TSE:ATS

ATS Automation Tooling Systems (ATS.TO)

37.76
+0.51 (1.37%)
as of Jul 24, 2026, 3:59:16 pm Market Open.
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Investor Insights
star iconJul 24, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

ATS Automation Tooling Systems (ATS-T) shows a mixed yet optimistic outlook from various analysts, with reviews highlighting the company’s strong position within the automation sector. Although the latest quarter experienced increased revenues, bookings have softened slightly, leading to missed earnings due to a different mix and timing rather than a drop in demand. Analysts continue to recognize the company's focus on higher-quality business, sacrificing short-term growth for longer-term gains. There remains a strong pipeline of projects, and industry structural changes, such as reshoring and labor scarcity, are positioning ATS well for future success. With price targets around $49 to $50, the prevailing sentiment indicates a promising upside potential from current levels, despite some recent volatility.

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Consensus
Positive
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Valuation
Undervalued
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PAST TOP PICK
(A Past Top Pick Apr 20/07. Down 46.4 %.) Just doubled his position in it. Board of directors was changed for the better. New CEO. Have a debt load they have to deal with this month.
DON'T BUY
3 different business lines including a solar business. Key feed stock for making a solar cell is polysilicon, which is in a massive global shortage. They have not been able to secure this so are using other material resulting in the cost structure lagging. Margins are practically negative.
WAIT
A bit of a mixed picture. You have the manufacturing side as well as the solar business. They have a lot of workout to do here. Still have to put in a new CEO.
BUY
IPO was postponed twice which hurt the share price. They've done a rights offering which has raised a lot of money. He likes it.
COMMENT
There has been a coup at the board level, which is the reason for the jump to $7. He would like to look at this one because of the changes.
BUY
Board of directors resigned and have been replaced. New board wants to see things move more quickly. They have a good track record, so he is fairly confident going forward. Could see it tripling over several years.
BUY
Disappointed in the stock results. Hedge funds are trying to put in their own fleet of directors. He will be voting against this. 2 problems last year. Photowatt IPO was a complete disaster and the recent rights offering undercut the stock price at a lot
WEAK BUY
Into solar. Big auto parts provider. At fair value and there is probably decent upside from here.
TOP PICK
Manufacturer automotive, health, computers, etc. they fell off the rails recently when they were going to do an IPO for their photo solar technology. He likes the solar field and longer-term feels it will do well. Good management team.
TOP PICK
Automated robotic assembly lines. There Fuller division was supposed to have an IPO but it was cancelled. Has disappointed investors in the past but feels they can come back. Nice suite of products.
TOP PICK
Have attempted an IPO for their solar unit, but fell off the rails. Making a lot of changes. Very skilled management.
TOP PICK
This is a capital-spending theme. If the market gets in trouble, he thinks capital spending is going to persist. Down last summer and then rallied. Dropped again but with a higher low and is starting to rally again. Overlooked, under owned and under loved.
TOP PICK
(A Top Pick Oct 31/05. Down 15.4%.) Still likes. Likes their subsidiary Photowatt International, which is in the solar power business. Will be spinning off a portion of this as an IPO.
HOLD
Were going to spin off their solar panel division, but didn’t happen as fast as the market had hoped. Solar panel is a major growth area, but about 5 X expensive as producing from power plants. The rest of the company is OK and the spin off will probably happen.
TOP PICK
Likes their solo energy subsidiary, Photowatt. They are booked to spin off part of it in an IPO. A very exciting area to be in. Upside potential is very attractive.
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