08:10 AM EDT, 10/31/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We trim our 12-month target to $255 from $265, valuing shares at 33.1x our 2026 EPS of $7.70. We raise our 2025 EPS estimate to $6.97 from $6.90. RSG reported Q3 EPS of $1.90, beating consensus by $0.12, supported by 6% core pricing that outpaced cost inflation and solid operational execution. Revenue grew 3.3% Y/Y despite 0.3% volume declines, with collection services contributing 67% of total revenue and landfill operations delivering strong 13.9% net revenue growth. Labor disruption from the Teamsters Union dispute created headwinds but did not prevent margin expansion, as adjusted EBITDA margin widened 80 bps to 32.8%. The company expects revenue to approach the low end of its full-year guidance range. With recycled commodity prices averaging $126 per ton (down $51 from the prior year), we believe RSG's earlier targets appear less viable, explaining management's cautious guidance as pricing pressures from lower commodity values continue to weigh on near-term performance expectations.