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ATATI

ATI Inc.

$ATI·$26B·Manufacturing - Metal Fabrication·Industrials
$185.59-2.0%YTD+64.1%1Y+127.2%
Price updated 3h ago·X counts updated 5d ago
ATATI
$ATIATI Inc.
$185.59-1.97%51 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ATI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

51X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ATI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-28

ATI Inc. chatter is scant but positive. Traders highlight it as +91% YTD with a 21.5% jump over the past week after a strong Q2 print and raised guidance, flag it as a 'weekend watchlist' setup, and note it passes a strict liquidity-and-speed filter alongside other materials names (MP, HL, MOS, CLF, ALM). No bearish voice; the read is quiet momentum on a clean fundamental setup.

Read what X is saying about $ATI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ATI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ATI up 67% YTD on specialty-metals cycle — the Oct 27 print validates the Q2 beat-and-raise.

ATI Inc. is a specialty-materials-and-metals producer — titanium, nickel-based alloys, zirconium — serving aerospace, defense, and industrial end-markets. The 2026 outperformance reflects both aerospace-cycle leverage and specific operational execution.

  • The P&L is firing: Q2 revenue grew 0.6% YoY to $1.15B at a 14.8% operating margin and $0.87 EPS, with trailing EPS beats of 19.4% and 14% — these are the kinds of surprises on a specialty-metals company that imply conservative Street modeling against structural aerospace demand.
  • The specific sector framing is substantive: 'Growth Stocks to Buy' top listing, 'Positioned to Sustain Strong FCF Growth' coverage, and liquidity-and-speed screening filter alongside MP/HL/MOS/CLF/ALM — ATI is being recognized across multiple momentum-screening approaches.

At 69% of its 52-week range going into Oct 27 earnings, the setup is positioned for a continuation beat. Another 15%+ EPS surprise plus continued aerospace-exposure commentary is the trigger for continuation; a soft Advanced Alloys and Solutions segment or any supply-chain-cost signal is the invalidation.

Agrees with X sentimentThe 'weekend watchlist +91% YTD' sentiment matches the fundamentals. The 'quiet momentum on clean fundamental setup' framing captures the stock's quiet-compounder profile.

What to watch: Oct 27 Q3 earnings — aerospace revenue growth, Advanced Alloys and Solutions segment, operating margin direction, and FY27 guide. 15%+ EPS surprise plus aerospace strength is the trigger; supply-chain cost is the invalidation.

On the calendar: 2026-10-27 — Q3 earnings

event ahead 30daerospace specialty metals

Read the AI verdict on $ATI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes specialty titanium alloys, nickel superalloys, and precision components for commercial and military jet engines.

Industry overviewAI analysisGenerated by AI from underlying data

Where Manufacturing - Metal Fabrication sits in its cycle right now — and what that implies for $ATI.

Manufacturing - Metal Fabrication · Industrials

No material change from last week — defense and commercial aerospace build-rate acceleration is the primary demand driver.

What this means for $ATI

Partial — Makes specialty titanium alloys, nickel superalloys, and precision components for commercial and military jet engines.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+10.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
56.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.23$1.03+19.4%
Q1 2026Apr 30, 2026$1.00$0.88+14.0%
Q4 2025Feb 3, 2026$0.93$0.89+4.5%
Q3 2025Oct 28, 2025$0.85$0.73+16.0%
Next earningsThu, Oct 29·consensus EPS $1.37

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.2B+0.6%22.8%14.8%$0.87$73.0M
Q4 FY25$1.2B+0.4%23.2%14.5%$0.71$223.1M
Q3 FY25$1.1B+7.1%22.7%14.4%$0.80$167.0M
Q2 FY25$1.1B+4.1%21.4%14.1%$0.72$89.4M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.1B$5.1B – $5.2B$5.05$5.00 – $5.146
FY27$5.6B$5.6B – $5.6B$6.25$6.09 – $6.336
FY28$6.1B$6.0B – $6.3B$7.35$6.74 – $7.624
FY29$6.5B$6.4B – $6.5B$8.02$7.91 – $8.133
FY30$6.7B$6.7B – $6.8B$8.47$8.36 – $8.593

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.995-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 21Timothy J HarrisSenior VP and CDIO9.0K sh$1.7MSellSep 14Timothy J HarrisSenior VP and CDIO16.5K sh$3.2MSellSep 8Timothy J HarrisSenior VP and CDIO16.5K sh$3.4MSellSep 2David J MorehouseDirector2.5K sh$501KSellAug 31Timothy J HarrisSenior VP and CDIO16.5K sh$3.5MSellAug 24Timothy J HarrisSenior VP and CDIO16.5K sh$3.4MSellAug 17Kimberly A FieldsCEO24.8K sh$5.7MSellJul 28Kimberly A FieldsCEO31.8K sh$6.1MSellJul 7Kimberly A FieldsCEO40.0K sh$7.3MSellJun 24Kimberly A FieldsCEO3.8K sh$746K
1–10 of 14
+ 10 other (9 awards · 1 exempt) in window

See when $ATI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

ATI Inc. (ATI) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $450 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

424B5Prospectus supplement (offering)Jun 4424B5
AI summary

ATI (ATI) filed a 424B5 prospectus supplement for an offering of senior notes. The offering size is $450,000,000 at 5.875%, due 2033. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
AI summary

ATI Inc. (ATI) filed an 8-K on May 14, 2026 disclosing annual shareholder meeting vote results (Item 5.07). ATI is a Dallas, Texas-based aerospace and defense materials company listed on the NYSE. Annual meeting results are routine governance disclosures.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Will ATI (ATI) Beat Estimates Again in Its Next Earnings Report?zacks.com·1d agoBest Growth Stocks to Buy for October 14thzacks.com·3d agoATI Announces Webcast for Third Quarter 2026 Resultsprnewswire.com·3d agoCan ATI's Strong Cash Flow Drive More Growth and Returns?zacks.com·4d agoBest Growth Stocks to Buy for October 12thzacks.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $ATI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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