Should I Buy ITT? ITT 2026 Analysis

Should You Buy ITT Inc (ITT) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

206.870

1 Day change

2.39%

52 Week Range

207.860

Analysis Updated At

2026/02/05

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Buy now (pre-market ~185) as the post-earnings fundamental/news impulse aligns with an already-bullish trend structure.
Near-term upside levels: first target/decision area around R1 ~188.65, then R2 ~191.50 if momentum follows through.
Thesis is supported by strong Q4 beat + accelerating revenue/orders narrative and broadly bullish options positioning (low OI put/call).

Technical Analysis

Trend: Bullish structure with SMA_5 > SMA_20 > SMA_200, indicating an established uptrend.
Momentum: MACD histogram positive (0.159) but contracting, suggesting the uptrend is intact but near-term momentum is cooling.
RSI: RSI_6 ~56.7 (neutral-to-mildly bullish), leaving room for continuation without being overbought.
Key levels: Pivot ~184.05 is the immediate line to hold; resistance at ~188.65 (R1) then ~191.50 (R2). Supports at ~179.44 (S1) and ~176.59 (S2).

Options Data

Bullish

Open Interest Put-Call Ratio

Neutral

Option Volume Put-Call Ratio

Positioning: Open-interest put/call at 0.42 is bullish (more calls positioned than puts).
Flow: Put/call volume ~0.98 is close to neutral on the day (balanced trading activity).
Volatility: IV (30d) ~33.82 vs HV ~20.76 and IV percentile ~87.65 indicates elevated option pricing (typical around earnings/event).
Activity spike: Today’s option volume (~2752) is ~638% of the 30-day average, signaling unusually high attention/participation around the earnings catalyst.

Technical Summary

Sell

Buy

Positive Catalysts

- Earnings catalyst (QDEC 2025 / Q4): Non-GAAP EPS $1.85 beat vs $1.79 est; revenue $1.05B beat vs $1.01B est with ~13% YoY growth.
- Operational momentum: Reported strong orders (noted +10%) and 2025 performance highlights (orders up, revenue up) with strength in pump projects and defense exposure.
- Quality/perception support: Track record of frequent EPS beats (noted as 100% over the past two years) supports investor confidence.
- Credit backdrop: Investment grade ratings reaffirmed with stable outlook post SPX FLOW acquisition financing actions, supporting capital markets confidence.

Neutral/Negative Catalysts

- Momentum risk: MACD is still positive but contracting, which can precede consolidation after a move.
- Elevated event volatility: High IV/IV percentile suggests the market has priced in a big move; upside may need continued strong guidance/follow-through to extend.
- Prior quarter profitability softness: 2025/Q3 showed EPS and net income down YoY, indicating that margin/earnings growth has been uneven even with strong revenue.
- M&A/leverage overhang: SPX FLOW acquisition implies near-term leverage rise (even with stated plan to reduce), which can cap multiple expansion.

Financial Performance

Latest reported quarter in the dataset (2025/Q3): Revenue $999.1M (+12.87% YoY), but Net Income $126.9M (-21.23% YoY) and EPS $1.62 (-17.35% YoY); gross margin 35.55% (slightly up YoY).
Latest earnings event (QDEC 2025 / Q4, pre-market 2026-02-05): Non-GAAP EPS $1.85 (beat) and revenue $1.05B (~13% YoY), indicating top-line strength and better-than-expected quarter execution.
Growth read-through: Revenue growth is consistently strong across Q3 and Q4; the key question has been earnings conversion, and Q4’s EPS beat is a constructive sign.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Most recent update: Stifel (2026-01-23) lowered PT to $218 from $225 but maintained a Buy rating.
Trend summary: Minor price-target trim while keeping a Buy suggests analysts remain constructive on the story but are modestly tempering upside expectations.
Wall Street pros: Durable industrial demand pockets (notably defense/pumps), consistent revenue growth, and supportive credit profile.
Wall Street cons: Integration/leverage optics around the SPX FLOW acquisition and prior-quarter EPS/net income pressure.
Ownership/trading sentiment checks: Hedge funds neutral and insiders neutral per provided trends; no recent Congress trading data available in the last 90 days.

8 Analyst Rating

Wall Street analysts forecast ITT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ITT is 215.5 USD with a low forecast of 190 USD and a high forecast of 225 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

7 Buy

1 Hold

0 Sell

Strong Buy

Current: 202.050

Low

190

Averages

215.5

High

225

Current: 202.050

Low

190

Averages

215.5

High

225

KeyBanc

Jeffrey Hammond

Overweight

maintain

$215 -> $230

AI Analysis

2026-02-06

New

Reason

KeyBanc

Jeffrey Hammond

Price Target

$215 -> $230

AI Analysis

2026-02-06

New

maintain

Overweight

Reason

KeyBanc analyst Jeffrey Hammond raised the firm's price target on ITT to $230 from $215 and keeps an Overweight rating on the shares following quarterly results. In short, the firm walked away from 2025 encouraged by consistent momentum across the portfolio, particularly in CCT. Moving into 2026, KeyBanc continues to view the SPX Flow deal as a strong strategic fit with meaningful value creating potential, supportive of sustained earnings and multiple expansion over time.

Stifel

Nathan Jones

Buy

maintain

$218 -> $228

2026-02-06

New

Reason

Stifel

Nathan Jones

Price Target

$218 -> $228

2026-02-06

New

maintain

Buy

Reason

Stifel analyst Nathan Jones raised the firm's price target on ITT to $228 from $218 and keeps a Buy rating on the shares.

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ITT Should I Buy

ITT Should I Buy

Should You Buy ITT Inc (ITT) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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