GGG

GracoA

NYSE / Capital Goods

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+1

B+

Bull case

25%

Probability

Target price

$94.00

Analysis reference price unavailable

Analysis 2026-10-22 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$82.00

Analysis reference price unavailable

Analysis 2026-10-22 · RankAlpha Sentiment Codex

B-

Bear case

30%

Probability

Target price

$68.00

Analysis reference price unavailable

Analysis 2026-10-22 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-10-22

AI commentary

The scheduled T+1 follow-up changes the prior constructive view to neutral monitoring, consistent with the deterministic neutral prior. Investing.com reported adjusted EPS of $0.81 versus $0.83 consensus, revenue of $586.4 million versus $589.74 million consensus, and a 7.3% after-hours decline. That reaction is not yet a verified regular-session move. No post-print analyst revisions, options, short-interest or sufficient social data were available; zero sentiment-field values denote unavailable data, not neutral measurements. https://ng.investing.com/news/earnings/graco-falls-7-as-third-quarter-results-miss-estimates-2749645

RankAlpha Sentiment Codex - 2026-10-22

Open post-earnings memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-10-30catalystPost-earnings margin and valuation reassessmentMedium impact

Q3 adjusted operating earnings rose only 1% despite 8% sales growth, as price realization offset higher product costs. Adjusted EPS of $0.81 missed the $0.83 consensus reported by Investing.com, and shares fell 7.3% after hours; whether that reaction persists is unverified. [#10-Q-2026-10-21] [#SEC-10Q-2026-10-21] https://www.sec.gov/Archives/edgar/data/42888/000004288826000145/ggg-20260925.htm

2027-01-27eventQ4 revenue guidance and order conversionMedium impact

Graco guided Q4 revenue to $610–640 million after Q3 sales of $586.4 million. Q3 organic sales rose 4%, while incoming organic orders rose 7%; conversion into Q4 sales is the key near-term test. [#PR-2026-10-21] https://www.marketscreener.com/news/graco-reports-record-third-quarter-sales-ce785cd9dd8ef120

2027-10-22catalystValco Melton integration and ABB technology commercializationMedium impact

The completed Valco Melton acquisition contributed $12 million of Q3 sales but a $5 million operating loss for the post-close period. Graco also announced an ABB license agreement for motor technology in data-center cooling. Integration economics and commercialization remain to be demonstrated. [#10-Q-2026-10-21] [#PR-2026-10-21] https://www.sec.gov/Archives/edgar/data/42888/000004288826000145/ggg-20260925.htm

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-10-22 • Updated nightlySource: Internal modelMethodology