Acuity Inc. (AYI) is set to report first-quarter earnings results before Thursday's opening bell, and Wall Street's most accurate forecasters have been busy updating their expectations.
The Atlanta-based company is expected to deliver quarterly earnings of $4.59 per share, which would mark a solid improvement from $3.97 per share in the same period last year. Revenue projections look equally encouraging, with the consensus estimate sitting at $1.14 billion compared to $951.6 million a year earlier.
These updated forecasts come after Acuity reported fourth-quarter results on October 1, showing net sales growth of 17.1% year-over-year to $1.21 billion. The growth was impressive, though the company did fall slightly short of the $1.23 billion analyst consensus.
Shares of Acuity climbed 0.9% on Monday, closing at $376.69, as investors position themselves ahead of the earnings announcement.
What the Top Analysts Are Saying
Several highly-rated Wall Street analysts have weighed in recently, and most are feeling optimistic. Here's how the most accurate forecasters are viewing AYI heading into earnings:
Christopher Glynn at Oppenheimer, who boasts an 81% accuracy rate, maintained an Outperform rating and bumped his price target from $380 to $435 on October 2, 2025. That's the most bullish view among the group.
Joseph O'Dea at Wells Fargo, with a 68% accuracy rate, kept his Overweight rating and raised his target from $380 to $405 on the same day. Morgan Stanley's Christopher Snyder (66% accuracy) also maintained an Overweight rating while increasing his target from $365 to $425.
Not everyone is quite as enthusiastic, though. Brian Lee at Goldman Sachs (60% accuracy) maintained a Neutral rating but still raised his price target from $312 to $356 on October 2, 2025. Timothy Wojs at Baird (55% accuracy) also stuck with a Neutral rating while lifting his target from $335 to $360 on September 25, 2025.
The pattern here is interesting: even the neutral-rated analysts are raising their price targets, suggesting that Acuity's growth trajectory is commanding attention across the Street, regardless of rating category.




