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AAON logo

AAON, Inc. Stock Price

NasdaqGS:AAON Community·US$6.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author
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AAON Share Price Performance

US$76.52
-5.95 (-7.21%)
​
US$143.00
Fair Value
US$76.52
-5.95 (-7.21%)
46.5% undervalued intrinsic discount
US$143.00
Fair Value
Price US$76.52
AnalystConsensusTarget US$143.00
AnalystLowTarget US$135.00
AnalystHighTarget US$154.00
Tue, 11 Aug 26
Fair ValueUS$143.00
Share Pricen/a

AAON Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$143 46.5% undervalued intrinsic discount

Data Center Demand And Industrial Efficiency Will Shape Performance Through 2027

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$135 43.3% undervalued intrinsic discount

HVAC Regulatory Woes Will Squeeze Margins Yet Spark Recovery

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$154 50.3% undervalued intrinsic discount

Urbanization And Decarbonization Will Fuel Efficient HVAC Solutions

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AAON logo
AAON
43.3% undervalued intrinsic discount

HVAC Regulatory Woes Will Squeeze Margins Yet Spark Recovery

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
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AAON logo
AAON
46.5% undervalued intrinsic discount

Data Center Demand And Industrial Efficiency Will Shape Performance Through 2027

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Aug
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AAON logo
AAON
50.3% undervalued intrinsic discount

Urbanization And Decarbonization Will Fuel Efficient HVAC Solutions

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 May
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
AAON logo

AAON: Record Backlog And Data Center Demand Will Support Future Upside

Fair Value: US$135 43.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AAON logo

AAON: Data Center Cooling Demand Will Drive Future Margin Upside

Fair Value: US$143 46.5% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AAON logo

AAON: Raised FY26 Guidance And Backlog Support Higher Long Term Earnings Power

Fair Value: US$154 50.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential and good value.

2 Risks
4 Rewards
View Full Analysis

AAON, Inc. Key Details

US$1.9b

Revenue

US$1.4b

Cost of Revenue

US$494.1m

Gross Profit

US$334.8m

Other Expenses

US$159.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.93
25.57%
8.24%
43.1%
View Full Analysis

About AAON

Founded
1987
Employees
5897
CEO
Matthew Tobolski
WebsiteView website
www.aaon.com

AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX. It offers rooftop units, data center cooling solutions, cleanroom systems, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls. The company markets and sells its products to retail, manufacturing, educational, lodging, supermarket, data centers, medical and pharmaceutical, and other commercial industries. It sells its products through a network of independent manufacturer representative organizations and internal sales force, as well as online. AAON, Inc. was incorporated in 1987 and is headquartered in Tulsa, Oklahoma.

Recent AAON News & Updates

User avatar
Narrative Update • Aug 26

AAON: Record Backlog And Data Center Demand Will Support Future Upside

Analysts have trimmed their fair value estimate for AAON to $135 from $150, reflecting lower modeled revenue growth and profit margins along with a slightly higher discount rate, even as recent research points to supportive factors such as BASX pipeline strength, customer diversification, and long term data center cooling demand. Analyst Commentary Recent research on AAON points to a more cautious tone around valuation and execution, even as long term demand themes such as data center cooling and BASX pipeline strength remain part of the story.

Recent updates

No updates

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