financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Amrize Ag
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
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.

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 Keeps Hold Opinion On Shares Of The Kroger Co.
Research Alert: CFRA Keeps Hold Opinion On Shares Of The Kroger Co.
Sep 11, 2025
04:25 PM EDT, 09/11/2025 (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 maintain our 12-month target at $75, applying a 14x P/E multiple to our FY 27 (Jan.) EPS estimate of $5.35, up from $5.20. Following strong 1H results, we lift...
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Chewy, Inc.
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Chewy, Inc.
Sep 10, 2025
01:50 AM EDT, 09/11/2025 (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 raise our 12-month target by $1 to $54, based on a blended valuation of 20x FY 27 (Jan.) EBITDA and 2.0x FY 27 EV/sales. We lift our FY 26...
Research Alert: CFRA Lowers Opinion On Shares Of Fedex Corporation To Sell From Hold
Research Alert: CFRA Lowers Opinion On Shares Of Fedex Corporation To Sell From Hold
Sep 11, 2025
03:00 PM EDT, 09/11/2025 (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 lower our 12-month target price by $7 to $219, 12.1x our FY 26 (May) EPS view and below FDX's three- and five-year forward average of 12.8x. We cut our...
Research Alert: CFRA Keeps Hold Opinion On Adss Of Novo Nordisk
Research Alert: CFRA Keeps Hold Opinion On Adss Of Novo Nordisk
Sep 11, 2025
02:50 AM EDT, 09/11/2025 (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 keep our target price of USD61, implying 16.3x our 2025 EPADS, a discount to historical forward P/E of 25x-30x to reflect growing concerns about long-term competitive positioning, yet above...
Copyright 2023-2026 - www.financetom.com All Rights Reserved