ITT

ITT · NYSE

$196.13−$2.28 (−1.15%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $198.41

ITT analyst rating

BuyConsensus of 9 analysts over the last 12 months. 89% rate it a buy.

Strong buy0
Buy8
Hold1
Underperform0
Sell0

12-month price target · 15 analysts

Average $261.67 (+33.4% upside)

Low: $180.29
Now: $196.13
High: $286.65

Upgrades and downgrades

The latest rating actions, newest first

ITT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wolfe Research	Sep 15, 2026	Initiates	Outperform	$272.00	59%
DA Davidson	Aug 11, 2026	Maintains	Buy	$255.00 → $265.00	49%
Citigroup	Aug 7, 2026	Maintains	Buy	$254.00 → $267.00	60%
Keybanc	Aug 7, 2026	Maintains	Overweight	$250.00 → $263.00	21%
Stifel	Jul 20, 2026	Maintains	Buy	$246.00 → $250.00	61%
Wolfe Research	Jul 9, 2026	Upgrade	Peer Perform → Outperform	$229.00	80%
DA Davidson	May 11, 2026	Maintains	Buy	$245.00 → $255.00	49%
Citigroup	May 7, 2026	Maintains	Buy	$252.00 → $254.00	60%
Barclays	May 7, 2026	Maintains	Equal-Weight	$210.00 → $230.00	65%
Keybanc	May 7, 2026	Maintains	Overweight	$230.00 → $250.00	66%

The case for and against

Updated Oct 18, 2026

Bull case

ITT is positioned for durable outperformance because robust orders, record backlog, and broad-based end-market strength support an upward bias to 2026 guidance while management continues to capture share and price across its portfolio. Execution has been best-in-class, with 2Q26 organic sales up 21% in Flow Technologies and 17% in Connect and Control Technologies, plus a 1.4x book/bill in CCT and improving margins helped by pricing and share gains. The SPX FLOW acquisition adds scale and synergy potential, while 2Q26 free cash flow of $162M, cash of $591M, and net leverage of 2.5x reinforce the view that ITT can keep reducing debt and compound earnings.

Bear case

ITT is facing a difficult fundamental setup because incremental tariffs, raw material inflation, and FX pressure could compress margins while demand destruction and pricing pressure weigh on profitability, especially in IP and CCT. Its cyclical exposure across auto, industrial, and oil-and-gas end markets leaves it vulnerable to short-cycle destocking, auto production peaks, and persisting macro weakness that could delay a recovery. The company also needs to sustain strong productivity gains and successful M&A execution despite COVID-19-related disruptions across MT, IP, and CCT, making earnings durability less certain.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.