Latest news with #WasteConnections
Yahoo
9 hours ago
- Business
- Yahoo
Waste Connections (WCN) Declined Despite Strong Results and Guidance
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Mid Cap Composite returned 3.46% net-of-fees in the quarter, trailing the Russell Mid Cap Growth Index's 18.20% return. After a strong first quarter in 2025, investor enthusiasm shifted towards high-beta and AI stocks following the "Liberation Day" announcements, creating a narrow leadership group that posed challenges for the Mid Cap Strategy in the second quarter. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Waste Connections, Inc. (NYSE:WCN). Waste Connections, Inc. (NYSE:WCN) offers non-hazardous waste collection, transfer, disposal, and resource recovery services. The one-month return of Waste Connections, Inc. (NYSE:WCN) was 0.10%, and its shares gained 5.50% of their value over the last 52 weeks. On July 28, 2025, Waste Connections, Inc. (NYSE:WCN) stock closed at $186.06 per share, with a market capitalization of $47.97 billion. Conestoga Capital Advisors stated the following regarding Waste Connections, Inc. (NYSE:WCN) in its second quarter 2025 investor letter: "Waste Connections, Inc. (NYSE:WCN) is a leading provider of non-hazardous waste collection, transfer, disposal, and recycling services in the U.S. and Canada. While the company reported a strong quarter and reaffirmed its full year guidance, it was one of many low beta stocks that underperformed during the intra quarter surge in the market." A fleet of waste management trucks driving through a city at sunrise. Waste Connections, Inc. (NYSE:WCN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Waste Connections, Inc. (NYSE:WCN) at the end of the first quarter, which was 49 in the previous quarter. In the second quarter of 2025, Waste Connections, Inc.'s (NYSE:WCN) revenue increased 7.1% year-over-year to $ $2.407 billion. While we acknowledge the potential of Waste Connections, Inc. (NYSE:WCN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Waste Connections, Inc. (NYSE:WCN) and shared the list of best stocks to buy according to Brasada Capital Management. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
a day ago
- Business
- Yahoo
Truist Maintains $220 PT on Waste Connections (WCN)
Waste Connections, Inc. (NYSE:WCN) is one of the best high growth stocks. On June 20, Truist reaffirmed a Buy rating on WCN with a price target of $220. Truist conveyed confidence in Waste Connections, Inc. (NYSE:WCN)'s ability to uphold premium pricing, attributing this to its focus on service excellence, vertical integration, and workforce stability. The research firm specifically highlighted the often overlooked value of low employee turnover, noting its role in driving a significant 10.75% revenue growth over the past twelve months. A biohazard waste disposal team safely transferring contaminated water for treatment. Waste Connections also continues to exhibit impressive merger and acquisition activity. The firm noted that, relative to its industry peers, WCN is particularly well-positioned to capitalize on future solid waste acquisition opportunities. Waste Connections' solid balance sheet and consistent free cash flow generation have been identified as critical drivers of its acquisition strategy. These financial strengths afford the company strategic flexibility to capitalize on further growth opportunities within the solid waste sector. Waste Connections, Inc. (NYSE:WCN) provides comprehensive non-hazardous waste management services across the United States and Canada. While we acknowledge the potential of WCN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Republic Services (RSG) Reports Earnings Tomorrow: What To Expect
Waste management company Republic Services (NYSE:RSG) will be reporting results this Tuesday afternoon. Here's what you need to know. Republic Services missed analysts' revenue expectations by 0.9% last quarter, reporting revenues of $4.01 billion, up 3.8% year on year. It was a mixed quarter for the company, with a solid beat of analysts' adjusted operating income estimates but sales volume in line with analysts' estimates. Is Republic Services a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Republic Services's revenue to grow 5.3% year on year to $4.26 billion, slowing from the 8.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.76 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 9 downward revisions over the last 30 days (we track 16 analysts). Republic Services has missed Wall Street's revenue estimates five times over the last two years. Looking at Republic Services's peers in the environmental and facilities services segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Waste Connections delivered year-on-year revenue growth of 7.1%, beating analysts' expectations by 0.7%, and Rollins reported revenues up 12.1%, topping estimates by 1.1%. Waste Connections traded up 2.2% following the results while Rollins was also up 5.2%. Read our full analysis of Waste Connections's results here and Rollins's results here. There has been positive sentiment among investors in the environmental and facilities services segment, with share prices up 6.8% on average over the last month. Republic Services's stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $263.90 (compared to the current share price of $245.16). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
3 days ago
- Business
- Yahoo
Waste Management (WM) Reports Q2: Everything You Need To Know Ahead Of Earnings
Waste management services provider Waste Management (NYSE:WM) will be reporting results this Monday afternoon. Here's what to expect. Waste Management missed analysts' revenue expectations by 1.4% last quarter, reporting revenues of $6.02 billion, up 16.7% year on year. It was a mixed quarter for the company, with a decent beat of analysts' EPS estimates. Is Waste Management a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Waste Management's revenue to grow 17.8% year on year to $6.36 billion, improving from the 5.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.89 per share. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 11 downward revisions over the last 30 days (we track 16 analysts). Waste Management has missed Wall Street's revenue estimates five times over the last two years. Looking at Waste Management's peers in the environmental and facilities services segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Waste Connections delivered year-on-year revenue growth of 7.1%, beating analysts' expectations by 0.7%, and Rollins reported revenues up 12.1%, topping estimates by 1.1%. Waste Connections traded up 2.2% following the results while Rollins was also up 5.2%. Read our full analysis of Waste Connections's results here and Rollins's results here. There has been positive sentiment among investors in the environmental and facilities services segment, with share prices up 6.7% on average over the last month. Waste Management's stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $252.57 (compared to the current share price of $229.65). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Earnings To Watch: Veralto (VLTO) Reports Q2 Results Tomorrow
Water analytics and treatment company Veralto (NYSE:VLTO) will be announcing earnings results this Monday after market hours. Here's what investors should know. Veralto beat analysts' revenue expectations by 4.1% last quarter, reporting revenues of $1.33 billion, up 6.9% year on year. It was a very strong quarter for the company, with a solid beat of analysts' adjusted operating income estimates and an impressive beat of analysts' EBITDA estimates. Is Veralto a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Veralto's revenue to grow 4.4% year on year to $1.34 billion, improving from the 2.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.88 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Veralto has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 2.1% on average. Looking at Veralto's peers in the environmental and facilities services segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Waste Connections delivered year-on-year revenue growth of 7.1%, beating analysts' expectations by 0.7%, and Rollins reported revenues up 12.1%, topping estimates by 1.1%. Waste Connections traded up 2.2% following the results while Rollins was also up 5.2%. Read our full analysis of Waste Connections's results here and Rollins's results here. There has been positive sentiment among investors in the environmental and facilities services segment, with share prices up 6.7% on average over the last month. Veralto is up 2.4% during the same time and is heading into earnings with an average analyst price target of $110.28 (compared to the current share price of $103.50). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
