November 01, 2025 a 01:00 pm
AOS: Analysts Ratings - A. O. Smith Corporation
The recent analysis of A. O. Smith Corporation (AOS) showcases a predominantly neutral sentiment among analysts, with a majority leaning towards a 'Hold' recommendation. The company, operating in diversified segments across North America and other regions, maintains a solid market presence. However, the absence of 'Strong Buy' recommendations hints at a cautious approach from investors, possibly due to market uncertainties or competitive pressures.
Historical Stock Grades
Upon examining the latest analyst ratings for November 2025, a substantial portion of recommendations resides in the 'Hold' category, with nine out of fourteen indicating a neutral stance. A small number of analysts express confidence in the potential growth, assigning a 'Buy' rating.
| Rating | Count | Score Bar |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 4 | |
| Hold | 9 | |
| Sell | 1 | |
| Strong Sell | 0 |
Sentiment Development
The analyst sentiment towards AOS has shown some fluctuations over the months. Notably, the 'Strong Buy' ratings have eventually disappeared, marking a reduction in strong bullish sentiments, while 'Hold' has emerged as the prevailing sentiment.
- Strong Buy ratings decreased significantly over time, indicating caution among analysts.
- The 'Hold' recommendations have seen a steady increment, which might suggest a consensus on the stock being fairly valued at present.
- Overall, the total number of recommendations has remained constant, reflecting a stable interest in AOS among analysts.
Percentage Trends
Analyzing the distribution of ratings in the past months suggests a shift towards neutral outlooks. The percentage of 'Hold' ratings has prominently increased, while 'Buy' ratings have remained relatively stable.
- In November 2025, 'Hold' accounted for approximately 64% of ratings, compared to 64% in previous months, hinting at a consistent sentiment.
- 'Buy' recommendations stood at 29%, showing some analysts still see potential value.
- Significant reduction in 'Strong Buy' ratings over the year, indicating a more conservative market perspective.
Latest Analyst Recommendations
Recent reviews suggest a stable outlook with no significant changes in analyst recommendations, reinforcing the consistency in sentiments. Most analysts have opted to maintain their previous ratings.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-29 | Buy | Buy | Stifel |
| 2025-10-29 | Neutral | Neutral | Citigroup |
| 2025-07-28 | Neutral | Neutral | UBS |
| 2025-07-28 | Outperform | Outperform | Oppenheimer |
| 2025-07-25 | Buy | Buy | Stifel |
Analyst Recommendations with Change of Opinion
There have been some notable upgrades and downgrades over the past 24 months, indicating shifts in analyst convictions. These changes often reflect market adjustments or revised projections about the company's potential.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-01-14 | Outperform | Perform | Oppenheimer |
| 2024-10-23 | Neutral | Sell | UBS |
| 2024-10-23 | Neutral | Buy | DA Davidson |
| 2024-07-24 | Buy | Hold | Stifel |
| 2023-12-12 | Buy | Neutral | Northcoast Research |
Interpretation
The persistent 'Hold' recommendations suggest cautious optimism about A. O. Smith's market trajectory. Analysts appear wary of significant short-term growth, yet no strong sell signals imply confidence in the company's resilience and market standing. Despite some fluctuations, the overall analyst sentiment remains stable, with no immediate signs of market apprehension. The increase in 'Hold' ratings over time indicates a wait-and-see approach, suggesting that while AOS maintains a stable footing, growth opportunities may be considered moderate by analysts.
Conclusion
The analysis indicates a stable but cautious stance on A. O. Smith Corporation, with limited aggressive buy signals. The trend towards 'Hold' ratings reflects a more conservative outlook amidst potential market fluctuations. While the company maintains a solid operational base, competitive dynamics and market conditions may temper analyst enthusiasm for aggressive stock performance. Investors should consider these factors alongside the company's historical resilience and global presence when evaluating investment decisions.