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Aaon price target raised to $138 from $130 at Baird

Baird analyst Timothy Wojs raised the firm’s price target on Aaon (AAON) to $138 from $130 and keeps an Outperform rating on the shares. The firm said strong data center performance in BASX/ACP more than offset weaker Oklahoma results. Data center growth a highlight with momentum rapidly building into 2025/2026, with incremental capacity expansion announced.

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