ATMU

Atmus FiltrationD

NYSE / Capital Goods

At close

2026-06-02

Current thesis

Execution accelerates: sustained revenue growth and margin expansion from product adoption and recurring sales lift multiples above historical levels, supporting materially higher valuation.

Posture

Defensive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta +12.3.

What can break

Cyclical weakness in industrial end markets

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $60.00 · Bull $76.94 · Bear $48.09

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 2026-02-14 • Model: RankAlpha Sentiment AI

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $71.60

Why

Momentum8 · Δ7d -5.4

Value59 · Δ7d +1.2

Sentiment78 · Δ7d +12.3

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.4

Δ21d

-12.0

Value

32% active weight

Current posture

7d trendImproving

Δ7d

+1.2

Δ21d

+3.3

Sentiment

33% active weight

Current posture

7d trendImproving

Δ7d

+12.3

Δ21d

+35.0

Why this grade

Composite grade D. Momentum 8.4 / Value 59.1 / Sentiment 78.4

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$3.73B

Beta

Shares Out

81.51M

P/E (TTM)

22.1

P/S (TTM)

2.51

P/FCF (TTM)

38.99

Rev YoY

+10.9%

EPS YoY

+26.5%

Gross Margin

+27.7%

Op Margin

+16.4%

Net Debt

$409.7M

Current Ratio

2.14

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology