Oshkosh

OSK · NYSE

$132.91+$5.02 (+3.93%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $127.89

OSK analyst rating

BuyConsensus of 12 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy8
Hold4
Underperform0
Sell0

12-month price target · 17 analysts

Average $173.16 (+30.3% upside)

Low: $139.38
Now: $132.91
High: $206.85

Upgrades and downgrades

The latest rating actions, newest first

OSK analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Oct 12, 2026	Maintains	Neutral	$155.00 → $135.00	61%
JP Morgan	Oct 8, 2026	Maintains	Neutral	$150.00 → $132.00	53%
Truist Securities	Oct 5, 2026	Maintains	Buy	$196.00 → $174.00	59%
Evercore ISI Group	Aug 11, 2026	Maintains	Outperform	$181.00 → $182.00	64%
JP Morgan	Jul 29, 2026	Maintains	Neutral	$145.00 → $150.00	53%
DA Davidson	Jul 29, 2026	Maintains	Buy	$168.00 → $176.00	54%
Barclays	Jul 29, 2026	Maintains	Overweight	$150.00 → $170.00	39%
Baird	Jul 29, 2026	Maintains	Outperform	$172.00 → $180.00	62%
Truist Securities	Jul 2, 2026	Maintains	Buy	$176.00 → $190.00	59%
Morgan Stanley	May 12, 2026	Maintains	Equal-Weight	$157.00 → $150.00	42%

The case for and against

Updated Jul 22, 2026

Bull case

Oshkosh is positioned as a market leader in multiple industries, with a diverse range of products and a strong presence in key markets such as defense, access equipment, and vocational vehicles. Despite a recent earnings miss and lower guidance, the company's fundamentals remain solid and management remains highly engaged with the Department of Defense. Oshkosh's strong balance sheet, above average visibility, and ongoing investments in technology and product innovation make it an attractive long-term investment option.

Bear case

Oshkosh is facing challenges in terms of its financial performance, with its first quarter adjusted EPS falling below both the consensus estimate and management's implied guide. These challenges are primarily due to lower sales and profits in its vocational segment, affected by adverse weather conditions and production disruptions. The company also faces risks from macroeconomic factors, M&A integration, supply chain delays, and competition. While the long-term outlook for the company looks promising, with a goal of achieving $18-22 EPS by 2028, the current situation and uncertainty in the short and medium-term make us skeptical about the stock's performance.

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.