6 stories mentioning AMRZUpdated 18m ago
Every FINWIRES story that references AMRZ, newest first.
Amrize (AMRZ) has an average rating of overweight and mean price target of $60.08, 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://finwires.com/en/contact)
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%
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
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.
Amrize (AMRZ) has an average rating of overweight and mean price target of $66.32, 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://finwires.com/en/contact)Price: $53.32, Change: $-0.46, Percent Change: -0.86%
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.
