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ATI Stock Rises 43% in 3 Months on Demand-Driven Momentum

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Key Takeaways

  • ATI's shares climbed 43.4% in 3 months, beating the aerospace-defense group and the S&P 500.
  • ATI is benefiting from higher aerospace build rates, forgings demand and a jet engine aftermarket.
  • ATI is cutting costs with structural initiatives, AI-led reliability, ROI and projects adding 15-20% use.

ATI Inc.’s (ATI - Free Report) shares have gained 43.4% over the past three months. The company has also outperformed the Zacks Aerospace-Defense Equipment’s 1.5% rise and the S&P 500’s roughly 4.7% increase over the same period.

Zacks Investment Research
Image Source: Zacks Investment Research

Robust Demand and Efficiencies Deliver Growth for ATI

ATI is deriving material benefit from strong momentum across the aerospace and defense markets. Production rates on major commercial aerospace platforms have increased along with rising demand for isothermal forgings, resulting in higher shipment volumes. Robust aftermarketenvironment, expanding MRO demand and increased customer diversification are boosting jet engine revenues. The GTF engine overhaul program, combined with improving OEM build rates, is accelerating demand for heavy engines.

The company is also dedicated to lowering costs to sustain profitability in the longer term. It is implementing structural transformation initiatives to improve returns. Continued investments in equipment reliability and AI technology are enabling the prediction of potential issues and proactively correcting them before they occur. 

ATI also enjoys an ROI that is well above the industry levels, which serves as evidence of efficient capital use. Its capital projects are also operational and yielding value, with a few other plans lined up that are expected to open up an additional growth opportunity of 15-20% in Hot-Rolling and Processing Facility utilization. 

ATI Inc. Price, Consensus and EPS Surprise

ATI Inc. Price, Consensus and EPS Surprise

ATI Inc. price-consensus-eps-surprise-chart | ATI Inc. Quote

ATI’s Zacks Rank & Key Picks

ATI currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are Kinross Gold Corporation (KGC - Free Report) , Fortuna Mining Corp. (FSM - Free Report) and Equinox Gold Corp. (EQX - Free Report) .

At present, KGC sports a Zacks Rank #1 (Strong Buy), while FSM and EQX carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for KGC’s current-year earnings is pegged at $1.67 per share, indicating a rise of 145.59%. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing once, with an average surprise of 17.37%. KGC’s shares have gained 204.3% over the past year.

The Zacks Consensus Estimate for FSM’s current fiscal-year earnings is pinned at 76 cents per share, indicating a 65.22% year-over-year increase. Its shares have surged 131.5% over the past year.

The Zacks Consensus Estimate for EQX’s current-year earnings stands at 54 cents per share, implying a 170% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with an average surprise of 87%.

 


 

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