Analyst James Schumm of TD Cowen reiterated a Buy rating on Casella Waste, with a price target of $125.00.
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James Schumm has given his Buy rating due to a combination of factors tied to Casella Waste’s earnings performance and margin improvement potential. He highlights that the company modestly beat expectations on adjusted EBITDA and free cash flow, and that 2026 guidance is broadly consistent with prior commentary, suggesting a stable near‑term outlook despite recent share underperformance.
Schumm also sees meaningful, underappreciated upside from operational enhancements in the Mid‑Atlantic segment and from lower G&A costs over time. He estimates that closing part of the margin gap between Mid‑Atlantic and other regions, alongside achievable G&A efficiencies by 2027, could add roughly $35 million of EBITDA, or about an 8% lift versus 2025 levels, supporting a favorable risk‑reward profile and justifying his Buy recommendation.
In another report released on February 20, Stifel Nicolaus also maintained a Buy rating on the stock with a $113.00 price target.