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ATI Inc.

ATI Industrials Unknown Updated July 31, 2026
$187.47
52W $70.42 – $205.31
53/100
$25.58B
60.5
0.96
AI Committee Verdict
Watch
Conviction: Moderate · 67% agreement · 6 analysts
+9.1%
-27.7%
0.33:1
Moderate

Is ATI Bullish or Bearish?

Mixed. Innellis AI committee rates ATI Inc. (ATI) Watch with a composite score of 53/100 , based on 6 analysts with 67% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.89 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.11 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Some positive signals exist — news sentiment is positive (+0.27 across 24 articles, 14d) — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.

Bull & Bear Case

Bull Case
  • ROE of 24.2% shows genuine earnings power backing the valuation — Value
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.27 across 24 articles, 14d) — News
Bear Case
  • P/E of 57.9 is expensive by classic value standards — Value
  • Price-to-book of 8.8x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
53/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 58%
of 158 Industrials peers
Value Analyst neutral
42 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 24.2% shows genuine earnings power backing the valuation
− P/E of 57.9 is expensive by classic value standards
Growth Analyst bullish
60 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 4 consecutive earnings beats -- consistent execution
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 24 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 54.7 to 53.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
48.0
Neutral
MACD Histogram
-1.306
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$135.49
Resistance
$204.61
Bollinger %B
0.44
Inside Bands
Price vs Moving Averages
EMA 9
$187.76 Below
EMA 21
$189.02 Below
EMA 50
$184.17 Above
EMA 200
$148.87 Above

Fundamental Analysis

Valuation
0
Growth
78
Profitability
1
Financial Health
87
Cash Flow
37
Valuation
P/E Ratio 60.5×
P/B Ratio 14.39×
PEG Ratio 11.89
Dividend Yield 0.00%
52W High $205.31
52W Low $70.42
Quality & Growth
ROE 22.4%
ROA 7.9%
Gross Margin 22.5%
Operating Margin 14.5%
Revenue Growth YoY
Debt / Equity 1.03
AI Fundamental Assessment
P/E ratio of 60.5 (rich relative to a 15-40x range); Price-to-book of 14.4x; PEG ratio of 11.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.2%; Current ratio of 2.67 (healthy short-term liquidity); Debt-to-equity of 1.03; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (4.07); Most recent quarter beat estimates by 12.4%; 4 consecutive earnings beats; EPS growth roughly steady (+9.4% -> +7.5% QoQ); Analyst estimates rising over recent quarters
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Explore ATI Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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