Atmus Filtration Receives Upgrade from J.P. Morgan Following Koch Filter Purchase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Source: SeekingAlpha
Stock Upgrade: Atmus Filtration Technologies (ATMU) saw a 7.3% increase in stock price after J.P. Morgan upgraded its rating to Overweight with a new price target of $60, up from $53, following the announcement of a $450 million acquisition of Koch Filter.
Revenue Composition: Post-acquisition, approximately 88% of Atmus' revenue will come from commercial vehicle filtration, while industrial air filtration will account for about 8%, with Koch's aftermarket revenues expected to drive growth.
Growth Potential: J.P. Morgan analyst Tami Zakaria noted that Koch Filter has a 10-year compound annual growth rate of around 9%, which is higher than Atmus' mid-single-digit growth since 2019, suggesting potential for Atmus to elevate its growth rate.
Future Synergies: The report highlights that ongoing share gains, the higher growth rate of Koch, additional mergers and acquisitions, and potential revenue synergies could further enhance Atmus' revenue growth beyond current estimates.
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Analyst Views on ATMU
Wall Street analysts forecast ATMU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ATMU is 58.00 USD with a low forecast of 54.00 USD and a high forecast of 60.00 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.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 56.740
Low
54.00
Averages
58.00
High
60.00
Current: 56.740
Low
54.00
Averages
58.00
High
60.00
About ATMU
Atmus Filtration Technologies Inc. is engaged in filtration and media solutions. The Company designs and manufactures advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. It serves customers across the truck, bus, agriculture, construction, mining, marine and power generation vehicle, and equipment markets, along with providing comprehensive aftermarket support and solutions. Its products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals. It offers products for first fit and aftermarket applications to original equipment manufacturers, dealers/distributors, and end-users. The Company produces and sells Fleetguard branded products across North America, Europe, South America, Asia, Australia, and the African continents. Its Fleetguard branded products are available through distribution centers worldwide.
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.
Atmus Filtration Technologies to Report Q4 and Full Year 2025 Results
- Earnings Announcement: Atmus Filtration Technologies will report its fourth quarter and full year 2025 financial results before market open on February 13, 2026, providing investors with critical performance data and future outlook.
- Investor Conference Call: The company will hold a conference call at 10:00 AM CT on the same day to discuss its financial results, aiming to enhance communication with investors and improve transparency and trust.
- Company Background: With over 65 years of innovation and engineering expertise, Atmus is committed to delivering high-performance filtration solutions across its Power Solutions and Industrial Solutions segments, underscoring its leadership in the market.
- Global Workforce: Atmus employs nearly 5,000 people worldwide, reflecting its extensive influence in the filtration technology sector and commitment to sustainable future development.
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