Market Rotation Signals: Focus on Emerging Growth Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ATI?
Source: Fool
- Watts Water Technologies Performance: Watts Water Technologies reported a record $2.44 billion in sales for fiscal 2025, an 8% increase, with an operating margin of 18.4%, indicating strong profitability and cash flow, and is guiding for 8% to 12% sales growth in 2026.
- Data Center Infrastructure Demand: As an infrastructure provider for data centers, Watts focuses on cooling optimization and water management, with U.S. data center power demand projected to reach 106 gigawatts by 2035, driving market expansion in this sector.
- ATI Sales Growth: ATI Inc. achieved $4.6 billion in sales for fiscal 2025, a 5% increase, with aerospace and defense revenue now accounting for 68% of quarterly sales, highlighting its significant role in the global industrial renaissance.
- Supply Chain Advantage: ATI's extended titanium supply agreements with Boeing and Airbus, along with a new titanium alloy production facility, secure its critical position in the aerospace manufacturing supply chain, expected to enhance future cash flow growth.
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Analyst Views on ATI
Wall Street analysts forecast ATI stock price to fall
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 151.250
Low
132.00
Averages
149.00
High
165.00
Current: 151.250
Low
132.00
Averages
149.00
High
165.00
About ATI
ATI Inc. is a global manufacturer of technically advanced specialty materials and complex components. The Company produces specialty materials, highly differentiated by its materials science expertise and advanced process technologies. Its products serve markets such as aerospace and defense, energy, and other markets. Its segment includes High Performance Materials & Components (HPMC) and Advanced Alloys & Solutions (AA&S). The HPMC segment produces a wide range of high-performance materials, components, and advanced metallic powder alloys. These products are made from nickel-based alloys and superalloys, titanium and titanium-based alloys, and a variety of other specialty materials. The A&S segment produces nickel-based alloys, titanium and titanium-based alloys, and specialty alloys, including zirconium, hafnium, and niobium, in a variety of forms including plate, sheet, and strip products.
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.
ATI Schedules Q1 2026 Earnings Call on April 30
- Earnings Call Scheduled: ATI has scheduled its first quarter 2026 earnings conference call for April 30, 2026, at 7:30 a.m. CT (8:30 a.m. ET), enhancing investor transparency ahead of the results release.
- Timing of Results Release: The Q1 results will be published prior to the call at 6:30 a.m. CT (7:30 a.m. ET), ensuring investors receive the latest financial data before the conference, aiding in performance analysis.
- Convenient Online Access: Investors can access the live webcast and accompanying presentation slides at ATImaterials.com, improving information accessibility and enhancing engagement with stakeholders.
- Company Overview: ATI is a global producer of high-performance materials and solutions for aerospace, defense, and specialty energy markets, committed to solving the world's toughest challenges through materials science, showcasing strong market competitiveness.
See More
Market Rotation Signals: Focus on Emerging Growth Stocks
- Watts Water Technologies Performance: Watts Water Technologies reported a record $2.44 billion in sales for fiscal 2025, an 8% increase, with an operating margin of 18.4%, indicating strong profitability and cash flow, and is guiding for 8% to 12% sales growth in 2026.
- Data Center Infrastructure Demand: As an infrastructure provider for data centers, Watts focuses on cooling optimization and water management, with U.S. data center power demand projected to reach 106 gigawatts by 2035, driving market expansion in this sector.
- ATI Sales Growth: ATI Inc. achieved $4.6 billion in sales for fiscal 2025, a 5% increase, with aerospace and defense revenue now accounting for 68% of quarterly sales, highlighting its significant role in the global industrial renaissance.
- Supply Chain Advantage: ATI's extended titanium supply agreements with Boeing and Airbus, along with a new titanium alloy production facility, secure its critical position in the aerospace manufacturing supply chain, expected to enhance future cash flow growth.
See More
Watts and ATI: Investment Opportunities in AI Infrastructure
- Watts Strong Performance: Watts Water Technologies reported record sales of $2.44 billion for fiscal 2025, an 8% increase, with an operating margin of 18.4% and diluted earnings per share of $10.17, indicating robust profitability and strong cash flow, highlighting its growth potential in the AI infrastructure sector.
- Surging Data Center Demand: U.S. data center power demand is projected to reach 106 gigawatts by 2035, up from 25 gigawatts in 2024, positioning Watts at the center of this market demand through its advanced cooling optimization and water management solutions, with anticipated sales growth of 8% to 12% in 2026.
- ATI Sales Recovery: ATI Inc. achieved sales of $4.6 billion in fiscal 2025, a 5% increase, with aerospace and defense revenue now accounting for 68% of quarterly sales, underscoring the company's significant role in the global industrial renaissance, particularly as demand for high-performance titanium components in aviation rises.
- Long-Term Agreement Expansion: ATI's extension of titanium supply agreements with Boeing and Airbus, along with the launch of a new automated titanium alloy production facility, secures its critical position in the global aerospace manufacturing supply chain, expected to provide strong support for future growth.
See More
ATI Schedules Q1 2026 Earnings Call Webcast
- Earnings Call Schedule: ATI has scheduled its Q1 2026 earnings conference call for April 30, 2026, at 7:30 a.m. CT, reflecting the company's commitment to transparency and investor communication.
- Earnings Release Timing: The Q1 earnings results will be published prior to the call at 6:30 a.m. CT, ensuring investors receive timely financial data to make informed investment decisions.
- Access Method: Investors can access the call by visiting ATImaterials.com and selecting the 'Conference Call' option, indicating the company's efforts in digital communication to enhance information accessibility.
- Replay Availability: A replay of the conference call will be available on ATImaterials.com after the event, further strengthening the interaction and information transparency between the company and its investors.
See More
Trump Threatens Increased Sanctions on Iran
- Market Reaction: Futures fell sharply as President Trump announced that the U.S. would impose stricter sanctions on Iran over the next 2-3 weeks, reflecting investor concerns about geopolitical risks.
- Oil Price Surge: Following Trump's statement, oil prices jumped, indicating heightened expectations of potential supply disruptions that could impact global energy market stability.
- Geopolitical Tensions: Trump's tough rhetoric escalates tensions in the Middle East, potentially leading to further deterioration in international relations and affecting U.S. foreign policy with other nations.
- Investor Sentiment: The uncertainty in the market dampens investor sentiment, likely resulting in capital outflows from high-risk assets towards safer investments, thereby impacting overall market performance.
See More
Analysis of XAR ETF Trading Dynamics
- Price Range Fluctuation: The XAR ETF has a 52-week low of $137.0942 per share and a high of $295.39, with the current trading price at $266.45, indicating significant volatility over the past year that may influence investor buying decisions.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average can provide investors with valuable insights for technical analysis, helping them assess market trends and potential buy or sell opportunities.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, thereby affecting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs allows for tracking those experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity changes can impact the performance of individual stocks held within the ETFs.
See More
ATI Schedules Q1 2026 Earnings Call on April 30
- Earnings Call Scheduled: ATI has scheduled its first quarter 2026 earnings conference call for April 30, 2026, at 7:30 a.m. CT (8:30 a.m. ET), enhancing investor transparency ahead of the results release.
- Timing of Results Release: The Q1 results will be published prior to the call at 6:30 a.m. CT (7:30 a.m. ET), ensuring investors receive the latest financial data before the conference, aiding in performance analysis.
- Convenient Online Access: Investors can access the live webcast and accompanying presentation slides at ATImaterials.com, improving information accessibility and enhancing engagement with stakeholders.
- Company Overview: ATI is a global producer of high-performance materials and solutions for aerospace, defense, and specialty energy markets, committed to solving the world's toughest challenges through materials science, showcasing strong market competitiveness.
See More
Market Rotation Signals: Focus on Emerging Growth Stocks
- Watts Water Technologies Performance: Watts Water Technologies reported a record $2.44 billion in sales for fiscal 2025, an 8% increase, with an operating margin of 18.4%, indicating strong profitability and cash flow, and is guiding for 8% to 12% sales growth in 2026.
- Data Center Infrastructure Demand: As an infrastructure provider for data centers, Watts focuses on cooling optimization and water management, with U.S. data center power demand projected to reach 106 gigawatts by 2035, driving market expansion in this sector.
- ATI Sales Growth: ATI Inc. achieved $4.6 billion in sales for fiscal 2025, a 5% increase, with aerospace and defense revenue now accounting for 68% of quarterly sales, highlighting its significant role in the global industrial renaissance.
- Supply Chain Advantage: ATI's extended titanium supply agreements with Boeing and Airbus, along with a new titanium alloy production facility, secure its critical position in the aerospace manufacturing supply chain, expected to enhance future cash flow growth.
See More
Watts and ATI: Investment Opportunities in AI Infrastructure
- Watts Strong Performance: Watts Water Technologies reported record sales of $2.44 billion for fiscal 2025, an 8% increase, with an operating margin of 18.4% and diluted earnings per share of $10.17, indicating robust profitability and strong cash flow, highlighting its growth potential in the AI infrastructure sector.
- Surging Data Center Demand: U.S. data center power demand is projected to reach 106 gigawatts by 2035, up from 25 gigawatts in 2024, positioning Watts at the center of this market demand through its advanced cooling optimization and water management solutions, with anticipated sales growth of 8% to 12% in 2026.
- ATI Sales Recovery: ATI Inc. achieved sales of $4.6 billion in fiscal 2025, a 5% increase, with aerospace and defense revenue now accounting for 68% of quarterly sales, underscoring the company's significant role in the global industrial renaissance, particularly as demand for high-performance titanium components in aviation rises.
- Long-Term Agreement Expansion: ATI's extension of titanium supply agreements with Boeing and Airbus, along with the launch of a new automated titanium alloy production facility, secures its critical position in the global aerospace manufacturing supply chain, expected to provide strong support for future growth.
See More
ATI Schedules Q1 2026 Earnings Call Webcast
- Earnings Call Schedule: ATI has scheduled its Q1 2026 earnings conference call for April 30, 2026, at 7:30 a.m. CT, reflecting the company's commitment to transparency and investor communication.
- Earnings Release Timing: The Q1 earnings results will be published prior to the call at 6:30 a.m. CT, ensuring investors receive timely financial data to make informed investment decisions.
- Access Method: Investors can access the call by visiting ATImaterials.com and selecting the 'Conference Call' option, indicating the company's efforts in digital communication to enhance information accessibility.
- Replay Availability: A replay of the conference call will be available on ATImaterials.com after the event, further strengthening the interaction and information transparency between the company and its investors.
See More
Trump Threatens Increased Sanctions on Iran
- Market Reaction: Futures fell sharply as President Trump announced that the U.S. would impose stricter sanctions on Iran over the next 2-3 weeks, reflecting investor concerns about geopolitical risks.
- Oil Price Surge: Following Trump's statement, oil prices jumped, indicating heightened expectations of potential supply disruptions that could impact global energy market stability.
- Geopolitical Tensions: Trump's tough rhetoric escalates tensions in the Middle East, potentially leading to further deterioration in international relations and affecting U.S. foreign policy with other nations.
- Investor Sentiment: The uncertainty in the market dampens investor sentiment, likely resulting in capital outflows from high-risk assets towards safer investments, thereby impacting overall market performance.
See More
Analysis of XAR ETF Trading Dynamics
- Price Range Fluctuation: The XAR ETF has a 52-week low of $137.0942 per share and a high of $295.39, with the current trading price at $266.45, indicating significant volatility over the past year that may influence investor buying decisions.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average can provide investors with valuable insights for technical analysis, helping them assess market trends and potential buy or sell opportunities.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, thereby affecting the ETF's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs allows for tracking those experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity changes can impact the performance of individual stocks held within the ETFs.
See More
