AAON Loading...

Loading chart...
Top Calls

No data yet

Price change since each call, adjusted for long/short direction. Results calculated:

Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
Time Author Thesis Company / ticker Signal Since call Position Source
13:54
Sep 25
ckcapitalxx
Long AAON: faster growth, temporary plant drag
Buy AAON as the faster-growing data center HVAC play: BASX up 216% with 30% margins and backlog +98%, yet the stock trades at the same forward P/E as VRT; the Memphis plant drag is temporary, with upside toward the $120 average target and Wellington now the largest active holder.
AAON AAON Long — —
13:08
Sep 25
ckcapitalxx
AAON: BASX 216% growth at cheapest multiple
Buy AAON: BASX data-center HVAC grew 216% and is now half the company, backlog doubled to $2B, and growth guidance was raised to 55-60%, yet it trades at its lowest-ever multiple (~30x forward) on temporary Memphis plant costs.
AAON AAON Long 1ST — —
00:13
Aug 28
u/Tedious-Butcher
r/ValueInvesting
AAON has consistent YoY EPS growth, forward P/E of 21, current ratio of 3.01.
AAON has consistent YoY EPS growth, forward P/E of 21, current ratio of 3.01, and low debt/equity of 0.48. Strong balance sheet and growth in contracts with data centers suggest durable demand beyond typical HVAC cycles. Oversold conditions plus solid fundamentals make AAON a compelling long candidate with upside toward $100. Valuation could stay compressed if growth slows, margins tighten, or data center contract ramp disappoints.
AAON AAON Long 1ST — —

About AAON Investor Commentary

Across the available history and selected sources, Buzzberg tracks AAON across 5 sources: 3 bullish vs 0 bearish calls from 5 authors. Historical directional balance: 43% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 7 total trade ideas tracked. Latest voices: ckcapitalxx, u/Tedious-Butcher.