Acuity shares have seen their price target nudged higher as Street models absorb stronger recent execution and a steadily improving outlook for demand. With fair value estimates holding near $399.25 per share and only a slight reduction in the discount rate to 9.28%, the market narrative is shifting more on confidence and risk perception than on fundamental growth revisions. Read on to see how you can stay ahead of these evolving assumptions and keep updated on the changing narrative around Acuity.
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🐂 Bullish Takeaways
Morgan Stanley’s Christopher Snyder lifted his target to $425 from $365 with an Overweight rating, pointing to another gross margin driven EPS beat and what he describes as a much improved business with stronger pricing power and resilient margin expansion despite cost inflation and softer volumes.
TD Cowen’s Jeff Osborne raised his target to $390 from $330 and reiterated a Buy rating, highlighting Q4 margins that impressed, driven by cost takeout and an accelerated productivity focus, which reinforce confidence in management execution and ongoing efficiency gains.
Osborne also notes that the FY26 guide assumes flat market growth, which he views as potentially conservative if order rates benefit from rate cuts, suggesting upside risk to growth expectations relative to what is currently embedded in forecasts and possibly in the share price.
🐻 Bearish Takeaways
Baird increased its target to $360 from $335 but kept a Neutral stance, signaling a more balanced view where recent strength in execution and margins is acknowledged, yet the firm remains cautious on how much upside is left relative to valuation.
Baird points to lighting channel checks showing Q4 volumes and prices moderating sequentially, which tempers growth expectations and underscores a risk that some of the recent margin and earnings outperformance could prove harder to sustain if end demand softens further.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
Completed a multi year share repurchase program first announced on April 4, 2018, retiring 11,377,418 shares in total, equal to 32.07% of shares outstanding, for an aggregate cost of $1.68 billion, according to recent company filings.
From June 1, 2025 to August 31, 2025, executed the final tranche of the 2018 authorization by repurchasing 92,459 shares, or 0.3% of shares outstanding, for $26.54 million, formally closing out the multi year buyback plan.
Some analysts state that the scale of cumulative buybacks may provide a meaningful tailwind to earnings per share, with the sharply reduced share count viewed by those analysts as a potential support for valuation amid mixed end market demand and a more cautious macro backdrop.
Read More: Why Analysts Think Acuity Could Be Undervalued As Margins Strengthen And
