5 Non-Tech Thriving Nasdaq Stocks Enabling Its Northward Move in 2026
The Nasdaq Composite has seen strong growth driven by AI, but several non-tech stocks are also performing exceptionally well. This article highlights five such non-tech Nasdaq-listed companies, including AAON Inc., Sterling Infrastructure Inc., BrightSpring Health Services Inc., Casey's General Stores Inc., and APA Corp., which are expected to contribute to the index's northward move in 2026. Each of these companies holds a Zacks Rank #1 or #2, indicating strong buy or buy ratings, and demonstrates impressive revenue and earnings growth projections for the current year.
Final Trade: AAON, SPOT, INFQ, WDAY
This article features a video segment from CNBC's "Fast Money" program, where Melissa Lee and the traders discuss their final stock picks of the day. The video focuses on AAON, Spotify (SPOT), Infor (INFQ), and Workday (WDAY). The article also includes several other related video clips discussing various market and business topics.
AAON Inc To Go Ex-Dividend On June 5th, 2026 With 0.1 USD Dividend Per Share
AAON Inc. (NASDAQ: AAON) is scheduled to go ex-dividend on June 5th, 2026, with a dividend payout of $0.1 per share. Investors must own shares before this date to be eligible for the upcoming dividend payment. This event is relevant for shareholders and potential investors tracking dividend income.
Have AAON Insiders Been Selling Stock?
AAON, Inc. recently saw its President, Matthew Tobolski, sell US$1.1m worth of stock, though this represented only 2.3% of his holding. While there were insider sales totaling US$1.1m over the last year, insiders also purchased US$519k worth of shares. The company maintains high insider ownership at 17%, but the history of share sales suggests some caution is warranted.
AAON Shareholders Approve Governance Changes and Board Expansion
AAON shareholders have re-elected directors, ratified their independent auditor, and endorsed the company's executive compensation. They also approved an amendment to increase the maximum size of the board from nine to eleven directors, providing AAON with greater governance flexibility. Additionally, the company declared a regular quarterly cash dividend of $0.10 per share, reinforcing its commitment to returning capital to investors.
AAON Announces Quarterly Cash Dividend
AAON, Inc. announced a regular quarterly cash dividend of $0.10 per share, payable on June 26, 2026, to stockholders of record as of June 5, 2026. The company is a global leader in HVAC solutions for commercial, industrial, and data center environments. This press release includes forward-looking statements regarding future performance.
Analysts Just Made A Sizeable Upgrade To Their AAON, Inc. (NASDAQ:AAON) Forecasts
AAON, Inc. (NASDAQ:AAON) has seen all four analysts tracking the company significantly upgrade their revenue forecasts for the current year, indicating a strong positive shift in sentiment. The analysts now expect revenue to be 11% higher than their previous estimates. This revision suggests that the business environment for AAON has improved, leading to higher projected sales.
We Think That There Are More Issues For AAON (NASDAQ:AAON) Than Just Sluggish Earnings
AAON, Inc.'s stock performance despite weak earnings suggests underlying issues, particularly concerning its cash conversion. The company's high accrual ratio indicates that its reported profits are not fully backed by free cash flow, having burned through US$164 million in the last year while reporting a US$118.1 million profit. This suggests that AAON's statutory profits may overstate its actual earnings power.
AAON declares $0.10 quarterly dividend, payable June 26
AAON Inc. announced a quarterly cash dividend of $0.10 per share, payable on June 26, 2026. The company has a 21-year history of dividend payments with recent growth and reported strong first-quarter 2026 results, leading to raised guidance and an increased price target from Oppenheimer. AAON is a Tulsa-based HVAC manufacturer with a significant market capitalization and strong year-to-date stock performance.
AAON Shareholders Approve Governance Changes and Board Expansion
AAON shareholders re-elected directors, ratified Grant Thornton, and approved an increase in the maximum board size from nine to eleven directors at their annual meeting. The company also declared a quarterly cash dividend of $0.10 per share, payable on June 26, 2026. Spark, TipRanks’ AI Analyst, assigns a Neutral rating to AAON, noting strong earnings momentum tempered by weak cash generation and high valuation.
AAON (NASDAQ: AAON) sets $0.10 dividend and expands board size limit
AAON, Inc. announced that its stockholders approved several key proposals at their Annual Meeting, including the election of three directors, ratification of Grant Thornton, LLP as the independent auditor, and an increase in the maximum board size from nine to eleven directors. The board also declared a quarterly cash dividend of $0.10 per share, payable on June 26, 2026, to stockholders of record on June 5, 2026. This announcement highlights AAON's continued governance and commitment to shareholder returns.
Aaon Keeps Quarterly Dividend at $0.10 per Share, Payable June 26 to Shareholders of Record on June 5
AAON, Inc. (AAON) has announced that it will maintain its quarterly dividend at $0.10 per share. The dividend is set to be paid on June 26, 2026, to shareholders who are on record as of June 5, 2026. This news was published on May 18, 2026, by MT Newswires.
AAON sets June 26 payout for its $0.10 quarterly dividend
AAON (NASDAQ: AAON) has declared a regular quarterly cash dividend of $0.10 per share, amounting to $0.40 annually. This dividend is scheduled to be paid on June 26, 2026, to shareholders who are on record as of the close of business on June 5, 2026. The company, a leader in HVAC solutions, continues its practice of returning cash to shareholders through scheduled dividends.
VIRGINIA RETIREMENT SYSTEMS ET Al Acquires New Position in AAON, Inc. $AAON
Virginia Retirement Systems has purchased a new position in AAON, Inc. (NASDAQ:AAON), acquiring 10,150 shares valued at approximately $774,000 in the fourth quarter. This move comes despite significant insider selling from AAON's Director and CEO, who sold a combined 108,295 shares over the last 90 days. The construction company recently reported strong quarterly results, surpassing earnings and revenue estimates, and analysts currently maintain a "Buy" rating for the stock.
AAON declares $0.10 quarterly dividend, payable June 26
AAON Inc. announced a quarterly cash dividend of $0.10 per share, payable on June 26, 2026, to stockholders of record as of June 5, 2026. The company has a 21-year history of dividend payments and recently reported strong first-quarter 2026 results, leading Oppenheimer to raise its price target to $145. AAON is a Tulsa-based HVAC solutions manufacturer with a market capitalization of $11.1 billion.
AAON Q1 2026 Results Exceed Expectations on Data Center Demand
AAON reported Q1 2026 earnings that significantly surpassed analyst expectations, with revenue surging 54.3% year-over-year to $496.9 million and adjusted EPS reaching $0.48. This strong performance was primarily driven by high demand for data center cooling solutions and successful production ramp-ups across its facilities. Despite temporary margin pressures from outsourcing and tariffs, management remains confident in pricing discipline and expects continued margin improvement throughout the year.
Stephens Investment Management Group LLC Has $48.52 Million Stock Holdings in AAON, Inc. $AAON
Stephens Investment Management Group LLC significantly increased its stake in AAON, Inc. during the fourth quarter, now owning 636,296 shares valued at $48.52 million. This comes after AAON reported strong quarterly results, exceeding EPS and revenue expectations. Analysts maintain a "Buy" rating for AAON with an average price target of $107.75, despite recent insider share sales.
AAON, Redwire, Hertz, Fluence Energy, and Hub Group Shares Plummet, What You Need To Know
Several company stocks, including AAON, Redwire, Hertz, Fluence Energy, and Hub Group, experienced significant drops in share value. This decline is attributed to a high April CPI of 3.8%, Brent oil prices climbing to over $107, and the ISM Prices Index reaching a four-year high, indicating increased input costs for manufacturers. Rising Treasury yields further compounded the pressure on capital spending and factory expansion.
AAON Inc (AAON) Stock Down 3.2% but Still Overvalued -- GF Score: 92/100
AAON Inc (AAON) shares dropped 3.2% to $135.54, yet the stock remains overvalued according to GuruFocus's GF Value™ of $114.89. Despite a strong GF Score™ of 92/100, driven by excellent growth and profitability, the valuation and recent insider selling of $16.5 million suggest caution for investors. The company's high P/E ratio further indicates a premium valuation compared to its historical averages.
Aaon Insider Sold Shares Worth $436,071, According to a Recent SEC Filing
An insider at Aaon recently sold shares valued at $436,071, as reported in a recent SEC filing. The transaction involved the sale of 6,104 shares at an average price of $71.44. This sale followed a period where the insider had also acquired shares through various compensation events.
Insider Sale: Chief Administration Officer of $AAON Sells 2,084 Shares
Casey Kidwell, the Chief Administration Officer of AAON, sold 2,084 shares of the company for an estimated $288,217 on May 14, 2026. This sale represents approximately 13.4% of their stock of this class, leaving them with 13,463 shares. The article also details other insider trading activity, hedge fund movements, AAON's recent revenue increase, and analyst price targets for the company.
Aaon Insider Sold Shares Worth $436,071, According to a Recent SEC Filing
An insider at Aaon (AAON) recently sold shares valued at $436,071, as disclosed in a new SEC filing. This transaction occurred on May 15, 2026, and is part of a series of insider share sales for the company reported in May. AAON, Inc. specializes in HVAC solutions for commercial and industrial environments.
AAON, Inc. (AAON) CAO exercises options and sells 3,153 common shares
AAON, Inc.'s Chief Administration Officer, Casey Kidwell, recently exercised stock options and sold a total of 3,153 common shares. The transactions, which occurred on May 14, 2026, involved exercising options at strike prices of $82.39 and $79.73 per share and selling shares at $138.31 and $138.30 per share. Following these activities, Kidwell directly holds 13,463 shares, indirectly holds 2,282 shares through a 401(k) plan, and retains options for 10,029 shares.
AAON, Inc. (AAON) director gets 1,290-share grant, holds large options
AAON, Inc. director Norman H. Asbjornson received a new stock award of 1,290 shares under the company’s 2024 Long Term Incentive Plan. Following this grant, he directly holds 98,794 common shares, in addition to significant indirect holdings through trusts, a private foundation, and a 401(k) plan. The filing also details multiple existing stock option positions with various exercise prices and expiration dates.
Insider Selling: Matthew J. Tobolski Unloads $1.08M Of AAON Stock
Matthew J. Tobolski, CEO of AAON (NASDAQ: AAON), sold 8,000 shares of the company stock worth $1.08 million on May 14, as reported in an SEC filing. This transaction resulted in AAON's shares trading down 3.09% during Friday morning's session. The article also provides a financial overview of AAON, highlighting its strong revenue growth but noting concerns regarding its low gross margin, below-average EPS, and high valuation metrics like P/E and P/S ratios.
Aaon director Gary Fields sells $2.6m in stock after option exercise
AAON, Inc. director Gary Fields sold 19,081 shares of the company's common stock for $2.6 million on May 13, 2026, after exercising stock options. The sale occurred as AAON shares have seen an 84% year-to-date surge. This transaction follows AAON's strong first-quarter 2026 results, which led Oppenheimer to raise its price target for the company.
Aaon CEO Matthew Tobolski sells $1.08 million in company stock
AAON, Inc. CEO Matthew Tobolski sold 8,000 shares of company stock for over $1 million on May 13, 2026, and also disposed of 467 shares for tax withholding. These transactions occurred while AAON stock has surged 84% year-to-date and trades at a high P/E ratio, leading InvestingPro to consider it overvalued. Despite the CEO's stock sales, AAON recently reported strong Q1 2026 financial results, surpassing analyst expectations for EPS and revenue, and received an updated price target of $145 from Oppenheimer.
Aaon Director Sold Shares Worth Over $2.6M
Gary D Fields, a Director at AAON, sold 19,081 shares of Common Stock for a total of $2,625,545 at an average price of $137.60 per share. Following this transaction, he directly holds 34,252 shares and indirectly owns 15,482 shares through a 401(k) plan and as a custodian for his grandchildren. This insider trading activity was reported via an SEC Form 4 filing.
AAON (AAON) director Bruce Ware awarded 1,290 restricted shares vesting over 2 years
AAON, Inc. director Bruce Ware was granted 1,290 restricted shares of common stock as an equity award, with no purchase price. These shares will vest in equal installments annually over two years, aligning with his remaining director term. This transaction is categorized as compensation-related and increases his direct holdings to 9,876 common shares.
AAON (NASDAQ: AAON) director granted 1,290 restricted shares in new stock award
AAON director Stephen O. LeClair was granted 1,290 restricted shares of common stock on May 12, 2026, as compensation. The shares have a reported price of $0.00 and will vest in equal annual installments over three years, aligning with his remaining director term. Following this grant, LeClair directly holds 31,566 common shares in AAON.
AAON (AAON) director Caron Lawhorn receives 1,290-share restricted stock grant
AAON director Caron A. Lawhorn received a grant of 1,290 shares of common stock as equity compensation, with a value of $0.00 per share. These restricted shares will vest ratably over three years, aligning with her remaining term as a director. Following this grant, Lawhorn directly holds 18,675 shares of AAON common stock.
Sidoti Maintains AAON Inc(AAON.US) With Buy Rating, Raises Target Price to $154
Sidoti analyst Julio Romero has reaffirmed a "Buy" rating for AAON Inc (AAON.US) and increased the target price from $126 to $154. Romero boasts a 71.2% success rate and a 35.7% average return over the past year, according to TipRanks data. This adjustment reflects continued confidence in AAON Inc's stock performance.
[144] AAON, INC. SEC Filing
AAON, Inc. has filed a Form 144 Notice of Proposed Sale of Securities, indicating planned sales of common stock related to options granted in March 2024 and March 2025. The filing also discloses an actual sale of 5,225 shares on March 12, 2026, for $470,250.00. This SEC filing has a neutral impact and sentiment according to Rhea-AI.
5 Insightful Analyst Questions From AAON’s Q1 Earnings Call
AAON reported strong Q1 results, exceeding revenue and EPS expectations, driven by high demand for data center cooling solutions and efficient production. Management addressed analyst concerns regarding temporary margin pressures due to outsourcing and tariffs, as well as the sustainability of premium pricing and production ramps. The company anticipates improved margins as internal capacity replaces outsourcing and expects continued growth with ongoing capital expenditure in facilities like Memphis.
Aaon Director Sold Shares Worth Over $4.1M
AAON Director Gary D. Fields sold common stock totaling over $4.1 million on May 12, 2026, at weighted average prices around $134.05-$134.07 per share. Following these transactions, Fields directly holds 34,252 shares and indirectly owns 15,482 shares through a 401(k) plan and custodian account. The sales were reported in an SEC Form 4 filing.
Aaon Insider Sold Shares Worth $4,192,398, According to a Recent SEC Filing
An insider at AAON, Inc. (AAON) recently sold shares valued at $4,192,398, as disclosed in a recent SEC filing. This transaction follows another insider sale of $1,321,098 worth of shares just days prior. AAON, Inc. specializes in HVAC solutions and has recently reported strong Q1 2026 earnings, raising its earnings guidance for the fiscal year.
Director at AAON (AAON) exercises stock options and sells 31,271 shares
AAON director Gary D. Fields exercised stock options to acquire 31,271 shares of common stock at exercise prices of $31.69 and $48.91, then sold all 31,271 shares in open-market trades for approximately $134 per share. Following these transactions, he directly holds 34,252 common shares and retains unexercised stock options for an additional 80,716 shares. The net sale value from these transactions was $4,192,398.
AAON, INC. SEC Filing
This article details an AAON, INC. SEC Form 144 filing from May 13, 2026, indicating a proposed sale of 8,000 shares of Class A Common stock with an aggregate market value of $1,076,000. The shares were acquired by BasX Acquisition from AAON on March 18, 2022. The filing indicates a neutral impact and sentiment.
AAON, Redwire, Hertz, Fluence Energy, and Hub Group Shares Plummet, What You Need To Know
Shares of AAON, Redwire, Hertz, Fluence Energy, and Hub Group fell significantly following the release of April CPI data showing a 3.8% increase and Brent oil climbing to $107, indicating rising input costs for manufacturers. This, coupled with high ISM Prices Index and rising Treasury yields, created pressure on these companies. The article suggests that such market overreactions might present buying opportunities for high-quality stocks.
AAON, Redwire, Hertz, Fluence Energy, and Hub Group Shares Plummet, What You Need To Know
Shares of AAON, Redwire, Hertz, Fluence Energy, and Hub Group plummeted after an April CPI hit 3.8% and Brent oil prices climbed, signaling increased input costs for manufacturers. This economic data, coupled with rising Treasury yields, made it difficult for manufacturers to pass on costs without impacting consumer demand. The article highlights that these significant price drops might offer buying opportunities for high-quality stocks.
AAON (NASDAQ: AAON) Form 144: Insider plans to sell 31,271 shares
AAON has filed a Form 144, indicating a proposed sale of 31,271 shares of Common Stock by an insider. These shares are linked to two option grants from May 2020 and March 2021. The filing does not specify the buyer or intended proceeds from these sales.
Aaon Drops 6.4% Amid Sector-Wide Selling
Aaon, Inc. shares fell 6.4% on Tuesday due to a broad sector-wide selloff that also impacted peers like MOD and ZWS. Despite no company-specific negative news, Aaon's decline was steeper than its competitors, raising questions about whether specific company factors or valuation concerns are exacerbating the broader market pressure. Investors should monitor if this underperformance continues and watch for any company-specific updates or analyst comments.
Analysts Just Shipped A Sizeable Upgrade To Their AAON, Inc. (NASDAQ:AAON) Estimates
AAON, Inc. (NASDAQ:AAON) recently received substantial upgrades to its 2026 revenue and earnings per share forecasts from analysts. These upgrades suggest a significant improvement in business fundamentals, with revenue now projected at US$2.0 billion and EPS at US$2.33, alongside an 11% increase in the price target to US$137. The company's sales growth is expected to significantly outpace its industry peers.
AAON Stock Surges 54%, With A 5-Day Winning Spree
AAON (AAON), a manufacturer of air conditioning and heating equipment, experienced a significant 5-day winning streak, surging 54% and increasing its market cap by $4.1 billion to $12 billion. Despite its strong operating performance, the stock is considered relatively expensive due to its very high valuation. The article provides a historical performance comparison of AAON stock against the S&P 500 and lists key financial data for the company.
AAON Stock Surges 54%, With A 5-Day Winning Spree
AAON (AAON), a manufacturer of air conditioning and heating equipment, recently recorded a 5-day winning streak, increasing its market cap by $4.1 billion to $12 billion, with cumulative gains of 54% over this period. Despite concerns about its valuation, the strong operating performance and financial condition of the company are highlighted. The article also provides a detailed comparison of AAON's returns against the S&P 500 across various timeframes and summarizes key financial metrics.
AAON (AAON) CAO exercises options and sells 9,672 shares of stock
AAON, INC.'s Chief Accounting Officer, Rebecca Thompson, engaged in an exercise-and-sell transaction. She exercised stock options for 9,672 shares at $29.48 per share and subsequently sold them in open-market trades at a weighted average price of $136.59 per share, totaling over $1.32 million. After these transactions, Thompson holds 27,681 direct shares and 4,230 indirect shares, alongside various remaining stock option awards.
Rebecca Thompson, AAON chief accounting officer, sells $1.32m stock
Rebecca Thompson, Chief Accounting Officer at AAON, Inc., sold 9,672 shares of common stock for $1,321,098 on May 7, 2026, after acquiring an equal number of shares for $285,130 on the same day. Following these transactions, Thompson directly holds 27,681 shares and indirectly holds 4,230 shares through a 401(k) Plan, in addition to various stock options. The sale occurred as AAON stock trades near its 52-week high, with significant recent gains and strong Q1 2026 results leading to raised guidance and an increased price target from Oppenheimer.
Swedbank AB Decreases Stock Holdings in AAON, Inc. $AAON
Swedbank AB reduced its stake in AAON, Inc. by 6.2% in the fourth quarter of 2025, selling 20,000 shares but still holding 305,000 shares valued at $23.3 million. This comes despite AAON reporting strong quarterly results with EPS of $0.48 and revenue of $496.9 million, both exceeding analyst expectations. The company also raised its outlook, citing a record backlog and continued demand from the data center market, which supports its growth narrative.
Assessing AAON (AAON) Valuation After A Strong Multi‑Period Share Price Rally
AAON has experienced a significant share price rally, with recent returns of 31.49% in one day and 59.80% over 30 days, leading to a 5-year total shareholder return of 199.54%. Despite this momentum, the stock is currently valued at $129.25, slightly above the most popular analyst narrative's fair value estimate of $122.75, suggesting it is 5.3% overvalued. Future growth is anticipated with investments in new manufacturing capacity and automation.
AAON Inc (AAON) Stock Price, Quote, News & History
This article provides an overview of AAON Inc. (AAON) stock, including its current price, key financial data, recent news, and analyst insights. It covers market performance, valuation metrics, company debt, and comparisons with competitors in the industrial sector. The stock was trading at $139.66 at close on May 7, 5:00 PM EST, and $136.41 in pre-market on May 11, with analysts giving a "Buy" rating.
