financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Reiterates Buy Opinion In Shares Of Waste Management Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Reiterates Buy Opinion In Shares Of Waste Management Inc.
Oct 27, 2025 11:49 PM

02:40 AM EDT, 10/28/2025 (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 retain our 12-month target of $250 following WM's Q3 results, valuing shares at 29.3x our 2026 EPS view of $8.52 (down from $8.60; 2025 EPS adjusted to $7.47 from $7.72). WM reported mixed Q3 results as revenue fell short of expectations due to headwinds in its Recycling, where commodity prices declined ~35% Y/Y and sales dropped $60M. Healthcare Solutions also underperformed as WM delayed pricing adjustments to prioritize customer relationships. Revenues are now expected to be ~$25.28B, near the low end of prior guidance. However, WM's core Collection and Disposal business (83% of Q3 sales) was a bright spot, achieving a record operating EBITDA margin of 38.4% and driving 10 bps Y/Y expansion in overall company EBITDA margin to 30.6%. Strong margin performance reflects tech investments, strategic asset utilization, and disciplined pricing, with core pricing remaining at 6%. WM raised its operating EBITDA margin guidance to 29.6%-30.2% from 29.6%-29.9%, demonstrating continued pricing power in the industry.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Maintains Hold Opinion On Shares Of Ubiquiti Inc.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Ubiquiti Inc.
May 12, 2024
12:50 AM EDT, 05/13/2024 (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 raise our 12-month target price by $10 to $140, applying an EV/revenue multiple of 4.0x to our FY 25 (Jun.) estimate, a discount to its 10-year historical average multiple...
Research Alert: CFRA Maintains Hold Opinion On Shares Of Netscout Systems, Inc.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Netscout Systems, Inc.
May 12, 2024
12:40 AM EDT, 05/13/2024 (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 price by $5 to $25, 11.6x our FY 25 (Mar.) EPS estimate, a discount to its three-year forward average P/E at 14.8x, reflecting our slow...
Research Alert: CFRA Maintains Hold Opinion On Shares Of Telus Corporation
Research Alert: CFRA Maintains Hold Opinion On Shares Of Telus Corporation
May 12, 2024
01:00 AM EDT, 05/13/2024 (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 keep our 12-month target price at US$20, 26.3x our '24 EPS, a premium to its three-year forward average P/E multiple at 22.2x, reflecting recent results. We keep our '24...
Research Alert: CFRA Maintains Sell Opinion On Shares Of Dropbox, Inc.
Research Alert: CFRA Maintains Sell Opinion On Shares Of Dropbox, Inc.
May 12, 2024
12:55 AM EDT, 05/13/2024 (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 keep our 12-month target price at $20, applying an EV/revenue multiple of 2.9x to our 2024 estimate, a discount to its three-year historical average multiple at 4.4x, reflecting recent...
Copyright 2023-2025 - www.financetom.com All Rights Reserved