ACUITY INC (AYI) Forecast, Price Target & Analyst Ratings
NYSE:AYI • US00508Y1029
281.04 USD
-14.6 (-4.94%)
At close: Mar 3, 2026
281.04 USD
0 (0%)
After Hours: 3/3/2026, 8:04:00 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ACUITY INC (AYI).
Forecast Snapshot
Consensus Price Target
$398.32
+ 41.73% Upside
Next Earnings Forecast
Release DateApr 1, 2026
PeriodQ2 / 2026
EPS Estimate$4.12
Revenue Estimate1.099B
ChartMill Buy Consensus
78.46%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$398.32
Upside
+ 41.73%
From current price of $281.04 to mean target of $398.32, Based on 13 analyst forecasts
Low
$345.42
Median
$395.25
High
$456.75
Price Target Revisions
1 Month
-0.65%
3 Months
-2.27%
Price Target Summary
13 analysts have analysed AYI and the average price target is 398.32 USD. This implies a price increase of 41.73% is expected in the next year compared to the current price of 281.04.
The average price target has been revised downward by 2.27% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
78.46%
AYI was analyzed by 13 analysts. The buy percentage consensus is at 78. So analysts seem to be have mildly positive about AYI.
In the previous month the buy percentage consensus was at a similar level.
AYI was analyzed by 13 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-03 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-01-12 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-10-02 | TD Cowen | Maintains | Buy -> Buy |
| 2025-10-02 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2025-10-02 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-10-02 | Goldman Sachs | Maintains | Neutral -> Neutral |
| 2025-10-02 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-09-25 | Baird | Maintains | Neutral -> Neutral |
| 2025-09-02 | Wells Fargo | Upgrade | Equal-Weight -> Overweight |
| 2025-06-27 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-06-27 | Baird | Maintains | Neutral -> Neutral |
| 2025-06-27 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-06-18 | Baird | Maintains | Neutral -> Neutral |
| 2025-06-17 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-04-04 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-04-04 | Baird | Maintains | Neutral -> Neutral |
| 2025-03-28 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-03-27 | Baird | Maintains | Neutral -> Neutral |
| 2025-01-09 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2025-01-09 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2025-01-07 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2024-10-02 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2024-10-02 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2024-10-02 | Baird | Maintains | Neutral -> Neutral |
| 2024-10-02 | Goldman Sachs | Maintains | Neutral -> Neutral |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 1, 2026
PeriodQ2 / 2026
EPS Estimate$4.12
Revenue Estimate1.099B
Revenue Q2Q9.21%
EPS Q2Q10.48%
Number of Analysts8
Next Earnings Revisions
Revenue (1 Month)
-0.18%
Revenue (3 Months)
-2.40%
EPS (1 Month)
0.00%
EPS (3 Months)
-4.84%
Next Earnings Summary
AYI is expected to report earnings on 4/1/2026. The consensus EPS estimate for the next earnings is 4.12 USD and the consensus revenue estimate is 1.10B USD.
The next earnings revenue estimate has been revised downward by 2.4% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | ||
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 3.952B -1.35% | 3.841B -2.81% | 4.346B 13.14% | 4.784B 10.09% | 5.042B 5.39% | 5.295B 5.02% | 5.562B 5.04% | 5.848B 5.14% | |
| EBITDA YoY % growth | 597.8M -1.01% | 647.4M 8.30% | 750.5M 15.93% | 913.1M 21.67% | 980.63M 7.40% | 1.051B 7.18% | 1.07B 1.81% | 1.149B 7.38% | |
| EBIT YoY % growth | 504.6M -0.88% | 556.3M 10.25% | 617.4M 10.98% | 794.36M 28.66% | 867.38M 9.19% | 942.33M 8.64% | 928.19M -1.50% | 1.008B 8.60% | |
| Operating Margin | 12.77% | 14.48% | 14.21% | 16.60% | 17.20% | 17.80% | 16.69% | 17.24% | |
| EPS YoY % growth | 14.07 9.15% | 15.55 10.52% | 18.02 15.88% | 19.98 10.85% | 21.99 10.10% | 23.80 8.24% | 25.42 6.79% | 27.38 7.71% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 4.12 10.48% | 5.36 4.66% | 5.80 11.46% | 5.14 9.55% | 4.91 19.08% | 5.98 11.51% | 6.34 9.33% |
| Revenue Q2Q % growth | 1.099B 9.21% | 1.236B 4.87% | 1.302B 7.68% | 1.214B 6.15% | 1.186B 7.92% | 1.315B 6.39% | 1.378B 5.84% |
| EBITDA Q2Q % growth | 190.72M 8.12% | 237.13M -8.34% | 249.29M -21.19% | 226.25M 13.87% | 207.4M 8.75% | 243.94M 2.87% | 256.09M 2.73% |
| EBIT Q2Q % growth | 168.81M 35.81% | 213.68M 24.23% | 229.99M 25.54% | 197.68M 23.24% | 189.93M 12.51% | 226.44M 5.97% | 238.61M 3.75% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
9.72%
EPS Next 5 Year
8.73%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
6.30%
Revenue Next 5 Year
5.82%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
14.26%
EBIT Next 5 Year
10.28%
ACUITY INC / AYI Forecast FAQ
Can you provide the average price target for ACUITY INC stock?
13 analysts have analysed AYI and the average price target is 398.32 USD. This implies a price increase of 41.73% is expected in the next year compared to the current price of 281.04.
Can you provide the upcoming earnings date for ACUITY INC?
ACUITY INC (AYI) will report earnings on 2026-04-01.
Can you provide the consensus estimates for ACUITY INC next earnings?
The consensus EPS estimate for the next earnings of ACUITY INC (AYI) is 4.12 USD and the consensus revenue estimate is 1.10B USD.
What is the expected long term growth rate for ACUITY INC (AYI)?
The expected long term growth rate for ACUITY INC (AYI) is 6.3%.