FINWIRES · TerminalLIVE
FINWIRES

Research Alert: CFRA Retains Buy Opinion On Shares Of Waste Connections Inc.

作者

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We update our 12-month target to $200 from $215, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at $5.72 and $6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.

相关文章

Asia

EPS Creative Health 与母公司关联供应商续签产品采购框架

据周一提交给香港交易所的文件显示,EPS Creative Health Technology(港交所代码:3860)旗下子公司EP Trading与EPS Americas签署了一份框架采购协议,将采购实验室耗材,为期三年,至2029年3月。 该公司股价在周二早盘交易中上涨近2%。 该协议取代了此前于3月31日到期的协议,涵盖的产品包括动物实验耗材,例如纯化饲料、垫料、笼具及相关用品。 拟议的年度采购上限分别为:2027年3300万港元,2028年3600万港元,2029年3900万港元。 文件显示,EPS Americas是该公司控股股东EPS Holdings的子公司。

$HKG:3860
Asia

Elsight公司称其Halo连接平台获得美国蓝名单认证,股价上涨5%。

据周二提交给澳大利亚证券交易所的文件显示,Elsight(ASX:ELS)宣布,其Halo连接平台已被列入美国战争部国防合同管理局(DCMA)的“蓝名单”。该名单收录了符合《国防授权法案》(NDAA)的无人机系统和组件。 该公司表示,此次获批确认Halo符合战争部对运行可靠性的标准,使美国军方能够直接通过DCMA采购市场采购Halo,从而绕过传统的政府采购流程。 该公司补充道,列入“蓝名单”有望加快Halo在美国军方及其盟国无人机系统(UAS)项目中的采用和部署速度。 该公司股价在周二的交易中上涨了5%。

$ASX:ELS
Asia

新西兰证券交易所午间行业板块更新:电子技术进步,工业服务业下滑

周二中午前,新西兰证券交易所电子科技股涨幅最大,涨幅超过2%。 ikeGPS集团(NZE:IKE,ASX:IKE)股价在近期交易中上涨近5%。 另一方面,工业服务板块表现疲软,下跌近4%。 Ventia服务集团(NZE:VNT,ASX:VNT)股价在近期交易中下跌6%。

$^NZ50$ASX:IKE$ASX:VNT$NZE:IKE$NZE:VNT