William Blair analyst Stephen Sheldon has reiterated their bullish stance on FSV stock, giving a Buy rating on January 28.
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Stephen Sheldon has given his Buy rating due to a combination of factors that highlight FirstService’s resilient performance and attractive growth outlook. He notes that the company delivered a solid quarter, modestly surpassing revenue and EBITDA expectations despite facing muted storm-related restoration demand and continued weakness in roofing. The business mix, with under one-fifth of sales tied to more cyclical categories, underpins a more stable earnings profile that allowed FirstService to still post midteens adjusted EPS growth, supported by strong residential operations, robust expansion at Century Fire, and share gains in restoration.
Stephen Sheldon’s rating is based on management’s 2026 guidance that points to reaccelerating organic growth and stable profitability. The company is targeting mid-single-digit revenue growth at the start of the year, with an expected move to high-single-digit organic growth as the year progresses, and potential upside from bolt-on acquisitions. Residential operations are projected to continue growing steadily, while the brands segment is expected to return to positive organic growth, aided by double-digit gains at Century Fire, normalization in restoration activity with more typical weather, and improving trends in roofing. With EBITDA margins projected to remain roughly in line with prior-year levels, he views FirstService as well positioned to compound earnings across varied macro environments, supporting his Buy recommendation.
In another report released on January 28, TD Cowen also maintained a Buy rating on the stock with a $211.00 price target.
Based on the recent corporate insider activity of 27 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of FSV in relation to earlier this year.