NYSE: AYI

Acuity (AYI) Stock Analysis & Forecast

Sep 28 close

$305.91−13.51 (−4.2%)

Gekko Brief

AI summary

Acuity's week centers on its upcoming fiscal fourth-quarter earnings report, due before the opening bell on 1 October 2026, with several pieces coverage previewing analyst projections for key metrics ahead of that release. The company also declared a quarterly dividend of 20 cents per share, payable 2 November 2026 to shareholders of record by 16 October 2026, and shares had approached a new 52-week high on 23 September before pulling back. A Form 3 filing from a newly appointed director was also recorded but carries no operational detail.

The stock closed at $305.91, down 4.2%, sitting between its 50-day average of $332.05 and 200-day average of $315.38, a mixed trend picture. The GekkoIndex reads 62.5, placing AYI in the Accumulation zone, though the index has slipped 5.7 points over five sessions. Price sits 2.8% above Gekko Fair Value of $297.65.

Earnings arrive on 1 October 2026, just 2 days out and inside a typical 20-trading-day holding window; the prior report showed EPS of $4.97 against a $4.84 estimate with an 18.6% reaction. No insider, Congress, or unusual options activity appears in the respective 90-day and 30-day windows, though one billionaire holder is recorded. Seasonally, the next 20 trading days have averaged a 9.4% gain over 5 years, rising in 4 of them. Consensus among 2 covering analysts stands at a $398.29 target, implying 30.2% upside from current levels.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Acuity price vs fair value

$305.91$297.65Sep ’25Mar ’26Sep ’26
Close $305.91200-day averageGekko Fair Value $297.65

Acuity quick facts

Market cap
$9.16B
P/E ratio
20.6
Forward P/E
14.1
EPS, TTM
$15.06
Revenue, TTM
$4.61B
Profit margin
10.2%
Dividend yield
0.24%
Beta
1.29
Volume
636,721 avg 302,932
1-year return
−8.5%
Typical daily move
±3.2%
Typical 20-day move
±6.6%
50-day average
$332.05
200-day average
$315.38
Next earnings
Oct 1 before open
Shares outstanding
29.94M
52-week range
$257.04$380.17

Acuity swing-trade checklist

Acuity scores 2 supportive, 2 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive2 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $305.91 sits between the 50-day ($332.05) and 200-day ($315.38) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    62.5, Accumulation

    Reading 62.5 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuemixed

    2.8% above

    Price is within 5% of Gekko Fair Value (2.8% above).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 2 days

    Reports on Oct 1, 2026, 2 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +9.4% on average

    From this point in the calendar, the next 20 trading days averaged +9.4% over 5 years, rising in 4 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Acuity stock chart and price history

Acuity closed at $305.91 on Sep 28, 2026, −8.5% over the past year, inside a 52-week range of $257.04 to $380.17.

Close50-day average200-day averageVolume
Acuity share price, past year, with 50-day and 200-day moving averages and volume$275$325$350$375NovDecJan 2026FebMarAprMayJunJulAugSep305.91

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−10.5%
3 months
−16.8%
6 months
+13.4%
1 year
−8.5%
The full AYI chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open AYI in Gekko

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About Acuity

Acuity supplies lighting and building management products and systems to customers across North America and other international markets. It is widely associated with commercial, architectural, and specialty lighting fixtures, control systems, and related components used in both indoor and outdoor settings, marketed under a wide range of brand names.

The company runs through two main segments. One covers lighting and lighting controls, selling to electrical distributors, home improvement retailers, utilities, national accounts, online sellers, lighting showrooms, and energy service companies. The other segment concentrates on building management systems and location-based applications, working with system integrators and end-users such as retailers, airports, and corporate campuses.

Acuity was founded in 2001 and is headquartered in Atlanta, Georgia. Its shares are listed on the NYSE under the ticker AYI.

Listed
NYSE
Sector
Producer manufacturing
Industry
Electrical products
Website
acuityinc.com

Acuity GekkoIndex: the smart money zone

Acuity’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.5, in the Accumulation zone, down 5.7 points over five sessions.

010062.5Accumulation

Down 5.7 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying38−1.1%−0.6%−0.5%+0.4%
Accumulation (current zone)166+0.3%+0.7%+0.7%+2.4%
Neutral417+0.5%+0.8%+1.5%+3.8%
Distribution43−0.6%−0.3%+2.6%+6.1%
Selling8Too few readings yet

Average AYI share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the AYI price, zone by zone.Track AYI in Gekko

Is Acuity stock overvalued? Gekko Fair Value

Acuity trades 2.8% above Gekko Fair Value of $297.65, so the shares are about fair value on Gekko’s estimate.

Gekko’s own estimate of what Acuity shares are worth, recalculated every trading day.

$297.65

Gekko Fair Value, Sep 26, 2026

2.8% above fair value · About fair value

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open AYI in Gekko

Acuity insider and Congress trading

No open-market insider purchases were filed for Acuity, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for AYI in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every AYI insider filing, plotted on the chart in Gekko.Open AYI in Gekko

Congress trades last 90 days

No trades in AYI were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for AYI, plotted on the chart in Gekko.Open AYI in Gekko

Buybacks

Acuity has been buying back its own shares.

Bought back, quarter ended May 31, 2026
$126.9M
As a share of market cap
1.39%
Trailing four quarters
$257.1M

From company filings.

Hedge funds and billionaires quarter ended Mar 31

1of the funds Gekko tracks holds AYI.

1added0opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

Acuity earnings: next date and track record

Acuity reports on Oct 1, 2026, before the open (2 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±8.5%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

+9.0%Oct ’24+0.5%Jan ’25−12.3%Apr ’25+5.5%Jun ’25+3.4%Oct ’25−12.0%Jan ’26−6.5%Apr ’26+18.6%Jun ’26

Last earnings call, Jun 25, 2026 AI summary

What they said
Acuity Brands Fiscal 2026 Q3 earnings call highlighted solid execution across the company with net sales growth, margin expansion, EPS improvement, strong cash flow, and disciplined capital allocation. Management emphasized AIS (Acuity Infrastructure Solutions) growth driven by Distech and QSC, product innovation, entry into adjacencies like refrigeration and data centers, and strategic acquisitions prioritized for AIS. ABL (Acuity Brands Lighting) saw sequential improvement and maintained strong margins despite slightly lower sales; product portfolio simplification (Contractor Select, Design Select, Made-to-Order) and new product introductions (Beyond by Lithonia Lighting, CPX3P) were highlighted. Financials: net sales $1.2B (+2% YoY), adjusted gross margin 50.1%, adjusted operating profit $224M (+1%), adj. EPS $5.31 (+4%). ABL sales $905M (-2%), AIS sales $304M (+15%). Q&A focused on AIS growth sustainability, capital deployment (cash usage, buybacks, M&A), order trends and backlog normalization, inflation and SG&A investments (tech/AI), margin expansion in soft volume, data center opportunity, and organic growth vs. M&A for AIS.
Guidance
Management did not provide specific numeric forward-looking guidance (no revenue or EPS targets). They offered qualitative forward-looking commentary: expect continued firming of demand over next four quarters, continued margin expansion opportunities, Q4 seasonality with sequential increase from Q3 (but potentially less steep), AIS to continue growing at higher rates and remain priority for acquisitions, and continued share buybacks/dividends/acquisitions under an unchanged capital allocation framework.
Risks flagged
Several risks and headwinds were mentioned qualitatively: lingering impacts from tariffs and government shutdowns that affected prior periods, materials inflation (metals), rising SG&A costs (medical up 12%), supply shocks (memory), and potential softness in certain end markets. ABI data weakness and uncertainty in economic indicators were also noted.
ReportedEPSSurpriseRevenueSurpriseMove
Jun 25, 2026$4.97
est $4.84
+2.7%$1.20B
est $1.18B
+1.8%+18.6%
Apr 2, 2026$3.16
est $4.01
−21.2%$1.06B
est $1.09B
−2.8%−6.5%
Jan 8, 2026$4.69
est $4.52
+3.8%$1.14B
est $1.14B
−0.1%−12.0%
Oct 1, 2025$5.20
est $4.83
+7.7%$1.21B
est $1.23B
−1.6%+3.4%
Jun 26, 2025$5.12
est $4.44
+15.3%$1.18B
est $1.15B
+2.7%+5.5%
Apr 3, 2025$3.73
est $3.70
+0.8%$1.01B
est $1.03B
−2.2%−12.3%
Jan 8, 2025$3.97
est $3.90
+1.8%$951.6M
est $1.03B
−7.2%+0.5%
Oct 1, 2024$4.30
est $4.27
+0.7%$1.03B
est $1.02B
+0.8%+9.0%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Acuity stock forecast and analyst price targets

Analysts’ average 12-month price target for Acuity is $398.29, +30.2% from the last close, from 2 firms rating the stock in the last 90 days.

$398.29consensus 12-month target, +30.2% from the last close
Buy1
Hold1
Sell0

Each firm’s latest rating in the last 90 days: 2 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 28William BlairHold, downgraded——
Jul 1Morgan StanleyBuy, maintained$410+34.0%
+0.7%average 20-day move after past Accumulation readings
+9.4%average move over the next 20 trading days in the last 5 years
±3.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Acuity seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Acuity averaged +9.4% across the last 5 years, rising in 4 of them.

Next 20 trading days, by year

+15.4%2021+16.9%2022−7.0%2023+11.1%2024+9.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+8.3%5 of 5
Next 10 trading days+10.6%5 of 5
Next 15 trading days+8.8%4 of 5
Next 20 trading days+9.4%4 of 5
Next 30 trading days+17.2%5 of 5

For scale, AYI’s typical 20-trading-day move in either direction is about 6.6%.

Acuity market cap and key statistics

Acuity’s market cap is $9.16B, with a P/E ratio of 20.6 and revenue of $4.61B over the last twelve months.

Valuation

Market cap
$9.16B
P/E ratio
20.6
Forward P/E
14.1
EPS, TTM
$15.06
Gekko Fair Value
$297.65

Trading

Volume
636,721
Avg volume, 20 days
302,932
52-week high
$380.17
52-week low
$257.04
Shares outstanding
29.94M

Financials

Revenue, TTM
$4.61B
Profit margin
10.2%
Return on equity
17.4%
Quarterly earnings growth, YoY
+46.2%

Risk and income

Beta
1.29
Typical daily move
±3.2%
Typical 20-day move
±6.6%
Dividend yield
0.24%

Acuity stock news this week

Coverage of Acuity this week reads positive: 2 positive, 1 neutral and 1 negative headlines.

News sentiment positive

Acuity peers

Acuity’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
GEVGE Vernova−0.4%Neutral6.0% above
ETNEaton−1.4%Neutral18.4% above
LITELumentum−2.8%Accumulation5.5% below
AMEAMETEK+1.1%Neutral14.0% above
ROKRockwell Automation+0.2%Neutral12.0% above
HUBBHubbell+0.8%Neutral7.4% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Acuity stock FAQ

What is Acuity’s market cap?

Acuity’s market cap is $9.16B at the Sep 28, 2026 close of $305.91, with 29.94M shares outstanding. The shares trade on a P/E ratio of 20.6.

What is the Acuity stock forecast?

The consensus analyst 12-month price target for Acuity is $398.29, +30.2% from the last close. Of the 2 firms that rated the stock in the last 90 days, 1 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Acuity stock overvalued or undervalued?

On Gekko’s estimate Acuity is about fair value: the Sep 28, 2026 close of $305.91 is 2.8% above Gekko Fair Value of $297.65. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Acuity report earnings next?

Acuity is expected to report on Oct 1, 2026, before the market opens (2 days away). Analysts expect earnings of $5.66 per share on revenue of $1.25B. Acuity beat the earnings estimate in 7 of its last 8 reports, moving 8.5% on average across the report.

What is Acuity’s 52-week high and low?

Acuity’s 52-week high is $380.17 and its 52-week low is $257.04; it closed at $305.91 on Sep 28, 2026, −8.5% over the past year.

Is Acuity stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and seasonality), 2 as mixed (trend and fair value) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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