AAON - Data Center Cooling Capacity Expansion Could Drive Long Term Upside For This HVAC Manufacturer
AAON, an HVAC manufacturer, is poised for long-term growth driven by the expansion of its BASX data center cooling capacity, with facilities potentially generating over $2 billion in revenue. While the company faces near-term challenges like gross margin pressure and high capital expenditures, analysts anticipate that increased production efficiency and a growing backlog will translate into improved profitability and free cash flow. The stock is currently considered undervalued, despite recent share price declines, as the market may be overemphasizing short-term risks over significant long-term upside potential.
AAON (AAON) Drew Fresh Attention, Is It A Bargain Or Fully Priced?
AAON (AAON) has seen recent price movements, closing at $83.27, and analysts are evaluating if it's a bargain or fully priced. The stock has experienced mixed performance recently but has shown strong long-term gains. Despite trading below average analyst targets and implied intrinsic value, its current P/E ratio is significantly higher than the industry average, raising questions about its valuation if market sentiment cools.
AAON beats Q2 EPS by 35%, raises FY26 sales guidance
AAON Inc. reported strong Q2 results, with adjusted EPS of $0.69, significantly exceeding the $0.51 estimate, driven by a 101.23% year-over-year sales increase to $626.976 million. The company raised its FY26 sales guidance to $2.235-$2.307 billion, reflecting robust demand and operational efficiency. Despite the positive financial performance, analysts from Baird and Oppenheimer lowered their price targets while maintaining Outperform ratings.
Alpha Buying: Insiders Are Buying the Data Center Cooling Boom
The article discusses the growing demand for heating and cooling solutions, especially in data centers, and highlights two companies, Madison Air Solutions (MAIR) and AAON (AAON), that are well-positioned to benefit. It analyzes recent insider buying activity in both companies, distinguishing between strategic large commitments and individual open-market purchases, while emphasizing the potential for growth driven by infrastructure needs and efficiency demands.
Basic earnings per share (basic EPS) of AAON, Inc. – HAN:AAO
This article displays the basic earnings per share (basic EPS) for AAON, Inc. (HAN:AAO). The data shows the period, value, and percentage change for the company's EPS. It also indicates that the market was closed with no trades at the time of the report.
Long term debt to total equity ratio of AAON, Inc. – HAN:AAO
The article focuses on the long-term debt to total equity ratio of AAON, Inc. (HAN:AAO), providing financial data for investors and analysts. It highlights the period value, change, and percentage change of this key financial metric, which is crucial for assessing a company's financial leverage and solvency.
AAON Jan 2027 90.000 call (AAON270115C00090000) interactive stock chart
This page displays an interactive stock chart for the AAON Jan 2027 90.000 call option (AAON270115C00090000). As of September 14th, the option was priced at 6.34, showing no change. The page includes options for different chart ranges, intervals, and historical data.
AAON Inc (AAON) Shares Surge 5.7% -- What GF Score of 90 Tells I
AAON Inc (AAON) shares increased by 5.7% to $89.10, yet the stock is considered "Significantly Undervalued" by GuruFocus' GF Value™ with a potential 39.3% upside. Despite a strong GF Score™ of 90/100, highlighting growth and profitability, the company is currently unprofitable and has experienced significant net insider selling, advising caution for investors.
AAON, Wabash, and Blue Bird Shares Skyrocket, What You Need To Know
Shares of AAON, Wabash, and Blue Bird surged after Treasury yields eased and crude oil prices fell due to U.S. and Iranian talks about reopening the Strait of Hormuz. Lower oil prices benefit industrial companies by reducing fuel costs, while falling Treasury yields decrease borrowing costs, supporting spending on infrastructure. Additionally, the U.S. heavy-manufacturing industry is projected to begin over $12 billion in construction projects in Q4, driven by battery-storage and space exploration, further boosting the sector.
AAON Stock Rises As DA Davidson Sets $110 Price Target
AAON Inc. stock rose by 6.67% following strong earnings and optimistic guidance. DA Davidson initiated coverage with a Buy rating and a $110 price target, citing AAON's premium HVAC platform and significant upside from its BASX data center units. Despite near-term operational challenges, the firm anticipates improved revenue and earnings over the medium term, with a fair value range of $100-$110 within 6-12 months.
Is Media Spotlight Altering The Investment Case For AAON (AAON)?
Recent media coverage has highlighted AAON's strong order backlog and projected revenue growth, leading to a 5.4% and 3.76% share price increase. While this attention draws more eyes to the company, the core investment case remains dependent on AAON's operational execution, including ERP rollouts, factory efficiency, and the successful ramp-up of new facilities. Analysts forecast significant revenue and earnings growth by 2029, with some optimistic outlooks suggesting a potential upside of up to 196% from the current price.
AAON, Wabash, and Blue Bird Shares Skyrocket, What You Need To Know
AAON, Wabash, and Blue Bird shares rose following a decline in Treasury yields and crude oil prices. This dip in oil prices is attributed to ongoing U.S. and Iranian discussions about reopening the Strait of Hormuz, a key oil shipping route. Lower fuel costs and borrowing expenses are beneficial for industrial companies, leading to increased investor confidence in the sector.
AAON (AAON) Shares Just Moved, What Is Catching Attention Now?
AAON (AAON) has been removed from the S&P Homebuilders Select Industry Index, drawing attention to its heating and cooling business fundamentals. Despite a recent slip in share price over three months, there are signs of near-term support. The stock is currently trading at a steep discount to analyst targets and intrinsic estimates, with a narrative suggesting it is 44.6% undervalued, particularly due to rapid growth in the data center market.
AAON, Inc. (AAON) Stock Forecasts
Argus has raised its target price for AAON Inc. (AAON) to $75.00, while the current stock price is $89.10. AAON Inc. is a manufacturer of air-conditioning and heating equipment. The report was issued on September 23, 2026, and is available as part of premium research reports.
Aaon Shares Jumping 5.4% on 1 Industrials Stock to Consider Right Now and 2 We Question
Aaon, Inc. (AAON) stock surged 5.4% to $83.58 on September 23, 2026, after being highlighted in a Yahoo article that recommended it as a top industrials stock to consider. The positive media coverage and elevated trading volume suggest increased investor interest and confidence in the company. Investors are advised to monitor future operational updates and earnings reports to determine if this momentum has fundamental support.
AAON (AAON) Shares Just Moved, What Is Catching Attention Now?
AAON (AAON) was recently removed from the S&P Homebuilders Select Industry Index, leading to increased scrutiny of its heating and cooling business fundamentals. The stock's price has been volatile, showing a significant slip over the last three months despite recent short-term gains. Analysts consider AAON undervalued against a fair value of $143, largely due to rapid growth in the data center market driving BasX brand order wins, although risks like ERP disruptions and spending on BasX and Memphis could impact cash flow.
Aaon Inc Analysis: Key Resistance Levels in September 2026
Aaon Inc (AAON) recently surged 3.76% to $79.27, its strongest session in weeks, but remains in a longer-term downtrend. Key resistance levels are identified between $80.43 and $80.61, where several technical indicators converge. The current rally is considered a bounce rather than a reversal, with significant volatility expected in the near term.
3 AI Infrastructure Stocks To Watch Beyond The Big Tech Data Center Buildout
This article highlights three AI infrastructure stocks—AAON (HVAC for data centers), Amphenol (connectors for servers), and Silicon Motion Technology (NAND flash controllers for storage)—that stand to benefit from the ongoing AI data center buildout. Despite broader economic pressures, big tech continues to invest heavily in AI, creating opportunities in supporting technologies beyond just chips. The article briefly details each company's role and advises further research into their specific risk and reward profiles.
AAON Director David Raymond Stewart Acquires 1,000 Shares at $74.66 Each
AAON, Inc. director David Raymond Stewart purchased 1,000 shares of common stock on September 15, 2026, at a price of $74.66 per share. This transaction, filed with the SEC on September 16, 2026, increases his indirect beneficial ownership through IRA accounts to 4,000 shares.
Aaon Jumps 5.7% Amid Sector-Wide Rally
Aaon (AAON) saw its stock price jump 5.7% to $80.89 on Friday, September 11, 2026, as part of a broader rally in the building products sector. The HVAC equipment manufacturer's gains were mirrored by peers like Builders FirstSource and Trex Company, suggesting sector-wide momentum driven by renewed confidence in construction and infrastructure-related equities. Investors are advised to monitor economic data related to construction to assess the longevity of this sector strength.
AAON (AAON) Short Interest & Short Float | Updated Sep 2026
This article provides an updated report on AAON (AAON) short interest and short float as of August 31, 2026. AAON's short interest increased by 10.33% to 4.69 million shares, representing 6.95% of its public float, with a days to cover ratio of 4.4. The article also includes historical short interest data and answers frequently asked questions about short selling and short interest metrics.
Wellington oversees 10.4% of AAON, Inc. (AAON) stock for its advisory clients
Wellington Management Group LLP and its affiliates beneficially own approximately 10.4% of AAON, Inc.'s common stock, totaling 8,587,370 shares, on behalf of their advisory clients. This disclosure, filed as a SCHEDULE 13G/A, indicates that Wellington entities hold shared voting power over 7,002,668 shares and shared dispositive power over 8,587,362 shares, with no single client owning more than 5%. The filing highlights the collective influence Wellington exerts through its various investment advisory structures.
AAON creates new group identity as BASX expands cleanroom and thermal-management business
AAON has established "The Aaon Group" as its new enterprise identity, uniting its AAON and BASX brands under a single structure to reflect its evolution into a multi-brand business. While BASX, acquired in 2021, offers custom-engineered environmental-control systems for cleanrooms, its recent strong growth is predominantly driven by the data center sector, not cleanroom activities. The company reported a record second quarter, with BASX sales surging 216.2% year-on-year and AAON increasing its full-year 2026 net sales outlook.
AAON Inc. EVP Matthew Shaub Acquires 457 Shares in Open Market Transaction
Matthew Shaub, Executive Vice President of AAON, Inc. (NASDAQ:AAON), purchased 457 shares of the company's common stock on August 28, 2026, at a price of $76.42 per share. This open-market transaction increased his direct ownership to 3,136 shares. The details were revealed in a Form 4 filed with the SEC on August 31, 2026.
(AAON) and the Role of Price-Sensitive Allocations
This article analyzes Aaon Inc. (NASDAQ: AAON) using AI models to generate trading strategies. It identifies weak near and mid-term sentiment but a strong long-term outlook, with elevated downside risk due to a lack of additional long-term support signals. The analysis provides position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis for support and resistance levels.
AAON, Inc. Rebrands as The Aaon Group, Highlights Multi-Brand Strategy
AAON, Inc. has officially rebranded as The Aaon Group, a move effective August 21, 2026, to reflect its evolution into a multi-brand organization. This strategic rebranding differentiates the overarching enterprise from its distinct operating brands, AAON and BASX. The company filed a Form 8-K with the SEC and released an updated investor presentation to communicate this change and its future multi-brand strategy.
nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know
Shares of nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint fell in the afternoon session after trade negotiations between the United States and Canada collapsed. The breakdown led to concerns over new 50% tariffs and retaliatory trade measures, with the White House signaling plans for further tariffs on Canadian vehicles, auto parts, and steel by 2027. This escalation in trade tensions is expected to create significant headwinds for industrial and manufacturing sectors, impacting stock prices.
nLIGHT, AAON, AeroVironment, Kratos, and ChargePoint Shares Are Falling, What You Need To Know
Shares of nLIGHT (LASR), AAON (AAON), AeroVironment (AVAV), Kratos (KTOS), and ChargePoint (CHPT) fell following the breakdown of trade negotiations between the United States and Canada. The collapse triggered concerns over new tariffs and retaliatory trade measures, impacting trade-sensitive sectors like industrial and manufacturing. Analysts warn of increased production costs and disrupted logistics, leading investors to pull back from affected equities.
AAON rebrands corporate identity as The Aaon Group By Investing.com
AAON, Inc. has announced its rebranding to The Aaon Group, signifying its transition from a single-brand entity to a multi-brand enterprise. This change establishes a clear distinction between the corporate entity and its two operating brands, AAON and BASX, without affecting operations, leadership, financial reporting, or the NASDAQ ticker symbol. The move aims to preserve the distinct identities and customer relationships of each successful brand.
AAON rebrands corporate identity as The Aaon Group
AAON, Inc. has announced a corporate rebranding, changing its enterprise identity to The Aaon Group. This change reflects the company's evolution from a single-brand entity to a multi-brand enterprise that includes both AAON and BASX, creating a clear distinction between the corporate entity and its operating brands. The rebranding does not impact operating segments, leadership, financial reporting, or the NASDAQ ticker symbol.
Growth Investors: Industry Analysts Just Upgraded Their AAON, Inc. (NASDAQ:AAON) Revenue Forecasts By 11%
Analysts have significantly upgraded AAON, Inc.'s revenue forecasts for 2026 by 11% to US$2.3 billion, representing a 19% improvement over the last year. Earnings per share are also expected to rise by 25% to US$2.42. Despite these positive revisions, the consensus price target has been cut by 5.5% to US$143, suggesting some analyst caution about the longevity of the improved performance.
Growth Investors: Industry Analysts Just Upgraded Their AAON, Inc. (NASDAQ:AAON) Revenue Forecasts By 11%
Analysts have significantly upgraded AAON, Inc.'s revenue forecasts for 2026 by 11%, now expecting US$2.3 billion, a 19% improvement year-over-year, and a 25% leap in EPS to US$2.42. Despite these positive revisions, the consensus price target has been cut by 5.5% to US$143, suggesting that the improved performance may not be sustained long-term or fully reassuring to analysts. AAON is projected to grow much faster than its industry, with an expected 41% annualized growth to the end of 2026.
Will Strong Q2 Results, Higher 2026 Outlook and Dividend Support Change AAON's (AAON) Narrative
AAON, Inc. reported strong Q2 2026 results with significant revenue and net income growth, alongside an upgraded full-year 2026 net sales outlook and a maintained quarterly dividend. This performance is seen as affirming the company's ability to manage rapid expansion in data center cooling while returning value to shareholders. The key challenge for AAON remains sustaining operational efficiency gains as it scales, particularly with investments in ERP and new facilities.
AAON, Inc. (NASDAQ:AAON) Plans $0.10 Quarterly Dividend
AAON, Inc. (NASDAQ:AAON) has declared a quarterly dividend of $0.10 per share, payable on September 25th to shareholders of record by September 4th. This translates to an annualized dividend of $0.40 per share with an approximate 0.5% yield, which appears well-covered by earnings with a low payout ratio. The company recently surpassed quarterly expectations, reporting $0.69 EPS against a $0.51 consensus and $626.98 million in revenue, a 101.2% year-over-year increase.
Wellington reports 5.77M AAON (AAON) shares, about a 7% ownership stake
Wellington Management Group LLP and related entities have disclosed beneficial ownership of 5,772,476 shares of AAON common stock, representing 7.05% of the class. These shares are held for various advisory clients, with Wellington entities reporting shared voting power over 4,660,443 shares and shared dispositive power over all 5,772,476 shares. No single client of Wellington is stated to hold more than five percent of AAON's common stock.
AAON, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next
AAON, Inc. (NASDAQ:AAON) recently reported a significant 35% EPS beat, with analysts now forecasting a 15% revenue growth for the full year 2026. While the company's shares rose 2.2% post-earnings, the market's reaction suggests that the strong results might have been partially anticipated or already priced in. The consensus estimates for AAON indicate continued growth in both revenue and earnings per share over the next few years.
Aaon Jumps 5.7% After Oppenheimer Maintains Outperform
Aaon, Inc. shares rallied 5.7% despite Oppenheimer and Baird cutting their price targets, as both firms maintained "Outperform" ratings, signaling continued conviction in the company's long-term trajectory. The market appears to be interpreting the maintained bullish stance as a buying opportunity, focusing on the substantial implied upside from the average new target of $130. Investors will be watching for further analyst adjustments and company updates.
KeyBanc reiterates Sector Weight on AAON stock after facility visit
KeyBanc maintained its Sector Weight rating on AAON Inc. after an analyst visit to the company's BASX facility. The visit provided insights into BASX's potential for growth and margin improvement, despite the stock appearing overvalued and facing near-term margin volatility. This comes after AAON reported strong Q2 2026 financial results, exceeding expectations, though the stock declined due to gross-margin outlook concerns.
AAON declares $0.10 quarterly dividend payable Sept. 25, 2026
AAON (AAON) has declared a quarterly cash dividend of $0.10 per share, totaling $0.40 annually. This dividend will be payable on September 25, 2026, to shareholders on record as of September 4, 2026. The announcement was furnished as Exhibit 99.1 to the Form 8-K.
AAON Sets Sept. 25 Payment Date for Quarterly $0.10 Dividend
AAON (NASDAQ: AAON) has declared a regular quarterly cash dividend of $0.10 per share, amounting to $0.40 annually. The dividend will be paid on September 25, 2026, to shareholders who are on record as of the close of business on September 4, 2026. This announcement provides clear income timing for shareholders.
KeyBanc reiterates Sector Weight on AAON stock after facility visit
KeyBanc has reiterated its Sector Weight rating on AAON Inc (NASDAQ:AAON) following a visit to the company's BASX facility. The firm noted AAON's strong revenue growth and efforts toward attractive margins but also highlighted potential near-term margin volatility and the stock's overvaluation based on its P/E ratio. Despite a recent stock decline, AAON reported strong Q2 2026 financial results, exceeding expectations.
Results: AAON, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
AAON, Inc. (NASDAQ:AAON) recently reported quarterly results that significantly surpassed analyst expectations for both revenue and earnings. Following these strong results, analysts have updated their forecasts, indicating improved sentiment with increased revenue and earnings per share estimates for 2026. Despite these positive adjustments, the consensus price target for AAON saw a slight decrease, suggesting some caution regarding sustained performance, even as the company is projected to grow faster than its industry.
Results: AAON, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
AAON, Inc. (NASDAQ:AAON) recently reported quarterly results that significantly exceeded expectations, with revenues up 25% and earnings per share up 35%. This positive performance has led analysts to upgrade their revenue and earnings forecasts for 2026, anticipating a 19% revenue improvement to US$2.29 billion and a 25% increase in EPS to US$2.42. Despite these upgrades, the consensus price target saw a slight reduction, suggesting some skepticism about the sustainability of the improved performance.
AAON, Inc. (NASDAQ:AAON) Receives Average Recommendation of "Moderate Buy" from Brokerages
AAON, Inc. (NASDAQ:AAON) has received a "Moderate Buy" consensus recommendation from brokerages, based on four buy ratings and three hold ratings, with an average 12-month price target of $126.67. The company's Q2 2026 results significantly beat expectations, with EPS of $0.69 and revenue of $626.98 million, representing 101.2% year-over-year growth. Despite positive earnings and a strong sales growth forecast of 55%-60% for 2026, driven partly by data-center cooling demand, recent analyst target reductions and substantial insider selling introduce a note of caution for investors.
AAON’s Data-Center Cooling Push Meets A Tough Scale-Up
AAON, Inc. (NASDAQ: AAON) is navigating challenges despite record Q2 sales and a $2.0 billion backlog, facing margin and cash-flow pressures as it scales its operations, particularly within its data-center cooling business (BASX). The company's stock shows volatility, reflecting investor debate between its strong growth prospects in data-center cooling and execution risks tied to rapid capacity expansion and profitability. While growth catalysts are strong, the premium valuation necessitates flawless execution for sustained investor confidence.
Wasatch Advisors LP Has $296.66 Million Holdings in AAON, Inc. $AAON
Wasatch Advisors LP increased its stake in AAON, Inc. by 3.1% in the second quarter, bringing its total holdings to 2.34 million shares valued at approximately $296.7 million. This makes AAON the fund's 8th largest position, representing 1.9% of its investment portfolio. The increase follows AAON's strong second-quarter performance, with revenue up 101.2% year over year and adjusted EPS beating consensus estimates, driven partly by demand for data-center cooling equipment.
Baird Maintains AAON Inc(AAON.US) With Buy Rating, Cuts Target Price to $135
Baird has reiterated its "Buy" rating on AAON Inc (AAON.US) but has adjusted its price target downwards to $135. This action reflects the analyst's updated valuation while maintaining a positive outlook on the company's stock.
AAON Maintains by Oppenheimer -- Price Target Lowered to $125
Oppenheimer has maintained an "Outperform" rating for AAON but lowered its price target from $145 to $125, reflecting a more cautious outlook. Despite this, GuruFocus indicates AAON is undervalued by 31.5% with a strong GF Score of 83/100, driven by high profitability and momentum. However, a high P/E ratio and recent insider selling suggest investors should proceed with caution.
Aaon Analysts Slash Their Forecasts Following Q2 Earnings
AAON reported strong second-quarter earnings, beating analyst estimates for both EPS and sales, and subsequently raised its FY2026 sales guidance. Despite the positive financial performance, two analysts, Timothy Wojs from Baird and Noah Kaye from Oppenheimer, maintained their "Outperform" ratings but lowered their price targets for AAON stock. The company's President and CEO, Matt Tobolski, highlighted the continued strength of demand and significant increases in net sales, operating income, and diluted EPS.
Oppenheimer Adjusts AAON Price Target to $125 From $145, Maintains Outperform Rating
Oppenheimer has revised its price target for AAON Inc. (AAON) from $145 to $125, while retaining an Outperform rating on the stock. This adjustment comes amidst recent financial news for AAON, including their Q2 2026 earnings call and reports of increased adjusted earnings and sales. The article also touches upon insider share transactions and board changes for the company.
