Mativ Holdings, Inc. is a global leader in specialty materials, solving our customers' most complex challenges by engineering bold, innovative solutions that connect, protect and purify our world. Headquartered in Alpharetta, Georgia, we manufacture on three continents and generate sales in over 80 countries through our family of business-to-business and consumer product brands. The company's two operating segments, Filtration & Advanced Materials and Sustainable & Adhesive Solutions, target premium applica ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about ATI (ATI) .ATI currently has an average brokerage recommendation (ABR) of 1.40, on a scale of 1 ...

Have you been paying attention to shares of ATI (ATI) ? Shares have been on the move with the stock up 5.7% over the past month. The stock hit a new 52-week high of $105.72 in the previous session. ATI has gained 90.3% since the start of the year compared to the 27.1% gain for the Zacks Aerospace sector and the 28.5% return for the Zacks Aerospace - Defense Equipment industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings conse ...

Core Insights - ATI shares increased by 5.3% to close at $104.73, supported by higher trading volume compared to normal sessions, contrasting with a 1.5% gain over the past four weeks [1] - The stock's rally is attributed to optimism regarding ATI's strong performance in the aerospace and defense sectors, which is enhancing its revenue and margins [2] - The recent appointment of James Robert Foster as Senior Vice President, Finance and CFO is expected to contribute operational depth and financial discipline to ATI's growth [2] Financial Performance - ATI is projected to report quarterly earnings of $0.88 per share, reflecting an 11.4% year-over-year increase, with revenues anticipated at $1.2 billion, a 2.6% rise from the previous year [3] - The consensus EPS estimate for ATI has been revised 0.7% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] Industry Context - ATI holds a Zacks Rank of 2 (Buy) and is part of the Zacks Aerospace - Defense Equipment industry, which includes Moog (MOG.A), another stock in the sector that saw a 2% increase to $239.2 [5] - Moog's consensus EPS estimate remains at $2.31, representing a 29.8% increase from the previous year, and it currently holds a Zacks Rank of 3 (Hold) [6]

Proven ATI leader brings operational depth and financial discipline to drive next phase of growthDALLAS, Dec. 8, 2025 /PRNewswire/ -- ATI Inc. (NYSE: ATI) announced that James Robert "Rob" Foster will become Senior Vice President, Finance and Chief Financial Officer, effective January 1, 2026. Foster succeeds Don Newman, who will serve as Strategic Advisor to the CEO beginning January 1. As previously announced, Newman will retire on March 1, 2026, and serve in an advisory capacity for a continued period t ...

Core Viewpoint - The Carillon Scout Mid Cap Fund's third-quarter 2025 investor letter highlights strong corporate earnings and AI infrastructure momentum as key drivers for positive returns in the Russell Midcap Index [1]. Company Overview - ATI Inc. (NYSE:ATI) is an industrial company focused on producing and distributing specialty materials and complex components, primarily for the aerospace and defense markets [2][3]. - As of December 02, 2025, ATI Inc. stock closed at $98.66 per share, with a market capitalization of $13.599 billion [2]. Stock Performance - ATI Inc. stock gained 2.25% over the past month and has risen 64.71% in value over the last 52 weeks [2]. - The company's third-quarter revenue increased by 7% year-over-year, exceeding $1.1 billion [4]. Investment Sentiment - Despite ATI Inc.'s potential, the fund suggests that certain AI stocks may offer greater upside potential and carry less downside risk [4]. - ATI Inc. is not among the 30 most popular stocks among hedge funds, with 58 hedge fund portfolios holding its stock at the end of the third quarter, up from 57 in the previous quarter [4]. Strategic Shift - The company is shifting away from commodity products towards higher value-added offerings for aerospace, medical, electronics, and specialty energy uses, which is viewed positively for long-term growth [3]. - There is significant long-term growth potential in the aerospace sector as demand for travel increases and airlines modernize their fleets with more fuel-efficient planes [3].

Industry Overview - 3D Printing, also known as additive manufacturing, has transformed product design and production since its introduction in the 1980s, offering precision, customization, and efficiency [1] - The technology has evolved from a prototyping technique to a comprehensive manufacturing solution across various sectors, including healthcare, aerospace, automotive, and consumer goods [2][4] - Additive manufacturing reduces waste, allows for complex designs, and supports on-demand production, which is particularly advantageous for industries with fluctuating demand [3] Market Dynamics - North America holds over 35% of the 3D Printing market share, driven by strong R&D investments and advanced manufacturing infrastructure, while the Asia-Pacific region, led by China and India, is rapidly advancing in this field [5] - The adoption of 3D Printing is accelerating due to its cost-effectiveness, customization capabilities, and sustainability compared to traditional manufacturing methods [3] Key Players - Proto Labs is recognized as a leader in rapid prototyping and on-demand production, operating over 120 additive manufacturing machines and producing more than 250,000 parts monthly [7] - AMETEK specializes in high-performance metal powders for additive manufacturing, with a diverse range of alloys tailored for various processes [12][13] - ATI Additive Manufacturing offers comprehensive capabilities across the additive supply chain, focusing on both Electron Beam Melting and Direct Metal Laser Melting technologies [15][16] Recent Developments - Proto Labs has expanded its manufacturing capacity in response to rising demand for metal 3D-printed parts and introduced advanced technologies like Axtra3D Hybrid PhotoSynthesis [9][8] - AMETEK's acquisition of Faro Technologies for $920 million enhances its 3D metrology portfolio, complementing previous acquisitions to strengthen its precision scanning capabilities [14] - ATI has launched a state-of-the-art facility for additive manufacturing, integrating design, printing, and inspection processes to serve high-performance markets [17]

Core Viewpoint - ATI reported strong earnings for Q3 2025, with adjusted earnings exceeding estimates, but net sales fell short of expectations, indicating mixed performance in the market [2][3]. Financial Performance - ATI recorded a profit of $110 million or 78 cents per share for Q3 2025, an increase from $82.7 million or 57 cents in the same quarter last year [2]. - Adjusted earnings were 85 cents, up 42% from the previous year's 60 cents, surpassing the Zacks Consensus Estimate of 75 cents [2]. - Net sales for Q3 were $1,125.5 million, missing the Zacks Consensus Estimate of $1,139.8 million, but showing a 7% year-over-year increase [3]. Segment Highlights - HPMC segment reported sales of $602.9 million, up 9% year-over-year, but below the consensus estimate of $623 million; segment EBITDA rose 18.3% to $145.8 million [4]. - Advanced Alloys & Solutions (AA&S) recorded sales of $522.6 million, a 4.8% increase from $498.8 million, exceeding the consensus estimate of $507 million; however, segment EBITDA decreased by 23% year-over-year to $90.4 million [5]. Financial Position - As of Q3 2025, cash and cash equivalents were $372.2 million, down 8.6% year-over-year; long-term debt decreased by 7.6% to $1,715.2 million [6]. Outlook - For Q4 2025, adjusted EBITDA is expected to be between $221 million and $231 million, with full-year guidance raised to $848 million-$858 million from the previous $810 million-$840 million [7]. - Adjusted earnings per share for Q4 are projected at 84-90 cents, and for the full year at $3.15 to $3.21, an increase from earlier expectations of $2.90-$3.07 [7]. - Adjusted free cash flow for the full year is estimated between $330 million and $370 million, with capital expenditures anticipated to be $260 million to $280 million [7]. Market Sentiment - Since the earnings release, there has been an upward trend in estimates for ATI, indicating positive market sentiment [8][10]. - ATI holds a Zacks Rank 2 (Buy), suggesting expectations for above-average returns in the coming months [10]. Industry Comparison - ATI operates within the Zacks Aerospace - Defense Equipment industry, where competitor Hexcel (HXL) reported a slight revenue decline of 0.1% year-over-year, with a Zacks Rank 4 (Sell) [11][12].

Core Points - Robert S. Wetherbee will retire as Executive Chair and Board member of ATI Inc. [1] - Kimberly A. Fields has been elected as the new Board Chair of ATI, in addition to her current roles as Chief Executive Officer and President [1]