CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raised our target price by $18 to $73 using a normalized equity risk premium and a forward P/E of 29.2x compared to the 3-year historical average of 30.4x on operating earnings. We lower our 2026 EPS estimate by $0.32 to $2.50 and our 2027 estimate by $0.67 to $4.00, just below consensus estimates. Our revenue projections are $2.66B in 2026 and $2.94B in 2027, respectively. LPX saw minimal impact from crude oil price volatility experienced in Q1 2026. This reflects both the near-term agility of the company's supply chain and operations teams as well as the longer-term algorithmic structure of many of its strategic supply contracts. We expect to see modest increases in freight rates, which is not surprising given how quickly diesel prices respond to crude oil supply disruptions. Overall, management stated inflationary impacts were minimal in Q1 2026. LPX secured two new builder partnerships with some of the largest U.S. homebuilders in 2026, and we see more deals ahead.