Is Allison Transmission Holdings, Inc. (NYSE:ALSN) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Allison Transmission Holdings, Inc. at current levels.
Boring transmission maker just bought itself into a $2B off-highway franchise, and the market is still pricing it like a truck cycle bet.
Where ALSN is headed
By the back end of 2027, Allison is no longer the medium-duty truck transmission company that traded between $40 and $90 for a decade. It is a diversified propulsion business with three legitimate legs: on-highway North America (the cash cow), defense (the underappreciated grower with multi-year visibility on the AbramsX and tracked vehicle refresh), and off-highway global (the Dana acquisition, which Graziosi sounded genuinely surprised by on the Q1 call, the global footprint is doing more than the deal model assumed). The revenue line tells you something already shifted, +83% TTM growth and +109% expected next year is not a cycle, that's the Dana off-highway business consolidating onto the books.
Read the full Compass Direction on ALSN
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $117.91).
See the full ALSN analysisGet calls like this, free
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Frequently asked questions
Is Allison Transmission Holdings, Inc. (NYSE:ALSN) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Allison Transmission Holdings, Inc. at current levels. Boring transmission maker just bought itself into a $2B off-highway franchise, and the market is still pricing it like a truck cycle bet.
What is ALSN's Compass Score?
Allison Transmission Holdings, Inc. scores 84/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for ALSN?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the ALSN page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.