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$AMRZ

10 stories mentioning AMRZUpdated 2d ago

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Wire

Amrize's 2027 Outlook Seen Improving After Weak 2026, UBS Says

Amrize's (AMRZ) 2027 period should be better than 2026, with earnings growth returning to its mid-term target range for the first time in three years, UBS Securities said in a Tuesday note.Adjusted earnings before interest, taxes, depreciation, and amortization in 2026 are likely to be at par with 2024 levels and "far" from the company's target of an 8% to 11% growth per annum, the brokerage said.The investment firm cut its fiscal 2026 to 2028 adjusted EPS estimates by 4% to 5% following its reviews of data-center construction and US cement, leaving its forecasts roughly in line with consensus.According to UBS, Amrize's adjusted EBITDA could increase by 9% in 2027, with demand tailwinds partly offsetting expected import pressures. The company's building envelope segment is poised for mid-teens growth, while the building materials segment is estimated to grow 7%.Data center construction should also add up to 200 basis points to Amrize's 2027 volume growth, according to the note.UBS reiterated its neutral rating on Amrize and cut its price target to $42 from $57.Price: $38.64, Change: $+0.05, Percent Change: +0.13%

$AMRZ
Insider Trading

Amrize Insider Bought Shares Worth $1,274,080, According to a Recent SEC Filing

Jan Philipp Jenisch, Director, Chairman & CEO, on September 02, 2026, executed a purchase for 30,000 shares in Amrize (AMRZ) for $1,274,080. Following the Form 4 filing with the SEC, Jenisch has control over a total of 2,286,000 ordinary shares of the company, with 1,767,000 shares held directly and 519,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/2035989/000203598926000078/xslF345X05/wk-form4_1788453611.xmlPrice: $43.48, Change: $+0.51, Percent Change: +1.19%

$AMRZ
Insider Trading

Amrize Insider Bought Shares Worth $283,530, According to a Recent SEC Filing

Baris Oran, Chief Financial Officer, on August 11, 2026, executed a purchase for 6,000 shares in Amrize (AMRZ) for $283,530. Following the Form 4 filing with the SEC, Oran has control over a total of 6,000 ordinary shares of the company, with 6,000 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/2035989/000187423126000007/xslF345X05/primary_doc.xmlPrice: $46.40, Change: $+0.03, Percent Change: +0.06%

$AMRZ
Wire

Amrize's Q2 Earnings Miss, EBITDA Guidance Cut Raise Execution Concerns, RBC Capital Markets Says

Amrize's (AMRZ) Q2 earnings miss and reduced full-year adjusted EBITDA guidance showed weaker execution than its major peers and raised concerns about the company's ability to convert higher volumes into stronger profits, RBC Capital Markets said in a note Monday.The investment firm said Amrize was the only "major heavyside" building-materials company to miss Q2 earnings estimates and cut full-year earnings before interest, taxes, depreciation, and amortization guidance, while its competitors beat expectations and maintained their outlooks.Although Amrize has a well invested cement plant network, scale advantages and opportunities from vertical integration, rising volumes have not translated into higher profits, the firm said. Management has said that margins were affected by timing differences between cost increases and offsetting surcharges or price increases, according to the note.The firm cut its EBITDA estimates for 2026 through 2028 by 4%, 6% and 7%, respectively, and reduced EPS estimates by 12%, 14% and 15%.RBC downgraded Amrize to underperform from sector perform, and cut the price target to $48 from $60.Price: $46.49, Change: $-0.15, Percent Change: -0.32%

$AMRZ
Research

RBC Downgrades Amrize to Underperform From Sector Perform, Adjusts PT to $48 From $60

Amrize (AMRZ) has an average rating of overweight and mean price target of $60.08, according to analysts polled by FactSet.

$AMRZ
Insider Trading

Amrize Insider Bought Shares Worth $938,451, According to a Recent SEC Filing

Jan Philipp Jenisch, Director, Chairman and Chief Executive Officer, on May 19, 2026, executed a purchase for 19,001 shares in Amrize (AMRZ) for $938,451. Following the Form 4 filing with the SEC, Jenisch has control over a total of 2,256,000 ordinary shares of the company, with 1,741,000 shares held directly and 515,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/2035989/000206810426000004/xslF345X05/primary_doc.xmlPrice: $49.31, Change: $+1.02, Percent Change: +2.11%

$AMRZ
Insider Trading

Amrize Insider Bought Shares Worth $1,407,571, According to a Recent SEC Filing

Jan Philipp Jenisch, Director, Chairman & CEO, on May 15, 2026, executed a purchase for 28,417 shares in Amrize (AMRZ) for $1,407,571. Following the Form 4 filing with the SEC, Jenisch has control over a total of 2,236,999 ordinary shares of the company, with 1,724,999 shares held directly and 512,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/2035989/000206810426000003/xslF345X05/primary_doc.xml

$AMRZ
Research

Research Alert: CFRA Reiterates Buy Opinion On Shares Of Amrize Ag

CFRA, an independent research provider, has providedwith 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 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.

$AMRZ
Wire

Oppenheimer Adjusts Price Target on Amrize to $68 From $70, Maintains Outperform Rating

Amrize (AMRZ) has an average rating of overweight and mean price target of $66.32, according to analysts polled by FactSet.Price: $53.32, Change: $-0.46, Percent Change: -0.86%

$AMRZ
Research

Research Alert: Amrize Q1: Materials Growth Offset By Envelope Decline, Guidance Intact

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMRZ reported mixed Q1 2026 results, with revenue growing 4.7% to $2.178B, though adjusted EBITDA fell 10.3% to $192M and margins compressed 150 bps to 8.8%. Building Materials segment strength (+12.9% revenue, +230 bps margin expansion) was offset by Building Envelope weakness (-9.8% revenue, -500 bps margin contraction). The company announced plans to begin its $1B share repurchase program and paid its first quarterly dividend of $0.11 per share. Management reaffirmed full-year guidance for revenue of $12.29B-$12.52B (up 4%-6%) and adjusted EBITDA of $3.25B-$3.34B (up 8%-11%). Consolidated profitability was pressured by elevated corporate costs of $56M following the Holcim separation, up from $30M prior year, though segment-level EBITDA excluding corporate costs increased 1.6%. Net leverage remained at 1.7x, with negative FCF of $1.163B reflecting typical seasonal patterns where cash generation concentrates in the second half.

$AMRZ

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