Skip to main content

Acuity Inc. (AYI) Stock Analysis

Falling Knife setup

SellModerate Confidence

Industrials · Electrical Equipment & Parts

Sell if holding. Momentum 3.0/10 is below the 5.0 floor at $272.04 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: Mexico manufacturing (55.0%); Sector modifier (Industrials): -0.7.

Acuity Inc. (renamed from Acuity Brands in March 2025) is an industrial technology company with Acuity Brands Lighting (luminaires, controls) and Acuity Intelligent Spaces (building management, Q-SYS audio-video) segments. Approximately 55% of finished goods are manufactured at... Read more

$272.04+12.7% A.UpsideScore 5.7/10#5 of 18 Electrical Equipment & Parts
QualityF-score9 / 9FCF yield5.02%
IncomeYield0.26%(5y avg 0.26%)Payout5.21%sustainable
Stop $263.11Target $306.68(analyst − 13%)A.R:R 2.2:1
Analyst target$352.50+29.6%8 analysts
$306.68our TP
$272.04price
$352.50mean
$435

Sell if holding. Momentum 3.0/10 is below the 5.0 floor at $272.04 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: Mexico manufacturing (55.0%); Sector modifier (Industrials): -0.7. Chart setup: Death cross, below all MAs, RSI 37, MACD bearish. Score 5.7/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

Recent Developments — Acuity Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Strong earnings beat streak (3/4)
Risks
Concentration risk — Geographic: Mexico manufacturing (55.0%)
Sector modifier (Industrials): -0.7
Negative momentum

Key Metrics

P/E (TTM)20.7
P/E (Fwd)13.3
Mkt Cap$8.6B
EV/EBITDA11.8
Profit Mgn9.4%
ROE16.0%
Rev Growth4.9%
Beta1.32
Dividend0.26%
Rating analysts13

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C0.60bullish
IV38%normal

Concentration Risks(10-K Item 1A)

  • HIGHGeographicMexico manufacturing55%
    10-K Item 1A: 'Approximately 55% of our finished products are manufactured in Mexico, a country that periodically experiences heightened civil unrest or may experience trade disputes with the U.S.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Ma Position
1.5
Volume
3.3
Rsi
3.5
Obv
6.7
Below 200-MA, MA slope flat

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
1.7
Quality Rank
5.5
Value Rank
7.7
GatesMomentum 3.0<4.5Death cross (50MA < 200MA)A.R:R 2.2 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 36d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Aggressive
RSI
37 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $271.25Resistance $300.40

Price Targets

$263
$307
A.Upside+12.7%
A.R:R2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.0/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-06-25 (36d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is AYI stock a buy right now?

Sell if holding. Momentum 3.0/10 is below the 5.0 floor at $272.04 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Geographic: Mexico manufacturing (55.0%); Sector modifier (Industrials): -0.7. Chart setup: Death cross, below all MAs, RSI 37, MACD bearish. Prior stop was $263.11. Score 5.7/10, moderate confidence.

What is the AYI stock price target?

Take-profit target: $306.68 (+12.7% upside). Prior stop was $263.11. Stop-loss: $263.11.

What are the risks of investing in AYI?

Concentration risk — Geographic: Mexico manufacturing (55.0%); Sector modifier (Industrials): -0.7; Negative momentum.

Is AYI overvalued or undervalued?

Acuity Inc. trades at a P/E of 20.7 (forward 13.3). TrendMatrix value score: 6.8/10. Verdict: Sell.

What do analysts say about AYI?

13 analysts cover AYI with a consensus score of 3.9/5. Average price target: $353.

What does Acuity Inc. do?Acuity Inc. (renamed from Acuity Brands in March 2025) is an industrial technology company with Acuity Brands Lighting...

Acuity Inc. (renamed from Acuity Brands in March 2025) is an industrial technology company with Acuity Brands Lighting (luminaires, controls) and Acuity Intelligent Spaces (building management, Q-SYS audio-video) segments. Approximately 55% of finished goods are manufactured at seven facilities in Mexico; approximately 14% of net sales originate outside the U.S. No individual customer exceeded 10% of net sales in fiscal 2025.

Related stocks: HAYW (Hayward Holdings, Inc.) · TE (T1 Energy Inc.) · AEIS (Advanced Energy Industries, Inc) · FPS (Forgent Power Solutions, Inc.) · ATKR (Atkore Inc.)