Should I Buy ATMU? ATMU 2026 Analysis

Should You Buy Atmus Filtration Technologies Inc (ATMU) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

57.960

1 Day change

2.15%

52 Week Range

58.180

Analysis Updated At

2026/01/28

Buy now for a beginner, long-term investor with $50k–$100k. The trend is bullish (stacked moving averages), fundamentals are improving (double-digit revenue growth and faster earnings growth in 2025/Q3), and Wall Street sentiment has strengthened after the Koch Filter acquisition. At the current pre-market price (~56.73), the stock is sitting near the pivot/support area, offering a reasonable immediate entry for an impatient investor rather than waiting for a pullback.

Technical Analysis

Price/Trend (pre-market ~56.73): Overall bullish trend. - Moving Averages: Bullish alignment (SMA_5 > SMA_20 > SMA_200) supports a continuing uptrend. - MACD: Histogram is positive (0.0506) but “positively contracting,” implying upside momentum is still present but slowing—more consistent with a grind higher than a sharp breakout. - RSI (6): 55.33 (neutral). Not overbought, so the stock isn’t stretched. - Key levels: Pivot 56.57 (current price is essentially on it). Support S1 55.32 then S2 54.55. Resistance R1 57.82 then R2 58.59. - Practical read: A clean push above ~57.82 would confirm near-term continuation; if it dips, ~55.32 is the first important area that should hold to keep the short-term structure bullish. **Intellectia Proprietary Trading Signals** - [AI Stock Picker](module://ai_stock_pick): No signal on given stock today. - [SwingMax](module://swingmax): No signal on given stock today.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Options sentiment is strongly bullish/skewed to calls: - Open Interest Put-Call Ratio: 0.05 (extremely call-heavy positioning) - Option Volume Put-Call Ratio: 0.17 (call volume dominating) - Volume vs 30-day average: 13.46x (activity spike; traders are paying attention) - Implied Vol (30D): 39.21 vs Historical Vol: 29.29 (options pricing in elevated movement vs recent realized volatility) - IV Percentile: 61.85 (moderately elevated compared with its own history) Takeaway: Options positioning indicates bullish sentiment and demand for upside exposure, consistent with a positive post-acquisition view.

Technical Summary

Sell

Buy

Positive Catalysts

- Koch Filter acquisition: Analysts cite portfolio diversification and potential “valuation unlock,” plus a better EBITDA margin profile and room for efficiency improvements.
- Earnings setup: Next earnings (QDEC 2025) on 2026-02-18 pre-market (EPS est. 0.57) can act as a catalyst if guidance/realization from the acquisition is constructive.
- Technical backdrop: Uptrend confirmed by moving-average stacking; price is near pivot/support rather than extended.

Neutral/Negative Catalysts

- Momentum is slowing (MACD positive but contracting), which can mean near-term upside may be incremental rather than explosive.
- Guidance risk: Commentary in the space suggests potentially “underwhelming” initial 2026 guidance ranges, which could cap short-term upside if management is conservative.
- No recent news tailwinds in the last week to drive an immediate breakout.

Financial Performance

Latest reported quarter: 2025/Q3 - Revenue: $447.7M, +10.90% YoY - Net Income: $54.8M, +25.11% YoY - EPS: $0.66, +26.92% YoY - Gross Margin: 28.9%, +4.82% YoY Read-through: Growth is healthy, and profitability is improving faster than revenue (margin expansion + strong EPS growth), which supports a long-term buy thesis.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: Analysts have been getting more constructive, with multiple price target increases and at least one notable upgrade tied to the Koch Filter deal. - 2026-01-08 (Baird): Outperform; PT raised to $59 from $54 (raised estimates post-deal). - 2026-01-07 (Wells Fargo): Equal Weight; PT raised to $54 from $52 (more cautious on broader 2026 guidance dynamics). - 2025-11-26 (JPMorgan): Upgraded to Overweight from Neutral; PT $60 from $53 (expects diversification-driven valuation unlock and margin profile improvement). - 2025-11-10 (JPMorgan): Neutral; PT $53 from $47 (post-Q3). - 2025-11-10 (Northland): Outperform; PT $59 from $50 (strong execution and returns). Wall Street pros: Diversification + margin/efficiency upside from Koch Filter; strong execution and improving profitability. Wall Street cons: Some caution that 2026 initial guidance could be conservative/underwhelming. Other flows: Hedge funds neutral; insiders neutral; no recent congress trading data available (no politician/influential-figure activity flagged).

4 Analyst Rating

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 USD with a low forecast of 54 USD and a high forecast of 60 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.

3 Buy

1 Hold

0 Sell

Strong Buy

Current: 56.740

Low

Averages

High

Current: 56.740

Low

Averages

High

Baird

Robert Mason

Outperform

maintain

$54 -> $59

AI Analysis

2026-01-08

Reason

Baird

Robert Mason

Price Target

$54 -> $59

AI Analysis

2026-01-08

maintain

Outperform

Reason

Baird analyst Robert Mason raised the firm's price target on Atmus Filtration to $59 from $54 and keeps an Outperform rating on the shares. The firm raised its estimates after the Koch Filter deal was finalized as it adds an industrial platform to its business.

Wells Fargo

Joseph O'Dea

Equal Weight

maintain

$52 -> $54

2026-01-07

Reason

Wells Fargo

Joseph O'Dea

Price Target

$52 -> $54

2026-01-07

maintain

Equal Weight

Reason

Wells Fargo analyst Joseph O'Dea raised the firm's price target on Atmus Filtration to $54 from $52 and keeps an Equal Weight rating on the shares. Discussing the Electrical Equipment & Multi-Industry space, the firm says it expects largely underwhelming initial 2026 guidance ranges in a prudent approach to expectation setting.

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ATMU Should I Buy

ATMU Should I Buy

Should You Buy Atmus Filtration Technologies Inc (ATMU) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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