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Advanced Data Center Cooling And Automation Will Drive Long-Term Efficiency

Published
13 Aug 24
Updated
23 Sep 25
AnalystConsensusTarget's Fair Value
US$98.75
0.4% undervalued intrinsic discount
23 Sep
US$98.35
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1Y
-8.2%
7D
11.6%

Author's Valuation

US$98.750.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Sep 25
Fair value Increased 3.13%

The rise in AAON’s consensus price target reflects a higher future P/E multiple, indicating increased optimism for growth, with fair value now at $98.75. What's in the News AAON provided Q3 2025 guidance with expected YoY sales growth in the low single digits and Q4 2025 guidance with YoY sales growth in the high twenties.

Shared on04 Sep 25

Analysts have trimmed AAON’s price target in response to weaker-than-expected long-term revenue and margin guidance and ongoing rooftop HVAC market softness, though some see the market’s reaction as overdone, resulting in the consensus fair value holding steady at $95.75. Analyst Commentary Q2 results suggest the worst of recent headwinds may be over, prompting analysts to update forecasts despite trimming price targets.

Shared on07 May 25
Fair value Decreased 17%

Shared on30 Apr 25
Fair value Increased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 1.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 5.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 5.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.