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Morgan Stanley Lowers its Price Target on Donaldson Company, Inc. (DCI) to $91 from $93 and Maintains an Equal Weight Rating

Donaldson Company, Inc. (NYSE:DCI) is among the 11 Most Oversold Stocks to Buy Now.

On March 9, 2026, Morgan Stanley analyst Angel Castillo lowered the price target on Donaldson Company, Inc. (NYSE:DCI) to $91 from $93 previously and maintained an Equal Weight rating. Angel Castillo adjusted several targets across the machinery and construction group as part of a weekly update to Morgan Stanley’s models.

On February 26, 2026, Donaldson Company, Inc. (NYSE:DCI) reported Q2 adjusted EPS of 83c, below the 89c consensus estimate, with revenue of $896M compared with the $898.64M consensus. CEO Tod Carpenter said the company delivered “record sales” during the quarter while continuing to strengthen the business to meet demand in key high-margin segments. Carpenter also highlighted the agreement to acquire Facet, which expands the company’s product portfolio with fuel and fluid filtration capabilities serving durable markets, including aerospace and defense and power generation.

Donaldson Company, Inc. (NYSE:DCI) lowered its fiscal 2026 adjusted EPS outlook to $3.93-$4.01 from $3.95-$4.11, compared with the $4.05 consensus estimate. The company expects fiscal 2026 revenue to rise 1%-5% from $3.69B in 2025, versus the $3.83B consensus. Management said strong backlogs and expected operating improvements in the second half support projections for record sales, operating margin, and earnings in fiscal 2026.

Donaldson Company, Inc. (NYSE:DCI) manufactures and sells filtration systems and replacement parts worldwide through its Mobile Solutions, Industrial Solutions, and Life Sciences segments.

While we acknowledge the risk and potential of DCI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DCI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Best Tech Stocks that Beat Earnings Estimates and 40 Most Popular Stocks Among Hedge Funds Heading Into 2026

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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