7 stories mentioning ATIUpdated 35m ago
Every FINWIRES story that references ATI, newest first.
Kimberly A Fields, Director, Chair, President, and CEO, on July 28, 2026, sold 31,757 shares in ATI (ATI) for $6,065,269. Following the Form 4 filing with the SEC, Fields has control over a total of 125,564 common shares of the company, with 125,564 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1018963/000119312526326296/xslF345X05/ownership.xml
Kimberly A Fields, Director, Chair, President, and CEO, on July 08, 2026, sold 40,000 shares in ATI (ATI) for $7,316,218. Following the Form 4 filing with the SEC, Fields has control over a total of 157,321 common shares of the company, with 157,321 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1018963/000119312526299751/xslF345X05/ownership.xml
ATI (ATI) said Thursday that the company and BWX Technologies (BWXT) have signed a new long-term strategic material supply agreement related to the US naval nuclear propulsion program.Under the new five-year agreement, ATI will deliver critical defense materials through 2030, the company added.Financial details related to the agreement were not disclosed.Shares of ATI were up over 4% in Thursday trading.Price: $190.93, Change: $+7.57, Percent Change: +4.13%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our $179 12-month target is based on an EV/EBITDA of 19.0x applied to our 2027 EBITDA estimate, above ATI's trailing-12-month average forward EV/EBITDA of 17.4x but below peers' average forward EV/EBITDA of 27.2x. We raise our 2026 EPS by $0.03 to $4.46 and 2027's by $0.11 to $5.51. We lower our rating to Buy from Strong Buy based on elevated earnings multiples, not deteriorating fundamentals. ATI is executing well on its strategy to prioritize high-value aerospace, defense, and specialty energy markets. ATI raised full-year 2026 guidance with adjusted EBITDA now expected at $1.01B-$1.06B (up $35M at midpoint), representing 20% Y/Y growth. Record backlog of $4.1B and extending lead times (1+ years for nickel alloys, nearly 2 years for premium titanium) provide strong visibility. Management expects consolidated EBITDA margins above 20% with 40% incremental margins driven by favorable mix and long-term contract pricing. ATI's differentiated position in capacity-constrained markets supports our positive view.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ATI delivered Q1 adj. EPS of $1.00, beating consensus by $0.12 and growing 39% Y/Y. Revenue of $1.15B rose 0.6% Y/Y but missed consensus by 3% due to planned maintenance. Adj. EBITDA margins expanded 310 bps Y/Y to 20.1%, driven by pricing discipline and favorable aerospace mix. The aerospace transformation continues, with A&D reaching 69% of sales. Jet engine sales grew 12% Y/Y to $472M. Management raised full-year adj. EBITDA guidance to $1.035B (+16% Y/Y) and adj. EPS to $4.34 (+27% Y/Y), citing accelerating aerospace demand. Operating cash flow of $128M marked a $221M Y/Y improvement. This supported $75M in share repurchases and a new $500M buyback authorization. We believe margin expansion reflects operational leverage from long-term contracted aerospace relationships, where 60%-65% of revenue carries inflation protection. Jet engine order books extend into mid-2027, and 80% of new capacity is contracted. We therefore expect continued outperformance, with H2 2026 margins approaching 21%.
ATI (ATI) reported Q1 adjusted earnings Thursday of $1 per diluted share, up from $0.72 a year earlier.Analysts surveyed by FactSet expected $0.88.Revenue for the quarter ended March 31 was $1.15 billion, up from $1.14 billion a year earlier.Analysts surveyed by FactSet expected $1.19 billion.The company expects Q2 adjusted EPS to be between $0.98 and $1.04. Analysts surveyed by FactSet expect $0.98.ATI now expects full-year 2026 adjusted EPS to be between $4.20 and $4.48, compared with its previous outlook of between $3.99 and $4.27. Analysts surveyed by FactSet expect $4.20.Shares of the company rose more than 2% in recent Thursday premarket activity.Price: $150.00, Change: $+3.93, Percent Change: +2.69%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price to $179 from $154, on an EV/EBITDA of 19.0x our 2027 EBITDA estimate, a premium to ATI's trailing-12-month average forward EV/EBITDA of 16.9x but a discount to peers' average forward EV/EBITDA of 26.8x. We raise our 2026 EPS estimate by $0.08 to $4.43 and our 2027 EPS forecast by $0.28 to $5.40. We see ATI continuing to benefit from robust aerospace & defense demand, which represented 68% of Q4 2025 sales, supported by Boeing and Airbus backlogs and long-term supply agreements. Management's 2026 adjusted EBITDA guidance midpoint of $1.0B implies 16% Y/Y growth, with improving profitability expected in 2H 2026 as maintenance normalizes and aerospace mix strengthens toward 20%+ margins. We believe ATI's expanded titanium capacity, operating leverage, and customer-funded investments in proprietary nickel alloys position it well to capture aerospace industry growth through 2027. We maintain our Strong Buy recommendation.
