Update shared on31 Jul 2025
Fair value Increased 3.26%Analysts cite ongoing strength in commercial aerospace and recovering end markets as reasons for positive momentum and sequentially higher price targets for ATI, but despite this optimism, the consensus fair value remains unchanged at $95.56.
Analyst Commentary
- Improved Boeing 737 production, delivery, and order stability providing strength to the commercial supply chain, benefiting ATI.
- Bullish analysts citing positive momentum in the commercial aerospace sector as a key driver for increased price targets.
- Mixed outlook for the U.S. defense sector, with analysts noting variability in earnings performance but still raising price expectations for ATI.
- Upward revisions reflecting the broader strength and recovery in ATI’s key end markets.
- Sequential increases in price targets despite some analysts maintaining a Hold rating, indicating confidence in ATI’s prospects but some caution regarding valuation or sector-specific risks.
What's in the News
- ATI expanded and extended its long-term titanium products agreement with Boeing, securing its role as a key supplier of high-performance titanium materials for Boeing’s full suite of commercial airplane programs and subsidiaries.
- ATI signed a multi-year agreement with Airbus, strengthening its position as a top supplier of titanium flat rolled and long products as Airbus ramps aircraft production; titanium sheet for this contract will be supplied from ATI’s new Pageland, South Carolina facility.
- ATI brought its new, highly automated, and sustainable Pageland, South Carolina facility online to produce critical titanium alloy sheet, with over two-thirds of capacity already under long-term agreements for aerospace customers, including Airbus.
- ATI was added to the S&P Aerospace & Defense Select Industry Index.
- ATI amended and restated its bylaws to update advance notice requirements in line with SEC Rule 14a-19 and made related technical changes.
Valuation Changes
Summary of Valuation Changes for ATI
- The Consensus Analyst Price Target remained effectively unchanged, at $95.56.
- The Discount Rate for ATI remained effectively unchanged, moving only marginally from 7.36% to 7.35%.
- The Future P/E for ATI remained effectively unchanged, moving only marginally from 31.02x to 31.01x.
Disclaimer
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