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Allison Transmission Holdings, Inc.

ALSN · NYSE

Market closed$113.60$-1.89 (-1.64%)After hours $114.50 · +0.79%

Key statistics

Previous close$115.49
Open$114.34
Day high$115.75
Day low$112.93
52-week high$137.62
52-week low$76.01
Market cap9.42B
Volume642.41K
Average volume1.14M
P/E ratio17.67
Forward P/E—
EPS6.43
Dividend yield+0.99%

Market context

Why it moved

ALSN shares declined amid broad market pressure and sector-wide selling, with no specific company catalysts available, suggesting the move was driven by general macroeconomic uncertainty and profit-taking following recent gains.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Allison Transmission closed modestly lower as mixed analyst sentiment and a risk-off macro backdrop weighed on shares. Morgan Stanley raised its price target to $130 (from $126) while maintaining an Equal-Weight rating, citing the company's strong Q1 results — EPS of $2.57 beat estimates by $0.47 and revenue of $1.41B surged 83.6% year-over-year. However, Citigroup trimmed its target to $125 and held a Neutral stance, reflecting cautious near-term sentiment. In after-hours trading, shares edged back up ~0.79% to $114.50.

-1.6365

July 16, 2026Allison Transmission closed modestly lower, slipping against a mixed backdrop for auto parts peers as the consumer cyclical sector digested Q2 earnings season kickoff. The stock trades well below its 52-week high of $137.62 but above its $116.14 200-day moving average, with analysts maintaining a Moderate Buy consensus and an average price target of $127.17 following a strong Q1 beat — EPS of $2.57 vs. $2.10 expected and revenue of $1.41B up 83.6% year-over-year. Recent institutional activity was mixed, with Jane Street lifting its stake 341% while the CFO sold ~68% of his holdings in May.

-0.6692

July 14, 2026Allison Transmission closed modestly lower as Citigroup cut its price target on the stock from $135 to $125 while maintaining a Neutral rating, citing analyst Kyle Menges' revised outlook. The downgrade weighed on shares against a broader backdrop of macro uncertainty, including renewed U.S.-Iran tensions that sent oil prices sharply higher and pressured consumer cyclical stocks. Despite the headwinds, the company's fundamentals remain solid — Q1 EPS of $2.57 beat estimates by $0.47, revenue rose 83.6% year-over-year, and the analyst consensus average target of $127.17 still implies meaningful upside.

-0.7932

July 14, 2026Allison Transmission rose over 1.5% during the regular session, outperforming the broader consumer cyclical sector as a pair of catalysts drew investor attention: JPMorgan raised its price target on ALSN from $140 to $145, and the company secured a $250M contract for BAE Systems CV90 MkIV transmissions. The stock is giving back a modest portion of those gains in after-hours trading (-0.82%) alongside a broader market pullback driven by renewed U.S.-Iran tensions and rising oil prices. With Q2 earnings due August 3rd and analysts holding a consensus Moderate Buy with a $127.17 average target, investors are balancing near-term macro headwinds against the company's strong Q1 beat and improving analyst sentiment.

1.5498

July 11, 2026Allison Transmission Holdings edged modestly higher in regular trading and continued to gain in after-hours, holding near the consensus analyst price target of $127.17 despite trading well below it. The auto parts manufacturer remains in focus following a blowout Q1 earnings report — EPS of $2.57 crushed the $2.10 estimate, and revenue surged 83.6% year-over-year to $1.41 billion — which prompted multiple analyst price target upgrades, including Wells Fargo raising its target to $137 and Morgan Stanley lifting its target to $126. The broader auto parts sector faces mixed signals, with geopolitical tensions from the U.S.-Iran conflict weighing on sentiment, while Weiss Ratings recently upgraded ALSN to a Buy, reinforcing a constructive but cautious institutional backdrop.

0.3779

July 10, 2026Allison Transmission shares closed up nearly 2%, outperforming the broader consumer cyclical sector (XLY) on a choppy trading day dominated by U.S.-Iran escalation concerns and oil price volatility. The stock's relative resilience stands out as geopolitical risk weighed on discretionary names, with macro headwinds from renewed Middle East tensions driving oil prices sharply higher and reigniting inflation fears. Underpinning investor confidence is the company's strong Q1 beat — EPS of $2.57 vs. the $2.10 estimate — alongside a consensus 'Moderate Buy' rating and an average analyst price target of $127.17, suggesting meaningful upside from current levels.

1.8166

July 9, 2026Allison Transmission shares fell over 2% as a broad market risk-off selloff swept consumer cyclical stocks following President Trump's declaration that the U.S.-Iran ceasefire was 'over,' sending oil prices surging more than 5% and reigniting inflation fears. The macro headwind overshadowed otherwise constructive fundamentals — the company recently beat Q1 estimates decisively ($2.57 EPS vs. $2.10 expected) on 83.6% year-over-year revenue growth — and a recent Weiss Ratings upgrade to Buy. In after-hours trading, shares partially recovered, edging back up roughly 1.3%.

-2.1196

July 8, 2026Allison Transmission closed down roughly 2% as broader consumer cyclical and auto-parts names sold off, with the XLY sector ETF also slipping. The pullback follows the stock's inclusion in the S&P MidCap 400 (effective July 6), which had attracted index-driven buying interest. Despite the dip, investors continue to weigh a constructive fundamental backdrop: the company posted a blowout Q1 with EPS of $2.57 vs. the $2.10 estimate and revenue up 83.6% YoY, bolstered by its acquisition of Dana's Off-Highway business. Analyst consensus sits at "Moderate Buy" with a $127.17 price target, and the stock remains above its 200-day moving average.

-2.084

MarketBeat · July 17, 2026Allison Transmission (NYSE:ALSN) Given New $130.00 Price Target at Morgan StanleySimply Wall Street · July 13, 2026Allison Transmission Holdings (ALSN) Could Be 15% Undervalued As $250 Million Defense Deal LandsTradingView · July 9, 20262 Reasons to Like ALSN (and 1 Not So Much)Seeking Alpha · July 1, 2026Allison Transmission: Bracing For A Q2 Miss (NYSE:ALSN)Quiver Quantitative · July 1, 2026Allison Transmission rises as investors weigh defense wins, acquisition synergies, and capital returnsSeeking Alpha · June 30, 2026Allison Transmission: Attractive Valuation Despite Near-Term Headwinds (NYSE:ALSN)Simply Wall Street · June 17, 2026Allison Transmission (ALSN) Lands $250 Million CV90 Deal With BAE SystemsPR Newswire · June 16, 2026Allison Transmission to supply 4040 MX™ transmissions for BAE Systems Hägglunds CV90 MkIV vehicles

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