$ATI

ATI INC

AlphAI earnings readSecond Quarter 2026 · AUG 6ATI Announces Second Quarter 2026 Results; ATI Exceeds the High End of Q2 Guidance and Raises Full-Year OutlookVerdict: strong

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$14.0M
Harris Timothy J
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How Investors Are Reacting To ATI (ATI) Record Backlog And Raised Guidance

ATI Inc. raised its 2026 adjusted EBITDA and free cash flow guidance, citing record backlog and strong aerospace and defense demand. The company's updated outlook includes high teens defense growth, reinforcing its long-cycle thesis. ATI's share price is up 64% year-to-date, outpacing its industry group. Key risks include execution challenges and softer demand in industrial and medical sectors.

Harris Timothy J sold $3.2M of ATI

Harris Timothy J (Senior VP and CDIO) sold 16,500 shares of ATI INC (ATI) at $193.06 ($3.19M total) on 2026-09-14 under a Rule 10b5-1 trading plan.

ATI Shares Surge 64% YTD: What's Driving the Momentum?

ATI Inc. shares have surged 64% year to date, outperforming the aerospace-defense industry and S&P 500. The company reports strong aerospace and defense demand, a record backlog, and improved profitability. Q2 2026 jet-engine revenue rose 13%, defense sales increased 36% to $162M, and adjusted EBITDA grew 37% to $284.4M. ATI raised its 2026 adjusted EBITDA outlook to $1.135-$1.185B and adjusted free cash flow guidance to $550-$600M.

ATI sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 3 news stories mentioning ATI (ATI INC). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.

Recent ATI coverage spans earnings, insider activity and financial news.

In the last 30 days, ATI insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($14.0M). The most active reporter was Harris Timothy J, Senior VP and CDIO, with 4 filings. 80% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ATI

AlphAI scores every news story that mentions ATI with an AI model for sentiment and relevance, and aggregates insider trades from ATI INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ATI

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$ATIMed

How Investors Are Reacting To ATI (ATI) Record Backlog And Raised Guidance

ATI Inc. raised its 2026 adjusted EBITDA and free cash flow guidance, citing record backlog and strong aerospace and defense demand. The company's updated outlook includes high teens defense growth, reinforcing its long-cycle thesis. ATI's share price is up 64% year-to-date, outpacing its industry group. Key risks include execution challenges and softer demand in industrial and medical sectors.

ATI Shares Surge 64% YTD: What's Driving the Momentum?

ATI Inc. shares have surged 64% year to date, outperforming the aerospace-defense industry and S&P 500. The company reports strong aerospace and defense demand, a record backlog, and improved profitability. Q2 2026 jet-engine revenue rose 13%, defense sales increased 36% to $162M, and adjusted EBITDA grew 37% to $284.4M. ATI raised its 2026 adjusted EBITDA outlook to $1.135-$1.185B and adjusted free cash flow guidance to $550-$600M.

4 Top Aerospace & Defense Stocks to Consider as America Commemorates 9/11

Four aerospace and defense stocks (ATI, DCO, IA, LOAR) are highlighted as Strong Buys by Zacks, with strong Q2 earnings and raised guidance. ATI reported $1.26B in sales (+10% YoY), record backlog of $4.4B, and raised 2026 EPS guidance. DCO saw record revenue of $224.5M (+11% YoY) and adjusted EPS of $1.18 (+34% YoY). IA reported $26.7M in sales (+11% YoY) and doubled adjusted EPS to $0.33. LOAR posted $171.6M in sales (+39% YoY) and raised 2026 EPS outlook.

$ATIMed

Extended Strategic Agreements to Support Management’s Full-Year 2026 Guidance Raise for ATI Inc. (ATI)

ATI Inc. (NYSE:ATI) raised its 2026 guidance after Q2 revenue rose 11% YoY to $1.26B, with adjusted EBITDA at $284.4M. The company secured long-term supply deals with BWX Technologies and Boeing, supporting its bullish outlook. However, risks include customer concentration and raw material cost volatility. Analysts remain bullish, with a consensus target price of $255.

$ATIMedAI 9/10

ATI’s (ATI) Record Backlog And Raised Guidance Signal Bigger Ambitions

ATI Inc. (NYSE:ATI) reported Q2 sales of $1.26B, up 11% YoY, with net income rising 50% to $151M. The company raised its full-year 2026 outlook, citing strong demand in aerospace and defense. ATI's backlog reached a record $4.4B, up 18% YoY. CEO Kimberly Fields noted demand outpacing supply, and the company repurchased $50M in shares. However, margins in one segment slipped, and debt increased to fund growth.

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