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Lakeland Industries price target lowered to $26 from $30 at Lake Street

Lake Street analyst Mark Smith lowered the firm’s price target on Lakeland Industries (LAKE) to $26 from $30 and keeps a Buy rating on the shares after the company reported Q1 results that came in below the firm’s estimates, largely due to a delayed Jolly shipment and tariff impacts delaying orders. Management reaffirmed its FY26 guidance for revenue of $210-$220M, but lowered its adjusted EBITDA expectations to trend toward the low end of the $24M-$29M range, notes the analyst, whose new FY26 EBITDA estimate is $20.9M.

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