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ATATKR

Atkore Inc.

$ATKR·$2.4B·Electrical Equipment & Parts·Industrials
$73.42+0.4%YTD+15.2%1Y-1.9%
Mentions · last 7 days
2026-07-11: 6 posts2026-07-12: 10 posts2026-07-13: 11 posts2026-07-14: 9 posts2026-07-15: 11 posts2026-07-16: 14 posts2026-07-17: 14 posts75+23%
Price updated 4h ago·X counts updated 3h ago
ATATKR
$ATKRAtkore Inc.
$73.42+0.41%75 posts+23%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Atkore is up 15% year-to-date on data-center electrical infrastructure demand despite multiple class-action investigations.

Atkore Inc. manufactures electrical and safety infrastructure products (conduit, cable, and fittings) for construction and data-center customers, $2.44B market cap, with Q3 fiscal 2026 earnings due 2026-08-04.

  • Q2 fiscal 2026 revenue was $731M, up 4.2% year-over-year with sequential growth of 11.6%, and EPS $1.23 topped $1.00 consensus by 23% — the third positive surprise in a series (23%, 30%, -45%, 6.5%).
  • Gross margin sits at 19.9% trailing (compressed by prior pricing dynamics), operating margin 4.8%, and free-cash-flow yield 5.4% — real operating economics with room for margin recovery.
  • Consensus models fiscal 2026 revenue $2.96B rising to $3.03B in fiscal 2027 and $3.20B in fiscal 2028, EPS $5.35 to $6.09 to $6.93 — mid-single-digit compounding.
  • On June 4, Atkore disclosed a material definitive agreement — corporate development in progress.
  • Multiple shareholder investigations from Schall and Kaskela opened in May — reactive-litigation cycle around historical PVC-pricing disclosures.
  • The stock is up 1.5% over twelve months and 15% year-to-date, at 55% of the 52-week range and 4% below the 50-day.
  • A May 14 Seeking Alpha piece framed 'Atkore: A Discounted Electrical Infrastructure Name.'
  • Insider activity: none reported in the recent Form 4 window.

The setup is a compressed electrical-infrastructure operator with corporate-development activity and improving Q2 — August 4 tests fiscal 2027 guide re-rating.

Agrees with X sentimentX posters describe Atkore as one of the cleanest small-cap returns — $1.20 to $4.40 (+266% gain) since the original call. Posters remain bullish: '$ATKR up 19% since this post, and I believe it will continue to see growth over the next few years.' Tone is firmly bullish. That aligns with the +15% year-to-date gain, the 23% Q2 EPS beat, and the electrical-infrastructure/data-center demand thesis — the community is anchored on the underlying operational recovery.

What to watch: August 4 Q3 fiscal 2026 earnings — revenue growth versus the +4.2% Q2 pace, gross-margin trajectory versus the 19.9% trailing base (any expansion signals pricing stabilization), fiscal 2026 EPS guide versus the $5.35 consensus, and any commentary on data-center electrical-conduit demand. Class-action investigation updates are a separate signal.

On the calendar: 2026-08-04 Q3 fiscal 2026 earnings; gross-margin recovery and fiscal 2026 guide drive the print.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-01

Atkore is being celebrated as one of the cleanest small-cap returns — $1.20 to $4.40 (+266% gain) since the original call. Posters are still bullish: '$ATKR up 19% since this post, and I believe it will continue to see growth over the next few years.' Tone is firmly bullish.

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

Neutral — Manufactures electrical conduit, cable management systems, and safety products for commercial and industrial construction; limited exposure means the hyperscaler rack power acceleration and grid electrification capex is not a near-term catalyst or headwind.

Industry benchmark

32-name peer basket
+13.1%YTD
+72.6%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
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%
Q2 2025Aug 5, 2025$1.63$1.53+6.5%
Next earningsTue, Aug 4·consensus EPS $1.55

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 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0B$3.0B – $3.0B$5.35$5.35 – $5.351
FY27$3.0B$3.0B – $3.0B$6.09$6.09 – $6.091
FY28$3.2B$3.2B – $3.2B$6.93$6.92 – $6.931

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.0.4×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.54%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.-4.9%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.+6.7%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 today0.5% 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.β1.685-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

SellMay 8Wilbert W JamesDirector3.3K sh$243KSellMay 8Justin A KershawDirector2.8K sh$206KSellFeb 17Mark F. LampsPres. Safety & Infrastructure1.0K sh$66K
+ 43 other (41 awards · 1 gift · 1 inkind) 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 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.

8-KPress release / Reg FDFeb 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteFeb 28-K — Item 5.07: Shareholder vote
+ 6 other (3 13Gs · 2 10-Qs · 1 SD) in window

Recent news

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

Atkore Inc. Announces Third Quarter Fiscal Year 2026 Earnings Release Date and Conference Callbusinesswire.com·2d agoHere Is Why Bargain Hunters Would Love Fast-paced Mover Atkore (ATKR)zacks.com·47d agoATKR Long-Term Investors Have the Opportunity to Join Investigation of Atkore Inc. with the Schall Law Firmglobenewswire.com·62d agoSHAREHOLDER ALERT: Kaskela Law LLC Announces Investigation of Atkore Inc. (ATKR) and Encourages Long-Term ATKR Investors to Contact the Firmnewsfilecorp.com·64d agoAtkore: A Discounted Electrical Infrastructure Nameseekingalpha.com·64d ago

In themes

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

The Power Grid

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Voices on X · last 7 days

No standout posts about $ATKR 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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