Monty RakusenThere has been no shortage of issues at major aircraft OEMs Airbus (EADSY) or Boeing (BA), but those headwinds haven’t prevented ATI (NYSE:ATI) from leveraging this upturn in aerospace and generating meaningfully better margins than in past years. With that, these shares have done alright since my last update, climbing more than 25%, though other specialty alloy rivals like Carpenter (CRS) and Universal Stainless & Alloy Products (USAP) have done even better. I do have some concerns that th ...

After a nice run higher, one analyst moves to the sidelines.Specialty materials company ATI (ATI -11.14%) has been flying high this year, with the shares up more than 40% since Feb. 1.At least one Wall Street analyst believes that momentum is likely to stall from here. Shares of ATI were down about 10% as of 10:45 a.m. ET Friday after the stock was downgraded to neutral.A strong surge subsides?ATI, formerly known as Allegheny Technologies, is a maker of high-performance materials and advanced metal alloys u ...

文章核心观点 - 投资者关注基础材料类股票时应寻找表现最佳公司，阿勒格尼技术公司（ATI）和信实公司（RS）值得关注，二者有望延续良好表现 [1][2][3] 阿勒格尼技术公司（ATI）情况 - 属于基础材料板块，该板块有241家公司，在Zacks板块排名中位列第4 [1] - Zacks排名为2（买入），过去一个季度全年盈利的Zacks共识预期上调6.3%，分析师情绪积极，盈利前景改善 [2] - 今年迄今回报率为28.3%，跑赢基础材料板块（平均下跌3%） [2] - 属于特种钢铁行业，该行业有6只个股，在Zacks行业排名中位列第52，今年迄今平均涨幅27.2%，ATI表现更优 [3] 信实公司（RS）情况 - 今年迄今回报率为2.6%，跑赢基础材料板块 [2] - 当前年度的共识每股收益预期在过去三个月提高1.7%，Zacks排名为2（买入） [3] - 属于杂项矿业行业，该行业有60只个股，在Zacks行业排名中位列第189，今年迄今跌幅8.6% [3] 行业相关情况 - Zacks板块排名通过衡量各板块内个股的平均Zacks排名来评估16个板块的实力 [1] - Zacks排名是成功选股模型，强调盈利预测和预测修正，能筛选出未来1 - 3个月可能跑赢大盘的股票 [2]

公司信息 - 公司为ATI Inc.，是全球高性能材料和解决方案生产商，服务于全球航空航天和国防市场，以及电子、医疗和特种能源等关键应用领域 [2] - 公司通过材料科学解决世界难题，与客户合作提供非凡材料，其专有工艺技术、独特客户合作关系和创新承诺为当下和未来提供材料和解决方案 [2] 公司动态 - 公司首席财务官Don Newman将于2024年6月11日下午12:45 CT在伊利诺伊州芝加哥举行的2024年富国银行工业会议上发言 [1] - 炉边谈话链接可在www.ATImaterials.com/investors的新闻与活动板块获取，活动音频回放和完整文字记录将在演讲后提供 [1]

Investors might want to bet on Allegheny Technologies (ATI) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.Inves ...

The Basic Materials group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Allegheny Technologies (ATI) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Basic Materials peers, we might be able to answer that question.Allegheny Technologies is a member of the Basic Materials sector. This group includes 240 individual stocks and currently holds a Zacks Sector Rank of #3. The Zacks ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...

Experienced leader with track record of increasing operational performanceDALLAS, May 2, 2024 /PRNewswire/ -- ATI Inc. (NYSE: ATI) announces that Netta Washington has joined as Executive Vice President, leading the company's High Performance Materials and Components (HPMC) segment. Washington will guide the strategy and performance of the businesses within HPMC, helping to continue building the synergies and optimizing the supply chain between these strong businesses. Washington will be based at ATI's Dalla ...

文章核心观点 - ATI公司2024年第一季度盈利下降但净销售额超预期，各业务板块表现有差异，财务状况有变化，前景乐观 [1][5] 各业务板块表现 高性能材料与组件（HPMC） - 第四季度销售额5.299亿美元，同比增长9%，未达Zacks共识估计的5.31亿美元 [2] - 该季度EBITDA同比增长18.9%至9760万美元，因新一代商用航空平台高利润率产品销量减少，环比利润率下降 [2] 先进合金与解决方案（AA&S） - 销售额5.13亿美元，较去年的5.67亿美元下降约9.5%，超Zacks共识估计的4.748亿美元 [3] - 航空航天和国防销售强劲，但一般工业市场疲软致整体销售额下降 [3] - 该季度EBITDA为7180万美元，同比下降14.2%，镍基合金和特种合金交付增加推动环比利润率改善 [3] 财务状况 - 2024年第一季度经营活动现金使用量为9900万美元，去年为2.852亿美元 [4] - 长期债务为21.464亿美元，较去年水平增长26% [4] 公司展望 - 因商用飞机订单积压健康，公司前景光明，将凭借关键市场稳定需求和扩大产能保持增长并提高利润率 [5] - 有望实现2024年和2025年财务目标，到2027年营收超50亿美元、调整后EBITDA超10亿美元 [5] Zacks评级与推荐 - ATI目前Zacks排名为3（持有） [6] - 基础材料领域排名较好的股票有Gold Fields Limited（Zacks排名1，强力买入）、L.B. Foster Company和American Vanguard Corporation（Zacks排名2，买入） [6] - Gold Fields Limited第一季度收益共识估计为每股22美分，过去60天该估计稳定 [6] - L.B. Foster定于5月7日公布第一季度业绩，第一季度收益共识估计为每股亏损16美分，过去一年股价飙升114.7% [6] - American Vanguard Corporation预计5月14日公布第一季度业绩，第一季度收益共识估计为每股8美分，同比增长14.3% [6]