DCI

DonaldsonC

NYSE / Capital Goods

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

20%

Probability

Target price

$129.15

+50.8% vs current

Most likely

Base case

60%

Probability

Target price

$99.80

+16.5% vs current

B-

Bear case

20%

Probability

Target price

$77.00

-10.1% vs current

AI sentiment snapshot

Latest data as of 2026-02-27

AI commentary

Market commentary is mixed-to-neutral with a modest buy tilt in consensus; analyst targets span a wide range reflecting divergent views on cyclicality and margin recovery [#SERP-5]. Some data aggregators show median targets near $99.8 while a minority of bulls target the $120+ area, indicating dispersion in outcomes [#SERP-1]. Overall tone is cautious optimism pending clearer guidance and macro signals [#SERP-6].

RankAlpha Sentiment AI - 2026-02-27

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-28catalystUpcoming quarterly results / near-term guidanceHigh impact

Next quarterly report assumed in the near-term window; revisions to guidance or beats/misses could move shares quickly (assumption: window end used for date) [#SERP-7].

2026-08-31eventAnalyst re-consensus following FY guidance / analyst updatesHigh impact

Analyst target range is wide; a concentrated update cycle (consensus re-rating) could shift the implied targets — date is a conservative window end for expected re-consensus activity (assumption noted) [#SERP-1], [#SERP-5].

2027-02-27catalystCyclical recovery in industrial filtration & heavy-equipment marketsHigh impact

Recovery or further weakness in OEM and aftermarket end-markets will drive multi-quarter revenue and margin shifts for Donaldson, affecting valuation over the next year [#SERP-3].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-02-27 • Updated nightlySource: Internal modelMethodology