Earnings Report: Applied Industrial Technologies, Inc. reported fourth-quarter earnings of $2.80 per share and sales of $1.225 billion, both exceeding analyst expectations. The company anticipates FY2026 GAAP EPS between $10.00-$10.75 and sales of $4.747 billion-$4.883 billion.
Stock Performance and Analyst Ratings: Despite the positive earnings report, Applied Industrial's shares fell 5.4% to $258.00. Analysts have mixed views, with some raising price targets while one downgraded the stock from Outperform to Market Perform.
AIT
$259.81+Infinity%1D
Analyst Views on AIT
Wall Street analysts forecast AIT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIT is 298.33 USD with a low forecast of 290.00 USD and a high forecast of 305.00 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
Wall Street analysts forecast AIT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIT is 298.33 USD with a low forecast of 290.00 USD and a high forecast of 305.00 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 Buy
0 Hold
0 Sell
Strong Buy
Current: 261.740
Low
290.00
Averages
298.33
High
305.00
Current: 261.740
Low
290.00
Averages
298.33
High
305.00
Mizuho
Brett Linzey
maintain
$300 -> $305
2025-10-29
Reason
Mizuho
Brett Linzey
Price Target
$300 -> $305
2025-10-29
maintain
Reason
Mizuho analyst Brett Linzey raised the firm's price target on Applied Industrial Technologies to $305 from $300 and keeps an Outperform rating on the shares.
BofA
Sabrina Abrams
Buy
maintain
$275 -> $290
2025-08-22
Reason
BofA
Sabrina Abrams
Price Target
$275 -> $290
2025-08-22
maintain
Buy
Reason
BofA analyst Sabrina Abrams raised the firm's price target on Applied Industrial Technologies to $290 from $275 and keeps a Buy rating on the shares after the company reported fiscal Q4 earnings that came in above the firm's estimate and consensus and gave FY26 EPS guidance that bracketed consensus. Looking past "a relatively uneventful quarter and noisy margin guide," the firm sees several reasons to stay constructive, the analyst tells investors.
Raymond James
Outperform -> Market Perform
downgrade
$250
2025-08-15
Reason
Raymond James
Price Target
$250
2025-08-15
downgrade
Outperform -> Market Perform
Reason
Raymond James downgraded Applied Industrial Technologies to Market Perform from Outperform without a price target. The firm cites valuation for the downgrade with the shares above its prior $250 price target. The market is now pricing in 4-%5% organic sales growth in "virtual perpetuity" at normal incremental margins and capital needs, the analyst tells investors in a research note.
Oppenheimer
Outperform
maintain
$290 -> $300
2025-08-15
Reason
Oppenheimer
Price Target
$290 -> $300
2025-08-15
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Applied Industrial Technologies to $300 from $290 and keeps an Outperform rating on the shares. The firm says the company's FY24 revenue upside reflects Hydradyne outperformance and +0.2% organic, following four quarters slightly negative. Oppenheimer continues to view the cumulative FY24-25 organic number as a strong indicator of market penetration momentum, basically holding about level even though serving diverse end-markets and production environments amid wide-ranging customer inventory cycles, end-market corrections, interest rates. The firm views the result as reflecting continued compound share accrual.
About AIT
Applied Industrial Technologies, Inc. is a value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. The Company’s segments include Service Center Based Distribution and Engineered Solutions. The Service Center Based Distribution segment operates through local service centers and distribution centers with a focus on providing products and services addressing the maintenance and repair of motion control infrastructure and production equipment. Its products include industrial bearings, motors, belting, drives, couplings, pumps, linear motion products, hydraulic and pneumatic components, filtration supplies, and hoses. The Engineered Solutions segment includes its operations that specialize in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, and engineered flow control products and services.
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.
