A.O. Smith price target lowered to $80 from $89 at Stifel

Stifel lowered the firm’s price target on A.O. Smith (AOS) to $80 from $89 and keeps a Buy rating on the shares. A.O. Smith reported a Q3 EPS beat, but 2025 guidance was reduced slightly on continued headwinds in the China market and incrementally softer new residential construction activity impacting the water heater business, the analyst noted.