ATI Inc.

NYSE:ATI 株式レポート

時価総額:US$22.1b

ATI 将来の成長

Future 基準チェック /36

ATI利益と収益がそれぞれ年間17.1%と7.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に33.3% 17.8%なると予測されています。

主要情報

17.1%

収益成長率

17.81%

EPS成長率

Aerospace & Defense 収益成長19.0%
収益成長率7.5%
将来の株主資本利益率33.28%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 22

ATI: Higher Margin Outlook And Buybacks Will Support Balanced Future Profile

ATI's analyst price target has been revised from $113.00 to $170.00. Analysts point to updated assumptions around higher revenue growth, improved profit margins, and a richer future P/E as key drivers behind the change.
Seeking Alpha May 22

ATI Inc.: Good For Long-Term Holders, But A Bit Expensive

Summary ATI Inc. is a specialty materials manufacturer with revenues dominated by aerospace and defense, offering stable, predictable cash flows and a robust backlog. Recent top-line growth has plateaued, but profitability has improved, with adjusted EBITDA margins up over 300bps year-over-year across key segments. Management raised 2026 guidance, citing double-digit growth in jet engines, defense, and specialty energy, and projects 20% y/y adjusted EBITDA growth next quarter. I view ATI as a long-term hold for diversification, with fair value at $145/share; I plan to accumulate on dips given its premium for predictability. Read the full article on Seeking Alpha
ナラティブの更新 May 02

ATI: Rising Bullish Coverage And Larger Buybacks Will Shape Future Upside Potential

ATI's updated analyst price target moves higher to about $179 per share, up roughly $17 as analysts factor in refreshed views on fair value, expected revenue growth, profit margins, and future P/E following a series of recent target increases from major firms. Analyst Commentary Recent Street research on ATI clusters around higher price targets and fresh coverage, providing additional context on how professionals are framing the risk and reward trade off at current levels.
ナラティブの更新 Apr 17

ATI: Higher Buyback Capacity And Rerated P/E Will Support Future Upside

ATI's updated analyst price target rises by $30, with analysts pointing to slightly adjusted assumptions for revenue growth, discount rate, profit margins, and future P/E to support the new level. Analyst Commentary Recent Street research on ATI centers on a series of higher price targets and fresh coverage that leans positive on the company’s execution and long term earnings potential.
ナラティブの更新 Apr 02

ATI: Rising Bullish Coverage And Larger Buybacks Will Shape A Measured Outlook

ATI's analyst fair value estimate has shifted from $145.63 to $161.44, as analysts point to recent price target increases and supportive research coverage as key drivers behind the updated view. Analyst Commentary Recent Street research on ATI has been heavily skewed toward optimistic views, with several firms resetting price targets and initiating coverage with constructive ratings.
ナラティブの更新 Mar 19

ATI: Higher Margin Assumptions And Buyback Capacity Will Support Future Upside

The analyst fair value estimate for ATI has shifted from $185.00 to $191.00 as analysts factor in updated expectations around growth, profitability, discount rates, and future P/E assumptions reflected in the recent series of higher Street price targets. Analyst Commentary Recent research has centered on higher price targets for ATI, aligning with the updated fair value estimate and pointing to growing confidence in the company’s ability to execute against current expectations.
ナラティブの更新 Mar 05

ATI: Higher Margin Assumptions And Bullish Re-Rating Will Support Future Upside

The analyst price target for ATI has been raised from $165 to $185, as analysts broadly point to updated assumptions for revenue growth, profit margins, and future P/E expectations following a series of recent bullish research calls and initiations. Analyst Commentary Recent research has leaned clearly positive, with multiple bullish analysts lifting their price targets on ATI and one initiating coverage with a constructive view.
ナラティブの更新 Feb 19

ATI: Bullish Execution Expectations And Buybacks Will Shape A Balanced 2025 Outlook

The analyst price target for ATI has been revised from $118.25 to $145.63, reflecting updated views on revenue growth, profit margins, and future P/E following a series of recent bullish research calls from analysts. Analyst Commentary Recent research coverage has tilted clearly positive, with several bullish analysts lifting their price targets and initiating optimistic views that feed into the higher US$145.63 target.
ナラティブの更新 Feb 05

ATI: Higher Margins And Bullish Rating Shift Will Support Future Upside

Narrative Update: ATI The ATI analyst price target has been raised from US$145 to US$165. Analysts attribute this change to updated assumptions for slightly higher revenue growth, improved profit margin, and a higher future P/E multiple, supported by a series of recent target hikes and bullish initiations on the stock.
ナラティブの更新 Jan 21

ATI: Stronger Margins And Raised Outlook Will Support Higher Future Earnings

Analysts have lifted their ATI fair value estimate from $133.11 to $145.00, citing updated models that reflect recent price target increases, stronger margin assumptions, and a slightly higher forward P/E framework supported by fresh research from several firms. Analyst Commentary Recent Street research on ATI centers on higher price targets and a shift toward more constructive ratings, with bullish analysts pointing to valuation support, margin execution, and a firmer multi year outlook as key reasons for their stance.
ナラティブの更新 Jan 07

ATI: Higher Margin Outlook And 2025 Plan Support Balanced Fair Value

Analysts have lifted their ATI fair value estimate from US$73.00 to US$113.00, citing updated models that reflect higher projected revenue growth, a slightly different discount rate, a modestly adjusted profit margin outlook, and Street research pointing to stronger segment margins and a raised 2025 outlook that supports US$120 price targets. Analyst Commentary Recent Street research has leaned constructive on ATI, with price targets clustering around US$120 and models refreshed after what is described as solid margin performance across both major operating segments and a raised 2025 outlook.
分析記事 Jan 03

Investors Will Want ATI's (NYSE:ATI) Growth In ROCE To Persist

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 Dec 22

ATI Will Benefit From Stronger Margins And Improved Multiyear Earnings Outlook

Our analyst price target for ATI increases from approximately $115 to about $133, reflecting analysts' higher $120 Street targets and an improved multi year growth outlook following stronger than expected margins and an upgraded rating. Analyst Commentary Bullish analysts have recently turned more constructive on ATI, citing stronger margin performance and a clearer path to multiyear earnings growth.
ナラティブの更新 Dec 08

ATI: Margin Strength And 2025 Outlook Will Drive Shares Higher

The analyst price target for ATI has been raised to $120.00, up from $100.00, as analysts cite stronger than expected Q3 margin performance and a broadly improved 2025 outlook across key operating segments. Analyst Commentary Bullish analysts highlight that the higher price target reflects increased confidence in ATI's ability to sustain stronger margins beyond Q3, particularly as operational efficiencies begin to scale through 2025.
ナラティブの更新 Nov 24

ATI: Upgrades And Margin Strength Will Drive Shares Higher Into 2025

Analysts have modestly increased their price target for ATI by $0.25 to $118.25. This change reflects improved margin performance and a stronger outlook based on recent research updates.
ナラティブの更新 Nov 07

ATI: Margin Gains Will Drive Upside Amid Improved 2025 Outlook

Analysts have increased their price target for ATI from $103.86 to $118.00, citing stronger than expected Q3 margins and an improved outlook for 2025 as primary drivers behind the upward revision. Analyst Commentary The recent upward revision in ATI's price target has prompted analysts to evaluate both the company's positive momentum and underlying risks that could affect its longer-term prospects.
ナラティブの更新 Oct 24

Titanium Contract Expansion And Leadership Transition Will Shape Future Opportunities

Narrative Update: ATI Analyst Price Target Adjustment Analysts have made a slight downward revision to ATI's analyst price target, adjusting it from $103.86 to $103.86. This change reflects modest updates in discount rate and profitability assumptions.
ナラティブの更新 Oct 10

Boeing And Airbus Contracts Will Create Advanced Alloy Opportunities

Analysts have raised their price target for ATI from $102.43 to $103.86, citing improved revenue growth and profit margins supported by continuing strength in commercial aerospace production. Analyst Commentary Bullish Takeaways Bullish analysts have raised ATI's price target in response to ongoing strength in the commercial aerospace sector.
ナラティブの更新 Sep 26

Boeing And Airbus Contracts Will Create Advanced Alloy Opportunities

Analysts raised ATI's price target following improved aerospace production volumes and stronger commercial demand, while maintaining caution over defense exposure, resulting in a fair value increase from $100.88 to $102.43. Analyst Commentary Bullish analysts highlighted improved production volumes, delivery rates, and orders for Boeing 737 aircraft, indicating stronger demand and stability across the commercial aerospace supply chain, benefiting ATI.
分析記事 Sep 10

Here's Why ATI (NYSE:ATI) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Sep 09

Boeing And Airbus Contracts Will Create Advanced Alloy Opportunities

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.
分析記事 Jun 15

A Look At The Intrinsic Value Of ATI Inc. (NYSE:ATI)

Key Insights ATI's estimated fair value is US$82.12 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Jun 01

Is ATI Inc. (NYSE:ATI) Potentially Undervalued?

Today we're going to take a look at the well-established ATI Inc. ( NYSE:ATI ). The company's stock saw a significant...
Seeking Alpha Feb 07

ATI Inc: Aerospace And Defense Growth Is Priced In

Summary ATI Inc. is benefitting from pent-up demand in the aerospace industry. Their projected double-digit YoY growth make sense but is already priced in. Tariffs and potential supply chain disruptions add uncertainty to the sustainability of gross margins. Shares are a hold and fully priced at $60. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:ATI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,8288407239824
12/31/20275,4277356268708
12/31/20264,9805884867978
3/29/20264,595426553835N/A
12/28/20254,587404334614N/A
9/28/20254,583445444679N/A
6/29/20254,509418235474N/A
3/30/20254,464399187414N/A
12/29/20244,362368168407N/A
9/29/20244,253376198444N/A
6/30/20244,22838482305N/A
3/31/20244,17939266272N/A
12/31/20234,174411-11586N/A
10/1/20234,120535-185-7N/A
6/30/20234,12750651230N/A
3/31/20234,040377-8157N/A
1/1/20233,83632494225N/A
9/30/20223,5912413162N/A
6/30/20223,28512-250-104N/A
3/31/20222,9411-285-133N/A
1/2/20222,800185-13616N/A
9/30/20212,693-1,129-269-123N/A
6/30/20212,565-1,228-5379N/A
3/31/20212,719-1,60280214N/A
12/31/20202,982-1,57330167N/A
9/30/20203,342-395120285N/A
6/30/20203,763-234137320N/A
3/31/20204,07326471245N/A
12/31/20194,123253N/A230N/A
9/30/20194,142242N/A266N/A
6/30/20194,143182N/A253N/A
3/31/20194,072179N/A310N/A
12/31/20184,047222N/A393N/A
9/30/20183,919183N/A193N/A
6/30/20183,76811N/A143N/A
3/31/20183,638-51N/A86N/A
12/31/20173,525-92N/A22N/A
9/30/20173,411-84N/A14N/A
6/30/20173,313-493N/A-96N/A
3/31/20173,243-522N/A-92N/A
12/31/20163,135-641N/A-44N/A
9/30/20163,077-878N/A-89N/A
6/30/20163,140-491N/A6N/A
3/31/20163,352-489N/A58N/A
12/31/20153,720-378N/A131N/A
9/30/20154,028-131N/A203N/A
6/30/20154,26514N/A185N/A

アナリストによる今後の成長予測

収入対貯蓄率: ATIの予測収益成長率 (年間17.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ATIの収益 ( 17.1% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: ATIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ATIの収益 ( 7.5% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: ATIの収益 ( 7.5% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: ATIの 自己資本利益率 は、3年後には高くなると予測されています ( 33.3 %)


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 15:14
終値2026/05/22 00:00
収益2026/03/29
年間収益2025/12/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ATI Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
David StraussBarclays
Joshua SullivanBenchmark Company
Paretosh MisraBerenberg