AAON is trading 4.5% up at $137.50 following a wave of bullish analyst actions and a strengthened long-term outlook tied to surging data center demand.
- William Blair and Oppenheimer reaffirmed Outperform ratings, while Zacks upgraded the stock to a Strong Buy.
- The company raised its 2026 revenue growth outlook to 40–45%, supported by a record backlog and expanding production capacity.