Company Overview: Acuity Inc. (AYI) is a high-tech lighting and energy efficiency company poised for growth, benefiting from trends like reshoring and AI data center expansion, and has a strong earnings outlook with a Zacks Rank #1 (Strong Buy).
Financial Performance: AYI has shown impressive financial growth, with a 1,200% increase in stock value over 20 years, a 16% rise in adjusted EPS for FY25, and projected revenue growth of 10% in FY26, while trading at a 40% discount to its historical peaks.
Market Position: The company is gaining attention from Wall Street, with an increase in brokerage recommendations and a solid balance sheet that supports further expansion and dividends, despite potential short-term selling pressure.
Valuation and Future Outlook: Acuity's current valuation is attractive compared to its sector, and its growth potential, coupled with favorable market trends, positions it well for continued momentum and investor interest.
AYI
$357.34+Infinity%1D
Analyst Views on AYI
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 401.83 USD with a low forecast of 356.00 USD and a high forecast of 445.00 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.
7 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 401.83 USD with a low forecast of 356.00 USD and a high forecast of 445.00 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
2 Hold
0 Sell
Moderate Buy
Current: 361.070
Low
356.00
Averages
401.83
High
445.00
Current: 361.070
Low
356.00
Averages
401.83
High
445.00
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.
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
Morgan Stanley
Overweight
maintain
$335 -> $365
2025-06-27
Reason
Morgan Stanley
Price Target
$335 -> $365
2025-06-27
maintain
Overweight
Reason
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.
