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Ati Inc. (ATI) Stock Fundamental Analysis & AI Rating 2026

ATI NYSE Steel Pipe & Tubes DE CIK: 0001018963
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-29
Combined AI Rating
HOLD
76% Confidence
NEUTRAL
SELL
70% Conf
BUY
83% Conf

📊 ATI Key Takeaways

Revenue: $1.2B
Net Margin: 10.3%
Free Cash Flow: $73.0M
Current Ratio: 2.67x
Debt/Equity: 1.01x
EPS: $0.85
AI Rating: SELL with 70% confidence
Ati Inc. (ATI) receives a HOLD rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of 10.3%, and return on equity (ROE) of 6.7%, Ati Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete ATI stock analysis for 2026.

Is Ati Inc. (ATI) a Good Investment?

Claude

ATI exhibits fundamental weakness with net income declining 3.4% YoY despite 5.2% revenue growth, indicating margin compression and cost pressures in a cyclical industry. Critical interest coverage ratio of only 1.5x provides minimal buffer against operational stress, while low ROE (6.7%) and ROA (2.3%) reveal poor capital efficiency.

ChatGPT

ATI shows solid fundamental quality with healthy revenue growth, strong operating profitability, and meaningful free cash flow generation. The balance sheet is workable rather than pristine, but liquidity is strong and returns on equity and assets indicate efficient capital use. The main watchpoint is that net income declined despite sales growth, which suggests future upside depends on sustaining margins and converting growth into cleaner earnings expansion.

Why Buy Ati Inc. Stock? ATI Key Strengths

Claude
  • + Positive revenue growth of 5.2% YoY with solid 14.2% operating margins
  • + Strong liquidity position with 2.67x current ratio and $401.7M cash reserves
  • + Positive free cash flow generation of $73M despite profitability headwinds
ChatGPT
  • + Strong margin profile with 22.0% gross margin and 14.0% operating margin
  • + Healthy financial position supported by 2.66x current ratio and positive $333.70M free cash flow
  • + High capital efficiency with 22.4% ROE and 7.9% ROA

ATI Stock Risks: Ati Inc. Investment Risks

Claude
  • ! Net income declining YoY despite revenue growth signals deteriorating profitability and margin compression
  • ! Dangerously low interest coverage ratio of 1.5x leaves no room for operational stress in cyclical steel industry
  • ! Weak capital returns (ROE 6.7%, ROA 2.3%) indicate poor asset and equity utilization; debt/equity ratio of 1.01x with $1.8B long-term debt limits financial flexibility
ChatGPT
  • ! Net income fell 3.4% year over year even as revenue increased, indicating some earnings pressure
  • ! Leverage remains meaningful with $1.72B long-term debt and 0.95x debt-to-equity
  • ! Interest coverage of 5.8x is adequate but leaves less room if operating conditions weaken

Key Metrics to Watch

Claude
  • * Gross margin trends and competitive pricing power in steel pipe sector
  • * Operating cash flow sustainability and working capital management
  • * Interest expense trajectory and refinancing schedules for debt maturity
ChatGPT
  • * Operating margin and net margin progression
  • * Free cash flow conversion relative to capital expenditures

Ati Inc. (ATI) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$118.2M
EPS (Diluted)
$0.85
Free Cash Flow
$73.0M
Total Assets
$5.2B
Cash Position
$401.7M

💡 AI Analyst Insight

Strong liquidity with a 2.67x current ratio provides a solid financial cushion.

ATI Profit Margin, ROE & Profitability Analysis

Gross Margin 22.8%
Operating Margin 14.2%
Net Margin 10.3%
ROE 6.7%
ROA 2.3%
FCF Margin 6.3%

ATI vs Materials Sector: How Ati Inc. Compares

How Ati Inc. compares to Materials sector averages

Net Margin
ATI 10.3%
vs
Sector Avg 10.0%
ATI Sector
ROE
ATI 6.7%
vs
Sector Avg 14.0%
ATI Sector
Current Ratio
ATI 2.7x
vs
Sector Avg 1.6x
ATI Sector
Debt/Equity
ATI 1.0x
vs
Sector Avg 0.6x
ATI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ati Inc. Stock Overvalued? ATI Valuation Analysis 2026

Based on fundamental analysis, Ati Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
6.7%
Sector avg: 14%
Net Profit Margin
10.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.01x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ati Inc. Balance Sheet: ATI Debt, Cash & Liquidity

Current Ratio
2.67x
Quick Ratio
1.17x
Debt/Equity
1.01x
Debt/Assets
64.0%
Interest Coverage
1.48x
Long-term Debt
$1.8B

ATI Revenue & Earnings Growth: 5-Year Financial Trend

ATI 5-year financial data: Year 2021: Revenue $4.1B, Net Income $252.5M, EPS $1.81. Year 2022: Revenue $3.8B, Net Income -$1.6B, EPS $-12.43. Year 2023: Revenue $4.2B, Net Income $184.6M, EPS $1.32. Year 2024: Revenue $4.4B, Net Income $323.5M, EPS $2.23. Year 2025: Revenue $4.6B, Net Income $410.8M, EPS $2.81.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ati Inc.'s revenue has grown significantly by 11% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.81 reflects profitable operations.

ATI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.3%
Free cash flow / Revenue

ATI Quarterly Earnings & Performance

Quarterly financial performance data for Ati Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.1B $97.0M $0.67
Q3 2025 $1.1B $82.7M $0.57
Q2 2025 $1.1B $81.9M $0.58
Q1 2025 $1.0B $66.1M $0.46
Q3 2024 $1.0B $82.7M $0.57
Q2 2024 $1.0B $81.9M $0.58
Q1 2024 $1.0B $66.1M $0.46
Q3 2023 $1.0B $54.0M $0.42

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ati Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$128.2M
Cash generated from operations
Stock Buybacks
$75.0M
Shares repurchased (TTM)
Capital Expenditures
$55.2M
Investment in assets
Dividends
None
No dividend program

ATI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ati Inc. (CIK: 0001018963)

📋 Recent SEC Filings

Date Form Document Action
May 12, 2026 4 xslF345X06/ownership.xml View →
Apr 30, 2026 10-Q ati-20260329.htm View →
Apr 30, 2026 8-K ati-20260430.htm View →
Mar 24, 2026 DEF 14A d932857ddef14a.htm View →
Mar 24, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about ATI

What is the AI rating for ATI?

Ati Inc. (ATI) has a Combined AI Rating of HOLD from Claude (SELL) and ChatGPT (BUY) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ATI's key strengths?

Claude: Positive revenue growth of 5.2% YoY with solid 14.2% operating margins. Strong liquidity position with 2.67x current ratio and $401.7M cash reserves. ChatGPT: Strong margin profile with 22.0% gross margin and 14.0% operating margin. Healthy financial position supported by 2.66x current ratio and positive $333.70M free cash flow.

What are the risks of investing in ATI?

Claude: Net income declining YoY despite revenue growth signals deteriorating profitability and margin compression. Dangerously low interest coverage ratio of 1.5x leaves no room for operational stress in cyclical steel industry. ChatGPT: Net income fell 3.4% year over year even as revenue increased, indicating some earnings pressure. Leverage remains meaningful with $1.72B long-term debt and 0.95x debt-to-equity.

What is ATI's revenue and growth?

Ati Inc. reported revenue of $1.2B.

Does ATI pay dividends?

Ati Inc. does not currently pay dividends.

Where can I find ATI SEC filings?

Official SEC filings for Ati Inc. (CIK: 0001018963) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ATI's EPS?

Ati Inc. has a diluted EPS of $0.85.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ATI a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Ati Inc. has a HOLD rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ATI stock overvalued or undervalued?

Valuation metrics for ATI: ROE of 6.7% (sector avg: 14%), net margin of 10.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy ATI stock in 2026?

Our dual AI analysis gives Ati Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is ATI's free cash flow?

Ati Inc.'s operating cash flow is $128.2M, with capital expenditures of $55.2M. FCF margin is 6.3%.

How does ATI compare to other Materials stocks?

Vs Materials sector averages: Net margin 10.3% (avg: 10%), ROE 6.7% (avg: 14%), current ratio 2.67 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-29 | Powered by Claude AI