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ATATKR

Atkore Inc.

$ATKR·$3.2B·Electrical Equipment & Parts·Industrials
$93.60-0.1%YTD+46.7%1Y+59.8%
Mentions · last 7 days
2026-08-19: 1 posts2026-08-20: 1 posts2026-08-21: 3 posts2026-08-22: 1 posts2026-08-23: 1 posts2026-08-24: 0 posts9+13%
Price updated 11h ago·X counts updated 4d ago
ATATKR
$ATKRAtkore Inc.
$93.60-0.06%9 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ATKR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-21

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

Electrical-conduit maker being taken out by Prysmian at $95 — the spread is 1.6% and the whole equity is now a merger-arb ticker.

Atkore makes electrical conduit, metal-frame products, cable and safety systems — the picks-and-shovels of US non-residential construction wiring. On Aug 3 the company entered a Merger Agreement with Italy's Prysmian, and the equity has been repricing to the deal terms since.

  • Prysmian agreed to acquire Atkore at $95 per share (~30% premium at announcement, ~$3.8B enterprise value) with close targeted for year-end 2026 — the tape now trades at $93.49, a ~1.6% gross spread reflecting deal-close arithmetic.
  • Q3 fiscal EPS came in at $1.92 vs $1.53 consensus (25% beat) — real underlying execution, and the last four EPS surprises were 25%, 23%, 30%, negative-Q4-comp; Prysmian is buying a company where the underlying operating trajectory is improving.
  • Sits at the 98th percentile of the 52-week range, +47% year-to-date and +65% over 12 months — essentially all of the price move is the deal-arithmetic repricing.
  • Trades at ~9x forward 2027 EPS (~$5.32 fiscal-year, ~18x on the depressed 2027 estimate) — moot for arb math, since the deal price is the ceiling; the residual spread reflects merger-friction risk (regulatory clearance, financing, timing).

The path if it works is standard: the deal closes at $95, and the ~1.6% spread is the arb return for the remaining ~4-6 months. What breaks it is a regulatory objection (US antitrust, EU merger clearance) or a Prysmian financing wrinkle; the residual spread is the market's assessment of those tail risks.

Agrees with X sentimentThe bullish X read celebrating the Prysmian deal at $95 (30% premium, ~$3.8B EV, year-end 2026 close) matches the deal terms exactly. The peer M&A grouping with LNTH and ITGR is a fair thematic framing; the equity is now essentially a merger-arb ticker rather than a fundamental case.

What to watch: Regulatory-approval milestones — CFIUS (US), EU merger clearance, and any 8-K on financing. A widening spread signals fresh close-risk; a narrowing spread means clearances are progressing.

On the calendar: 2026-11-19 — Q4 earnings (may be pre-close reporting)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-10

Atkore chatter is a single-event deal celebration. Every substantive post walks through Italy's Prysmian agreeing to buy the company at $95 per share, a 30% premium and roughly $3.8B enterprise value with close targeted for year-end 2026. The stock is up 28% on the news and one long thesis account is validating an old .85x-sales valuation call. Posters group the news with $LNTH, $ITGR and other same-day M&A as a broader deal wave.

Read the AI verdict + X sentiment for $ATKR

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Manufactures electrical conduit, cable management systems, and safety products for commercial and industrial construction.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $ATKR.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $ATKR

Partial — Manufactures electrical conduit, cable management systems, and safety products for commercial and industrial construction; partial earnings exposure to electrical equipment & parts demand dynamics through its product portfolio.

Industry benchmark

36-name peer basket
+22.4%YTD
+57.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-22.3How 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
4.9%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
4.8%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
5.4%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
0.9Same 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
-8.7%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
19.9%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
0.7Total 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 3, 2026$1.92$1.53+25.5%
Q1 2026May 5, 2026$1.23$1.00+23.0%
Q4 2025Feb 3, 2026$0.83$0.64+29.7%
Q3 2025Nov 20, 2025$0.69$1.26-45.2%
Next earningsThu, Nov 19·consensus EPS $1.71

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$731.4M+4.2%18.6%3.0%$-3.68$13.8M
Q1 FY26$655.5M-0.9%19.2%3.6%$0.45$-67.3M
Q4 FY25$752.0M-4.6%18.3%4.0%$-1.62$190.3M
Q3 FY25$735.0M-10.6%23.4%8.7%$1.26$10.1M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0B$2.9B – $3.0B$5.32$5.29 – $5.362
FY27$3.0B$3.0B – $3.0B$6.09$6.06 – $6.142
FY28$3.2B$3.2B – $3.2B$6.93$6.90 – $6.981

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.0.6×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.99%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.+14.2%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.+30.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.655-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

SellAug 10Mark F. LampsPres. Safety & Infrastructure300 sh$28KSellMay 8Justin A KershawDirector2.8K sh$206KSellMay 8Wilbert W JamesDirector3.3K sh$243K
+ 17 other (16 awards · 1 gift) in window

See when $ATKR 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 agreementAug 38-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

ATKR entered into a Merger Agreement with Prysmian S.p.A.. The transaction involves approximately $0.01. SEC Item 1.01 requires prompt disclosure of any material agreement not in the ordinary course of business, giving investors visibility into significant contractual commitments by ATKR.

8-KMaterial agreementJun 48-K — Item 1.01: Material agreement
AI summary

Atkore Inc. (ATKR) 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 $50 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.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ATKR reported second quarter ended March 27, 2026. A copy of the pre financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementApr 298-K — Item 1.01: Material agreement
AI summary

ATKR entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-29). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KPress release / Reg FDApr 88-K — Item 7.01: Press release / Reg FD
AI summary

ATKR filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-08. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 11 other (5 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

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

Atkore Inc. (ATKR) is a Great Momentum Stock: Should You Buy?zacks.com·17d agoIs Atkore (ATKR) Outperforming Other Industrial Products Stocks This Year?zacks.com·18d agoCalifornia State Teachers Retirement System Purchases 7,829 Shares of Atkore Inc. $ATKRdefenseworld.net·18d agoAre BOW, ATKR, SUPN Obtaining Fair Deals for their Shareholders?prnewswire.com·22d agoAre DSGR, LNTH, ATKR Obtaining Fair Deals for their Shareholders?gurufocus.com·22d ago

In themes

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

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Voices on X · top 2 · 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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