Atmus Filtration Technologies Inc. (ATMU) 12-Month Stock Forecast & Price Target Cone

Per the Roarable RQD rating, ATMU scores 64 out of 100, a letter grade of C, with the verdict label "Roarable Hold — Fair / Balanced Risk-Reward." The five pillars are:

• Fundamental Cash Engine: 19 / 20 (ROIC 34.6%; FCF yield 3.93%). This is the strongest pillar and the main upside driver in the source data: high return on invested capital paired with a positive free cash flow yield.
• Whale 13F Flow: 9 / 20 (institutional accumulation and options positioning). This is a middling score. The source data does not include 13F holder detail, so the score cannot be traced to specific holders.
• Insider Conviction: 16 / 20 (SEC Form 4 and Congressional PTR cluster flow). A moderately supportive score, though the underlying transactions are not itemized in the source data.
• Macro Regime Fit: 4 / 20 (Beta 1.0; sector sensitivity). This is the weakest pillar. A beta of 1.0 means the stock is expected to move in line with the market, and the low score signals limited alignment with the current macro regime.
• Forensic Balance Sheet: 16 / 20 (Altman Z 5.31; Piotroski F 7/9; Debt/Equity 1.43). Per the Roarable RQD rating, the Altman Z of 5.31 and Piotroski F of 7/9 point to solid financial health, while the Debt/Equity of 1.43 is a meaningful leverage consideration.

For a prospective investor, the picture is a business with strong cash generation and return metrics, offset by weak macro-regime fit and meaningful leverage. The valuation tradeoff is that the stock trades at a P/E (TTM) of 18.3 and EV/EBITDA of 11.9 per the market data, with a free cash flow yield of 3.93%. The stock's 52-week range of $40.75 to $66.5 places the current price of $46.46 in the lower portion of that band. The Hold verdict reflects a balance of these factors rather than a strong directional signal.

Atmus Filtration Technologies Inc. (ATMU) is a NYSE-listed issuer in the Consumer Discretionary sector, within the Auto Parts:O.E.M. industry, per the company profile. The profile identifies it as a filtration technologies business with a market capitalization of $3.8B. Specific product lines, customer base, and revenue mix are not available in source data. The company's revenue of $1764.3M for FY 2025 and gross margin of 28.2% are reported in the financials and market data sections.

Per the SEC financials, revenue grew from $1628.1M in FY 2023 to $1764.3M in FY 2025, and operating income rose from $248.4M to $299.0M over the same span. Per the market data, the gross margin is 28.2%, operating margin 16.9%, and net margin 11.8%. ROIC is 34.6%. Per the Roarable RQD rating, the Altman Z-Score is 5.31 and the Piotroski F-Score is 7/9. Debt/Equity is 1.43 per the Roarable RQD rating, and FY 2025 debt of $540.0M was below FY 2024 debt of $570.0M against cash of $236.4M.

Per the recent news wire, the key items are:

• A scheduled announcement of third quarter 2026 results on November 6, 2026 (Yahoo Finance).
• A Seeking Alpha piece titled "Atmus Filtration: Finally Passing My Filter," flagged as a market wire item.
• A Globe and Mail piece suggesting investors "sell" ATMU and consider an alternative stock.
• A Simply Wall St piece estimating the stock could be 32% undervalued "as margin pressure draws focus," which flags margin pressure as a watch item.
• A Globe and Mail piece reporting that Bank of America Securities "remains a Buy."
• A Yahoo Finance piece reporting that ATMU shares, alongside several peers, "plummet[ed]."

All news items carry a YELLOW light and MARKET WIRE impact label in the source data. The Butterfly Supply-Chain Graph reports no supply-chain links and no proprietary signals, so no supply-chain or proprietary catalyst mapping is available. Watch items are the Q3 2026 earnings date, the margin-pressure theme, and the conflicting analyst-style headlines.

Per the Butterfly Supply-Chain Graph, the supply chain status is "NONE," with no butterfly links and no proprietary signals. Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are therefore not available in source data. The only sector context provided is the classification as Consumer Discretionary, Auto Parts:O.E.M., and the Roarable RQD macro-regime pillar score of 4 / 20 tied to sector sensitivity. An investor should treat the auto OEM exposure as a sector-level risk factor without a mapped supply chain.

• What drove the margin-pressure theme cited in news coverage, and how does it reconcile with the reported 28.2% gross margin and 16.9% operating margin?
• What is the composition and trend of the 13F institutional holder base, given the Whale 13F Flow pillar score of 9 / 20?
• What specific SEC Form 4 insider and Congressional PTR transactions underlie the Insider Conviction score of 16 / 20?
• What is the EPS for FY 2023 through FY 2025, since the financials report EPS as N/A for every period?
• What is the cash and debt position for FY 2023, which is reported as N/A, and what is the maturity profile of the $540.0M debt?