ATI Inc.

NYSE:ATI Stock Report

Market Cap: US$29.4b

ATI Management

Management criteria checks 3/4

ATI's CEO is Kim Fields, appointed in Jul 2023, has a tenure of 3.08 years. total yearly compensation is $13.51M, comprised of 7% salary and 93% bonuses, including company stock and options. directly owns 0.06% of the company’s shares, worth $17.53M. The average tenure of the management team and the board of directors is 3.1 years and 7.3 years respectively.

Key information

Kim Fields

Chief executive officer

US$13.5m

Total compensation

CEO salary percentage7.03%
CEO tenure3.1yrs
CEO ownership0.06%
Management average tenure3.1yrs
Board average tenure7.3yrs

Recent management updates

Recent updates

Seeking Alpha Aug 19

ATI: Stock Is A Bit Pricey, But Continued Momentum Justifies The Premium

Summary ATI delivered strong, upbeat Q2 FY26 results with an over 10.6% increase in its revenue and strong margin expansion, underscoring ATI's progress and recovery in certain parts of the business. Strong backlog visibility and healthy A&D-related demand support continued topline growth through the second half of FY26. Strong execution and a richer price and mix should support strong profitability in the coming quarters. ATI's structural demand drivers and favorable market positioning support a continued bullish rating on the stock despite the recent rally. Read the full article on Seeking Alpha
Narrative Update Aug 17

ATI: Richer Aerospace Margins Will Eventually Test This Elevated Equity Story

The Analyst Price Target for ATI moves from $170 to $194, with analysts attributing the revised view to stronger margin assumptions, slightly higher revenue growth expectations, and a modestly higher future P/E outlook. Analyst Commentary Recent research on ATI points to a cluster of higher price targets and generally constructive views on the company.
Analysis Article Aug 09

Earnings Beat: ATI Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

ATI Inc. ( NYSE:ATI ) just released its second-quarter report and things are looking bullish. Results were good...
Narrative Update Aug 03

ATI: Aftermarket Strength And Mexico Expansion Will Support Higher Fair Value

ATI's analyst fair value estimate moved from $206.54 to $231.00, as analysts point to stronger aerospace aftermarket demand and favorable conditions across commercial aerospace and defense as key supports for the higher target. Analyst Commentary Bullish analysts see ATI as a key way to gain exposure to aerospace and defense demand, with recent research pointing to stronger aftermarket activity and supportive commercial trends ahead of upcoming earnings.
Narrative Update Jul 20

ATI: Aftermarket Strength And Defense Deals Will Shape Balanced Risk Profile

ATI's analyst fair value estimate has been lifted from $185.56 to $200.33 as analysts factor in stronger aerospace aftermarket demand, supportive sector fundamentals across commercial aerospace and defense, and updated P/E assumptions following a series of price target increases from major firms. Analyst Commentary Recent research on ATI centers on how the stock reflects expectations for aerospace aftermarket strength, broader commercial aerospace demand, and mixed sentiment around defense exposure.
Narrative Update Jul 06

ATI: Aerospace Expansion And Buybacks Will Shape A Balanced Risk Reward Outlook

ATI's analyst price target has moved from about $178.67 to roughly $185.56, with analysts citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E as the key drivers behind the change. Analyst Commentary Recent Street research on ATI points to a cluster of price target increases, with bullish analysts updating their models based on revised assumptions for revenue growth, profitability, discount rates, and the future P/E they apply to the stock.
Narrative Update Jun 22

ATI: Higher Fair Value Balances Defense Contract Visibility And P/E Multiple Risk

Analysts have lifted ATI's implied fair value from $191.00 to about $206.54, reflecting updated views on revenue growth, profit margins, and future P/E assumptions that underpin the recent wave of higher price targets from several firms. Analyst Commentary Recent Street research on ATI points to a firm stretch of optimism, with several bullish analysts lifting price targets and reinforcing positive views on the stock's execution and longer term earnings power.
Analysis Article Jun 19

ATI (ATI) Stock Could Be 12.7% Overvalued After Strong Earnings Revision Momentum

ATI (ATI) has drawn attention after a period of sector outperformance, supported by a run of positive earnings surprises and ongoing upward revisions to analyst estimates that suggest rising confidence in its near term outlook. See our latest analysis for ATI. ATI shares have shown strong momentum, with a 33.83% 1 month share price return, a 68.91% year to date gain and a very large 5 year total shareholder return. Together, these metrics suggest that recent optimism around earnings revisions...
Narrative Update Jun 05

ATI: Higher Margins And Buybacks Will Support A More Demanding Future Profile

ATI's analyst price target has been revised higher by several firms, with recent Street research pointing to increased confidence around the company's revenue growth, profit margin profile and P/E assumptions, which together support a refreshed target near $170. Analyst Commentary Recent research has centered on how ATI's updated price targets line up with assumptions for revenue growth, profit margins and P/E, and whether the stock already reflects those expectations.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.

CEO Compensation Analysis

How has Kim Fields's remuneration changed compared to ATI's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 28 2026n/an/a

US$476m

Mar 29 2026n/an/a

US$426m

Dec 28 2025US$14mUS$950k

US$404m

Sep 28 2025n/an/a

US$445m

Jun 29 2025n/an/a

US$418m

Mar 30 2025n/an/a

US$399m

Dec 29 2024n/an/a

US$368m

Sep 29 2024n/an/a

US$376m

Jun 30 2024n/an/a

US$384m

Mar 31 2024n/an/a

US$392m

Dec 31 2023US$4mUS$727k

US$411m

Oct 01 2023n/an/a

US$535m

Jun 30 2023n/an/a

US$506m

Mar 31 2023n/an/a

US$377m

Jan 01 2023n/an/a

US$324m

Sep 30 2022n/an/a

US$24m

Jun 30 2022n/an/a

US$12m

Mar 31 2022n/an/a

US$600k

Jan 02 2022n/an/a

US$185m

Sep 30 2021n/an/a

-US$1b

Jun 30 2021n/an/a

-US$1b

Mar 31 2021n/an/a

-US$2b

Dec 31 2020US$2mUS$478k

-US$2b

Sep 30 2020n/an/a

-US$395m

Jun 30 2020n/an/a

-US$234m

Mar 31 2020n/an/a

US$264m

Dec 31 2019US$3mUS$375k

US$253m

Compensation vs Market: Kim's total compensation ($USD13.51M) is about average for companies of similar size in the US market ($USD14.50M).

Compensation vs Earnings: Kim's compensation has increased by more than 20% in the past year.


CEO

Kim Fields (56 yo)

3.1yrs
Tenure
US$13,512,737
Compensation

Ms. Kimberly A. Fields, also known as Kim, has been Chief Executive Officer of ATI Inc. since July 1, 2024 and has been its President from July 1, 2023 and serves as its Chair since May 14, 2026. She serve...


Leadership Team

NamePositionTenureCompensationOwnership
Kimberly Fields
President3.1yrsUS$13.51m0.060%
$ 17.5m
Timothy Harris
Senior VP and Chief Digital & Information Officer7.3yrsUS$3.73m0.11%
$ 32.6m
Vaishali Bhatia
Senior VP2.4yrsUS$4.46m0.011%
$ 3.2m
James Foster
Senior VP of Finance & CFOless than a yearno data0.037%
$ 11.0m
Michael Miller
VP, Corporate Controller & Chief Accounting Officer2.4yrsno data0.0027%
$ 794.1k
David Weston
Vice President of Investor Relations3.1yrsno datano data
John Minich
President of Forged Products12.3yrsno datano data
Amanda Skov
Corporate Secretaryno datano datano data
Tom Wright
Vice President of Financial Planning & Analysisno datano datano data
3.1yrs
Average Tenure
50.5yo
Average Age

Experienced Management: ATI's management team is considered experienced (3.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kimberly Fields
President2.5yrsUS$13.51m0.060%
$ 17.5m
Leroy Ball
Lead Independent Director7.5yrsUS$274.95k0.026%
$ 7.5m
David Hess
Independent Director7.3yrsUS$264.93k0.026%
$ 7.5m
Carolyn Corvi
Independent Director13.9yrsUS$269.95k0.052%
$ 15.4m
David Morehouse
Independent Director11.5yrsUS$249.98k0.028%
$ 8.3m
Elizabeth Lund
Independent Directorless than a yearUS$41.51k0.0011%
$ 332.3k
Jean Lydon-Rodgers
Independent Directorless than a yearUS$41.51k0.0011%
$ 332.3k
Herbert Carlisle
Independent Director8.5yrsUS$249.95k0.028%
$ 8.1m
Marianne Kah
Independent Director7.3yrsUS$249.95k0.026%
$ 7.6m
Ruby Sharma
Independent Director3.4yrsUS$249.95k0.0053%
$ 1.6m
7.3yrs
Average Tenure
64yo
Average Age

Experienced Board: ATI's board of directors are considered experienced (7.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/20 23:38
End of Day Share Price 2026/08/20 00:00
Earnings2026/06/28
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ATI Inc. is covered by 22 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David StraussBarclays
Joshua SullivanBenchmark Company
Paretosh MisraBerenberg