AAON (AAON) Fell Despite Solid Results

2 days ago 7

Soumya Eswaran

Thu, February 19, 2026 astatine 6:20 AM CST 2 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. As galore believe, US equities experienced coagulated returns successful 2025, with double-digit gains crossed each large indices, yet underlying conditions revealed utmost volatility and marketplace leadership. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% nett of fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile successful the quarter. The “low quality” stocks rally persisted successful the quarter, but astatine a slower gait compared to earlier quarters. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks similar AAON, Inc. (NASDAQ:AAON). AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency aerial conditioning and heating equipment. On February 18, 2026, AAON, Inc. (NASDAQ:AAON) banal closed astatine $102.28 per share. One-month instrumentality of AAON, Inc. (NASDAQ:AAON) was 5.90%, and its shares are down 7.51% implicit the past 12 months. AAON, Inc. (NASDAQ:AAON) has a marketplace capitalization of $8.35 billion.

Conestoga Capital Advisors stated the pursuing regarding AAON, Inc. (NASDAQ:AAON) successful its 4th fourth 2025 capitalist letter:

"AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency HVAC systems for commercialized and concern applications. Despite coagulated 3Q25 results, shares retreated arsenic backward looking manufacture transmission checks highlighted ERP-related transportation delays and extended pb times. With a comparatively caller CEO inactive establishing credibility with the Street, execution concerns—even if transitory—weighed connected sentiment fixed the accelerated gait of innovation successful the information halfway cooling market. We judge operational improvements are underway and AAON's beardown hyperscaler relationships presumption the institution good for renewed growth."

Why AAON Inc (AAON) Is Plunging successful 2025?

AAON, Inc. (NASDAQ:AAON) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge money portfolios held AAON, Inc. (NASDAQ:AAON) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of AAON, Inc. (NASDAQ:AAON) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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