TSE:ATS

ATS Automation Tooling Systems (ATS.TO)

37.51
-1.75 (4.46%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

ATS Automation Tooling Systems (ATS-T) has received generally positive reviews from various experts, highlighting its resilience and strong market positioning despite some recent volatility. The company reported revenue that surpassed expectations, although bookings have started to soften. Analysts note a strategic shift towards higher-quality businesses, which may sacrifice short-term growth for long-term stability. There is a consensus that ATS is well-placed to benefit from ongoing trends like reshoring and modernization of global manufacturing, with most reviews indicating a potential upside in share prices within a range of 10% to 25%. The overall outlook remains optimistic, with strong fundamentals and a healthy project pipeline bolstering confidence among analysts.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Rohm, ROHM
PAST TOP PICK
(A Top Pick Aug 19/21, Up 3%) He'd buy here. Companies are spending money to cut their costs through automation. This year, earnings will be up sharply, and up 80% for 2023. Industrial area should do well in the next cycle. Fundamentally attractive, technically behaving as it should.
WAIT
Great company. Decent growth rate. Priced well. Good balance sheet. In no man's land right now. Technically, it had a great run. With all the erosion in the market, more interesting places to put capital and get immediately rewarded.
BUY ON WEAKNESS
Recent earnings very strong. Management navigating supply issues well. Stock trading multiples and active share buybacks. Modelling 92% EPS growth rate. Balance sheet has a fair amount of debt.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is sensitive to broad economic growth and is likely why the shares are dragging down. Trading at 16x forward earnings and good growth is expected. Risks are most likely already priced in. Cost pressures and slowdowns are possible, but many companies, including ATA will manage through them. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Recent selloff on stock has created buying opportunity. As Covid-19 passes, business will be well positioned. Automation services will be highly valued going forward.

PAST TOP PICK
(A Top Pick Mar 12/21, Up 75%) Earnings beat by 18%. Had a big move so sold half. Trades at a higher P/E now and maybe not as much growth ahead.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is up more than 100% in the past year. It has slightly declined but it is more on sell on news right now. EPS estimates beat last quarter. Backlog is nearly $1.5B and sales are climbing 48%. A solid quarter. Unlock Premium - Try 5i Free

BUY ON WEAKNESS
Really likes management and its direction. Automation is the big theme going forward. Healthcare, auto, manufacturing, nuclear industry. Very acquisitive. Pricey, but stable, performing well even on bad days. Good addition on a pullback.
TOP PICK
A well run company that provides automation to manufacturing and focuses on regulated business spaces. Higher labour costs and supply chain issues create good tail winds for them. EVs and battery assemblies are good for them too. Yield 0% (Analysts’ price target is $61.10)
PAST TOP PICK
(A Top Pick Oct 15/20, Up 180%) Really struggled to get lift-off in the last cycle. A fantastic growth platform. Automating manufacturing process and on-shoring is a tailwind. Has made 3-4 deals since then. Bought a life science business last week, which sells equipment. All the pieces are in place to close the valuation gap with US peers. MNA will continue to reward them. There are lots of potential acquisitions.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Could deliver good growth although it is more in the cyclical business. Business is solid and the stock has hit more investor’s radar. 3 year + timeframe. Unlock Premium - Try 5i Free

TOP PICK
Grown into life sciences, consumer products, food and beverages. No shortage of companies that look to automation to cut costs. Beat recent estimates by 50%. Opportunities to make acquisitions. Quite an exciting story, that should go on for quite some time. No dividend. (Analysts’ price target is $50.30)
PAST TOP PICK
(A Top Pick Jun 03/20, Up 68%) Finally getting traction with investors. Great CEO. Building up presence in higher end pharma space. Great story, good backlog. He'd still buy it here.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Earnings report was overall good. Revenues beat expectations by $20M. Backlog is up 23% to $1.1B and EPS is $0.34. EBITDA margins have increased. Their acquisition of BioDot is going well. Shares are up 4% after the report. Unlock Premium - Try 5i Free

PAST TOP PICK
(A Top Pick Jun 03/20, Up 49%) Still a top-5 holding for him. This business enjoys lots of tailwinds. They went into EV's and bought an Italian company in automation processes in consumer staples and bought a company in healthcare. They've put great numbers since. Their valuation is reasonable compared to peers like Rockwell. Great CEO.
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