AAON, Inc. (AAON) shares climbed 5.7% to $89.10 as of September 26, 2026, a significant gain from the prior close of $84.27. BestStocks flagged the session as a major change for AAON. Below, we break down what changed for AAON, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
AAON climbed 5.7% to $89.10
AAON climbed 5.7% in its latest session, moving from $84.27 to $89.10.
ActivityMedium confidence
Rel. volume
1.8×
Above Avg
Vs peers
—
No comparable peers
Market cap
$7.3B
NASDAQ Global Select
Analyst target
$123
+37.7% vs price
Price chart
Aug 26 – Sep 25
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details
What it means for AAON, Inc. investors
For AAON, Inc. investors, the balance of recent signals points to a bullish shift. On the constructive side: Material positive event; Strong 5.7% price move with conviction. Weighing against that: AAON, Inc. (AAON) moved −5.78% from $94.71 to $89.24 on 2026-08-10; AAON, Inc. (AAON) moved -6.77% from $111.42 to $103.88 on 2026-07-20. Wall Street's consensus price target sits at $122.67, implying +37.7% upside from $89.10. BestStocks rates the overall signal quality medium (65/100). With earnings roughly 40 days out, the next report is the most likely near-term test of the move.
AAON price reaction
AAON last traded at $89.10, up $4.83 (+5.73%) from the previous close of $84.27. The session traded on 1.8× average volume (above avg), so the move carried above-average conviction. Over the past month the stock has ranged between $74.32 and $89.10, and it currently sits about 100% of the way up that band.
Bullish and bearish analyst opinions on AAON, Inc. (AAON)
The consensus analyst price target on AAON, Inc. (AAON) is $122.67, 37.7% above the recent $89.10. Over the past 90 days analysts logged 0 upgrades, 2 maintains, and 0 downgrades. Here is how the bullish and bearish cases on AAON line up.
▲ The bullish case
+Wall Street's consensus price target of $122.67 implies +37.7% upside from $89.10.
+The Street's most bullish target is $130.00 (+45.9%).
+Material positive event.
+Strong 5.7% price move with conviction.
+Positive price momentum.
▼ The bearish case
−AAON, Inc. (AAON) moved −5.78% from $94.71 to $89.24 on 2026-08-10.
Bull vs bear balanceBullish Shift
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is bullish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 26, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
AAON, Inc. moved +5.22% intraday from $79.27 to $83.41. ### 📊 AAON Market Update AAON (NASDAQ: AAON ) shares have seen recent commentary and movement driven by bargain hunting after a pullback from earlier highs, alongside favorable analyst notes highlighting its long-term growth and valuation near ~23x 2027 estimated earnings. - 💡 Valuation Appeal: Recent bullish notes suggest the stock's pullback makes its forward valuation reasonable given its robust multi-billion-dollar backlog. - 🔎 Growth & Backlog: Investors are weighing robust demand in the BASX data-center cooling segment against near-term gross margin pressures from plant expansions. If you'd like, tell me: - Are you holding or looking to buy AAON? - What specific price action or news are you tracking today? I can provide a more tailored breakdown or valuation context for your investment strategy.
Material / Earnings2026-09-22+3.8%
AAON moved +2.83% from its $77.09 open to a $79.27 close on 2026-09-22.
Material / Earnings2026-09-17+1.2%
AAON, Inc. (AAON) moved -2.72% from $78.57 to $76.43 on 2026-09-17. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average, suggesting the move was not driven by unusual trading activity.
Material / Earnings2026-09-15-1.6%
AAON, Inc. (AAON) moved -2.96% from $76.59 to $74.32 on 2026-09-15. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears technical: AAON reached a new 30-day low on volume near its 5-day average.
Material / Earnings2026-09-11+4.3%
AAON, Inc. (AAON) moved +3.94% from $76.77 to $79.80 on 2026-09-11. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average at 0.8x.
Material / Earnings2026-09-09-3.0%
AAON, Inc. (AAON) moved -2.72% from $79.17 to $77.02 on 2026-09-09. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average.
Material / Earnings2026-09-03+4.5%
AAON, Inc. (AAON) moved +4.39% from $74.70 to $77.98 on 2026-09-03. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume was 1.4x the 5-day average, suggesting modestly elevated but not exceptional trading interest.
Material / Earnings2026-08-18-6.8%
AAON, Inc. (AAON) moved -5.43% from $86.77 to $82.06 on 2026-08-18. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears to be technical, with AAON reaching a new 30-day low on volume near its 5-day average.
In-depth AAON event analyses
Permanent, dated analyses of AAON's most significant sessions.
AAON climbed 5.7% to $89.10. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did AAON stock rise?
AAON gained 5.73% ($4.83) versus the prior close of $84.27, last trading at $89.10 on 1.8× average volume.
When is AAON, Inc.'s next earnings date?
AAON's next earnings report is estimated for 2026-11-05 — about 40 days away.
What is the analyst price target for AAON?
The consensus analyst price target for AAON is $122.67, about 37.7% above the current $89.10. Over the past 90 days, analysts recorded 0 upgrades, 2 maintains, and 0 downgrades.
How BestStocks tracks AAON
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared AAON-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for AAON, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 26, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
