IR

Ingersoll RandD

NYSE / Capital Goods

At close

2026-06-03

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$100.00

+42.7% vs current

Most likely

Base case

50%

Probability

Target price

$88.00

+25.6% vs current

B-

Bear case

25%

Probability

Target price

$72.00

+2.8% vs current

AI sentiment snapshot

Latest data as of 2026-04-29

AI commentary

As of 2026-04-29, this appears closer to a T+1 follow-up than a true T+3 read. News flow is active but mixed: the earnings release confirmed a modest headline beat and unchanged guidance, while trusted post-print coverage described a roughly 4%-5% negative market reaction tied to organic weakness and margin compression. Confirmed analyst target/rating revisions are still limited in the checked evidence, so missing revision follow-through should be treated as an evidence gap rather than positive confirmation.

RankAlpha Sentiment Codex - 2026-04-29

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-04-28eventQ1 beat with full-year guidance maintainedMedium impact

Q1 2026 reported orders of $1.978B (+5%), revenue of $1.847B (+8%), adjusted EPS of $0.77 and adjusted EBITDA of $469M, while management maintained FY2026 guidance for 2.5%-4.5% revenue growth, $2.13B-$2.19B adjusted EBITDA and $3.45-$3.57 adjusted EPS [#8-K-2026-04-28]. Trusted post-print coverage said EPS and revenue were modestly above consensus, but the stock still traded lower as investors focused on mix and organic softness.

2026-07-31catalystMiddle East order recovery is a near-term execution watchpointMedium impact

Management said IT&S orders excluding the Middle East were approximately flat organically and that delayed Middle East orders are expected to be recovered through the balance of 2026; confirmation that this recovery is materializing would help de-risk the organic order narrative [#8-K-2026-04-28].

2026-12-31catalystM&A contribution and Fox close support annual revenue targetMedium impact

Management highlighted a robust M&A pipeline, deployed $52M in Q1 for Scinomix, and said the signed Fox s.r.l. acquisition was expected to close on April 30, 2026; with guidance assuming about 2% M&A contribution, clean integration and deal cadence remain important to hitting the annual revenue target [#8-K-2026-04-28].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-29 • Updated nightlySource: Internal modelMethodology