11:03 AM EDT, 10/01/2025 (MT Newswires) -- Arcosa ( ACA ) is facing healthy demand for aggregates backed by factors like infrastructure and non-residential activity and pricing momentum, Oppenheimer said in a note Wednesday.

The investment firm highlighted the fact that an eventual housing recovery may lead to another leg of growth since it represents about 25% of the segment's revenue.

Meanwhile, Arcosa's ( ACA ) barges segment has a backlog close to record levels supported by the dry/liquid barge replacement cycle, which may lead to a near or medium-term divestiture of the business, the note said.

For the company's wind segment, Oppenheimer said Arcosa's ( ACA ) management believes it could get another order by year-end amid a clearer legislative environment.

The investment firm said upcoming catalysts for Arcosa ( ACA ) may include another wind order and the potential sale of barges.

Oppenheimer kept its outperform rating on Arcosa ( ACA ) and has a $110 price target on the company.

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