Update shared on09 Sep 2025
Fair value Increased 2.24%ATI’s price target has been raised from $98.67 to $100.88 as analysts cite improved commercial aerospace demand and greater market stability, particularly from Boeing’s recovery, despite some headwinds in defense.
Analyst Commentary
- Improved Boeing 737 production, deliveries, and orders are strengthening the commercial aerospace supply chain, benefiting ATI.
- Bullish analysts expect enhanced stability in commercial aviation demand to support revenue growth for ATI.
- Defense sector outlook for the upcoming earnings season is characterized as mixed, indicating some ongoing headwinds.
- Bullish analysts anticipate that ATI's exposure to both commercial and defense markets provides diversification benefits.
- Increased price targets reflect improving industry fundamentals, particularly in commercial aerospace, despite some lingering uncertainties in defense.
What's in the News
- ATI extended and expanded its long-term titanium products agreement with Boeing, reinforcing its position as a key supplier for Boeing’s commercial airplane programs and subsidiaries, supplying a full range of titanium products.
- The company completed the repurchase of 6,371,652 shares (4.57% of shares outstanding) for $430.13 million under its September 2024 buyback program.
- ATI was added to the S&P Aerospace & Defense Select Industry Index.
- ATI launched its new Pageland, South Carolina facility producing technically challenging titanium alloy sheet, with over two-thirds of capacity under long-term aerospace customer agreements, including Airbus; the site features advanced sustainability-focused operations.
Valuation Changes
Summary of Valuation Changes for ATI
- The Consensus Analyst Price Target has risen slightly from $98.67 to $100.88.
- The Future P/E for ATI has risen slightly from 24.23x to 24.79x.
- The Discount Rate for ATI remained effectively unchanged, moving only marginally from 7.97% to 7.99%.
Disclaimer
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