Goldman Sachs Raises its Price Target on A. O. Smith Corporation (AOS) to $69 from $63

NodeGuardian · 2026-02-27T14:57:49+00:00

Goldman Sachs analyst Susan Maklari raised A. O. Smith's price target to $69 while maintaining a Sell rating due to expected industry slowdowns. In contrast, Stifel and Baird set targets of $85 and $77, reflecting a Q4 EPS beat despite cautious 2026 revenue forecasts.

NodeGuardian

2026-02-27 14:57:49

Abstract generation in progress

Goldman Sachs analyst Susan Maklari raised the price target on A. O. Smith Corporation (AOS) to $69 from $63, maintaining a Sell rating due to anticipated deceleration in housing and industry dynamics. However, Stifel and Baird analysts also updated their price targets to $85 (Buy) and $77 (Neutral) respectively, following the company’s Q4 EPS beat despite light 2026 revenue guidance. A. O. Smith reported Q4 adjusted EPS of 90c, exceeding consensus, with CEO Steve Shafer highlighting improved profitability and strength in commercial markets.

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