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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Rohm, ROHM
BUY
Allan Tong’s Discover Picks In terms of performance, ATS stock has beaten its last four quarter handily. Automation stocks are on the rise. It reported its Q3 in early February: EBITDA almost doubled from $26.8 million to $49.7 million as orders leapt 19% year-over-year. Year-to-date, ATS has soared over 21% while the TSX has risen 8%. Year-over-year, ATS stock still beats the benchmark at 68.5% to 59%. Read 3 Underestimated Automation Stocks for our full analysis.
TOP PICK
Custom made manufacturing and test systems. They make factories ground up or add in. High-growth areas like life-sciences, EVs, and solar. You want to own a cyclical name in this environment. Also a play for re-shoring manufacturing like pharma. 39% earnings growth expected. It has been neglected by the market, trading at 15x 2023. Solid balance sheet. Will benefit from organic growth and acquisitions. (Analysts’ price target is $33.00)
TOP PICK
Very interesting opportunity. Automating production in healthcare and battery production. World is looking to lower costs and bring some processes onshore. Backlog is growing. Right place at right time. Stock's unreasonably down 20% this year. Great management executing well. No dividend. (Analysts’ price target is $25.50)
TOP PICK
Robot factories and processes. On-shoring and building new plants will create good opportunities for them. They are quite undervalued to their peers and have a great cash flow profile. They have been involved in developing COVID-19 testing kits. Yield 0% (Analysts’ price target is $25.42)
PAST TOP PICK
(A Top Pick Feb 05/19, Up 28%) They are automating their factories more. It has grown pretty aggressively in the health care sector. That business is not dependent on the economy. It is trading at a discount to some of its peers.
PAST TOP PICK
(A Top Pick Feb 27/19, Down 6%) They're hurt by weakening European growth. He's not super-worried though, but has trimmed his position. He's bullish about the automation sector in general, so he's staying in ATS. Automation will be key in the future. Expect a few bumpy quarters.
PAST TOP PICK
(A Top Pick Jul 24/18, Up 14%) They make automation processes to assist companies improve their production efficiency. Earnings continue to show good growth. Sales up 17%. PE of 20 times. ROE is reasonable. He no longer owns the stock.
HOLD
It's historically been expensive, but not now. They're executing well and just bought a company in Italy. They have robust back orders. Hold, if you own it, but keep an eye on their next report. They bounced back with a good quarter recently after a new CEO came onboard. Has a good shareholder base, which will limit knee-jerk stock reactions.
PAST TOP PICK
(A Top Pick Jul 24/18, Up 8%) He continues to rank it highly although he no longer owns it.
SELL ON STRENGTH
He'd sell around $20 if it breaks through which looks quite possible. In tech analysis, a stock has to break through a new level.
TOP PICK
They make automation systems and robotics for manufacturing in autos and biopharma. ATS need to create a recurring revenue stream from that. So, this new CEO is creating that and this should raise earnings. (Analysts’ price target is $23.25)
COMMENT
It gapped higher at $17 following earnings, but hit its 200-day moving average and now going lower. Be cautious here long-term. Feb-July is its seasonality.
TOP PICK
Poor Q3 pressured the stock, but sees secular growth in warehouse automation, healthcare equipment and e-cars (to do the automation in those factories). A healthy balance sheet. They just announced an acqusition; he expects more M&A to drive growth. Trading at a low multiple vs. history and peers. Good value here. (Analysts’ price target is $23.25)
BUY
Long history in Canada. Very sensitive to the economic cycle. Now that recession has been put off, it's at a better entry level. Has been a very expensive stock. New management made complementary, but expensive, acquisitions. Given the pullback, he'd be inclined to buy. Well run, and deserves its high multiple. In choppy markets, it will be one of the first to sell off.
WEAK BUY
They got smacked when they missed their quarter. He's long ATS. It does well counter-cyclically, which means as we head towards a rougher economy, this tends to perform better. He believes management will turn this around. This could be a defensive name as he heads towards a rocky economy.
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