EMCOR Group (EME) has an average rating of overweight and mean price target of $1,000.14, according to analysts polled by FactSet.
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Vulcan Materials (VMC) has an average rating of overweight and mean price target of $335.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ICON reported challenging Q4 results with sales of $2.11B (+2.5% Y/Y, $130M above consensus) but adjusted EPS of $2.52 fell $0.59 short of estimates and declined 26.5%. Full-year 2025 sales of $8.25B rose just 0.8%, while adjusted EBITDA margin contracted meaningfully to 18.6% (-180 bps), reflecting industry headwinds including elevated cancellations and pricing pressure. A bright spot was strong bookings momentum with $3.2B in Q4 gross wins supporting a robust 1.36 book-to-bill ratio, while the completed accounting investigation resulted in minimal revenue restatements of 0.8%-1.1% for 2023-2024 with no operational impact. For 2026, ICLR guided to revenue of $7.85B-$8.15B and EPS of $10.00-$11.00, representing declines of about 3% and 16%, respectively, at the midpoint. The guidance reflects continued near-term margin pressure and operational challenges, in our view, though management expressed confidence in large pharma spending recovery and improving biotech funding conditions.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HP's Q2 FY 26 results exceeded consensus with revenue of $14.41B (+9% Y/Y) vs. $14.07B estimate and non-GAAP EPS of $0.86 (+21%) vs. $0.72 consensus, with operating margin of 7.5% up 20 bps. Personal Systems grew 13% driven entirely by price increases while units declined 7%, and operating margin expanded 70 bps to 5.2% despite elevated component costs. We believe AI PC momentum provides upside as shipments reached 44% of mix (up from 35% prior quarter), though we expect consumer demand destruction as prices rise with memory/CPU costs. Management maintained FY 26 guidance with non-GAAP EPS of $3.00 midpoint, down from $3.05 but improved versus prior commentary, and free cash flow of $2.9B. We see downside to estimates given component price volatility, as recent price-increase-driven growth is likely unsustainable medium-term while Printing continues structural decline with revenue down 2% despite maintaining strong 18.3% operating margins.