A. O. Smith stock gained 1.65 percent while analysts held

Published on 09/28/2026 at 11:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

A. O. Smith stock traded at USD 58.65 on September 25, 2026, against a USD 67.75 average analyst target. Q2 revenue reached USD 1,004.3 million despite China weakness.

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A. O. Smith stock (ISIN US0003711006) gained 1.65 percent to USD 58.65 on the NYSE on September 25, 2026, giving the water technology company a market capitalization of USD 8.1 billion. The latest analyst snapshot combines a consensus Hold rating with an average 12-month price target of USD 67.75, according to MarketBeat on September 26, 2026.

Analysts see measured upside

MarketBeat said five analysts rated A. O. Smith at Hold, while two rated it Buy and two rated it Sell. The USD 67.75 average target stands USD 9.10 above the September 25 price, a 15.52 percent difference that leaves the stock below the central analyst valuation.

The same overview identified Stifel Nicolaus as cutting its target from USD 76.00 to USD 70.00 on July 31, 2026, while maintaining a Buy rating. Citigroup reduced its target from USD 65.00 to USD 64.00 and assigned a Neutral rating on the same date, giving investors a clear split between long-term valuation and near-term caution.

Q2 earnings show the pressure points

A. O. Smith reported Q2 2026 net sales of USD 1,004.3 million and diluted EPS of USD 0.91, down from USD 1.07 in Q2 2025, according to StockTitan. Gross margin was 38.6 percent versus 39.3 percent a year earlier, while a North America water treatment restructuring generated USD 22.6 million in charges.

North America sales increased 5 percent in Q2 2026, but Rest of World sales fell 19 percent and China sales declined 28 percent in local currency. Management guided to 2026 sales growth of 2 percent to 3 percent, diluted EPS of USD 3.60 to USD 3.75 and adjusted EPS of USD 3.70 to USD 3.85. The contrast is important: core North American demand is expanding, while international weakness and restructuring costs are weighing on earnings quality.

Stock remains below its yearly high

A. O. Smith was last at USD 58.65 on the NYSE at 4:00 p.m. ET on September 25, 2026. Its 52-week range was USD 54.16 to USD 81.87, placing the price 28.34 percent below the high and 8.30 percent above the low.