TD Securities lowered its price target on AtkinsRealis Group Inc. (ATRL.TO) to $117 from $127 on Friday.
Analyst Michael Tupholme maintained a Buy rating on shares of the Canadian engineering services and nuclear company following its Q1 results.
"We see an H2/26 nuclear tech. decision in Ontario as a re-rating catalyst," Tupholme said in a note to clients.
"Also, we believe the 2026 Nuclear revenue guide could be conservative, given Q1/26 growth of +37% y/y vs. vs. FY2026 guide of +9% y/y," the analyst said. "ESR org. growth is strong and FY2026 ESR margin expansion remains intact."
Tupholme said the price target reduction is due to a "reduced ESR target multiple of 11.0x (was 12.5x), reflecting lower sector valuations."