AAON
AAONCNasdaq / Capital Goods
Last Price
At close
2026-06-02
Current thesis
Operational leverage from higher margin product mix and successful new product adoption drives upside to low‑double‑digit revenue growth; margins expand modestly and shares rerate on improved guidance.
Posture
Mixed
Lead driver
Momentum
What changed
6 setup hits (3d) with net bullish as of 2026-06-02.
What can break
Construction slowdowns or raw material/transportation cost pressures compress margins; new product uptake lags and backlog weakens, causing revenue downgrades.
Momentum
96
Value
39
Sentiment
9
Setup hits (3d)
6 · Net Bullish
AI TargetsBase $87.18 · Bull $103.79 · Bear $70.58
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2025-12-10 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $121.80
Why
Momentum96 · Δ7d -0.0
Value39 · Δ7d -0.0
Sentiment9 · Δ7d +0.4
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
96
34% active weight
Current posture
7d trendSoftening
Δ7d
-0.0
Δ21d
+7.9
Value
39
32% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.1
Sentiment
9
33% active weight
Current posture
7d trendFlat
Δ7d
+0.4
Δ21d
+7.0
Why this grade
Composite grade C. Momentum 95.7 / Value 39.1 / Sentiment 8.8
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$11.36B
Beta
1.10
Shares Out
81.63M
P/E (TTM)
67.7
P/S (TTM)
5.06
P/FCF (TTM) · Derived
-40.34
Rev YoY
+17.4%
EPS YoY
-41.4%
Gross Margin
+26.9%
Op Margin
+10.0%
Net Debt
$170.99M
Current Ratio
3.04
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

