ATI

ATI INC

NYSE · Steel Pipe & Tubes · Inc. DE · CIK 0001018963
$177.47 -2.00% $24.2B
High Impact Filing (7/10)
Vol
Market Cap$24.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (93%)
Inst. Holders8 funds
Inst. Value$2.7B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 3S
Insider Net $-$5.0M
SEC Reports5
Exchange NYSE·Sector Steel Pipe & Tubes·Inc. DE·CIK 0001018963·Prev Close $181.10

Recent Activity

Jun 3, 2026 SEC
ATI priced a $450M offering of 5.875% Senior Notes due 2033, with ~$350M of net proceeds earmarked to redeem all outstan
8-K — Impact 4/10
Jun 3, 2026 SEC
ATI announced its intention to offer a series of seven-year senior notes in an underwritten public offering. Net proceed
8-K — Impact 4/10
Jun 2, 2026 Insider
Fields Kimberly A sold 25,823 shares
Chair, President and CEO @ $177.97 ($4.6M)
May 29, 2026 short_volume
Short Volume: ATI — 55.8% short (0.7M / 1.2M)
Short: 674,727 | Exempt: 241 | TRF Vol: 1,208,826 | Short Ratio: 55.8% | Off-exchange volume (dark p
May 19, 2026 Insider
BALL M LEROY sold 905 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
Carlisle Herbert J sold 905 shares
Director @ $0.00 ($0.00)
Apr 30, 2026 SEC
ATI reported Q1 2026 GAAP EPS of $0.85, a 27% YoY increase, and adjusted EPS of $1.00, a 39% YoY increase. Revenue was $
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
1,732,195 shares ($198.8M)

Price Targets

$179.56 +1.2% upside Hold
Current $177.47 Low $170.00 Median $175.00 High $194.00 9 analysts
$170.00 $194.00

Analyst Ratings

Strong Buy93% buy · 15 analysts
3Strong Buy
11Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 Keybanc MAINTAIN Overweight → Overweight
May 1, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 1, 2026 BTIG MAINTAIN Buy → Buy
Apr 10, 2026 Susquehanna MAINTAIN Positive → Positive
Apr 9, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.02 ▲ +4.4% $0.96 — $1.06 38% YoY 7
Next Q $1.14 ▲ +2.8% $1.10 — $1.20 34% YoY 7
Current FY $4.43 ▲ +5.4% $4.31 — $4.58 37% YoY 8
Next FY $5.41 ▲ +5.2% $5.10 — $5.64 22% YoY 8

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.5B
FMR LLC$582.4MADD
NORGES BANK$198.8MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$170.8MNEW
MORGAN STANLEY$147.3MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Fields KimberlySELL$4.6M
May 19, 2026BALL MA$0.00
May 19, 2026Carlisle HerbertA$0.00
May 19, 2026Corvi CarolynA$0.00
May 19, 2026Hess DavidA$0.00
8 institutional holders with $2.7B total value (23,331,368 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC12,726,524$1.5B54.5%
2FMR LLC5,074,824$582.4M21.8%ADD +43.5%
3NORGES BANK1,732,195$198.8M7.4%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,487,892$170.8M6.4%NEW
5MORGAN STANLEY1,283,539$147.3M5.5%TRIM -27.9%
6BANK OF AMERICA CORP /DE/799,074$91.7M3.4%TRIM -34.1%
7WELLS FARGO & COMPANY/MN217,753$25.0M0.9%TRIM -34.8%
8TWO SIGMA INVESTMENTS, LP9,567$1.1M0.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW1,732,195$198.8M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW9,567$1.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT259,9920-100.0%$0.002025-Q4
Fund 1 Investments, LLCEXIT12,8130-100.0%$0.002025-Q4
FMR LLCADD3,413,7814,899,170+43.5%$398.5M2025-Q3
UBS Group AGTRIM826,959490,473-40.7%$39.9M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM481,692259,992-46.0%$21.1M2025-Q3
Fund 1 Investments, LLCNEW12,813$1.0M2025-Q3
TWO SIGMA INVESTMENTS, LPEXIT256,6530-100.0%$0.002025-Q3
NORGES BANKEXIT1,699,3920-100.0%$0.002025-Q3
NORGES BANKNEW1,699,392$146.7M2025-Q2
UBS Group AGDOUBLED168,152826,959+391.8%$71.4M2025-Q2
BANK OF AMERICA CORP /DE/TRIM944,635622,496-34.1%$53.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED173,892481,692+177.0%$41.6M2025-Q2
TWO SIGMA INVESTMENTS, LPADD137,448256,653+86.7%$22.2M2025-Q2
WELLS FARGO & COMPANY/MNTRIM333,468217,478-34.8%$18.8M2025-Q2
FMR LLCTRIM6,621,8834,228,052-36.2%$220.0M2025-Q1
CITADEL ADVISORS LLCDOUBLED457,7501,301,398+184.3%$67.7M2025-Q1
MORGAN STANLEYTRIM1,528,1911,102,459-27.9%$57.4M2025-Q1
WELLS FARGO & COMPANY/MNADD264,751333,468+26.0%$17.4M2025-Q1
UBS Group AGADD126,695168,152+32.7%$8.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM236,950137,448-42.0%$7.2M2025-Q1
NORGES BANKEXIT1,545,1800-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED88,192178,192+102.1%$9.8M2024-Q4
UBS Group AGDOUBLED35,393126,695+258.0%$7.0M2024-Q4
12 unique insiders with 3 transactions. Net insider value: -$5.0M ($0.00 bought, $5.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Fields Kimberly AChair, President and CEOSELL25,823$177.97$4.6M
May 19, 2026BALL M LEROYDirectorA905$0.00$0.00
May 19, 2026Carlisle Herbert JDirectorA905$0.00$0.00
May 19, 2026Corvi CarolynDirectorA905$0.00$0.00
May 19, 2026Hess David PDirectorA905$0.00$0.00
May 19, 2026Kah MarianneDirectorA905$0.00$0.00
May 19, 2026Lund Elizabeth HefleyDirectorA905$0.00$0.00
May 19, 2026Lydon-Rodgers JeanDirectorA905$0.00$0.00
May 19, 2026Morehouse David JDirectorA1,743$0.00$0.00
May 19, 2026Sharma RubyDirectorA905$0.00$0.00
May 11, 2026Fields Kimberly APresident, CEO and DirectorSELL1,300$154.02$200.2K
Mar 20, 2026Bhatia Vaishali S.SVP, General Counsel and CCOF3,509$143.95$505.1K
Mar 9, 2026Morehouse David JDirectorSELL1,285$153.11$196.7K
Mar 2, 2026Miller Michael BenjaminVP Chief Accounting OfficerF413$164.00$67.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (93% buy). Based on 15 analysts: 3 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$179.56 mean target +1.2% upside Hold (1.11)
$170.00 Low $194.00 High
MetricValue
Current Price$177.47
Target Low$170.00
Target Mean$179.56
Target Median$175.00
Target High$194.00
# Analysts9
RecommendationHold (1.11)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.02 $0.96 $1.06 37.7% +4.4% 5↑ 0↓ $1.2B 6.6% 7
Next Q
2026-09-30
$1.14 $1.10 $1.20 33.5% +2.8% 4↑ 1↓ $1.3B 12.8% 7
Current FY
2026-12-31
$4.43 $4.31 $4.58 36.6% +5.4% 5↑ 0↓ $5.0B 8.6% 8
Next FY
2027-12-31
$5.41 $5.10 $5.64 22.1% +5.2% 6↑ 0↓ $5.4B 9.0% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.019
7d ago$0.986+0.033
30d ago$0.976+0.043
60d ago$0.963+0.056
90d ago$0.928+0.091
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 Keybanc MAINTAIN Overweight Overweight
May 1, 2026 JP Morgan MAINTAIN Overweight Overweight
May 1, 2026 BTIG MAINTAIN Buy Buy
Apr 10, 2026 Susquehanna MAINTAIN Positive Positive
Apr 9, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 1, 2026 Wells Fargo INITIATE Overweight
Feb 4, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 4, 2026 BTIG MAINTAIN Buy Buy
Jan 15, 2026 Alembic Global INITIATE Overweight
Jan 14, 2026 Keybanc MAINTAIN Overweight Overweight
Dec 19, 2025 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202631110093%
May 1, 202641010093%
Apr 1, 202641010093%
Mar 1, 20264920087%
Feb 1, 20264920087%
Jan 1, 20264920087%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 29, 2026
short_volume
Short Volume: ATI — 55.8% short (0.7M / 1.2M)
Short: 674,727 | Exempt: 241 | TRF Vol: 1,208,826 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: ATI — 56.3% short (0.3M / 0.6M)
Short: 332,191 | Exempt: 0 | TRF Vol: 590,291 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: ATI — 2.3M shares, 50,584 trades
Week starting 2026-05-11. Total ATS volume: 2,275,870 shares across 50,584 trades.
May 4, 2026
dark_pool
Dark Pool: ATI — 4.3M shares, 68,974 trades
Week starting 2026-05-04. Total ATS volume: 4,250,149 shares across 68,974 trades.
Apr 30, 2026
earnings_calendar
ATI Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: ATI — 3.1M shares, 68,166 trades
Week starting 2026-04-27. Total ATS volume: 3,056,194 shares across 68,166 trades.
Apr 20, 2026
dark_pool
Dark Pool: ATI — 3.4M shares, 66,449 trades
Week starting 2026-04-20. Total ATS volume: 3,374,385 shares across 66,449 trades.
Apr 14, 2026
short_interest
FTD: ATI — 8,479 shares ($1.4M) failed to deliver
Settlement: 20260414, Price: $163.78, FTD Value: $1,388,690.62, ATI INC.
Apr 13, 2026
dark_pool
Dark Pool: ATI — 2.1M shares, 53,832 trades
Week starting 2026-04-13. Total ATS volume: 2,127,314 shares across 53,832 trades.
Apr 13, 2026
short_interest
FTD: ATI — 8,490 shares ($1.4M) failed to deliver
Settlement: 20260413, Price: $162.21, FTD Value: $1,377,162.9, ATI INC.
Apr 8, 2026
short_interest
FTD: ATI — 7,513 shares ($1.1M) failed to deliver
Settlement: 20260408, Price: $147.28, FTD Value: $1,106,514.64, ATI INC.
Apr 6, 2026
dark_pool
Dark Pool: ATI — 2.7M shares, 55,680 trades
Week starting 2026-04-06. Total ATS volume: 2,676,224 shares across 55,680 trades.
Mar 30, 2026
dark_pool
Dark Pool: ATI — 4.1M shares, 53,592 trades
Week starting 2026-03-30. Total ATS volume: 4,071,718 shares across 53,592 trades.
Mar 23, 2026
dark_pool
Dark Pool: ATI — 2.9M shares, 52,589 trades
Week starting 2026-03-23. Total ATS volume: 2,904,955 shares across 52,589 trades.
Mar 16, 2026
dark_pool
Dark Pool: ATI — 2.3M shares, 49,096 trades
Week starting 2026-03-16. Total ATS volume: 2,289,804 shares across 49,096 trades.