Aebi Schmidt Holding AG

AEBI · NASDAQ

$11.05−$0.14 (−1.25%)TodayMarket closed · Oct 23, 7:30 PM ET

Prev close $11.19

AEBI analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 5 analysts

Average $16.97 (+53.5% upside)

Low: $16.06
Now: $11.05
High: $17.85

Upgrades and downgrades

The latest rating actions, newest first

AEBI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
DA Davidson	Aug 14, 2026	Maintains	Buy	$15.00 → $17.00	51%
DA Davidson	May 18, 2026	Maintains	Buy	$15.00	51%
DA Davidson	Mar 20, 2026	Maintains	Buy	$15.00	51%
Roth Capital	Nov 26, 2025	Maintains	Buy	$16.00 → $16.50	41%

The case for and against

Updated Oct 21, 2026

Bull case

Aebi Schmidt Holding is viewed positively because its core businesses are seeing strong demand, highlighted by a 7-year, $96M Walk-In and Cargo Van award, 20% Y/Y backlog growth, and 23% Y/Y backlog growth in another period, all of which improve visibility and support margin accretion. Management also appears well positioned through the Ford Walk-In Van chassis transition in 2028, as two suppliers should stabilize supply and reduce EPA27-related risk while broader pipeline activity spans airport awards and other large orders. Financial execution is constructive as revenues of $496.4M exceeded estimates, Adjusted EBITDA of $42.1M matched expectations, and reiterated 2026 guidance of $1.95B-$2.15B revenue and $175M-$195M EBITDA suggests the Shyft synergies and operational changes remain underappreciated.

Bear case

Aebi Schmidt Holding is viewed negatively because its demand is highly exposed to macroeconomic softness, with customers in contractor, delivery, and fleet markets likely to defer spending when the economy weakens. Its profitability also looks vulnerable to supply-chain tightness and inflation in chassis, components, steel, and aluminum, while recent acquisitions and the merger with Shyft Group create integration risk that could leave growth and margins below expectations. Competitive pressure, customer concentration, safety-related reputation risks, management turnover, and small-cap liquidity constraints further heighten the chance of lumpy results and weaker investor sentiment.

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