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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Amrize Ag
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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Amrize Ag
May 4, 2026 11:27 AM

02:10 PM EDT, 05/04/2026 (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 lower our 12-month target by $7 to $64, on an EV/EBITDA of 12.3x our 2026 EBITDA estimate, a discount to the peer average of 12.4x. Our 2026 EPS view is kept at $2.75, though we trim our 2027 EPS view by $0.02 to $3.15. Amrize ( AMRZ ) reported mixed Q1 2026 results, as Building Materials strength was offset by Building Envelope weakness. The strong volume growth in cement and aggregates reflects underlying demand strength from data centers and commercial construction that management expects to sustain throughout the year. However, the Building Envelope segment's weak performance due to soft demand, pricing pressure, and operational disruptions highlights near-term execution risk around the aggressive pricing actions implemented in April and announced for May-June. We think reaffirmed 2026 guidance is attainable but requires volumes to hold steady in the Building Materials segment following price increases, while the Building Envelope must successfully pass through cost inflation.

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