Atmus Filtration Technologies (NYSE:ATMU) Stock Rating Upgraded by Wall Street Zen

Key Points

• Wall Street Zen upgraded Atmus from "buy" to "strong-buy"; the analyst mix overall remains a Moderate Buy with an average target price of $58.25.
• Q1 results beat expectations: adjusted EPS $0.69 vs. $0.65 consensus and revenue $477.5M (+14.6% y/y), with solid margins (adj. EBITDA ~19.8%) and $33M of adjusted free cash flow.
• Guidance disappointed, as FY2026 EPS was set at $2.75–$3.00 (street ~2.91) and revenue $1.9–$2.0B, triggering about a 16.5% share price decline on elevated volume despite the beat.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a "buy" rating to a "strong-buy" rating in a research report issued to clients and investors on Saturday.

Several other equities research analysts also recently issued reports on the company. Zacks Research downgraded Atmus Filtration Technologies from a "strong-buy" rating to a "hold" rating in a report on Monday, April 6th. JPMorgan Chase & Co. lowered their target price on Atmus Filtration Technologies from $73.00 to $70.00 and set an "overweight" rating for the company in a research note on Wednesday, April 1st. Wells Fargo & Company dropped their target price on shares of Atmus Filtration Technologies from $67.00 to $58.00 and set an "equal weight" rating on the stock in a report on Wednesday, April 1st. Weiss Ratings restated a "buy (b-)" rating on shares of Atmus Filtration Technologies in a report on Wednesday, January 21st. Finally, Citigroup reaffirmed an "outperform" rating on shares of Atmus Filtration Technologies in a research report on Wednesday, February 18th. Four research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $58.25.

Atmus Filtration Technologies Trading Down 16.5%

ATMU opened at $52.94 on Friday. The firm's fifty day moving average is $60.58 and its two-hundred day moving average is $55.40. The firm has a market cap of $4.32 billion, a PE ratio of 21.18, a price-to-earnings-growth ratio of 2.88 and a beta of 1.48. Atmus Filtration Technologies has a twelve month low of $34.58 and a twelve month high of $66.50. The company has a debt-to-equity ratio of 1.43, a quick ratio of 1.66 and a current ratio of 2.42.

Atmus Filtration Technologies (NYSE:ATMU - Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The company reported $0.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.65 by $0.04. The company had revenue of $477.50 million during the quarter, compared to analyst estimates of $474.41 million. Atmus Filtration Technologies had a net margin of 11.76% and a return on equity of 69.78%. The firm's revenue was up 14.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.63 EPS. Atmus Filtration Technologies has set its FY 2026 guidance at 2.750-3.000 EPS. Equities research analysts anticipate that Atmus Filtration Technologies will post 2.9 EPS for the current year.

Hedge Funds Weigh In On Atmus Filtration Technologies

A number of large investors have recently bought and sold shares of ATMU. Fifth Third Bancorp bought a new position in shares of Atmus Filtration Technologies during the 1st quarter worth approximately $2,792,000. Hsbc Holdings PLC lifted its position in shares of Atmus Filtration Technologies by 58.4% in the first quarter. Hsbc Holdings PLC now owns 39,396 shares of the company's stock worth $2,222,000 after purchasing an additional 14,531 shares in the last quarter. Abel Hall LLC lifted its position in shares of Atmus Filtration Technologies by 16.9% in the first quarter. Abel Hall LLC now owns 4,805 shares of the company's stock worth $273,000 after purchasing an additional 696 shares in the last quarter. New York State Teachers Retirement System acquired a new position in Atmus Filtration Technologies during the first quarter worth $437,000. Finally, Elevation Point Wealth Partners LLC acquired a new position in Atmus Filtration Technologies during the first quarter worth $391,000. Institutional investors and hedge funds own 32.73% of the company's stock.

Key Stories Impacting Atmus Filtration Technologies

Here are the key news stories impacting Atmus Filtration Technologies this week:

• Positive Sentiment: Q1 results beat expectations — Adjusted EPS $0.69 vs. consensus $0.65 and revenue $477.5–478M (+14.6% y/y), showing continued top-line growth. Article Title
• Positive Sentiment: Profitability & cash flow metrics were solid — adjusted EBITDA margin ~19.8% and adjusted free cash flow of $33M for the quarter, supporting earnings quality. Article Title
• Neutral Sentiment: Full call materials available — earnings press release, slide deck and transcript were posted for investors to review management’s commentary and segment detail. Article Title
• Neutral Sentiment: Analyst consensus still expects ~2.90 FY2026 EPS; the Q1 beat keeps upside potential if execution continues. Article Title
• Negative Sentiment: FY2026 guidance came in light — management guided EPS to $2.75–$3.00 (consensus ~2.91) and revenue to $1.9–$2.0B vs. street ~$2.0B, leaving investors concerned about upside for the year. Article Title
• Negative Sentiment: Market reaction: shares declined sharply on the guidance/expectations gap and elevated trading volume, signaling short-term investor disappointment despite the quarter beat. Article Title

About Atmus Filtration Technologies

Atmus Filtration Technologies is a global developer and manufacturer of high-performance filter media and filtration solutions. The company designs and produces advanced materials that capture airborne particles across a range of applications, from heating, ventilation and air-conditioning (HVAC) systems to industrial and cleanroom environments. By focusing on proprietary meltblown and nanofiber technologies, Atmus delivers media that balances efficiency, airflow and durability for both original equipment manufacturers (OEMs) and aftermarket customers.

The company’s product portfolio encompasses pleated and panel filter media, depth filtration products and specialty laminates used in industries such as commercial buildings, healthcare, transportation and power generation.

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