NASDAQ

Aaon, INC.

AAON

4 stories

$6.4B Market cap · 2026-10-16

Research Roundup Vol. LIV

Research Roundup covers AAON's data-center cooling ramp, Knife River's margin recovery, ChronoScale's Microsoft-backed neocloud buildout…

AAON · long

Aaon INC (aaon)

AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.

AAON

AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.

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Letters that discuss AAON.

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