technology to solve problems in space and light. The Company's segments include Acuity Brands Lighting (ABL) and Acuity Intelligent Spaces (AIS). The Company offers various products and services, including lighting, lighting controls, building management solutions, and an audio, video and control platform. It operates across North America, Europe and Asia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
