Assessing AAON (AAON) Valuation After Insider Buying, Leadership Changes and Upgraded Guidance

Simply Wall St.12-20 10:16

AAON (AAON) is back on investors radar after Executive Vice President Stephen E. Wakefield bought more than 6,000 shares, just as the company lifted guidance on the back of strong data center driven ...

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Wakefield bought more than 6,000 shares, just as the company lifted guidance on the back of strong data center driven ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-aaon/aaon/news/assessing-aaon-aaon-valuation-after-insider-buying-leadershi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing AAON (AAON) Valuation After Insider Buying, Leadership Changes and Upgraded Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing AAON (AAON) Valuation After Insider Buying, Leadership Changes and Upgraded Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-20 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nasdaq-aaon/aaon/news/assessing-aaon-aaon-valuation-after-insider-buying-leadershi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AAON (AAON) is back on investors radar after Executive Vice President Stephen E. Wakefield bought more than 6,000 shares, just as the company lifted guidance on the back of strong data center driven ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-aaon/aaon/news/assessing-aaon-aaon-valuation-after-insider-buying-leadershi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAON","symbol_name":"艾伦建材","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-aaon/aaon/news/assessing-aaon-aaon-valuation-after-insider-buying-leadershi","article_id":"2592111374","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3031000-choice2-main-header/1585186655644"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-aaon/aaon/news/assessing-aaon-aaon-valuation-after-insider-buying-leadershi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592111374","pubTimestamp":1766197016,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"AAON (AAON) is back on investors radar after Executive Vice President Stephen E. Wakefield bought more than 6,000 shares, just as the company lifted guidance on the back of strong data center driven results.\nSee our latest analysis for AAON.\nDespite strong third quarter results and upgraded guidance, AAON’s share price has slid to about $75. This has led to a steep year to date share price return decline, but the company still has a solid multi year total shareholder return, suggesting...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"AAON":"艾伦建材"},"translate_title":"在内部收购、领导层变动和指导升级后评估AAON(AAON)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAON":1.5},"content_text":"AAON (AAON) is back on investors radar after Executive Vice President Stephen E. Wakefield bought more than 6,000 shares, just as the company lifted guidance on the back of strong data center driven results. See our latest analysis for AAON. Despite strong third quarter results and upgraded guidance, AAON’s share price has slid to about $75. This has led to a steep year to date share price return decline, but the company still has a solid multi year total shareholder return, suggesting momentum has cooled even as insiders lean into the long term story. If this kind of insider conviction has your attention, it could be a good time to scout other industrial names through fast growing stocks with high insider ownership. With revenue and earnings still climbing, the stock down nearly 40 percent from its highs, and analysts’ targets sitting far above today’s price, is AAON quietly undervalued, or is the market already pricing in its next leg of growth? Most Popular Narrative Narrative: 34.6% Undervalued With AAON last closing at $75.34 versus a narrative fair value of $115.25, the gap points to a rich long term growth play in progress.  Ongoing investments in new manufacturing capacity and automation (e.g., the Memphis facility) are expected to nearly double BasX capacity by year end, removing current operational constraints and shifting from near term cost drag to profit contribution by 2026 as orders ramp, supporting long term operating leverage.  Read the complete narrative. Curious how this capacity surge turns into value on paper? The narrative leans on aggressive revenue scaling, fatter margins, and a premium future earnings multiple. Want the full playbook behind that fair value math? Result: Fair Value of $115.25 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upside depends on AAON executing cleanly through its complex ERP rollout and avoiding a sharper than expected slowdown in data center spending.\nFind out about the key risks to this AAON narrative. Another Lens on AAON’s Value While the fair value narrative leans bullish, the market is telling a different story. At a price to earnings ratio of 61.3 times, AAON trades well above the US Building industry at 19.7 times, its peers at 26.9 times, and even its own 45.2 times fair ratio. This raises the question of how much execution risk is already baked in. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:AAON PE Ratio as at Dec 2025 Build Your Own AAON Narrative If you see the numbers differently or want to dig into the drivers yourself, you can build a full custom view in minutes with Do it your way. A great starting point for your AAON research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? Before you move on, lock in your next potential opportunity with a curated set of ideas built from our smartest screeners on Simply Wall Street.  Capture early stage growth by reviewing these 3624 penny stocks with strong financials that pair high upside potential with stronger balance sheets than typical speculative names. Target structural themes in automation and machine learning through these 25 AI penny stocks, where revenue momentum and innovation are already reshaping earnings trajectories. Secure potential value opportunities by scanning these 914 undervalued stocks based on cash flows, focusing on companies whose cash flows may justify far higher prices than the market currently recognizes.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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