Atmus Filtration Technologies

ATMU · NYSE

$44.75+$0.41 (+0.92%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $44.34

ATMU analyst rating

BuyConsensus of 4 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy2
Hold2
Underperform0
Sell0

12-month price target · 8 analysts

Average $65.78 (+47.0% upside)

Low: $56.56
Now: $44.75
High: $76.65

Upgrades and downgrades

The latest rating actions, newest first

ATMU analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 8, 2026	Maintains	Overweight	$67.00 → $54.00	53%
Wells Fargo	Aug 3, 2026	Initiates	Equal-Weight	$58.00 → $56.00	—
JP Morgan	May 4, 2026	Maintains	Overweight	$70.00 → $67.00	53%
Baird	May 4, 2026	Maintains	Outperform	$66.00 → $63.00	66%
JP Morgan	Apr 1, 2026	Maintains	Overweight	$73.00 → $70.00	53%
Wells Fargo	Apr 1, 2026	Maintains	Equal-Weight	$67.00 → $58.00	51%
Baird	Mar 30, 2026	Maintains	Outperform	$69.00 → $66.00	66%
Baird	Feb 18, 2026	Maintains	Outperform	$59.00 → $69.00	66%
Wells Fargo	Feb 17, 2026	Maintains	Equal-Weight	$54.00 → $67.00	51%
JP Morgan	Jan 14, 2026	Maintains	Overweight	$60.00 → $64.00	53%

The case for and against

Updated Nov 28, 2024

Bull case

Atmus Filtration Technologies Inc. demonstrates a promising financial outlook, bolstered by a projected compound annual growth rate (CAGR) of approximately 2% and improved gross profit margins driven by higher sales. The company's strategic focus on aftermarket sales, which account for roughly 80% of its revenues, positions it favorably for consistent growth even within a cyclical market, as evidenced by upward revisions in earnings per share estimates for CY24 and CY25. Furthermore, the anticipated expansion of Atmus's trading multiple reflects investor confidence in its ability to execute its business plan effectively, along with resilience in navigating potential macroeconomic challenges.

Bear case

Atmus Filtration Technologies Inc. faces a challenging outlook primarily due to anticipated declines in First-Fit sales projected at mid-single digits to mid-teens percentages, reflecting sluggish trends in original equipment (OE) production. Additionally, the company's reliance on fluctuating commodity prices can lead to increased input costs, potentially resulting in lower-than-expected earnings if price increases do not adequately address cost inflation. Furthermore, evolving regulatory standards and shifting market expectations towards alternative vehicle propulsion technologies could undermine Atmus's sales, posing a significant risk to its financial performance.

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