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Everus Construction price target lowered to $67 from $85 at Stifel

Stifel analyst Brian Brophy lowered the firm’s price target on Everus Construction (ECG) to $67 from $85 and keeps a Buy rating on the shares. Q4 results were above expectations, initial 2025 revenue guidance was ahead of forecasts, and initial 2025 EBITDA bracketed consensus, the analyst tells investors. However, the firm believes the negative share price reaction reflects high expectations regarding 2025 guidance, slowing new award activity in Q4 and an unexpected 30-40 basis point year-over-year decline in implied 2025 EBITDA margin guidance excluding dis-synergies, the analyst added.

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